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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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
BDC on X
$XGN on sale here. $STIM also. IMHO. Not advice - as always.
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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