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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From X
Chris Camillo on X
@JNtrades perma heavy on $HOOD
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
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
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
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $487B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
- Janus Henderson Investors July 2026 KLAC $243BMCK $104B
- Asset Value Investors Ltd July 2026 4549 $498M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
Planet's Next Constellation Is Bigger Than Just An Upgrade
Planet Labs’ $116.1 million second-quarter revenue, 70% defense mix and planned Owl constellation position satellite imagery and AI data as…
Petri Dish Reports 2 clicks
TSOH Weekly Roundup (09/18/2026)
TSOH Weekly Roundup covers organized retail crime, Home Depot’s centralized operating missteps under Bob Nardelli, and research updates on…
QNT: The 100× Question
Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…
Deep Dive: Grab Holdings ($GRAB)
Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…
DeFi Development: The Clarity Act Failure Tests The Solana Treasury Thesis
DeFi Development’s Solana treasury strategy faces dilution, preferred dividends and tight liquidity after a 50% rally, with $4.3 million of…
Dorine Cherop 
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…
Anterix: The Spectrum Case Is Real, But The Chart And The Insiders Say Wait
Anterix’s 900 MHz spectrum could be worth $2.5–$7 billion, versus a $1.41 billion enterprise value, but insider selling and lumpy…
The Market Auditor 2 clicks
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,…
HWKN · short Hawkins INC
Hawkins (HWKN) faces margin pressure as cost increases and municipal budget constraints weigh on its water-chemical distribution business.
Airbnb’s Cost of Market Creation and Regulatory Survival
Airbnb spent 1.1% of 2025 GBV on field operations and policy as regulatory costs persisted; New York’s short-term-rental crackdown cut…
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
New Position: Volatility Merchant
A digital market-infrastructure platform dominant in rates and expanding in credit trades at 22 times free cash flow, with 45%+ FCF margins…
Jet2 Earnings and easyJet's Takeover (JET2); Concerns at TerraVest (TVK.TO)
Jet2 reported £551 million PBT and launched a £250 million buyback, while Apollo’s easyJet offer values the rival at 10x EV/EBIT.
Artificial Bloom
Bloom Energy’s AI data-center fuel-cell growth plans face scrutiny over scandium supply, with Hunterbrook alleging China dependence and…
Quick Value #322 - FuboTV (FUBO)
Fubo's Hulu Live merger leaves Disney with 70% ownership and resets its 2028 EBITDA target to $300 million; at $10, it trades at 4.2 times…
What I've Been Reading (7/5-7/12)
Meditation Capital favors niche software companies with durable domain expertise, citing AI-driven Braze growth, Workiva’s 2030 targets and…
In Conversation: Cerebras Systems (CBRS)
Cerebras Systems sells WSE-3 wafer-scale AI chips and cloud capacity, with cloud and services rising to 43% of revenue after an OpenAI…
What Amazon Can't Buy
Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…
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- 1851 Capital
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