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 28 Sept – 4 Oct 2026Week 404 notes, 4 posts from X. Best: Twilio +4.1%. Worst: Intel −5.7%. 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

Nothing found.