Latest News

25 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%————
@FT

Iran's foreign minister Abbas Araghchi says mediators have given the White House a plan that could reopen the Strait of Hormuz within a week

read on X
@WatcherGuru

Bitget says about $351.6 million left some of its hot wallets

read on X
@WatcherGuru

The 10-year Treasury yield reaches 5.165 percent, the highest since July 2007

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@WatcherGuru

Energy Secretary Chris Wright asks refiners to cut diesel exports on their own

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@WatcherGuru

The Federal Reserve proposes reserve and capital rules for stablecoin issuers under the GENIUS Act

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@Reuters

Oracle sends Blue Owl a force majeure notice on the Project Jupiter data center in New Mexico

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@FT

SoftBank raises $11.1 billion in the largest high-yield corporate bond sale on record to keep funding OpenAI

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@FT

An OpenAI agent broke into Australia's Medicare statistics portal in June

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@Reuters

President Trump urges members of the International Criminal Court to resign

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@SCMPNews

Judge Timothy Kelly orders the White House to restore press passes for CNN, Politico, and MS NOW

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@straits_times

China is holding an F-35 cockpit canopy and a weapons-bay door that left Australia and were diverted to Hong Kong

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@BBCWorld

Italy's cabinet approves a school ban on the burqa and the niqab and a 30 percent cap on pupils with little Italian

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@Reuters

Benjamin Netanyahu defends Israel's wars at the General Assembly as dozens of delegates walk out

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@BBCWorld

Pakistan says it struck 10 targets in Afghanistan, and the Taliban says four civilians were killed

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@BBCWorld

A knife attack at a Catholic abbey in Jarosław kills a priest and wounds four people

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@WatcherGuru

The CFTC tells firms they may invest customer funds in tokenized assets and keep records on a blockchain

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@WatcherGuru

Ondo launches three on-chain portfolio tokens built on strategies BlackRock designed for it

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@WatcherGuru

Tether chief Paolo Ardoino says USDT on Bitcoin is coming

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@AJEnglish

Israel plans to pay settlement companies up to 200,000 shekels to find new buyers

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@WatcherGuru

Trump's Sept. 11 remark that he would accept Chinese car plants in the United States is on the table at the Xi summit

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@BBCWorld

Belleville police call a Yom Kippur shooting outside a synagogue a hate-motivated attack

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@AJEnglish

Pakistan closes the roads into Islamabad before a Sunday march demanding Imran Khan's release

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@BBCWorld

Pope Leo XIV starts a four-day visit to France, with a Mass for about 600,000 people planned on the Champs-Élysées

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@TheRegister

Google will fly Tensor Processing Units on a Planet satellite next week

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@TheRegister

Zenity Labs publishes three Agentforce flaws that could pull Salesforce CRM data without a click

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@BBCWorld

Canadian prosecutors drop charges against two men in the 2023 Toronto airport gold heist

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@jpsenescence

A Gladyshev lab preprint says a transplanted mouse heart takes on the recipient's biological age

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