Latest News

24 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%————
@SCMPNews

President Trump greets President Xi Jinping on the tarmac at Joint Base Andrews to open a three-day state visit

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@WatcherGuru

Energy Secretary Chris Wright says a ban on U.S. diesel exports would push gasoline and jet fuel prices higher

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@BBCWorld

The Board of Peace puts a $2.45 billion, six-month plan on the table for the start of Gaza's reconstruction

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@FT

The Financial Times traces more than $2 billion of Rosneft hard currency into the Kremlin-backed payment network A7

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@BBCWorld

Hurricane Polo, a category 5 on Tuesday, is a category 4 storm off southwest Mexico and is forecast to stay offshore

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@AnthropicAI

Anthropic says Claude found a bacteriophage enzyme system, called ART, with a DNA repeat array like CRISPR

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@WatcherGuru

CFTC Chair Michael Selig says the agency will write crypto market rules under its existing statute

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@WatcherGuru

The New York Stock Exchange and Blockchain.com sign a memorandum to explore tokenized U.S. stocks and ETFs

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@SkarredGhost

Meta says its VR glasses will go on sale in spring 2027 for $1,299.99 and weigh about 100 grams

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@TheRegister

F5 patches a critical flaw in BIG-IP Access Policy Manager that attackers were already using

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@Polymarket

Iranian President Masoud Pezeshkian tells the General Assembly that the United States and Israel are the real terrorists

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@straits_times

Chancellor Friedrich Merz's tax, pension, and health package is under pressure after this month's German state losses

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@AFP

Moroccans vote for a new 395-seat House of Representatives, and turnout is 38.02 percent when the polls close

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@semafor

U.S. Ambassador L. Brent Bozell III says South Africa's mining and telecom ownership rules are holding back American capital

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@the_hindu

President Trump tells the General Assembly that member states should withdraw from the International Criminal Court

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@Reuters

The University of California, San Francisco says it disagrees with Justice Department findings on its medical-school admissions

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@folha

President Lula's campaign asks Brazil's supreme court and electoral court to examine possible U.S. interference in the election

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@QuantaMagazine

A software developer in Athens says a prompt to GPT-6 Astra produced a three-dimensional aperiodic tile he calls Chair44

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