Charlie Youlden - Stocks Down Under

DroneShield (ASX:DRO) Partners With Robin, Adds 12km 3D Radar to the Stack

The Robin Radar Deal DroneShield surged today after announcing a partnership with Robin Radar Systems aimed at expanding radar interoperability across its counter-drone ecosystem. The agreement will integrate Robin’s 3D radar into DroneShield’s broader sensor architecture, giving customers additional detection capability and more flexibility across the wider counter-UAS platform. What are the Best ASX Stocks to invest…

China Just Gave Iran a GPS Backdoor

China just helped provide Iran with military GPS systems GPS jamming and spoofing have become a serious feature of the Middle East conflict. GPS works by receiving signals from satellites in space, and Iran appears to be targeting those signals in two main ways. The first is jamming, which means flooding an area with noise so the…

Botanix (ASX:BOT) Is Bleeding Cash, Can Sofdra Save It?

Botanix Pharmaceuticals is the definition of a high-risk, high-reward stock. It has been a year of heavy operating cash burn, driven by a 50-person sales force and high API costs. With the stock down 80% from its highs, investors are now asking the key question: can Botanix actually pull off a turnaround? The company is spending…

Mining Stocks

Sovereign Metals (ASX:SVM) Resource Upgrade Lands Days After Tier-One Buyer Interest

Kasiya Gets Bigger and Higher Confidence Sovereign Metals has announced a significant resource upgrade, and it comes just six days after revealing that a credible tier-one buyer is interested in the product. The total rutile resource increased 13% to 203Mt, while measured and indicated tonnes rose 32%. That matters because Sovereign is not just saying the…

Tech Stocks

How digital transformation is reshaping ASX investment opportunities in online entertainment

Digital transformation now stands at the center of value creation in online entertainment, directly impacting the shape and scale of investment opportunities. Investors tracking this vibrant sector must understand how emerging technologies influence products, cost structures, and financial performance. A deeper appreciation of digital fundamentals could make a significant difference in evaluating ASX-listed names in…

Market news

RBA Hikes to 4.10%, But the Close Vote Calms Markets

RBA Lifts Rates as Oil Shock Reignites Inflation Fear The Reserve Bank of Australia raised the cash rate by 25 basis points to 4.1%, a move that was widely expected by the market. The main driver was the resurgence in inflation, which has worsened following the outbreak of the Iran war and the sharp rise…

Our Short Thesis For Nvidia, The Market Isn’t Pricing in the Downside Risk

When Perfection Is Already Priced In Why Nvidia may now have more downside than upside comes down to one thing. After eight months of strong results and relentless earnings momentum, the stock has barely moved even with repeated revenue and earnings beats. That tells us the market is no longer reacting to strong execution alone. Nvidia is…

Nvidia Says US$1T by 2027, Here’s the Hardware Shift It’s Banking On

Nvidia’s US$1T Goal Just Raised the Stakes for Inference Nvidia CEO Jensen Huang has just held the company’s biggest annual conference, GTC, and announced a major new product aimed at the next shift in how AI is being used. If we look at the AI lifecycle, it feels like we are moving from the first phase,…

Uncategorized

AML3D (ASX:AL3) Record A$9.9m US Navy Shipbuilder Order Sparks a Rerate

Newport News Doubles Down, Four Arcemy X Systems Ordered AML3D surged today after announcing a A$9.9M contract with the US’s largest Navy shipbuilder, Newport News Shipbuilding, under which it will supply four Arcemy X systems. This type of contract helps explain how the timing of revenue and cash flow works, and why we saw staggered inflows…