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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Deep Sail Capital on X
@LogicalThesis $MXCT ?
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
junkbondinvestor on X
Wendy's franchisee surprise bankruptcy filing. Stock down 85%. Friendly reminder to not buy OTC stocks. $MHGU https://t.co/LbEfbjCBba
JabroniCoin.USD on X
$ACMR https://t.co/ooo2FrPWFw
Mike on X
@CapstackCapital Did you catch $FTEK CEO’s presentation? Quite strong, they expect to add more wins to backlog by EOY.
Clark Square Capital on X
Great article on the turnaround at Net-a-Porter / Mr. Porter $LUXE https://t.co/8ZpFdP9U6I
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 $2.4BSUSRF $251M
- Janus Henderson Investors July 2026 NXT $12B
- Asset Value Investors Ltd July 2026 4549 $496M8011 $231M
- 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 
SLVM · long Sylvamo CORP
Sylvamo, a $1.6 billion uncoated freesheet paper producer, has fallen about 60% from its November 2024 high above $95 to roughly $40.
This Company Multi-bags Every Time El Niño Hits. No One Is Talking About It.
Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather…
C.H. Robinson: The $604 Million Verdict Looks Bigger Than The Economic Risk
C.H. Robinson’s $604 million verdict is largely insulated by insurance and fault allocation, with the bigger test coming at its 2027…
High Alpha Professor 
Quick Value #330 - Deckers Outdoor (DECK)
Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.
[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR
Union Pacific’s $85 billion Norfolk Southern merger pitch centers on a coast-to-coast rail network that cuts interchange delays and wins…
ContextLogic Acquires gChem (LOGC): Update and Valuation
ContextLogic will acquire specialty-solvent maker gChem for $850 million, funded by a $650 million rights offering and $250 million of…
Lululemon: Deep Dive Analysis
Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel…
SoFi Technologies: Growth Is Doing The Heavy Lifting, And I Am Buying The Setup
SoFi targets $4.75–$4.85 billion of 2026 adjusted net revenue as lending, loan-platform fees and cross-selling scale its financial-services…
The Curious Analyst 
P&C Stocks Worth Owning: The AI Hedge with Ryan Tunis | The Real Eisman Playbook Episode 74
Ryan Tunis discusses P&C insurers, favoring Travelers over Chubb in a soft commercial market and calling AIG a near-book-value self-help…
Pinterest: Underlying Growth Remains Stronger Than The Market Thinks
Pinterest’s Q2 showed reaccelerating North American growth, while weaker international trends, AI-related engagement risks and elevated…
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