Latest News

4 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

Hegseth says the US blockade of the Strait of Hormuz remains ironclad, and Trump says Iran faces an easy way or a hard way

read on X
@Reuters

Yemen's armed forces say they are striking Houthi targets in Sanaa and Saada

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@AJEnglish

The Houthis say they hit an Aramco refinery in Riyadh with missiles and drones

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@Reuters

The Iranian rial hits a new low as the central bank sells up to $2 billion

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@Reuters

Iraq's Oil Tanker Company moves 2 million barrels of crude through the Strait of Hormuz

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@Reuters

Zelenskiy says Ukraine will hit Russian oil refineries after a new Russian airstrike doctrine

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@Reuters

North Korea fires an intermediate-range missile 1,000 kilometers into the East Sea in a drill overseen by Kim Jong Un

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@BBCWorld

The UAE says a Flydubai co-pilot attacked the captain with a crash axe in an attempted terrorist attack

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@WatcherGuru

Trump again promises a $5,000 dividend to every US adult citizen if Republicans win the midterms

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@Reuters

Jay Clayton will lead a Super Intelligence Force and deliver an AI report in 120 days, the Wall Street Journal reports

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@Reuters

OpenAI safety employee David Robinson quits, writing that the time for trial and error is over

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@Reuters

Britain scraps plans to curb jury trials for less serious criminal cases

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@folha

Datafolha puts Lula at 45 percent and Flavio Bolsonaro at 42 percent of valid votes on the eve of Brazil's first round

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@NikkeiAsia

Japan raises foreign residency fees, with permanent residence jumping 20-fold

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@Reuters

Tens of thousands protest across Spain over housing, and police fire rubber bullets in Madrid and Valencia

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@WSJ

An inspector general finds IRS employees improperly viewed celebrities' tax records

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@straits_times

A key ShinyHunters member is detained in Jordan and is cooperating with the FBI

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@TheRegister

A second Mythos-found vulnerability, CVE-2026-61500 in Rejetto HFS, is under attack

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@TimSweeneyEpic

Apple issues a vague AI-era PR statement, and Sweeney says AI companies above a $100 million market cap are antitrust lawyering up

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@the_hindu

Rahul Gandhi launches a Satyagraha site to map protests, and Mallikarjun Kharge calls Modi and the chief ministers illegal occupants

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@QuantaMagazine

Jakob Steininger and Sergey Yurkevich prove the Noperthedron cannot pass a copy of itself through any straight tunnel

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@AJEnglish

Iran's Intelligence Ministry says it arrested 31 people in four networks in Kerman province

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@AJEnglish

Dmitry Medvedev says Russia and Iran will remain strategic partners forever and that Moscow is ready to mediate with the United States

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