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29 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%————
@WatcherGuru

OpenAI shelves the October release of GPT-6.1 Astra after internal safety tests

read on X
@WatcherGuru

Washington and Beijing publish lists for lower tariffs on $60 billion of goods

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@Reuters

UK diesel hits a record 199.18 pence a litre

read on X
@WatcherGuru

Russia's producer diesel-export ban is headed for a 31 October end date

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@Reuters

A Russian jet drone hits Kyiv's National Academy of Sciences during the workday

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@FT

Police say the five men arrested near RAF Fairford are British nationals in their twenties living in London

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@AJEnglish

Iran's foreign minister says he hopes for a US answer on the Hormuz plan by Tuesday

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@Reuters

AMD agrees to buy Fei-Fei Li's World Labs for about $8.2 billion in stock

read on X
@straits_times

Anthropic's IPO prospectus shows a $42 billion net loss for 2025 and a $518 billion compute bill ahead

read on X
@AP

SpaceX launches the 14th Starship test from Texas on a flight aimed at six orbits

read on X
@WatcherGuru

Citi and Coinbase open stablecoin checkout for the bank's institutional clients

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@straits_times

A Myanmar military air strike near a market in Kyauktaw kills at least 33 people

read on X
@BBCWorld

Police recover 28 skulls and sets of bones from suspected kidnap camps in Abia state

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@WatcherGuru

Belarus registers its first two crypto banks as High-Tech Park residents

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@Reuters

The United States is set to waive sanctions on flights between Iran and Najaf

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@Reuters

North Korea says a US approval for a South Korean nuclear-powered submarine increases regional instability

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@Reuters

Evonik rejects a BASF takeover bid of $11.7 billion

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@WatcherGuru

A Senate investigation finds Iran widely using Tether's USDT to move money around sanctions

read on X