OpenAI Does Math, Reward Hacking, Meta Launches Personal Agent
OpenAI and Meta push AI agents forward as reward hacking remains a core challenge for model training.
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From X
Kuppy on X
Where were the signs..?? $CRWV https://t.co/YEEG8BJ02p
Ian Bezek on X
@valuedrift Without naming that which should not be named, it is interesting Mexico $EWW is up 1.3% today.
SG on X
in the spoon-bending world, today was more Amazing Randi than Uri Geller $BSP https://t.co/tYdep4viNo
Farmer on X
Bought some $ABVX calls instead.
Farmer on X
@Biohazard3737 $ZURA price action makes me think retail accounts getting margin called. Unless pods are yolo'ing into @A_May_MD pitches too.
Undiscovered Compounders on X
With cars like these, pedestrians will need a license. Short $TSLA. https://t.co/RHm4gQi7Wc
SG on X
agree this stand the next few days is pivotal for $RTY $IWM https://t.co/mA1V6mYYrZ
Investor Letters
All letters- Distillate Capital 2026 Q3 AMZN $2.7TGOOGL $4.3T
- Ariel Investments Quarter Ended September 30, 2026 BIO $9.7BCRL $15B
- Rewey Asset Management 3Q26 MEC $384MAMZN $2.7T
- Chilton Capital Management 3rd Quarter 2026 SKHY $838BSSNLF $1496T
- Hosking Partners Q3 2026 DHT $4.1BHAFN $5.4B
- Guinness Global Investors third quarter of 2026 ABBNY $170BAFL $58B
- Patient Capital Management 3Q26 ADBE $98BADYEN $33B
- Wedgewood Partners Third Quarter 2026 MSI $74BAAPL $5T
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TSOH Weekly Roundup (10/16/2026)
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
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Glen Bradford 
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CoreWeave: Why Credit Markets See A 54% Chance Of Default
CoreWeave’s 2032 notes yield over 15%, signaling a 54% default probability as borrowing costs exceed rental yields on AI infrastructure…
Dustin Quasney 18 clicks
AppLovin Deep Dive
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Amazon’s AI Economics
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SSR Mining: The Cash Is In, And Shares Are Still Cheap
SSR Mining holds $1.8 billion cash with no debt after exiting Turkey, while higher costs persist.
The Supercycle Investor 2 clicks
When Anyone Can Make a Movie, Netflix Still Wins
Netflix’s roughly $20 billion content budget can become an editorial advantage as generative AI cuts production costs and floods viewers…
Wells Fargo: Stick To High-Yield Preferred Shares During Interest Rate Volatility
Wells Fargo Series L preferred shares yield 6.55%, with preferred dividends consuming 4% of Q2 2026 profit and no call risk.
The Investment Doctor 1 click
Bypassing RevenueBench to Buy the Feedback Loop
Meta’s free model strategy lifted OpenCode token share from 25% to 40%, building coding-data feedback loops and reducing reliance on…
Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
OpenAI's potential failure could expose the US economy's growing dependence on AI capital spending, according to Steve Eisman.
The Fed Is Going to Lose the Bond Market and I Found the Asset That Gets Paid When It Does
Rayonier’s 4.0 million acres are valued at $393 an acre after other assets, versus $1,200 to $1,800 cutover-land sales, framing the timber…
Spare a Thought for Broadcom Shareholders
Broadcom’s FY2028 revenue estimate rose from $162 billion to about $270 billion and EPS from $17.60 to $30, while the stock remained flat…
Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)
Equinor’s H1 2026 net income doubled to $7.94 billion as European gas prices rose, but EU energy-crisis measures could curb profitability.
Zoltan Ban 4 clicksHave a source we’re missing? Send your pick
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