Friday, September 18, 2026

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.

FICO $19B

Steve Eisman Sep 18 2 clicks

Sep 18 NTDOY $61B

$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest

Yet Another Value Podcast 1 click

Sep 18 DASH $81B

Groceries, Aggregators, and Agents

MBI Deep Dives 1 click

From X

@LaughingH20Cap Apr 22 2 clicks

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 4/x) i'd bet RFID would drop their objections to $NN's plan in exchange for licensed status in 907-918 (or 908-917Mhz). Seems like a fair compromise to provide terrestrial backup to GPS in the U.S. for free.

@LaughingH20Cap Apr 22

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 2/x) remember $NN does not want 907-918 MHz. RFID signal is strongest at 915. Europe and China both use ~9 MHz for RFID, with restrictions on power and listen before talk. Why is 11 MHz that includes 915 (9 w/ blockers) not enough for RFID in the US? https://t.co/U9xEpNXW22

@LaughingH20Cap Apr 22 2 clicks

Laughing Water Capital on X

@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 1/x) agree- same objectors in different clothing. We need real world tests to prove/disprove interference - $NN has been calling for those tests for 2 years b/c they know the answer. An NPRM can force testing. The real question though is why does RFID need 902-928 MHz?

@MultiplesCap Apr 22

Multiples Capital on X

If a regional "racino" is worth 9.4x, what is Bellagio and MGM Macao worth? $MGM

@MultiplesCap Apr 22

Multiples Capital on X

Interesting to see the recent price action in $MGM, is the market finally waking up to the massive valuation gap? Trading at ~6.0x EV/EBITDAR (using standard rent multiples) Private Reality: The Northfield Park exit closed at a ~9.4x implied EBITDAR multiple Sector Anchor: Current buyout offers for $CZR setting a peer floor at ~9.5x. Management is effectively shorting this spread, divesting regional assets at 9x+ and buying back it's own shares, outstanding shares down 50% over last 5 years. #ubercannibal

@DOMOCAPITAL Apr 22

DOMO Capital Management, LLC on X

Sidoti raises $PBI price target to $20: https://t.co/d1B7rmSGYC

@ToffCap Apr 21 1 click

ToffCap on X

Roughly one year and >500% later 🔥🔥 $NKTR https://t.co/sDDj8XfxkL

@1MainCapital Apr 20

Yaron Naymark on X

$CAR almost a 6-bagger in a month https://t.co/qxM6F5h1Fi

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

QNT $2B

Mispriced Assets Sep 18 3 clicks

Generac: Amazon Gives The Story More Credibility

Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…

GNRC $12B

Fernanda Galvez Jalil Sep 18

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…

GRAB $13B

Rebound Capital Sep 18 1 click

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…

QUBT $2B

Marc Gerstein Sep 18

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…

UCTT $3.4B

Monte Independent Investment Research Sep 18 1 click

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…

COO $11BGRAB $13B

Latticework by MOI Global Sep 18 1 click

Power Semiconductors: The Follow-Up

STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…

STM $47BNVTS $3.3B

SixSigmaCapital: Navigating the Financial Markets Sep 17 1 click

Problems at Jackson Financial ($JXN)

Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…

JXN $8.8B

Hunterbrook Sep 17 1 click

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…

CPRT $26B

Speedwell Memos Sep 17 3 clicks

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…

VRDN $2.5B

Equity Eagle Sep 17

Figure Technology (FIGR): The "Hypoport of America" Growing 100% With 55% EBITDA Margins – and Priced Like the Story Is Broken

Figure Technology's HELOC platform grew Q2 2026 revenue 113% with a 54.6% adjusted EBITDA margin, while shares trade 57% below January's…

FIGR $7.9B

Substack von Philipp Sep 17 2 clicks

Vistra: Q2 2026 Confirmed The AI Power Scarcity Problem

Vistra’s Q2 2026 results reinforce its PJM and ERCOT generation advantage as AI data-center demand tightens power supply, supported by…

VST $47B

The Curious Analyst Sep 17

EFXT · long

Enerflex LTD

Enerflex, a $3 billion natural gas infrastructure and equipment company, blends contracted energy-services cash flows with equipment…

EFXT $2.8B

Value Investors Club Jun 19 2 clicks

Copart 4Q26 Business Update: Thesis Shift?

Copart’s 4Q26 revenue grew 2.4% as U.S. insurance volumes fell 7.5%, while a customer loss and higher yard costs pressured profits despite…

CPRT $26B

Speedwell Research Sep 16 1 click

A2Gold: Research Note

A2Gold's McIntosh drilling found 0.23 g/t gold over 65.5m, 370m southwest of the existing resource, and extended mineralization 86m…

KGC $34B

Atrium Research - Equity Research Sep 16 2 clicks

Kodiak Sciences: Daybreak Needs To Deliver More Than A Passing Grade

Kodiak Sciences expects Phase 3 DAYBREAK results for Zenkuda and KSI-501 in wet AMD, with durability and vision outcomes key beyond…

KOD $2.1B

Sam Mancini Sep 16

Brad Jacobs and the QXO Thesis

QXO applies Brad Jacobs’s consolidation playbook to fragmented building materials, anchored by its TopBuild acquisition and a strategy of…

QXO $13BXPO $21B

Bearstone Sep 16

Research Roundup Vol. LII

Dell’s AI-server demand and Microchip’s data-center components lead updates on Cirrus Logic and STMicroelectronics, alongside a weekly…

CRUS $6BSTM $47B

Monte Independent Investment Research Sep 16

Forget Drones: Ondas Is Building An Autonomous Warfare Ecosystem

Ondas Holdings, ONDS, grew Q2 2026 revenue 1,235% to $83.7 million after acquisitions and is integrating drone and autonomous warfare…

ONDS $4.5B

Analysis Fundamental Sep 16 1 click

Ethos' Biggest Distributor by Head Count Ranked It Last on Stage

Ethos relies on three carriers for 88% of revenue as TruStage payment failures triggered policy lapses and Family First Life publicly…

LIFE $2.3B

Hunterbrook Sep 15 4 clicks

Friday, September 18, 2026

Laughing Water Capital on X

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