Investment analytics
Weekly digests
Each week across the portfolio on one page: the notebook's notes, what the companies posted on X, and which shares moved most. Put together automatically from the daily updates.
- Week of 5 – 11 Oct 2026Week 4110 notes, 4 posts from X. Best: Shopify +8.7%. Worst: CleanSpark −16.6%. Pearler closes $16m round to grow its Aussie investing base · Coinbase's new general counsel is rebuilding legal around AI · CleanSpark's Texas AI pivot hinges on a regulator it can't predict · Apple's smart home hub is due to show up on 13 October · Twilio marks its first day inside the S&P 500 · Everlab hires an ad agency for its first brand campaign · Amplified's eye-tracking now powers rivals' YouTube attention scores · The portfolio spans 57 years of company founding · Twilio priced its 2016 IPO at $15. It just marked 10 years on the NYSE · BYD shares down 14pc this month as JPMorgan slashes its target
- Week of 28 Sept – 4 Oct 2026Week 4014 notes, 4 posts from X. Best: ASML +7.1%. Worst: Xanadu −13.7%. Intel pulls ahead of TSMC on ASML's priciest lithography tool · NAND flash prices are tipped to keep rising into 2027 · The Aussie dollar slipped under 70 US cents this week · Cloudflare's long-serving CFO takes an outside board seat at Crusoe · TSMC's Q3 result lands on 15 October · Burry swaps his Micron short for puts struck near $500 · iion becomes Havas Play's exclusive playable ads tech partner · Salesforce buys Listen Labs to give Agentforce a customer read · 11 of 28 public holdings sit over 20pc below their highs · SpaceX reaches orbit while Zendir tests missions in software first · IREN falls 42pc from its high even as revenue jumped 41pc · Bank of America bought Merrill for $50bn 18 years ago this month · Xanadu and AMD's Backline wires quantum chips into EPYC servers · Shopify defaults to AI-agent checkout, Amazon keeps the gate shut
