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Geopolitics, AI, and Energy, The Three Pillars of Investment Growth in 2026

Investing right now feels riskier than ever – messy geopolitics, the AI boom, and power shortages are all piling on. It’s hard to tell straight away what’s actually worth your time and what’s not. You could chuck some cash at online games like Pokies World , or go for assets with real upside. To…

ByCharlie YouldenFebruary 26, 20260Comments

Tech Stocks Technology

Shares In ReadyTech (ASX:RDY) Are Down 57%, Where’s the Operating Leverage?

Shares In ReadyTech Under Pressure In Light of a Soft Half Any investors owning shares in ReadyTech (ASX:RDY) will have had a rough 12 months. The stock has fallen from a high of $3.30 to around $1.20, which puts it down roughly 57%. The latest interim result did little to help sentiment, with the company delivering…

ByCharlie YouldenFebruary 26, 20260Comments

Tech Stocks Technology Uncategorized

Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect

Big Step in Drone Stealth With Graphene Adisyn (ASX:AI1) has successfully completed an early proof of concept demonstrating that graphene enhanced composite materials can materially reduce a drone’s radar visibility. In laboratory testing, sample materials delivered up to a 20dB reduction in radar reflection, with the team now working to optimise performance toward 30dB. The core objective…

ByCharlie YouldenFebruary 26, 20260Comments

Tech Stocks Technology

DroneShield (ASX:DRO) $21.7m Europe Deal Lands One Day After Results

Earnings Beat, Then a $21.7m Contract, Momentum Stays Hot DroneShield appears to have timed this very well, announcing a new major contract just one day after releasing its strong earnings result. The company disclosed a A$21.7m European reseller deal, made up of six separate contracts with a combined value of A$21.7m. From a market messaging perspective,…

ByCharlie YouldenFebruary 26, 20260Comments

Tech Stocks Technology

Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier

Rubin Targets 10x Cheaper Inference, That’s the Real Story Nvidia delivered an exceptional quarter and a standout full-year result, which is exactly what you would expect from the biggest company in the world and the clear leader at the frontier of AI. It is remarkable to see how far the business has come over the past…

ByCharlie YouldenFebruary 26, 20260Comments

Blue Chip Stocks Large Caps Market news Tech Stocks Technology

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

Online employment marketplace Seek ( ASX:SEK ) may be formally categorised as ‘Media and Entertainment’ by the ASX, although it is difficult to argue that this company is not a tech company. Two years ago, it seemed to be in the right place at the right time given the state…

ByNick SundichFebruary 26, 20260Comments

AI Stocks Tech Stocks Technology

This Wall Street firm’s warnings about the impacts of AI disruption sent ripples through markets this week!

Warnings about the impacts of AI disruption have been made, but there was one warning that appeared to have a greater impact on equity markets than most others (at least recently). A blog post published by Wall Street firm Citrini Research, little known prior to the post, was attributed to an 800-point drop in the…

ByNick SundichFebruary 26, 20260Comments

Industrials Small Caps Stocks

Shape Australia Corporation (ASX:SHA): On track for >$1bn revenue this year even in a tough construction market

How has a late 2021 IPO focused on commercial fit outs - as Shape Australia Corporation (ASX:SHA) was and is; managed to find itself <3x higher than its IPO price? It went through one of the toughest times to be in the construction space in living memory, even companies such as Reliance Worldwide (ASX:RWC) with…

ByNick SundichFebruary 26, 20260Comments

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Geopolitics, AI, and Energy, The Three Pillars of Investment Growth in 2026

Shares In ReadyTech (ASX:RDY) Are Down 57%, Where’s the Operating Leverage?

Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect

DroneShield (ASX:DRO) $21.7m Europe Deal Lands One Day After Results

Nvidia (NASDAQ:NVDA) $216b Revenue, 65% Growth, Still Pushing the Frontier

Seek (ASX:SEK): Down >30% in 2026, but it’s directors think its got upside

This Wall Street firm’s warnings about the impacts of AI disruption sent ripples through markets this week!

Shape Australia Corporation (ASX:SHA): On track for >$1bn revenue this year even in a tough construction market

Weebit Nano (ASX:WBT) is getting ready for the big time with an $80m capital raise!

BluGlass presented at the Pitt Street Research Semiconductor Conference 2026

Weebit Nano presented at the Pitt Street Research Semiconductor Conference 2026

Nanoveu presented at the Pitt Street Research Semiconductor Conference 2026

Archer Materials presented at the Pitt Street Research Semiconductor Conference 2026

2020, the Golden Year

Investing in the Year of the Rat

Market trouble spots to avoid in 2020

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