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
Clark Square Capital on X
Great article on the turnaround at Net-a-Porter / Mr. Porter $LUXE https://t.co/8ZpFdP9U6I
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
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $509MALM $4.1B
- 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 4549 $496M9301 $3.4B
- PenderFund Capital Management Ltd. July 2026 NEO $994MVNP $1.6B
- Lindsell Train Limited July RMVEY $3.7B
- Kernow Asset Management July 2026 CKNHF $2BCMCX $2.6B
Planet's Next Constellation Is Bigger Than Just An Upgrade
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
Petri Dish Reports 2 clicks
QNT: The 100× Question
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
Generac: Amazon Gives The Story More Credibility
Generac’s $2.4 billion Amazon generator agreement for 2027-28 anchors its data-center growth thesis, with 30% projected revenue growth in…
Fernanda Galvez Jalil 
Deep Dive: Grab Holdings ($GRAB)
Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
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…
House of Weichai
Weichai Power built a global engine group through Baudouin and a 46% stake in PSIX, positioning both for large-bore generator demand from…
Power Semiconductors: The Follow-Up
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…
Diamond Estates: Research Note
Diamond Estates Wines & Spirits plans to expand grocery and export sales, invest in six brands, and improve winery operations through FY29.
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 
TYL · long Tyler Technologies INC
Tyler Technologies, TYL, is positioned as a resilient govtech software provider if AI disrupts enterprise SaaS.
The Monday Morning Briefing: Labor Day Edition
Latticework’s Labor Day briefing covers Alphabet’s TPU roadmap, HAL Trust’s asset-value discount, UMG’s buybacks, and AI data-center…
National Vision Holdings: Higher Ticket Prices Can't Mask Falling Foot Traffic
National Vision Holdings' 2.2% same-store sales growth masked a 4.9% transaction decline, while inventory rose 37% and deferred marketing…
Number Cruncher 1 click
Preview of the Week Ahead: W/C September 7, 2026
U.S. CPI and PPI headline the September 7 week as the S&P 500 holds key averages, Bitcoin faces $82,000 resistance and gold tests its…
The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does
Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…
TSOH Weekly Roundup (09/04/2026)
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
The Afterburners Could Kick In Soon On Southwest Airlines Stock - Rating Upgrade
Southwest Airlines is adding ancillary fees, assigned seating and premium products after a 6.7% Q2 adjusted operating margin, targeting up…
Tim Dunn 
Research & Analysis: Applied Aerospace & Defense (NYSE: AADX) q2’26 Earnings Update
Applied Aerospace & Defense reported Q2 revenue growth of 47% to $167 million and $1.13 billion in backlog, supported by missile production…
Trading Post 9/4/2026
Lululemon reported a 9% global comparable-sales decline, 20% lower leggings sales and mid-single-digit operating-margin guidance, with…
Oklo Inc.: The AI Power Trade Is Getting More Tangible
Oklo’s Q2 progress includes Groves’ first criticality and Aurora agreements, while equity dilution cut its price target to $88 despite a $3…
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