Latest News

16 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%————
@LynAldenContact

The Producer Price Index for final demand rose 1.3 percent in September, the largest monthly increase since March 2022.

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@mervenoyann

Meta released Muse Spark Open, an open-weight model with about 816 billion parameters and about 42 billion active per token.

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@WatcherGuru

MSCI adopted index rules that can exclude non-operating companies from its equity benchmarks, effective at the close of 30 November.

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@AJEnglish

The Justice Department sued California to block the counting of mail ballots from voters on a list the department said held about 20,000 noncitizens.

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@simonw

Anthropic told investors that distillation was 5 to 7 percent of revenue in a quarter when revenue reached $16.8 billion.

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@davidasinclair

A Rockefeller study of 101,243 PET scans found lower rates of diabetes and heart disease in people with more active brown fat.

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@jpsenescence

A Nature Aging study reported that raising the gene SRSF1 extended median lifespan 14 percent in aged mice.

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@NatureMedicine

A phase 1 trial of a personalized ovarian-cancer vaccine plus delayed nivolumab recorded immune activity in 6 of 10 vaccinated patients.

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@MIT

A machine-learning correction doubled the accuracy of weather forecasts two to six weeks ahead.

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@hardmaru

Sakana's Agentic Scientist ran 70 research campaigns, and one resulting paper was accepted as an oral at ALIFE 2026.

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@roasbeef

Lightning Labs published LayerTree, a design that lets a large group share one Bitcoin output through an off-chain Merkle-sum tree.

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@QuantaMagazine

Galaxies DF2, DF4, and DF9 hold little dark matter, and a 2026 paper traces the trio to an ancient collision.

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