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 ?
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
junkbondinvestor on X
Wendy's franchisee surprise bankruptcy filing. Stock down 85%. Friendly reminder to not buy OTC stocks. $MHGU https://t.co/LbEfbjCBba
Investor Letters
All letters- Crossroads Capital, LLC Q3 2026
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Alpinum Investment Management AG Q3 2026
- Macro Ops Q3 2026
- Myrmikan Capital, LLC Q3 2026
- 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
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,…
GLXY · long Galaxy Digital INC
Galaxy Digital (GLXY) is presented as a long investment idea.
Booking Holdings: A 15% EPS Compounder at 17x Earnings
Booking Holdings generated $9.1 billion in 2025 free cash flow and targets 15% annual EPS growth, trading at 16.8x forward 2026 earnings.
Under The Hood, HCA Healthcare - $HCA
HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…
Crystallization: The Fifth Notice to the MAPS Board
WM Technology's MAPS delisting could reset valuation before a take-private, as federal medical cannabis rescheduling and Virginia…
Apple Turnover
Apple Pay reaches 785 million users and has become Apple’s springboard into cards, transfers and savings, giving it a fintech advantage…
Microsoft: The Investment Case Summary
Microsoft’s investment case centers on enterprise software, cloud services and AI offerings across productivity, ERP, CRM and databases.
An Open Letter to the TPL Board
Texas Pacific Land shareholders urge two board additions, data-center expertise, and capital spending beyond mineral royalties toward…
Single Stock Spotlight #7: XPEL, Inc. (XPEL)
XPEL's paint-protection-film sales accelerated to 13% growth in 2025 as inventory resets eased, with margin recovery targeted after…
Software Continued
Microsoft, SAP, Oracle, Adobe and Intuit generate 90.2% of listed IT software net income, though AI has compressed Adobe and Intuit…
Linking RCM Technologies to a Multibillion-Dollar Hyperscale Buildout
RCM Technologies is providing engineering services to Cipher Digital, whose 3.4 GW contracted and pipeline capacity implies more than $20…
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- 1851 Capital
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