Latest News

22 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%————
@Reuters

The State Department ordered non-emergency U.S. employees and their families to leave Saudi Arabia.

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@elonmusk

Tesla began production of Optimus on the high-volume lines at Fremont, describing those robots as the first production-quality units it has built.

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@LukeDashjr

PHP 8.2.35, 8.3.36, 8.4.27, and 8.5.12 fix CVE-2026-109618 and CVE-2026-109619, and the FBI told operators who cannot patch at once to take those systems offline.

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@AFP

Nigeria's first Ebola case in this outbreak is the Bundibugyo strain circulating in the Democratic Republic of Congo.

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@SecScottBessent

The Treasury sanctioned the law firm Karnakis and Karnakis, along with shipping agents and vessels that moved Iranian cargo.

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@TheHumanoidHub

Tesla said on its earnings call that Optimus customer shipments are about a year away and that the AI5 chip goes into the robot around April 2027.

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@WatcherGuru

The Office of the Comptroller of the Currency issued a final rule for payment-stablecoin issuers under the GENIUS Act, effective 18 January 2027.

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@byersblake

NewLimit reported a more than twofold gain in regenerative rescue in old liver cells over the summer, and eight new payloads that restore function in old blood-vessel cells.

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@bryan_johnson

FDA records show two deaths after people injected unapproved retatrutide, and firms that sold fentanyl precursors now sell research peptides.

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@davidasinclair

A rat study reports that the NAD precursor NMN eased polycystic ovary syndrome by raising SIRT2 activity.

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@unredacted_org

Unredacted took the xmpp.is website offline while it applied the PHP security update.

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@jurbed

CashuPayServer 0.5.7-alpha closed the remaining code findings from three October audits.

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@wuji_global

Agile Robots showed the Agile ONE humanoid with WUJI Hand 2 hands at NVIDIA GTC in Berlin on 21 October.

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@elonmusk

United Airlines expects to pass half of its flights with Starlink this week and to finish the fleet by the end of 2027.

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@MIT

MIT president Sally Kornbluth announced MIT for America, a program for calculus, AI, and making classes in U.S. schools.

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@vikramskr

Credo demonstrated its first active optical cable using micro-VCSELs at the OCP Global Summit.

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@simonw

A French developer published Panache, a Belle Époque fork of Battle Drones, with dirigibles, steam tractors, and clockwork soldiers.

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