🚨HOLY FUCK! Claude Opus 5.5 Benchmarks is Terrifying it absolutely destroys Fable 5.1 and GPT-6 Astra and the previous Opus 5 on these benchmarks 66.4% on Terminal-Bench 57.8% on CursorBench 54.4% on Frontier Code 1846 on GDPval-AA 67.7% on Humanity’s Last Exam 81.8% on OSWorld 2.0 89.0% on Chartography Anthropic Cooked something serious🔥

$SPY In the last 3 years we have had just 10 red months. Sounds scary? Well not really. Let's look at the daily red month closes: -1.28% -5.20% -0.86% -0.22% -0.87% -5.86% -1.27% -2.73% -0.89% -4.03% So of the 10 down months, we have had only 4 months where the month closed greater than -1.30%. In other words, just 4 terrible months out of 35. Of course each and every dip was a BTFD opportunity obviously as we are nearing ATH's today. Hard to be a long term bear innit? Can be tactical and time short term pivots, but long term wise a losing proposition.

Wow, Meta just dropped Muse Spark 1.3, and Google also dropped Gemini 3.8 Flash today! On the overlapping benchmarks Meta actually looks really strong. Muse Spark 1.3 beats Gemini 3.8 Flash on GDPVal-AA v2 (1754 vs 1545), DeepSWE (75.4 vs 73.7), and OSWorld 2.0 (66.9 vs 59.0). Gemini edges it on Terminal-Bench 2.1 (89.4 vs 88.8). (Google DeepMind) The long-context numbers are probably the craziest part for Meta though: 98.5 on MRCR 256K–512K and 98.1 from 512K–1M, vs 91.5 and 73.8 for GPT-5.6 Sol! I think the craziest one to me is that it beats Opus 5 on DeepSWE and Terminal-Bench, but Opus is a beast on GDPVal and OSWorld. Great Job to the team at meta for cooking on long context!

Sentiment on This List Is So High Across the Board That Even the Lowest-Ranked Coin Is Sitting Above 87%. Here's where conviction sits on CMC right now: $WLD: 99.6% bullish (-0.89%) $PENGU: 99.4% bullish (+1.55%) $PI: 96.6% bullish (+2.56%) $VET: 95.7% bullish (+3.14%) $KAS: 94.4% bullish (+4.14%) $XRP: 92.6% bullish (+1.23%) $PEPE: 91.4% bullish (-0.08%) $ADA: 87.7% bullish (-0.26%) $BTC: 87.7% bullish (+1.17%) $SOL: 87.4% bullish (+5.79%) $WLD and $PENGU are nearly maxed out at 99%+, an extraordinary level of one-sided conviction rarely seen across this many names simultaneously. $SOL stands out on price action too, up nearly 6% while still holding strong sentiment near 87%. Only $WLD, $PEPE, and $ADA are trading slightly red today, and even then the declines are minor, under 1% in each case, while sentiment stays firmly bullish regardless. With conviction this uniformly high and price mostly following suit, is the market entering a genuine high-confidence stretch, or is sentiment this extreme usually a signal that a pullback is close behind? || Source: CoinMarketCap

The World’s Biggest Mineral Fuel Producers in Million Metric Tons: 1. 🇨🇳 China: 4,812.6 2. 🇺🇸 United States: 2,277.2 3. 🇷🇺 Russia: 1,459.0 4. 🇮🇳 India: 1,142.8 5. 🇮🇩 Indonesia: 921.4 6. 🇦🇺 Australia: 614.6 7. 🇸🇦 Saudi Arabia: 594.2 8. 🇨🇦 Canada: 489.9 9. 🇮🇷 Iran: 457.1 10. 🇿🇦 South Africa: 234.0 11. 🇦🇪 UAE: 228.9 12. 🇮🇶 Iraq: 225.2 13. 🇰🇿 Kazakhstan: 224.2 14. 🇶🇦 Qatar: 211.8 15. 🇧🇷 Brazil: 196.6 16. 🇳🇴 Norway: 196.0 17. 🇰🇼 Kuwait: 154.8 18. 🇩🇿 Algeria: 146.8 19. 🇲🇽 Mexico: 119.2 20. 🇳🇬 Nigeria: 114.8 21. 🇨🇴 Colombia: 107.0 22. 🇲🇳 Mongolia: 104.4 23. 🇩🇪 Germany: 97.5 24. 🇵🇱 Poland: 89.3 25. 🇲🇾 Malaysia: 89.3 Mineral fuel: Steam coal, coking coal, lignite, petroleum, gas, uranium. Source: Austrian Ministry of Finance, mineral fuel production by country in 2024

OpenAI’s GPT-Live-1 debuts at #1# on the Artificial Analysis Speech to Speech Index at a score of 81.5 using Astra as its delegated backend model, ahead of Grok Voice Think Fast 2.0 GPT-Live-1 is @OpenAI's new full duplex Speech to Speech model that can delegate reasoning and tool use to a backend text model while continuing the conversation. Developers stream audio in and receive speech back through the API, with the backend text model configured separately. We evaluated two backend configurations: Astra at medium reasoning effort and Sol at low reasoning effort. Key takeaways: ➤ Speech to Speech Index: GPT-Live-1 (Astra, medium) achieves 81.5, ranking #1#, while GPT-Live-1 (Sol, low) scores 80.1, ranking #3#. Grok Voice Think Fast 2.0 High sits between them at 81.3 ➤ Speech Agent Arena: GPT-Live-1 (Sol, low) ranks #3# in preference at 1,053 Elo with 90.9% Task Success Rate, while GPT-Live-1 (Astra, medium) ranks #4# at 1,048 Elo with 87.4% task success. Gemini 3.1 Flash Live Minimal leads preference at 1,096 Elo, while Grok Voice Think Fast 2.0 High leads task success at 94.6% ➤ Tau Voice: GPT-Live-1 (Astra, medium) and GPT-Live-1 (Sol, low) take the top two spots on our agentic-performance benchmark at 67.9% and 59.3%, respectively, ahead of Grok Voice Think Fast 2.0 High at 56.5%. ➤ Big Bench Audio: GPT-Live-1 (Astra, medium) scores 90.1% and GPT-Live-1 (Sol, low) scores 89.0% on audio reasoning, behind Grok Voice Think Fast 2.0 High at 97.2% and Qwen Audio 3.0 Realtime Plus at 99.2% ➤ Speed: Average Time to First Audio on Big Bench Audio is 1.34 seconds for GPT-Live-1 (Astra, medium) and 1.24 seconds for GPT-Live-1 (Sol, low), compared with 0.70 seconds for Grok Voice Think Fast 2.0 High ➤ Cost: GPT-Live-1 (Astra, medium) costs $5.83 per hour of input audio, compared with $4.47 for GPT-Live-1 (Sol, low), including delegated backend model usage, versus $4.80 for Grok Voice Think Fast 2.0 High on our fixed Big Bench Audio pricing subset See below for more detail ⬇️

Revenue: KRW 171.5 trillion (+130.0% YoY, 1.7% below consensus) Operating profit: KRW 89.5 trillion (+1,813.8% YoY, 5.5% above consensus) Operating margin: 52.2% (+45.9ppt YoY, above expectations) Net income: KRW 71.3 trillion (+1,344.4% YoY, 1.8% above consensus)

September Consumer Confidence Index from @Conferenceboard dropped to 81.9 vs 89.0 est. & 88.6 prior (revised down from 89.4); present situation 109.3 vs 117.2 prior; expectations 63.6 vs. 69.5 prior

US consumer confidence is declining: The Conference Board Consumer Confidence Index fell -0.8 points in August, to 89.4, its lowest since January. This also marks its 2nd-lowest level since April 2025. This comes as the Expectations Index dropped -5.8 points, to 68.2, its lowest since January. The decline reflects growing pessimism about future job and income prospects, as well as less optimism about future business conditions. This report also highlights elevated gasoline prices, broader cost-of-living pressures, and a slowdown in hiring as key factors weighing on American households this month. Meanwhile, the Present Situation Index rose +6.8 points, to 121.2, its highest since May, after 3 consecutive monthly declines, somewhat offsetting the overall decline in the Consumer Confidence Index. Americans are worried about the economy.

$SKHY closed down 3.89% in Seoul on Friday. Its Nasdaq ADS, $SKHY, is up 1.67% as I write, on the same calendar day. Same company, 5.6 percentage points apart, and neither tape is wrong. What Seoul was pricing: KOSPI down 1.8% to 6,909.91, under 7,000 for the first time in three sessions. Samsung Electronics 005930 KS down 4.09%, SK Hynix 000660 KS down 3.89%, SK Square 402340 KS down 5.20%. The Korean press put the blame on the overnight Wall Street session, on Brent at $107.95, and on a US ten-year approaching 4.97% while the Middle East conflict dragged on. Then about twelve hours passed. US August CPI came in on consensus, 3.4% headline unchanged and core down to 2.4%. Crude gave back 2.8%, with Brent at $104.57 as I write. The ten-year sits at 4.95%, roughly flat on the day. Seoul closed before any of that existed. It priced the fear version of Friday. New York got to price the resolution version of the same Friday, and the two versions are 5.6 points apart on one company. This is not an arbitrage. The time difference is structural, the ADS only listed on Nasdaq in July, and it trades nothing like the depth of the Seoul line. But it is the cost of information arrival, and it is unusually legible today because we can see both quotes on the same date. The rest of the New York session ranks cleanly in one direction. Semiconductors $SMH +2.10%, technology $XLK +1.58%, industrials $XLI +1.23%, Nasdaq 100 +1.14%, S&P 500 +1.05%, small caps +0.62%, software $IGV +0.31%, cybersecurity $CIBR +0.02%. Hardware that ships this quarter at the top, cash flows that arrive later at the bottom. The curve says the same thing from the other end. $SHY down 0.08% at the front, $IEF down 0.04% in the belly, $TLT up 0.27% at the long end. Short end sold, long end bid. That is the shape of a market pricing a hike, and futures have the 16 September move at about 71%, up from 61% before Thursday's producer prices. Which makes Friday two different trades stacked on one date. Asia traded the macro at its worst reading of the week. America traded it after the print that settled it, and after crude broke. And in memory specifically, the split inside New York is its own story: $SIMO +9.42% and $SNDK down 3.16% on the same afternoon, controller silicon and the flash itself moving opposite ways. What would change my read: Monday in Seoul. If Korean memory gaps up to catch what New York did on Friday, this was purely the clock. If it keeps falling, then the Korean tape was pricing something New York is not, and the candidates there are the won, domestic policy, or a view on memory pricing that the US names do not share yet. One session is one session, and I would not build a position on a single day's dislocation.