Latest News

22 September 2026

Selected stories from Jeremy's follows

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Prices

★ best entry today · ★ entry · ★ stretched · ★ most stretched today

Book 100% — — — —

Core 40.0%

Bitcoin★BTC-USD20.0%————
SpaceXSPCX20.0%————

Chips and tools 13.8%

NVIDIANVDA1.9%————
BroadcomAVGO1.0%————
Marvell★MRVL0.7%————
AMD★AMD1.0%————
TSMCTSM1.7%————
GlobalFoundriesGFS0.4%————
ASMLASML1.7%————
ArmARM0.7%————
Micron★MU0.8%————
Applied MaterialsAMAT0.9%————
Lam ResearchLRCX0.8%————
KLAKLAC0.8%————
Arista★ANET0.8%————
Super Micro★SMCI0.6%————

AI platforms 11.1%

MicrosoftMSFT2.9%————
AlphabetGOOGL2.3%————
AmazonAMZN2.1%————
MetaMETA1.9%————
Oracle★ORCL1.9%————

Robots and machines 4.1%

TeslaTSLA1.0%————
Intuitive Surgical★ISRG1.1%————
Teradyne★TER0.7%————
RockwellROK0.8%————
Symbotic★SYM0.5%————

Power, cooling, boxes 4.5%

Constellation Energy★CEG1.4%————
Vertiv★VRT1.2%————
Eaton★ETN1.1%————
Dell★DELL0.8%————

World 12.5%

UBTECH★9880.HK0.8%————
Dobot★2432.HK0.3%————
Horizon Robotics★9660.HK0.7%————
Fanuc6954.T1.0%————
Keyence6861.T1.0%————
Yaskawa★6506.T0.5%————
Harmonic Drive6324.T0.3%————
ABB★ABBN.SW0.8%————
SiemensSIE.DE1.0%————
SoftBank★9984.T0.7%————
Samsung★005930.KS1.4%————
SonySONY1.0%————
BYD★1211.HK0.7%————
CATL★3750.HK0.7%————
Tokyo Electron8035.T1.1%————
Foxconn2317.TW0.5%————

Cameras and drones 2.4%

GoPro★GPRO0.2%————
Zeiss★AFX.DE0.5%————
Sunny Optical★2382.HK0.8%————
AeroVironment★AVAV0.9%————

Commodities 7.1%

GoldGC=F1.7%————
Silver★SI=F0.7%————
CopperHG=F1.0%————
WTI crudeCL=F0.7%————
Brent crudeBZ=F0.5%————
Natural gasNG=F0.5%————
WheatZW=F0.4%————
Corn★ZC=F0.4%————
Coffee★KC=F0.3%————
Uranium★URA0.9%————

High dividend 4.5%

STRC★STRC0.7%————
Realty IncomeO0.5%————
AltriaMO0.3%————
Philip MorrisPM0.3%————
BATBTI0.3%————
VerizonVZ0.3%————
AT&TT0.3%————
EnbridgeENB0.4%————
Enterprise ProductsEPD0.4%————
Main StreetMAIN0.3%————
Coca-ColaKO0.4%————
PfizerPFE0.3%————
@Polymarket

China expels Generals Zhang Youxia and Liu Zhenli from the Communist Party and the military

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@Polymarket

Seven Ethiopian armed groups form an alliance to remove Prime Minister Abiy Ahmed

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@Polymarket

The FAA stops flights into New York and Philadelphia after a radio circuit and its fiber backup fail

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@Polymarket

NYU Langone agrees to stop puberty blockers, cross-sex hormones, and surgeries for minors and to pay the Justice Department $8.5 million

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@Polymarket

The White House opens Trump TV, a 24-hour stream of administration remarks, on its YouTube channel

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@WatcherGuru

The European Central Bank opens Pontes so banks can settle tokenised trades in central bank money

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@WatcherGuru

Coinbase opens IPO share requests to U.S. retail customers, starting with Oura

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@Polymarket

U.S. diesel averages a record $6.51 a gallon as Republicans press for an export ban

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@Polymarket

Vivek Ramaswamy asks the Ohio legislature to suspend the state gas and diesel taxes for 90 days

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@Polymarket

Ecuador's president, Daniel Noboa, says he asks the United States every day for more help against the cocaine trade

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@Polymarket

Treasury Secretary Scott Bessent assigns the Hugging Face breach to OpenAI's managers

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@Polymarket

The United States and China agree to open a standing dialogue on AI risks

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@Polymarket

North Korea says Kim Jong Un watched a successful test of a new weapon system

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@Polymarket

Iran's president, Masoud Pezeshkian, leaves for the UN General Assembly in New York

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@Polymarket

Prime Minister Andy Burnham will announce a U.S.-British defense partnership on AI and autonomy

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@Polymarket

President Volodymyr Zelensky and CIA Director John Ratcliffe meet at Shannon Airport in Ireland

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@elonmusk

SpaceXAI releases Grok 4.7

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@Polymarket

OpenAI asks mathematicians to advise on how it shares new proofs

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@TheRegister

Gavin Newsom signs seven California bills on data-center power and water

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@Polymarket

Apple opens claims in its $250 million Siri settlement, with payments up to $95 a phone

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@TheRegister

AMD's market value passes $1 trillion

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@teslaeurope

The Czech Republic provisionally approves Tesla Full Self-Driving (Supervised)

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@TheRegister

iFixit finds the iPhone 18 Pro's variable aperture is effectively unrepairable as a part

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@WatcherGuru

Ireland fines Google €403 million over old location-data settings

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@WatcherGuru

Strategy buys 950 bitcoin for $75.7 million

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@WatcherGuru

X opens Cashtag trading links to Coinbase, Kraken, Gemini, Interactive Brokers, and Moomoo

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@WatcherGuru

Apple and Google post senior jobs that list stablecoins and tokenized deposits

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@WatcherGuru

Meta plans Petal, a one-petabit cable between the United States and France

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@semafor

A U.S. source says an AI misread of a Chinese ship's cargo nearly produced an intercept

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@semafor

World copper mine output falls 1.1 percent in the first half of 2026

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@Polymarket

Heavy drinking among Americans ages 50 to 64 rises more than 36 percent from 2018 to 2024

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@CJHandmer

Rainmaker raises $100 million for weather modification

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@CJHandmer

Terraform Industries makes high-purity methanol from sunlight and air at Muroc

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@QuantaMagazine

About half the human genome is transposons, sequences that copy themselves and move

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@tphuang

DigiTimes says YMTC will trial LPDDR5 chips while CXMT plans a NAND line

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@finkd

Shopify turns on Shop Pay checkout inside Meta's Muse

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@TheRegister

A local flaw in Meta's Muse app for Mac lets malware redirect dictation to another server

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@TheRegister

VulnCheck counts 225 vulnerabilities linked to Anthropic or Project Glasswing, with one exploited in the wild

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