Latest News

23 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%————
@straits_times

President Trump tells the UN General Assembly he could annihilate Iran if there is no deal

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@Polymarket

Iran cancels flights to Baghdad and Muscat as U.S. aviation sanctions take effect Wednesday

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@FT

The United States proposes a $10 billion fund with Arab allies to bypass the Strait of Hormuz

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@WatcherGuru

Saudi Arabia restarts the East-West oil pipeline after drone strikes shut it on September 13

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@simonw

OpenAI ships GPT-6 Sol and GPT-6 Luna at half the GPT-5.6 promotional price, and Anthropic ships Claude Opus 5.5

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@semafor

Treasury Secretary Scott Bessent is a frontrunner for a White House AI czar job

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@Polymarket

The Trump administration sets the next refugee ceiling at 17,500, primarily Afrikaners from South Africa

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@semafor

Alibaba unveils a chip it calls China's most powerful and plans a model of 5 trillion to 10 trillion parameters

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@Reuters

Lithuania plans a drone-hardened power substation 30 kilometers from Kaliningrad

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@AJEnglish

G7 foreign ministers condemn Houthi strikes on Saudi Arabia and tell Iran to stop arming the group

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@WatcherGuru

SoFi Bank settles its card program in the SoFiUSD stablecoin on Mastercard's network

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@WatcherGuru

Binance buys $100 million of Circle stock and signs a five-year deal to promote USDC

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@WatcherGuru

The Moscow Exchange opens ruble-settled perpetual futures on bitcoin, ether, Solana, XRP, and Tron

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@Reuters

The United States tells Australia its digital duty-of-care bill risks viewpoint-based censorship

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@Polymarket

Poland's president, Karol Nawrocki, says a permanent U.S. base in Poland will be named Fort Trump

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@Polymarket

A hot-spring amoeba from California divides at 145 degrees Fahrenheit, a record for complex life

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@SCMPNews

President Trump praises Japan's prime minister, Sanae Takaichi, ahead of Xi Jinping's visit to Washington

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