GPT-5.6 Luna survives the model launch storm — still #1# in the world based on OrcaRouter Composite Index 🐳 The frontier moved fast: Claude Opus 5. Kimi K3. GLM-5.3. Qwen3.8. Yet GPT-5.6 Luna still holds the crown on our Model Leaderboard. Current Top 10: 🥇 GPT-5.6 Luna — 75.0 🥈 Claude Opus 5 — 72.8 🥉 GPT-5.6 Sol — 72.0 #4# GPT-5.4 Pro — 71.7 #5# Kimi K3 — 70.9 #6# GLM-5.3 — 70.0 #7# GLM-5.2 — 69.9 #8# Qwen3.7 Max — 69.8 #9# GLM-5.3 Flash — 69.0 #10# Grok 4.6 — 67.4 This isn't another benchmark beauty contest. Orca Composite Index: 40% Human Preference 30% Independent Benchmarks 20% Production Evidence 10% Ecosystem Adoption Benchmarks measure models in the lab. We measure which models actually win. 🐳

HERE'S WHAT THE 🇺🇸 STOCK MARKET LOOKED LIKE THIS WEEK Chips surged: • Qualcomm $QCOM +13.6% • Intel $INTC +13.3% • AMD $AMD +12.7% • Lam Research $LRCX +9.4% • Applied Materials $AMAT +9.1% • Marvell $MRVL +7.2% Meta $META +12.9% on the week of its Connect keynote. Also up: • Amphenol $APH +8.4% • Amgen $AMGN +7.5% • Palantir $PLTR +6.8% • Seagate $STX +6.8% • Microsoft $MSFT +4.5% Financials had 2 of 23 names green: • Blackstone $BX -5.2% • Wells Fargo $WFC -3.7% • PNC $PNC -3.2% • Morgan Stanley $MS -3.1% Also down: • Oracle $ORCL -7.1% • NextEra $NEE -5.5% • Adobe $ADBE -5.4% • Airbnb $ABNB -5.3% • McDonald's $MCD -4.7% Semis have now led the market two weeks in a row since the AI slowdown selloff on September 14. Intel is up more than +30% over that stretch.

GLM-5.3 (740B) is getting strong praise for coding + cybersecurity work. - GLM-5.3 (only 740B) just beat Claude Fable 5 on DeepSWE fable 5 : $21.63 solve rate 69.7% GLM-5.3 : $16 solve rate 87.6% That’s +18 points higher solve rate at lower cost. And people are already running it as the main model with sub-agents. One of the strongest models right now for coding and cybersecurity tasks.

PLTR September seasonality (since IPO): Avg return: +7.6% Win rate: 4/5 (80%) Median: +6.8% 2021: -8.7% 2022: +5.3% 2023: +6.8% 2024: +18.2% 2025: +16.4% One of its stronger months. Short sample, high-beta name — not a guarantee! $PLTR

Foreign born population of each country : Jan 2001 Jan 2025 🇦🇹 8.7% 22.5% 🇧🇪 8.4% 20.2% 🇩🇰 4.8% 14.4% 🇫🇷 5.5% 14.0% 🇩🇪 8.9% 20.5% 🇬🇷 6.9% 11.0% 🇮🇸 3.1% 21.8% 🇮🇪 4.0% 23.3% 🇱🇺 37.5% 51.5% 🇳🇱 4.1% 16.8% 🇳🇴 4.1% 18.7% 🇸🇮 2.1% 15.5% 🇪🇸 3.4% 19.3% 🇸🇪 5.3% 20.8% 🇬🇧 4.3% 20.0% Now add children born to foreign parents and the situation looks even worse. We are living through the demographic annihilation of the people of Europe.