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
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 $509MALM $4.1B
- Akre Capital Management, LLC Q3 2026 AMT $82BMA $497B
- Bristlemoon Capital Q3 2026 SNDK $236B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $251M
- Janus Henderson Investors July 2026 KLAC $219BMCK $103B
- 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
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,…
ZM · long Zoom Communications INC
Zoom Communications (ZM) is presented as a long investment idea.
TSOH Weekly Roundup (09/11/2026)
TSOH weekly roundup covers Meta’s child-safety settlement, Markel’s leadership transition, Peloton’s gym strategy and an upcoming Alarm.com…
Independence Realty Buying Centerspace: Opportunity And Implications
Independence Realty Trust is buying Centerspace in stock to create an $8.1 billion apartment REIT, targeting 5% 2027 Core FFO per-share…
NET Power (NPWR):
NET Power’s $1.80 shares are paired with January $2 covered calls for 40 cents as the company pivots from carbon capture to Permian…
Research & Analysis: Dell Technologies (NYSE: DELL)
Dell closed Q2 2027 with a $95 billion AI-server backlog after $60.9 billion in quarterly orders, targeting data-center and enterprise AI…
Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside
Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…
Tsakos Energy Navigation: Watch Those Oil Prices
Tsakos Energy Navigation benefits from higher oil prices and stronger tanker sentiment, but faces long-term demand destruction and…
Long Player 
Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage
Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…
NewtekOne: Pivot Towards Holding Guaranteed Loans A Good Strategy
NewtekOne’s bank conversion and retention of SBA-guaranteed loans target recurring income, while a 6% yield and book-value valuation…
Stephen Nemo 
Sofwave Medical: Lifting Skin While the Beauty Sector Sags
Sofwave Medical grew Q2 revenue 43% as recurring usage fees reached 46% of sales for its non-invasive ultrasound skin-tightening devices.
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Clark Square Capital
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Connor Haley
Conor Maguire | Value Situations
Convequity
David Orr
Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
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Evan Tindell
Farmer
Fierce_beast
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Ian Bezek
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JabroniCoin.USD
John_Hempton
junkbondinvestor
kab60
KEDM.com
Laughing Water Capital
Lee Roach
Little Owl Research
Maius
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marginofdanger
mavix
Mike
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Multiples Capital
Myles
Nat Stewart
Negligible Capital
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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
- Asset Value Investors Ltd
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- Cedar Creek Partners
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- Dodge & Cox Stock Fund
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- Fred Alger Management, LLC
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- Greenhaven Road Capital
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- Intrepid Capital
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- Janus Henderson Investors
- Kaydan Wealth Management
- Kernow Asset Management
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- Laughing Water Capital
- Lindsell Train Limited
- Macro Ops
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- Markel Group
- Massif Capital
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- Myrmikan Capital, LLC
- O'Keefe Stevens Advisory
- Oakmark Funds
- Palm Harbour Capital
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- Patient Capital Management
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
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- Polen Capital U.S. Opportunistic High Yield
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- 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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