Latest News

24 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%————
Arm★ARM0.7%————
Micron★MU0.8%————
Applied MaterialsAMAT0.9%————
Lam ResearchLRCX0.8%————
KLA★KLAC0.8%————
Arista★ANET0.8%————
Super Micro★SMCI0.6%————

AI platforms 11.1%

AppleAAPL2.1%————
MicrosoftMSFT2.4%————
AlphabetGOOGL1.9%————
AmazonAMZN1.7%————
Meta★META1.5%————
Oracle★ORCL1.5%————

Robots and machines 4.1%

TeslaTSLA1.0%————
Intuitive SurgicalISRG1.1%————
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%————
Yaskawa6506.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%

STRCSTRC0.7%————
Realty IncomeO0.5%————
AltriaMO0.3%————
Philip MorrisPM0.3%————
BATBTI0.3%————
VerizonVZ0.3%————
AT&T★T0.3%————
EnbridgeENB0.4%————
Enterprise ProductsEPD0.4%————
Main StreetMAIN0.3%————
Coca-ColaKO0.4%————
PfizerPFE0.3%————
@SecScottBessent

Persian Gulf oil exports have moved above their pre-conflict level.

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@SecScottBessent

The Census Bureau's 2025 official poverty rate is the lowest in the series, and real median household income rose to $87,460.

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@WatcherGuru

A federal judge in Buenos Aires dismissed the $LIBRA case against President Javier Milei and ten other people.

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@unusual_whales

OpenAI reported CVE-2026-111497, an out-of-bounds write in the Brotli decoder, fixed in Node.js 22.23.4, 24.22.1, and 26.12.1.

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@TimSweeneyEpic

Fortnite has returned to the Australian App Store, and Epic plans an iOS store there in March.

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@simonw

Moonshot released Kimi K3.1 Pro, a 3-trillion-parameter model, and said open weights will follow by 4 November 2026.

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@jack

Block released Dessa, a full-duplex speech model trained on recorded human conversation.

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@mervenoyann

NVIDIA released Nemotron 3.5 Bolt E4B, an 8-billion-parameter model post-trained from Gemma 4.

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@pmarca

Felicia and Ben Horowitz pledged $150 million for Nevada's first standalone children's hospital.

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@roasbeef

Lightning Labs opened Wavelength on Bitcoin mainnet, with a cap of 300,000 sats per account.

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@QuantaMagazine

Columbia researchers imaged the junction Plasmodium uses to enter a red blood cell.

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@pdhsu

A bioRxiv preprint describes Bolero, a model that predicts cell-state gene expression and chromatin accessibility from DNA.

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@phoronix

OpenSSL 4.1.0 added DTLS 1.3, GREASE, and AVX-512 paths for SHAKE and AES-CBC decrypt.

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@phoronix

FFmpeg 9.1 added a Vulkan encoder for the Advanced Professional Video codec and a Vulkan optical-flow frame-rate filter.

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@phoronix

OBS Studio 33.0 moved its browser component from CEF 127 to CEF 150 and added NVENC on ARM64.

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@phoronix

Linux 7.4 gained a driver for Nintendo Switch 2 controllers after 16 rounds of review.

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