Latest News

1 October 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%————
@AJEnglish

Trump says the United States and Iran could still reach a deal, and that the alternative is renewed strikes

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@WSJ

Middle East crude exports have climbed back toward prewar volumes as Iran's hold on Hormuz weakens

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@Reuters

Google announces Gemini 4 Argon, a frontier model released first to cyber defenders

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@FT

The Fed's inspector general finds no crime in the headquarters renovation, and Trump tells Powell to leave the board

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@Reuters

Macron and Sanchez welcome a British return to the EU after Burnham puts rejoining on the table

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@Reuters

A federal judge lets Paramount close its $110 billion purchase of Warner Bros. and the studio names Ynon Kreiz co-CEO

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@Reuters

Anthropic's IPO prospectus warns that advanced models could resist shutdown, while the company seeks a valuation near $2 trillion

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@BBCWorld

Putin addresses a more loyal Duma and gives no sign of stopping the war in Ukraine

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@semafor

Treasury yields sit near a 25-year high, with the 10-year above 5.30 percent during Wednesday's session

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@WatcherGuru

Visa, Stripe, Shopify, Coinbase, and Mastercard take Open USD live with more than $1 billion committed to liquidity

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@BBCWorld

China's rules on humanlike chatbots have taken companion characters off the big consumer apps

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@TheRegister

Huawei's Eric Xu says Ascend chip sales in China have passed Nvidia

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@TheRegister

A 16-year-old researcher reached administrator SQL on Microsoft's Titan analytics service and mapped an estimated 17.3 trillion stored rows

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@tphuang

Huawei delivers the first Atlas-950 SuperPoDs to China Telecom in Shanghai and China Mobile Cloud in Beijing

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@WatcherGuru

Senate Republicans introduce a crypto tax bill

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@semafor

Nvidia plans a $150 billion share buyback

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@WatcherGuru

Bitcoin trades at $85,000

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@cixliv

California serves a cease-and-desist over an unsanctioned human-versus-humanoid robot cage fight

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@davidasinclair

A Nature paper from the Gladyshev lab ties loss of cell identity to erosion of epigenetic patterns

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@n1ckler

The Ethereum Foundation opens a contest to design post-quantum signatures, prove them in Lean, and beat a size-times-speed score

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@kaledora

Ostium's chief says the 15 July attack took about $23.75 million from the vault and that holders will get a stake in the rebuild

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