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Iran is open to shortening the timeline for a proposed agreement to reopen the Strait of Hormuz to as little as 4-5 days, down from the proposed seven, provided the U.S. meets its conditions.
−8.0%
NickJul 13
The market cannot yet tell you which robot form factor, OEM, or actuator architecture wins. It can tell you one thing with near certainty: whatever gets built will be full of bearings. Every motor and every joint in a robot requires at...
Jean-Gabriel YoungJul 22
The easy AI thesis is no longer scarce. Everyone knows the large models matter. Everyone knows @Nvidia matters. Everyone knows hyperscaler capex matters. Everyone can say “agents,” “compute,” “power bottleneck,” and “data centers” without...
drupeekJul 30
The constraint on AI capacity is shifting from chips to siting and power — and the binding limit is now political, not technical. Two things happened in this window: local opposition to data centers converted into electoral consequences,...
AI bubble burst in 2026
9%Will WTI Crude Oil (WTI) hit (HIGH) $115 in October
2%Will North Korea invade South Korea before 2027
6%Persistent French sovereign-bond market stress
88%−3.2%
Iran operationally suspends NPT/IAEA verification cooperation
86%−1.6%
Coordinated US-Japan official action to support the yen
23%−1.5%
DeepSeek closes at least $12 billion financing and expands Huawei-based AI infrastructure
74%−0.4%
Tesla Austin robotaxi operational constraint
87%−0.1%
Portfolio
+0.7%
Oct 26 close
