Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
Friday, September 18, 2026
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Barbarian Capital on X
$DDS Dillard's moving their listing to the Texas Stock Exchange https://t.co/n73O2VXhQo
Trevor Scott on X
After decades of showcasing the world's best, most inspiring athletes, Nike pivoted in the pandemic to lifestyle marketing with 2021's #OwnTheFloor. $NKE hit a 12 year low today. https://t.co/2nMGetU6Gd
Trevor Scott on X
After decades of showcasing the world's best, most inspiring athletes, Nike pivoted in the pandemic to lifestyle marketing with 2021's #OwnTheFloor. It shifted from elite performance to an inclusive message of authentic identity and self-expression. $NKE hit a 12 year low today. https://t.co/gITCp2QLZb
JabroniCoin.USD on X
$ACMR https://t.co/ooo2FrPWFw
Nat Stewart on X
$ROL could have used an ATM at high valuations in a way that benefited *all* long-term holders. Instead, they used corporate funds/new capital to cash out insiders for $2.4 billion (between 2023, 2025 sales). Great business, but deserves a hefty governance discount. IMO the board isn't working for *all* shareholders.
Negligible Capital on X
*WESTINGHOUSE SAID TO SEEK OVER $50 BILLION VALUATION IN US IPO $CCJ owns 49% of Westinghouse. $BEP owns the rest Nuclear has totally fallen off the radar this year. Shitco’s like OKLO and SMR flew the theme too close to the sun and rightfully tanked. Maybe Westinghouse IPO brings the nuclear / uranium trade back
Negligible Capital on X
*WESTINGHOUSE SAID TO SEEK OVER $50 BILLION VALUATION IN US IPO $CCJ owns 49% of Westinghouse Nuclear has totally fallen off the radar this year. Shitco’s like OKLO and SMR flew the theme too close to the sun and rightfully tanked. Maybe Westinghouse IPO brings the nuclear / uranium trade back
David Orr on X
I see this a lot in the investing business. For example, the young fiery aggressive fund managers of the 1990s, who called out dishonest bad management, are now behaving like the companies they used to vicisouly attack. Stuff like $GLRE or $HHH.
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 ALM $4.2BJXN $8.8B
- Akre Capital Management, LLC Q3 2026 AMT $82B
- Protean Funds August 2026 BVNKF $2.4B
- Janus Henderson Investors July 2026 NXT $12B
- Asset Value Investors Ltd July 2026 9301 $3.3B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
- Forager Funds Management July 2026 4733 $4BSGE $12B
QNT: The 100× Question
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
Deep Dive: Grab Holdings ($GRAB)
Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
Quantum Computing: Continuing To Evolve And Transition From The Lab To Commerce
Quantum Computing, QUBT, sold its first Dirac-3 system, added a second fab through acquisition and is building photonics capabilities…
Marc Gerstein 
Research & Analysis: Ultra Clean Holdings (NASDAQ: UCTT)
Ultra Clean Holdings targets a $4 billion annualized revenue run rate by H2 2027 through manufacturing expansion and a broader…
This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha
Special-situations survey flags Cooper’s $3 billion buyback, Grab’s $900 million repurchase, and Beretta’s $44.80 partial tender for Sturm…
Power Semiconductors: The Follow-Up
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…
Progyny: Best-In-Class And Likely To Exceed Analyst Estimates In 2027
Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…
Robert J. Lake 
Problems at Jackson Financial ($JXN)
Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…
Copart 4Q26 Business Update
Copart's U.S. insurance volumes fell 7.5% in 4Q26, largely from one customer loss, while international insurance units rose 11.2% and…
Viridian Therapeutics: Two Products, One Commercial Buildout
Viridian Therapeutics is building a shared commercial platform for Lumvoa and investigational elegrobart in thyroid eye disease, with…
Equity Eagle 
DASH · long Doordash INC
DoorDash holds roughly 60% U.S. market share in on-demand restaurant logistics, underpinning a long thesis on its defensible delivery…
GCI Liberty (GLIBK) Podcast & Presentation
GCI Liberty, Alaska’s dominant telecom operator, trades at 10x free cash flow after its Liberty Broadband spinout and has roughly $2…
The Skills AI Can’t Replace
Duolingo is presented as an AI-resilient opportunity after SaaS stocks sold off on fears that coding tools will compress software moats,…
The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04
Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…
Airbnb 4Q25: Business Update
Airbnb’s fourth-quarter revenue rose 12% to $2.8 billion and GBV 16%, while product improvements and AI spending target booking conversion…
Adobe Stock Breakdown (Five Minute Money)
Adobe trades at 14x free cash flow after a 60% decline despite growth, with AI, its business-model transition and creative-software…
After Trade Review, and Earnings Mention Market Thoughts
SNAP Family Center was omitted from Snap’s earnings call, validating a 50-cent Kalshi NO contract and informing a machine-learning model…
Ferrari Exploratory Report
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
Carvana, DriveTime, Hindenburg and Gotham City
Carvana’s DriveTime disclosures do not prove loan-loss shifting, but related-party dealings and gains on loan sales remain central concerns.
FDA vs. HIMS: Why the Oral “Wegovy Copy” Crackdown Changes the GLP-1 Game
FDA’s crackdown on HIMS’s $49 compounded oral Wegovy copy reshapes GLP-1 competition after Novo Nordisk forecast 2026 sales and profit…
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