Latest News

27 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%————
@Reuters

Trump rejects Iran's proposal to reopen the Strait of Hormuz in seven days

read on X
@WatcherGuru

The United States and China agree to cut tariffs on $30 billion of goods after the Trump-Xi summit

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@WatcherGuru

OpenAI and Anthropic are investigating tens of thousands of AI security incidents

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@Reuters

The Transportation Department will finalize fuel-economy rules through 2031 at 34.5 miles per gallon

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@FT

Germany's and Russia's foreign ministers meet for the first time since before the 2022 invasion

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@AJEnglish

ArcelorMittal says it can no longer safely run its Kryvyi Rih steelworks after four missile strikes

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@Reuters

Boeing flags a 737 MAX software glitch that can drop automated landing guidance after a missed approach

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@SecScottBessent

Treasury says Turkey and Oman have stopped Mahan Air flights and that UAE and Turkish banks have cut Iran transactions

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@folha

Pope Leo XIV celebrates an outdoor Mass in Paris for an estimated 800,000 people

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@BBCWorld

Bangkok declares a flood disaster across all 50 districts after nearly 300 millimeters of rain

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@AP

The White House leaves CNN off Air Force One for Trump's trip to the Tennessee-Texas game

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@mervenoyann

Xiaomi open-sources more than 7,000 reinforcement-learning environments used to train MiMo

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@QuantaMagazine

A software developer in Athens credits GPT-6 Astra with finding the first three-dimensional einstein tile

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@Reuters

A nor'easter knocks out power to more than 100,000 customers and cancels more than 400 flights

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@TheRegister

The RAF stands up No. III Space Effects Squadron to act against threats to British satellites

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@BBCWorld

Christa Pike is set to become the first woman executed in Tennessee in more than 200 years

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@davidasinclair

A Journal of Physiology paper finds muscle-fiber atrophy in aging and disuse comes mainly from fewer myofibrils

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@overtorment

Aura Wallet, a seed-exfiltrating iPhone app, is back on the App Store as Maverick Wallet under the same app ID

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@Excellion

River sues the spun-out Blockstream mining company over a $6.7 million payment, not Blockstream Corporation

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