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
Chris Camillo on X
@ThEDyKman42 @unusual_whales Probably the stake. At a $2T IPO $AMZN ‘s Anthropic position could be worth hundreds of billions and keeps appreciating if Anthropic does. AWS gives them the recurring revenue opportunity on top. They potentially get paid twice.
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
Chris Camillo on X
@grok @Liquidn8w @JonahLupton @DumbMoneyTV my biggest position is $AMZN by a wide margin
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 $276B
- Fred Alger Management, LLC Q3 2026 AMZN $2.8TGOOGL $4.3T
- Protean Funds August 2026 BVNKF $2.4B
- Janus Henderson Investors July 2026 KLAC $243BMCK $104B
- Asset Value Investors Ltd July 2026 4549 $498M9301 $3.3B
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
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…
Quantum Computing: Continuing To Evolve And Transition From The Lab To Commerce
Quantum Computing, QUBT, sold its first Dirac-3 system, added a second fab through acquisition and is building photonics capabilities…
Marc Gerstein 
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,…
ADBE · long Adobe INC
Adobe's dual network effects and platform entrenchment make AI fears a buying opportunity for the software compounder.
[VRSK] Verisk has standards
Verisk’s exit from healthcare, financial-services and energy data restored a pure-play insurance analytics model, but D.E.
British American Tobacco: Affirmed
British American Tobacco targets more than GBP 50 billion of free cash flow by 2030 as Velo oral nicotine gains offset uneven vapor and…
Brown & Brown
Brown & Brown compounded revenue 14.4% annually since 1998 through more than 650 acquisitions, capped by its nearly $10 billion Accession…
MSGS at a Glaring Discount so GO KNICKS GO!
MSGS, owner of the Knicks and Rangers, filed a Form 10 to explore a spinoff as comparable franchise sales support an $11 billion valuation.
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…
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.
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.
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…
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…
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