Kevin Draudt

GPT-5 just casually did new mathematics. Sebastien Bubeck gave it an open problem from convex optimization, something humans had only partially solved. GPT-5-Pro sat down, reasoned for 17 minutes, and produced a correct proof improving the known bound from 1/L all the way to 1.5/L. This wasn’t in the paper. It wasn’t online. It wasn’t memorized. It was new math. Verified by Bubeck himself. Humans later closed the gap at 1.75/L, but GPT-5 independently advanced the frontier. A machine just contributed original research-level mathematics. If you’re not completely stunned by this, you’re not paying attention. We’ve officially entered the era where AI isn’t just learning math, it’s creating it. @sama @OpenAI @kevinweil @gdb @markchen90

I reviewed this list 4 years later. Here’s what would’ve happened if you had invested in a portfolio of these stocks:

Why is international investing working again? It's (mostly) a Dollar story. There have been 6 major Dollar regime changes in the last 50 years. Every time the Dollar weakens foreign stocks outperform. Here's the data:

@MrMikeInvesting Stop

🚨 BREAKING NEWS 🚨 THE NUMBER OF HOUSES FOR SALE IN FLORIDA JUST SKYROCKETED AND HAVE NEARLY DOUBLED IN THE PAST YEAR MANY OF THESE HOMES ARE AIRBNB RENTALS WITH OWNERS WHO ARE ABOUT TO DECLARE BANKRUPTCY DUE TO UNBEARABLE LOANS THIS WILL BE BIGGER THAN THE 1929 CRASH… $SPY

#HOKIES it’s time to #FIREPRY

@HokiesFB As usual, regret watching

Go time in 3,2,1 😈 #ThisIsHome

@Bro_BGYN They at least win the “Everyone Suffers” category

Everyone hating on UVA basketball needs to lighten up. This could’ve been much worse. They could’ve lost to a 16 seed as a 1 seed or something crazy like that. #loluva #UMBC

@positive_gains Virginia Tech

My son is trying to decide on college: Mich State + accepted in Broad Undergrad plus 90k academic scholarship would make it in state roughly U Miami with 100k. Still very pricey. University of Virginia. No money but in state. A couple of others. Which would you pick?

@EddyElfenbein You can delete UVA from this list 😂

What are the 10 most prestigious non-Ivies? I came up with these (not in any particular order) but I'm sure I'm missing some (and over-rating others). Stanford MIT Duke Georgetown Berkeley Cal Tech Carnegie Mellon Johns Hopins Chicago UVA

@mcuban Are you planning to fully divest from Mavs ownership before you run for Prez?

Let’s do an AMA. Fire away.

“market makers unwound their shorts backed by bond collateral causing a short vol ladder attack that penetrated the 4950 call wall ultimately widening the forex repo basis“

Top 10 Charlie Munger quotes: 1. "Spend each day trying to be a little wiser than you were when you woke up." 2. "The best thing a human being can do is to help another human being know more." 3. "It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent." 4. "In my whole life, I have known no wise people who didn't read all the time — none, zero." 5. "I never allow myself to have an opinion on anything that I don't know the other side's argument better than they do." 6. "The big money is not in the buying and selling, but in the waiting." 7. "You don't have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long time." 8. "The first rule is that you can't really know anything if you just remember isolated facts and try and bang 'em back." 9. "There are worse situations than drowning in cash and sitting, sitting, sitting." 10. "The game of life is the game of everlasting learning. At least it is if you want to win." These quotes reflect Munger's emphasis on continuous learning, rational decision-making, and a long-term perspective in investing and life. R.I.P. king 👑

@Bro_BGYN Amen brother ✊

I understand that it’s UVA hate week, but instead of spouting hate, I will be tweeting things that I am thankful for. I am thankful that I did not go to UVA.

#Petrodollars explained

@HokiesFB Please delete

Final

@InvestmentTalkk What about Long/Short Top/Bottom 10, 3x levered?

Here's a seemingly stupid investment strategy. Buy the top 10 S&P 500 stocks from the past year, equally weighted, and replace them annually. Plot twist: It actually slaps. From 2013 to today, it would have generated a 37% CAGR relative to the S&P 500's 12% CAGR.

The S&P 500 equity risk premium hit the lowest level in two decades, which will be a headwind for longer-term returns.

After seeing #Oppenheimer a lot of people are trying to make their own nuclear bomb. However, 99% of them are doing it wrong. Here is what you need to know in order to do it correctly. A thread👇🧵🧶 1/235

@imericrife 250% Long SPY + 350% Short SPY CC: Tong W.

You've probably heard that your portfolio should be diversified, but may not know what exactly that means. What it typically means is having multiple investments that compliment each other.