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Charlie Youlden

Charlie is an Associate Equity Research Analyst covering ASX small caps across technology, mining and industrials.

His investing journey began in 2020 with large-cap US technology stocks, before he went on to complete a Commerce degree in Finance and Marketing at UTS, the Wall Street Prep Financial Modelling course, and Columbia Business School’s Value Investing course.

Charlie’s goal is to make investing clear, digestible and genuinely useful for everyday retail investors, helping them make better decisions with more confidence.

984 articles published

AI Stocks

Micron (NASDAQ:MU) Surges 13% on Monster Q3, But the Cycle Risk Hasn’t Gone Away

Micron Surges as 84% Margins Keep the AI Memory Trade Alive Micron is currently showing no signs of slowing down after its Q3 result, with the stock surging 8.5% in extended-hours trading. In our previous coverage leading into the result, we focused on two key metrics that were important for Micron to keep its momentum…

ByCharlie YouldenJune 25, 20260Comments

AI Stocks Semiconductor stocks Tech Stocks

Cerebras (NSDQ:CBRS) just booked a US$20 billion OpenAI deal

Cerebras Systems (NSDQ:CBRS) posted 92% core revenue growth in Q1 2026 alongside a US$20 billion multi-year OpenAI deployment deal.

ByCharlie YouldenJune 24, 20260Comments

EV Stocks Nickel Stocks Resources

Nickel Industries (ASX:NIC) swaps Sampala equity for CNE HPAL at 5.4x uplift

Nickel Industries (ASX:NIC) swaps 18% of Sampala for 36% of CNE HPAL at a 5.4x valuation uplift with no cash outlay.

ByCharlie YouldenJune 24, 20260Comments

Resources Small Caps Stocks

Tivan (ASX:TVN) lines up A$600m Aboriginal Investment NT alongside Sumitomo for Molyhil

Tivan (ASX:TVN) has signed an MoU with Aboriginal Investment NT, adding a A$600m domestic cornerstone alongside Sumitomo and ETFS at Molyhil.

ByCharlie YouldenJune 24, 20260Comments

Industrials Small Caps Stocks

Tasmea (ASX:TEA) bolts on JPS Group at 5x EBIT for LNG reach

Tasmea (ASX:TEA) is acquiring JPS Group for up to A$75 million at 5x EBIT, adding a Tier-1 LNG client base and 5% FY26e EPS accretion.

ByCharlie YouldenJune 24, 20260Comments

Industrials Large Caps

Atlas Arteria (ASX:ALX) IFM crosses 50% and the takeover fight is effectively over

Atlas Arteria (ASX:ALX) confirms IFM has crossed 50% voting power, extending the takeover offer to 7 July 2026 and effectively settling control.

ByCharlie YouldenJune 24, 20260Comments

Gold Stocks Resources Small Caps Stocks

Adavale Resources (ASX:ADD) drills 47m at 0.68g/t under London-Victoria

Adavale Resources (ASX:ADD) drillout at London-Victoria returns broad intercepts including 47m at 0.68g/t gold ahead of a Q3 Mineral Resource update.

ByCharlie YouldenJune 24, 20260Comments

CleanTech Small Caps Stocks Tech Stocks

Sprintex (ASX:SIX) cracks TSMC with a paid Jet Blower trial and a Taiwan exclusive

Sprintex (ASX:SIX) signs an exclusive Taiwan distribution deal with Shing Yu and lands a paid Jet Blower trial at TSMC wastewater facilities.

ByCharlie YouldenJune 24, 20260Comments

Resources Small Caps Stocks

Canadian Phosphate (ASX:CP8) closes A$5.2m raise with oversubscribed demand

Canadian Phosphate (ASX:CP8) has closed an oversubscribed A$5.2m raise to fund Wapiti drilling, Fernie bulk sampling and the Diamond Mountain acquisition.

ByCharlie YouldenJune 24, 20260Comments