Latest News

11 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%————
@semafor

A strike on Riyadh's King Khalid International Airport wounded several people on Saturday, the third attack on the airport this week, and President Trump said the United States may join Saudi strikes on the Houthis.

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@business

Russia's government lifted part of its diesel export ban on Saturday and said 500,000 metric tons may go to foreign buyers.

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@ajenglish

The Energy Department authorized an emergency loan of up to 4 million barrels of crude from the Strategic Petroleum Reserve after Hurricane Isaias.

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@satyanadella

Satya Nadella wrote that an authorized person should be able to pause a model in the middle of a task, and that the controls on what a model can touch have to sit outside the model.

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@reuters

Nvidia is in early talks to buy Reflection AI or to put more money and chips into it, the Financial Times reported.

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@tphuang

Supertanker rates on the Persian Gulf to East Asia route rose above $1.4 million a day in the first week of October.

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@stephanlivera

Ledger confirmed an unauthorized hardware implant in a device bought from the reseller CryptoBilis.

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@QuantaMagazine

Dor Minzer, Yumou Fei, and Shuo Wang posted a 4-to-1 games proof, and OpenAI released a proof of the unique games conjecture.

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@TheRegister

Stack Overflow's 2026 survey found that 6.6 percent of developers trust AI output for important work decisions, and 48 percent trust it when they can check the result.

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@TheRegister

Have I Been Squatted found that the characters ө and ƙ slip past Chromium's confusable-name checks, and the researchers registered 20 lookalike domains.

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@jurbed

Routstr shipped a confidential mode that keeps a prompt encrypted from the routing node through to the model provider.

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@jpsenescence

A Science Advances paper reports the genome and methylome of Jonathan, a 194-year-old Aldabra giant tortoise on St Helena.

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@tphuang

ChangXin Memory Technologies expects to show a DDR5 server module by the end of the year that uses a tighter 4F² cell.

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@notgrubles

A Bitaxe miner on Arkpool paid out 17 times in under a day, each payment under 10 satoshis, into a balance the operator can spend on Ark or Lightning.

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@jurbed

Juraj Bednar shipped Android builds of four Nostr apps on Zapstore: Emanator, Lievik, nalgorithm, and Nostrautica.

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