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Charlie Youlden

508 articles published

Nvidia (NASDAQ:NVDA) New Rubin Chip Is Here, A 25% Higher Price, A 10x Better Outcome

Rubin Is Here, The Real Story Is Cost per Token Nvidia has now unveiled its new Vera Rubin chips, and as many of you know, it is a stock we follow closely. It is one of the most important companies in the AI ecosystem, and part of what makes Nvidia so critical is its ability to…

ByCharlie YouldenFebruary 27, 20260Comments

Market news

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

Tech Stocks Technology

WiseTech Global (ASX:WTC) This Is Not an “AI Jobs Bomb”, It’s M&A Synergies

The Layoffs Are Integration, Not AI Panic Coming across coverage of WiseTech this reporting season, we have seen a lot of dramatic phrasing such as “first AI jobs bomb,” which frames the situation as if this is purely an AI-driven wave of replacement. In our view, those headlines are far more attention-grabbing than they are reflective…

ByCharlie YouldenFebruary 25, 20260Comments

Uncategorized

DroneShield (ASX:DRO) Revenue Up 276%, The Business Crosses the Profit Chasm

Hardware Wins, SaaS Ambition, The Earnings Quality Upgrade DroneShield has now crossed the commercial profitability chasm, and FY25 was clearly a step up year for the business. The company has moved from proving demand to proving it can scale profitably. That is an important shift. At the same time, it feels like much of that progress…

ByCharlie YouldenFebruary 25, 20260Comments

Tech Stocks Technology

WiseTech Global (ASX:WTC) The e2open Earnings Reality Check And What Comes For FY26

Cheapest Multiple in 5 Years, But the Market Wants Proof WiseTech is a company we have been covering at Stocks Down Under for a while, and we were surprised to see the stock open up today. On the surface, the result was strong. Revenue growth was impressive. But the market also had to digest a materially…

ByCharlie YouldenFebruary 25, 20260Comments

Market news

Forecasts for the Key ASX Sectors in 2026

The Australian Stock Exchange is seeing all the different sectors performing at all levels of speed. In 2026, investors ask which sectors lead, which ones are undervalued shares, and what trends to pay attention to this year. Let’s cover what analysts and brokers have predicted for key sectors in the Australian stock market outlook for…

ByCharlie YouldenFebruary 25, 20260Comments

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Charlie Youlden

Nvidia (NASDAQ:NVDA) New Rubin Chip Is Here, A 25% Higher Price, A 10x Better Outcome

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

WiseTech Global (ASX:WTC) This Is Not an “AI Jobs Bomb”, It’s M&A Synergies

DroneShield (ASX:DRO) Revenue Up 276%, The Business Crosses the Profit Chasm

WiseTech Global (ASX:WTC) The e2open Earnings Reality Check And What Comes For FY26

Forecasts for the Key ASX Sectors in 2026

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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