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26 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%————
@Polymarket

Brazil's Supreme Court extended presidential runoff voting by two hours, and the electoral court paused a count that had already started.

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@elonmusk

SpaceX closed $40 billion of callable debt for GPUs due in the first half of 2027, while lenders have nearly stopped funding companies whose revenue is only AI data centers.

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@elonmusk

Elon Musk said Ukraine used civilian Starlink for offensive drone strikes, and a presidential adviser said those terminals cannot guide deep strikes.

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@alistairmilne

Keystone said a third party took customer names, contact details, shipping addresses, and order details from its website.

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@L0laL33tz

Germany's Bundestag passed the Digital Identities Act, and the online identity function can start at age 13.

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@hardmaru

Shigeru Miyamoto is the first game developer named to Japan's Order of Culture, and he used the press conference to talk about generative AI.

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@bryan_johnson

A UCSF letter in JAMA Psychiatry found lower GDF-15 one day after psilocybin in nine people with Parkinson's disease.

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@TimSweeneyEpic

Epic Games is using AI tools to write code for Unreal Engine.

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@TheRegister

Microsoft left Nscale's Loughton data centre after the site's grid connection slipped into the 2030s.

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@phoronix

Linux 7.4 drops Google's C Binder driver, and the Rust Binder driver is the one Android will ship.

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@phoronix

Simon Ser proposed a Wayland protocol, ext-transient-output, so remote-desktop software can create virtual screens.

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@phoronix

Linux 7.4's sound pull adds Zen 6 audio hardware and marks the OSS sequencer emulation as deprecated.

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@phoronix

Linux 7.4's block merge adds Apple M4 NVMe support and a stack of fixes for the floppy driver.

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@phoronix

The Alliance for Open Media says AV2 is moving into products, and Intel is building the SVT-AV2 encoder.

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@phoronix

Linux 7.4 deletes the staging driver for the Realtek rtl8723bs, which now lives in RTW88.

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@phoronix

Linux 7.4 adds temperature monitoring for AMD 600-series chipsets, back-ported toward 7.2 and 7.3.

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@tphuang

BYD's plant in Bahia plans to reach 600,000 vehicles a year in 2027 and a 50 percent local content rate early that year.

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@tphuang

China's 2026 tungsten trade shows more ore coming in and less unwrought metal, powder, and ferrotungsten going out.

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@jpsenescence

Seamus O'Mahony's essay in The Lancet calls the longevity industry a gold rush.

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