Latest News

18 October 2026

Selected stories from Jeremy's follows

IBKR Open an account

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%————
@straits_times

Saudi Arabia said it intercepted four drones on 17 October over Riyadh, the Eastern Province, and the south.

read on X
@Reuters

Ukraine's foreign minister said occupying forces are turning Oleshky, on the east bank of the Dnipro in Kherson region, into a death trap.

read on X
@SecScottBessent

The Treasury said it returned $175 million that would have gone to deceased people and stopped almost $190 million headed overseas.

read on X
@zizhpan

DeepSeek-V4.1-Flash-1017 is live on the site, the app, and the API, and a written description of an idea is enough for the model to build a game.

read on X
@Excellion

Samson Mow said Blockstream is still arranging funds for Liquid's 600 bitcoin shortfall, and that peg-out service is still closed.

read on X
@alistairmilne

Turkish authorities listed $7.15 million in cash among the items seized from HEX founder Richard Heart.

read on X
@jpsenescence

A Minnesota preprint reports that vitrified pig kidneys, stored at -150°C for up to a year and then nanowarmed, produced urine after transplant.

read on X
@davidasinclair

A rat study found that short OSK treatment improved fibrosis, liver function, and survival in chronic MASH and in MASH with cirrhosis.

read on X
@pdhsu

A Berkeley and Princeton preprint reports that primate cortex alternates about 15 times a second between conscious and suppressed representations during a steady stimulus and a steady percept.

read on X
@tphuang

China sold 1.084 million new-energy vehicles in September, and battery-electric vehicles were 765,000 of them.

read on X
@NikkeiAsia

Japan's Finance Ministry plans to bar export of gold whose path cannot be traced.

read on X
@paras_biotech

Evercore counted $139 billion of biotech mergers and acquisitions through the third quarter, about 40 percent ahead of the 2025 pace.

read on X
@whatisnuclear

The Department of Energy approved cost-shared funding for the last stage of the Molten Chloride Reactor Experiment, with first criticality as early as 2027.

read on X
@alistairmilne

Vitalik Buterin put the cost of mining one bitcoin at about $93,700, beside a spot price of about $81,500.

read on X
@YouJiacheng

A log-loss residual fit with Huber loss reproduces the parameters of Microsoft's published MAI scaling curve.

read on X
@elonmusk

Future Tesla Roadster demonstrations will fly over the Snake River or the Grand Canyon, land on the wheels, and pass half the speed of sound.

read on X
@TimechainIndex

A new 13F History view tracks ETF holdings by quarter, with the top 15 funds drawn out and the rest grouped as Other.

read on X