Davis Wilson:

The Billionaires Just Filed. Time to Pay Attention.

Want to trade alongside Wall Street’s biggest players? Thanks to Form 13F filings, you can.

Here’s the deal: any hedge fund or investment manager with more than $100 million under management is required by the SEC to file a “13F” once a quarter.

These filings reveal their stock holdings – essentially giving you a peek into the portfolios of the world’s best investors.

James Altucher once called 13Fs a “cheat code” for individual investors because they let you see exactly what billionaires like Bill Ackman and Brad Gerstner are buying and selling.

Now, it’s not exactly a crystal ball. There’s a 45-day delay, so you’re still looking slightly in the rearview mirror.

But the insights are still incredibly valuable. And as of just a few days ago, we’ve officially hit that 45-day mark since Q2 ended.

Translation: Fresh 13Fs just dropped.

Let’s dive into the latest filings and see where the smartest money on Wall Street is placing its bets.

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Enrique Abeyta:

Leaked Camera-Equipped AirPods Can Seemingly Identify Objects With Visual Intelligence

Apple may have inadvertently confirmed the rumors that it's working on camera-equipped AirPods with a video included in the macOS Tahoe 26.7 release candidate.

That's the final test version of Apple software sent to testers and developers to review for bugs before its public launch.

The video that appears to show the AirPods' new visual capabilities was first spotted by MacRumors and posted to social media by Aaron Perris.

In the video, a man who looks to be wearing AirPods Pro holds up a book and looks at the cover, while Siri says in a voice-over "with Visual Intelligence your world becomes saveable. See something you like? Just ask me to save it for later."

Bloomberg's Mark Gurman was the first to report in June that Apple was working on camera-equipped AirPods that would be used not to take photos and videos but to "feed visual context into Siri."

According to Gurman, these new AirPods are scheduled for a late 2027 launch. But if we're seeing a preview in Tahoe 26.7, it seems likely Apple could preview the video AirPods at its iPhone 18 launch event next month.

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Chris Campbell:

Buying AI's Honeypot Problem

I recently wrote about Grok Bots, AI agents rummaging through your digital life like raccoons in a dumpster.

The next morning, I received the question a smarter version of me would've landed in the first place:

"What's the solution? How does someone use these AI agents while maintaining security online? Are there companies specifically working on solving the uncertainty about who holds the keys? Grok Bot is one example, but ChatGPT also recently launched the ability to connect bank accounts and medical records."

There is. And it’s also investable. 

Consider what just happened. Frontier AI companies are asking hundreds of millions of weekly users to hand over their medical records. Then their bank logins. Chase. Fidelity. Schwab.

If you’re not creeped out by this — and even if you are — there's a way to play this. Several, actually.

But first, you need to understand the biggest risk hiding underneath the whole thing.

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