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
Back to today 
From X
Chris Camillo on X
@JNtrades perma heavy on $HOOD
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
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
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
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 ALM $4.2BJXN $8.8B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $487B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Protean Funds August 2026 BVNKF $2.4B
- Janus Henderson Investors July 2026 KLAC $243BMCK $104B
- 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
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
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…
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 $44.80 partial tender for Sturm…
Power Semiconductors: The Follow-Up
STMicroelectronics, Navitas and Wolfspeed offer contrasting power-semiconductor cases tied to NVIDIA’s 800V AI data-center architecture,…
Progyny: Best-In-Class And Likely To Exceed Analyst Estimates In 2027
Progyny's Q2 revenue rose 11% excluding Amazon, with margin expansion and nearly 100% EPS growth guidance for 2026 supporting…
Robert J. Lake 
Problems at Jackson Financial ($JXN)
Jackson Financial administers $287 billion in retirement accounts while a report says its captive, hedge-loss installment plan and…
HWKN · short Hawkins INC
Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.
PayPal, Declined
Stripe and Advent’s reported $53 billion bid for PayPal follows a decade in which Stripe’s payment volume outgrew PayPal’s Braintree.
TSOH Weekly Roundup (07/24/2026)
TSOH Weekly Roundup covers the Paramount-Warner court block, Xbox Game Pass’s subscriber shortfall and pricing reset, and Red Bull’s 28%…
Molina Health Revisited
Molina Health is revisited.
Under the Hood - Tractor Supply ($TSCO)
Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.
Danaher 2Q'26: Yet Another "Meh" Quarter
Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…
[$UBER] Uber Technologies
Uber targets Nuro-powered robotaxis in the Bay Area by H2 2026 and NVIDIA-powered fleets across 28 cities by 2028, testing whether…
Apocalypse Now or Generational Buying Opportunity?
ServiceNow, SAP and Veeva are framed as AI-resistant SaaS bargains after a sector selloff, with ServiceNow positioned to gain from AI-agent…
Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
On Holdings: Maintaining Pace
On Holdings expects roughly CHF 3.5 billion in FY26 revenue as running shoes drive growth, while APAC exceeds 20% of sales and apparel…
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Seeking Alpha 29 of 159
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Jaden Mealy
LL Insights
Marc Gerstein
Mike Zaccardi, CFA, CMT
Miletus Research
Myriam Alvarez- Petri Dish Reports
Philip Wang
Prakhar Agarwal, CFA
PV Research- Robert J. Lake
Sam Mancini
Sharon McArd
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Value Capital Research
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Every account on this site, hand-picked.
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A Capital
AltayCap
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Chris Camillo
Clark Square Capital
Cluseau Investments
Colin King
Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
Edwin Dorsey
Evan Tindell
Farmer
Fierce_beast
Fred Liu
Gavin Baker
Ian Bezek
Idea Brunch
JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
Maj Soueidan
marginofdanger
mavix
Mike
Mikro Kap David
Multiples Capital
Myles
Nat Stewart
Negligible Capital
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Odd Lot Arbitrageur
PAA Research
Pernas Research
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Red Dog Capital
RiverRoadPartners
Rusholme Capital
Sahil Khetpal
SG
Tim Eriksen
Timyan Bank Alert
Todd Wenning
ToffCap
Trevor Scott
Voss Capital
Yaron Naymark
Investor letters we follow
- 1851 Capital
- Aikya Investment Management
- Akre Capital Management, LLC
- Alluvial Capital Management
- Alpinum Investment Management AG
- Ariel Investments
- Artisan Partners
- Askeladden Capital
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- Baron Funds
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- Biglari Holdings
- Bireme Capital
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- Cedar Creek Partners
- Choice Equities
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- Crossroads Capital, LLC
- Distillate Capital
- Dodge & Cox Stock Fund
- Donville Kent Asset Management Inc.
- FPA Crescent Fund
- First Eagle Investments
- Forager Funds Management
- Fred Alger Management, LLC
- Giverny Capital
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- Greenhaven Road Capital
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- Grey Owl Capital Management
- Halvio Capital
- Hayden Capital
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- Hoisington Investment Management
- Horizon Kinetics
- Intrepid Capital
- Invenomic Capital Management
- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
- LVS Advisory
- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
- Maran Capital Management
- Markel Group
- Massif Capital
- McIntyre Partnerships
- Merion Road Capital
- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
- Palm Valley Capital
- Patient Capital Management
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Protean Funds
- RGA Investment Advisors
- Rowan Street Capital
- Royce Investment Partners
- Sequoia Fund
- Southeastern Asset Management
- Third Avenue Management
- Tweedy, Browne
- Upslope Capital Management
- Vulcan Value Partners
- Wedgewood Partners
- Weitz Investment Management
- White Falcon Capital Management
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