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 $21B

Steve Eisman Sep 18 2 clicks

Sep 18 NTDOY $62B

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

Yet Another Value Podcast 1 click

Sep 18 DASH $84B

Groceries, Aggregators, and Agents

MBI Deep Dives 1 click

From X

@ChrisCamillo Sep 18

Chris Camillo on X

@JNtrades perma heavy on $HOOD

@TidefallCapital Sep 18

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

@TidefallCapital Sep 18 1 click

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

@P_Remarks Sep 18

Prepared Remarks on X

NM Supreme Court unanimously lifted stays on orcl/OAI’s Project Jupiter air permit & water authorization. Proceedings can resume Separately, Deb Haaland proposed a moratorium on new large-scale data centers in NM but unlikely to apply to Jupiter bc not new $orcl

@natstewart5 Sep 18 2 clicks

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_cap Sep 18 1 click

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_cap Sep 18 1 click

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

@KEDM_COM Sep 18 2 clicks

KEDM.com on X

Right Tail @JeremyKokemor bought $HCA at about 12x earnings on a local-density argument: hospitals compete neighborhood by neighborhood, and HCA holds #1 or #2 share — averaging 25-30% of each market in about 80% of its markets, primarily in Sunbelt states. Outpatient access points — 14 per hospital, heading toward 20 — feed the hospitals, and about 75% of admissions arrive through the ER. Margins held in the high teens through 2009, and half the shares have been retired since the 2011 re-IPO. Historically, HCA has compounded revenue at roughly 7% annually and EPS closer to 17%; Right Tail models mid-single-digit revenue growth and 10-15% EPS growth.

TSOH Weekly Roundup (09/18/2026)

TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…

HD $305B

TSOH Investment Research Sep 18 1 click

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 $11B

Rebound Capital Sep 18 1 click

Wheaton Precious Metals: The Premium May Have Outrun The Fundamentals

Wheaton Precious Metals trades near $150, above its $99–$139 DCF range, despite 61% net margins and 88% year-over-year revenue growth from…

WPM $70B

Alexander Grover Sep 18

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 $10BGRAB $11B

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 $47B

SixSigmaCapital: Navigating the Financial Markets 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 $27B

Speedwell Memos Sep 17 3 clicks

Why I Think Uber Is Too Cheap

Uber trades at 14.5 times trailing free cash flow, while robotaxi competition and a Delivery Hero acquisition test its growth and leverage…

UBER $145B

M&M Capital Sep 17

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 $27B

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

SYK · long

Stryker CORP

Stryker (SYK) trades near a 52-week low after a late-Q1 cyberattack disrupted revenue and earnings, framing a long-term compounder…

SYK $107B

Value Investors Club May 4 4 clicks

Brown & Brown

Brown & Brown compounded revenue 14.4% annually since 1998 through more than 650 acquisitions, capped by its nearly $10 billion Accession…

BRO $22B

Eagle Point Capital Jun 6

What CrowdStrike Shareholders Are Really Funding

CrowdStrike’s $318 million quarterly stock compensation and payroll taxes equaled 23% of revenue, diluting shareholders while non-GAAP…

CRWD $256B

First Strike Research Jun 5

When the Ducks are Quacking

Ford’s 1956 IPO sold 10.2 million shares at $63 each after Goldman Sachs helped resolve the Ford Foundation’s voting-rights problem.

F $53BGS $277B

Net Interest Jun 5

Lawrence Hamtil: The Farmer Mentality, Software's Cycle, and Investing with Irreplaceable Capital

Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.

FERG $41BSPOT $109B

Flyover Stocks Jun 5

Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?

Sea and Mercado Libre defend Brazilian e-commerce share with logistics, cross-border trade, VIP programs and financial services, accepting…

SE $63BMELI $93B

Sleep Well Investments Jun 5

Infineon Technologies (IFX GY): Power Overwhelming

Infineon’s power semiconductors stand to benefit from AI data centers shifting to 800VDC power delivery, though its sharp rerating to…

IFNNY $89B

Bristlemoon Capital Jun 4 1 click

Under The Hood, Universal Health Services - $UHS

Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…

UHS $10B

Bearhold Research Jun 4 2 clicks

What's going on with Marvell?

Marvell's Structera CXL cards make surplus DDR4 usable in memory pools, with dense SRAM IP helping mask latency amid DRAM shortages.

MRVL $214B

Irrational Analysis Jun 2

What I Read This Week

Weekly reading list covers Agnico Eagle, Cameco, Dollar Tree, Meta, Braze and Apollo across mining, retail, AI and insurance.

DLTR $21BAPO $74B

Stock Thoughts Jun 1

Friday, September 18, 2026

Chris Camillo on X

Trevor Scott on X

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