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A BIG THANK YOU to our legendary friend, @ElonMusk, for his incredible generosity in giving SpaceX Stock to millions of American children through TRUMP ACCOUNTS! This is exactly what was envisioned when we created TRUMP ACCOUNTS — Bringing together the GREAT PRIVATE SECTOR, Elon and so many more, to invest in our children, by far our greatest and most important asset, and give every American Child a piece of the American Dream. Thank you Elon! President DONALD J. TRUMP
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🚨 HOLY CRAP. French President Macron is OUT OF THE COUNTRY after devastating riots and rebellion by leftists and Islamists
He's facing mass calls to STEP DOWN after ABANDONING his own populace
What a freaking failure!!
"French President Macron is facing backlash over his response to the riots as he travels across the Gulf on a diplomatic tour."
Town halls and shops were looted and SET ON FIRE in some of France's worst violence in years
In Marseille, rioters STORMED City Hall
France is burning, and Macron is absent!
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🦞 OpenClaw v2026.10.5 is out!
🤖 Sidebar keeps your agents within reach
↩️ Skill Workshop 2.0 gets Undo
🔗 Public conversation links need no sign-in
🎉 2,250 PRs and 637 contributors.
Just the highlights. Much more in the full notes 👇
docs.openclaw.ai/releases/20…
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BREAKING: President Trump calls for New Mexico to immediately be renamed to “New America.”
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$EOSE PRELIMINARY Q3 EARNINGS
• Revenue: $83M vs. Est. $81M
• Gross Margins: -54% (improved from -71% last quarter)
• Backlog: $765M (~3.2GWh)
• Cash: $344M
FY26 Guidance
• Revenue: $315M vs. Est. $305M
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🚨 NOW: The whole world is noticing that the rioters in France are suspiciously refusing to touch PORK products
The whole store is ransacked
But they did not want their hands on pork.
We all know the reason!
Islamic invaders must be deported!
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BREAKING: Russia’s President Putin has proposed a meeting with President Trump and President Xi to negotiate an end to the war with Ukraine, per WSJ.
The meeting is proposed for next month and was floated on an October 9th phone call with President Trump.
This was the same call that produced a deal for the US to buy Russian diesel.
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BREAKING: Ukraine has launched a "massive aerial attack," consisting of over 1,000 drones, striking a major oil terminal in Russia.
The attack comes exactly 7 days after President Trump said Ukraine and Russia had agreed to an "energy ceasefire."
Following the announcement, Ukraine's President Zelensky quickly stated that he was unaware of such a ceasefire.
This comes after President Trump asked Ukraine several times to refrain from strikes on energy infrastructure due to surging US diesel prices, which are up over +80% since January.
Oil markets will reopen in 9 hours.
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Neocloud stocks got absolutely crushed in the last month while $NVDA B300 GPU rental rates actually jumped more than 20% over past month.
The market is selling $NBIS, $IREN & $CRWV over concerns that GPUs lose value too quickly even as demand for open model inference is pushing rental prices higher.
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I increased my $ONDS position by ~40% this past week because Ukraine and Iran war keep showing how modern warfare is shifting toward cheaper autonomous systems that can operate even when GPS and communications are disrupted.
What makes Ondas really interesting is how it has spent past 18 months assembling those capabilities across drone detection and interception, persistent surveillance through ULTRA and World View, ground autonomy and access to larger defense contracts through Mistral.
The part I'm most excited about is how $PLTR, Omnisys, DefenseOS and now Regna could bring all these pieces together through a shared software layer allowing Ondas to compete for much larger defense programs.
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I've been adding a ton of $NBIS because its ARR could potentially reach ~$51B by 2029 while the entire company trades around a $45B market cap today.
That's less than 1x 2029 ARR for a business already reporting ~50% adjusted EBITDA margins in its core AI cloud operations with some capacity deals paying back in under two years.
And I think Token Factory could become an even bigger opportunity as production workloads more than tripled in Q2 with open model inference growing giving Nebius a way to earn more from every GPU rather than simply renting out the hardware.
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This week's NerfBench results are live. No nerfs detected.
Claude Opus 5.5: 105.8%
Claude Sonnet 5.5: 98.9%
GPT 6.1 Sol: 98.0%
GPT 6 Astra: 97.1%
The big story is Opus 5.5. It jumped 10 points in a week, from 95.7% to 105.8%.
Last week it was the only model below its launch score. This week it's the only one above it.
Opus 5.5 is getting stronger.
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2026 has honestly felt like death by a thousand cuts for growth investors because every time we get through one macro shock another one seems to show up.
The Iran war has pushed oil prices and yields higher creating another inflation shock that's making Fed's job even harder while many of the businesses I own continue executing despite their stock prices telling a very different story.
I think this is where the emotional tax of long-term investing really shows up because patience feels easy when your stocks are making new highs but it becomes a completely different animal when those same companies are suddenly down 50% or more.
The irony to me is that everyone wants to own the company that becomes a 20-year winner but very few people actually want the 20-year ownership experience.
Those returns rarely come in a straight line and I think some of my best portfolio decisions are made during periods like this when everything feels uncomfortable but long -term opportunity really hasn't changed.
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🇺🇸 The AI gold rush just hit a wall. Investors are DUMPING the debt that bankrolled it.
Bonds financing massive U.S. data centers for the likes of Meta, Nvidia, Oracle and Microsoft are trading well below face value, just months after investors were happy to pay full price.
Meta's "Hyperion" bonds dropped to 92 cents on the dollar, Microsoft's "Project Excalibur" fell below 88, and CoreWeave's plunged under 80.
CoreWeave is in distressed territory, with investors now demanding yields near 15%.
Meanwhile, Nvidia lost roughly $270B in market value in a single week.
But the AI math gets more uncomfortable.
Gartner estimates data center owners need $8.5 TRILLION in revenue by 2030 to cover costs and earn a decent return. Expected AI services spending? Just $3.6 trillion.
That's a $4.9 TRILLION GAP, and Gartner reckons 80% of neoclouds like CoreWeave will be gone or absorbed by 2030.
Nvidia CEO Jensen Huang insists he's "optimistic" and says CoreWeave's borrowing costs are actually falling.
Someone should tell the bond market. It's charging nearly 15% for the privilege.
Source: Financial Times / Writer: Julie
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BREAKING: The Nasdaq 100 officially closes the week down -5.5%, posting its largest weekly decline since April 2025.
The index is now down -7% from its high seen just 10 days ago.
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Anthropic says Claude Mythos could bring quantum computing “within reach sooner” after designing circuits that make a critical operation ~17x cheaper.
What makes this interesting is AI can now design, test and improve these circuits on its own so that opens the door to faster breakthroughs across quantum computing without waiting for better hardware.
