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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Chris Camillo on X
@JNtrades perma heavy on $HOOD
Deep Sail Capital on X
@LogicalThesis $MXCT ?
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
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 $2.6BSUSRF $262M
- 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
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,…
PRYMY · short Prysmian Spa
Prysmian (PRYMY) is presented as a short position.
Tis The (Earnings) Season
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
New England Realty Associates - NYSE:NEN
New England Realty Associates, NYSE:NEN, emerged from Colonial Realty’s 1970s bankruptcy and retains roughly a third of the 1,529…
Will Eatherton: How Cisco Plans to Compete in the AI Datacenter
Cisco targets AI data-center networking with GPU interconnects, modular high-radix systems and its NVIDIA partnership after exceeding its…
[PQ] GRND: Margin Calls & Acquisitions
Grindr received a non-binding $18-per-share acquisition offer.
[PQ] VZ: New CEO Announced
Verizon appointed its independent lead director as CEO.
Buzzi (BZU.IM): Make Italy Great Again
Buzzi SpA, an €8.9 billion Italian cement producer, is presented as the world’s best-managed cement company.
[P] ESTC: Elastic Vesting Goals
Elastic’s vesting goals reveal what management is incentivizing.
Biographies: Standing on the shoulders of Giants - Week 2 picks
Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.
Shaping Dollar Tree into its new era.
Dollar Tree targets 12%-15% annual EPS growth through 2028 as it shifts to multi-price merchandise, refreshes stores and uses data-driven…
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Deep Sail Capital
Devin LaSarre
DOMO Capital Management, LLC
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Fierce_beast
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Ian Bezek
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JabroniCoin.USD
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Laughing Water Capital
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marginofdanger
mavix
Mike
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Timyan Bank Alert
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Investor letters we follow
- 1851 Capital
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- Akre Capital Management, LLC
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- Ariel Investments
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- Lindsell Train Limited
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- Markel Group
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- PenderFund Capital Management Ltd.
- Pershing Square Holdings
- Polaris Capital Management
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- Sequoia Fund
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- Vulcan Value Partners
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- Weitz Investment Management
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