Charlie Youlden
Long-term vs. Day Trading: Choosing Your Winning Strategy for Your ASX Portfolio
When it comes to investing in the Australian Securities Exchange (ASX), two predominant strategies often emerge: long-term investing and day…
Guzman y Gomez (ASX:GYG) Strong Numbers, Brutal Sell Off, What Broke?
Revenue Up 23%, Stock Down 10%, Here’s Why GYG was a big IPO in 2024, but since then the stock…
Telix (ASX:TLX) Could Be A Turnaround Story (Investing for FY26)
Illuccix Still Prints, Gozellix Adds a New Growth Leg Telix saw a small rerate this morning after releasing its full…
Megaport (ASX:MP1) Strong Half, But Statutory Earnings Could Still Get Hit
Megaport Network Engine Is Working Megaport had a strong half, but there were a few areas in the financials and…
If you decide to start investing in 2026, here’s how you should approach it
If you want to start investing in 2026 to say it is a turbulent environment is an understatement. An undercurrent…
How Long-Term Returns Are Shaped by Financial Cycles
Investors who think the present will last forever are often humbled by markets. Easy money eras seem to last forever—until…
Sonic Healthcare (ASX:SHL) Still Compounding, Integration Is the Near Term Drag
The Quality Compounder, With a Margin Reset Under the Hood Sonic Healthcare is one of the ASX 200’s higher quality…
Zip Co (ASX:ZIP) Down 31% on a Strong Half, What Did the Market See?
Zip Co US Growth Story Is Working, Investors Fear the Mix Shift There was a lot of panic selling in…
TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth
SaaS Plus AI Momentum Drives a FY26 Upgrade TechnologyOne is defying the market’s AI shock narrative. For readers who came…
Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26
Hansen Technologies 7% Sales Growth, 46% EBITDA Growth, Execution Tightens Hansen Technologies delivered steady revenue growth, but a sharp uplift…
JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!
JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure JB Hi-Fi has seen a strong re rate over the…
Nanoveu (ASX:NVU) NTU Drone Swarm IP, GPS Free Navigation Goes on Trial
Testing GPS Free Swarm Tech With NTU Nanoveu today announced it has entered an exclusive evaluation licence with Nanyang Technological…
Botanix (ASX:BOT) Down 40% on a $45m Raise, Dilution Shock Hits Hard
A Steep Discount, A Big Dilution, A New Valuation Anchor Botanix started the session with a sharp sell off, falling…
Australian Clinical Labs (ASX:ACL) The Statutory Hit Spooked Investors
Australian Clinical Labs fell 10% today after revenue went slightly backwards, even though underlying profit improved. The key nuance is…
Eden Innovations (ASX:EDE) Up 30% on a Debt Free Reset, But Dilution Is the Price
$2.2m Loan Converts, Balance Sheet Clears, Shares Reprice Eden Innovations surged 30% today to 24.5c after announcing it has converted…
Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models
The Real AI Bottleneck Is Data, Not Models Fortif AI Fortif AI surged 14% to 32c this morning after announcing…
Austal (ASX:ASB) Investors Jump Ship After US Accounting Shock
Investors Bail, But US Shipbuilding Demand Has Not Austal has seen a sharp price fall after flagging an accounting overstatement…
Cochlear (ASX:COH) Down 16% on a Softer Half, What the Market Is Really Pricing
Cochlear had a softer start to its half yearly result, with sales of A$1.1 billion down around 1%. The bigger…
WiseTech Global (ASX:WTC) Is The Cheapest Its Been in 5 Years
Why WTC Is More Volatile Than Xero and Megaport WiseTech is trading at its cheapest level in five years. And…
New Frontier Minerals (ASX:NFM) The Smart Part of This Deal Is Metallium (ASX:MTM)
Canada Exposure, Metallium Processing, One Thesis New Frontier Minerals has signed a binding option and staged earn in agreement to…
Pro Medicus (ASX:PME) Down 16% on a Great Result, Here’s Why
A Premium Multiple Leaves No Room for “Good” Pro Medicus fell 16% despite what, on the surface, looked like an…
AMP (ASX:AMP) Statutory Profit Sank, Underlying Profit Jumped, So Why Did It Fall?
The Market Saw $133m, Not the $285m Story AMP had a sharp fall early this morning, and it felt like…
Great Dirt Resources (ASX:GR8) Up 130% on a $1.45m Cornerstoned Raise
Placement Locked In, Sentiment Explodes Great Dirt Resources saw a significant re-rating today, up 130%, after locking in binding agreements…
Aussie Broadband (ASX:ABB) Surges 20% on AGL Telco Deal And 1H26 Results! But Is the Devil In the Details?
AGL Telco Deal Is EPS Accretive, But Dilution Is the Debate Aussie Broadband had a sharp surge this morning, up…
CSL Releases 1H26 Results Following CEO Exit Shock And Has More Than Halved in 2 Years! What’s Real vs Noise?
CSL Releases 1H26 Results:A Volatile Print, But Not a Broken Franchise Investors should brace for a bumpy ride with CSL…
Amplitude Energy (ASX:AEL) Down 20% After Elanora 1 Misses, Isabella Is the Next Shot
Amplitude Energy The Market Was Positioned for Gas, It Got Water Amplitude Energy (ASX:AEL) saw a sharp sell-off, down around…
G8 Education (ASX:GEM) Down 15% After a $350m Impairment, What It Really Means
G8 Education This Is Not a Cash Crisis, It’s a Capital Returns Reset G8 Education had a rough session today,…
Xero (ASX:XRO) 57% Off Highs, Is the “AI Shock” Overdone?
Systems of Record Do Not Get Replaced Overnight A couple of weeks ago, we published an article on Xero (ASX:XRO).…
Fortuna Metals (ASX:FUN) The Kasiya Neighbour Trade in Rutile Is Heating Up
Fortuna Metals Rutile in the Shadow of a US$2.3bn PFS Comparable Fortuna Metals (ASX:FUN) has further demonstrated larger-scale rutile mineralisation…
Corning (NYSE:GLW) A $6B Meta Deal and a New AI Demand Curve
From iPhone Glass to AI Infrastructure, The Story Has Changed Many investors are starting to take notice of Corning, a…
Pepper Money (ASX:PPM) Up 25% as Challenger (ASX:CGF) Confirms Deal Talks
Not a Takeover, A Partnership Style Deal With Challenger Pepper Money (ASX:PPM) surged 25% at the market open today after…
Amazon (NASDAQ:AMZN) Down 9%, Is Capex Becoming the Story?
14% Sales Growth, 128B Spend, Now What? Amazon has fallen about 9%. While we are holders of the stock, when…
Tech and AI Stocks Sell Off, This Reckoning Was Always Coming
The Tech and AI Valuation Reality Check When it comes to stock prices, they usually rise when fundamentals and earnings…
AMD (NASDAQ:AMD) 20% Down in a Week, Reset Opportunity or Start of a De Rating?
The Sell Off Isn’t About One Quarter, It’s About the Multiple AMD has sold off hard, down around 21% in…
Why Are Tech and SaaS Stocks Selling Off Right Now?
Why Are Tech and SaaS Stocks Selling Off Right Now? You have probably felt the brute force of this sell-off…
Xero Shares Are 56% Off the Peak, Is the Market Mispricing Quality?
The SaaS Reset Creates a New Entry Debate for Xero Shares Across the Australian tech complex, we have seen a…
WiseTech Global (ASX:WTC) 82% Upside or a Value Trap in Disguise?
Is the Market Missing the Real Question on Wisetech Global From writing on over 100 different ASX companies over the…
ASX Shaken by Gold Rout as RBA Hike Bets Get Repriced
Investor’s Summary Commodities de-levered hard: gold dumped below US$5,000 briefly and silver cratered up to ~30%, consistent with forced liquidation…
SpaceX to Acquire xAI, Full Deal Summary
SpaceX xAI Takeover, The Full Story SpaceX says it has acquired xAI, and the internal memo frames the combination as…
Aura to Acquire Qoria in Scrip Deal, A$3.0b Pre Money, Scrip Structure Keeps Dilution Tidy
Aura Buys Qoria, Shareholders Roll Into Aura CDIs Aura is proposing to acquire 100% of Qoria via a scheme of…
Fortuna Metals (ASX:FUN) flags high grade, near surface rutile at Mkanda Project
Drill Results Put Mkanda on the Map Fortuna Metals (ASX:FUN) has just flagged extensive, high-grade rutile mineralisation from drilling at…
Gold Slides After Trump Picks Kevin Warsh for Fed Chair
Trump’s Fed Pick Sparks a Rates Reset, Gold Reacts President Donald Trump has nominated Kevin Warsh to succeed Jerome Powell…
Here’s Why Gold and Silver Are Falling and What It Means for Your Portfolio
Here’s Why Gold and Silver Are Falling Gold and silver have been all over the headlines lately. Gold fell more…
Why Did Elsight (ASX:ELS) Fall 15% despite 11x revenue growth?
So what happened with Elsight? This is a company that just delivered a very strong earnings result and, importantly, its…
Microsoft Shares Fall As Investor Fears grow
Microsoft Shares Slide As AI Infrastructure Costs Eclipse The Beat What stood out this week the divergence between the fate…
What The Market Missed In Meta’s Q4, Costs Are Running Hot
Meta Q4 Revenue Beat, Spending Beat It Too Meta was up roughly 10%, pushing the stock to about US$738 per…
What Happened to Iluka Resources (ASX:ILU) After Shares Dropped 15%
Iluka Hit by the Worst Mix Higher Capex, Lower Prices, Rising Debt Iluka Resources (ASX:ILU) saw a sharp sell off…
Imricor (ASX:IMR) Re Rates After FDA Clears NorthStar Mapping System
Imricor Wins FDA Clearance for NorthStar and Unlocks US Commercial Market Imricor (ASX:IMR) saw a strong re rating today after…
Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters
Metallium Under Pressure After Quarterly Update, but the Scale Story Is Still Building Metallium (ASX:MTM) has just released its quarterly…
Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform
Dorsavi’s ReRAM Strategy Leverages Specialists Across Design and Manufacturing Dorsavi (ASX:DVL) has announced a collaboration with Nanyang Technological University (NTU),…
Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing
Nanoveu Sends Chip Design to Foundry Tape Out Nanoveu (ASX:NVU) reached an important chip manufacturing milestone today, known as the…
What happened to Botanix (ASX:BOT) and why are investors sweating
From A$0.53 to A$0.118 Botanix Shows How Fast Biotech Narratives Turn Botanix (ASX:BOT) is a clear example of how quickly…
DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand
DroneShield Delivers Breakout FY25 Growth and Converts It Into Cash DroneShield’s (ASX:DRO) numbers this quarter did not come as a…
AUSTRAC Orders Special Audit of Airwallex What It Signals for Risk Controls
Investors Summary AUSTRAC has ordered Airwallex to undergo a special external audit as part of an investigation into potential compliance…
Silver Run Has a Different Engine This Time
Silver Is Becoming the Market’s Second Insurance Policy Over the past year, silver has climbed from around US$29 per ounce…
Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet
From Sell Off to Surge Life360’s Q4 Confirms Operating Momentum Life360 (ASX:360) delivered a very strong Q4 result, and the…
Donald Trump Trade Fears Fade, Stocks Jump, Gold Hits Record Highs
Tariff Drama, NATO Talks and a Market Reset in One Volatile Week Markets entered the week on edge after renewed…
Amaero (ASX:3DA) Where US Reshoring Meets High-Value Metal Powders
Critical Metals, Defence Demand and a US-Focused Growth Story For investors looking to uncover opportunities in structurally growing sectors, the…
Metal Powder Works (ASX:MPW) Strong Commercial Demand Beneath a Noisy Market Reaction
Volumes Surge, Customers Grow, Scale Is the Next Test At a commercial and operational level, and despite the market reaction,…
Paladin Energy (ASX:PDN) Higher Grades Drive a Strong Quarter
Why the Market Re-Rated This Uranium Update Despite broader market volatility, Paladin delivered a strong operational result, with the share…
Metallium (ASX:MTM) A$75m Raise Funds the Leap to US Commercial Scale
Funding in Place for the Next Phase of US Expansion Metallium has completed a A$75 million capital raising at A$0.84…
Qoria (ASX:QOR) A 25% Sell-Off Despite Ongoing Growth (What Happened?)
ARR Grew, Sentiment Fell Qoria (ASX: QOR) delivered what we would describe as a reasonably solid quarterly result, yet the…
Nanoveu (ASX:NVU) A$7.5m Raise Funds the Next Phase Of Drone Chips
Funding the Next Chapter of Growth, Not Plugging Holes Nanoveu (ASX:NVU) has raised A$7.5 million through an upsized strategic placement…
Telix Pharmaceuticals (ASX:TLX) China Regulatory Progress Emerges After a 55% Sell-Off
The China Regulatory Path Is Still Moving Forward Telix Pharmaceuticals (ASX:TLX) has had a challenging start to the year, with…
Novonix (ASX:NVX) Big Customers, Slipping Timelines, and a Market Losing Patience
The Cost of Optimistic Timelines in Battery Manufacturing Novonix has experienced a volatile year, with the share price ranging from…
Why Trump Was Buying Netflix & Warner Company Bonds in December
Trump’s Bond Trades Hint at a Calculated Media Allocation An interesting disclosure has emerged from a recent White House financial…
4DMedical (ASX:4DX) What the Market Is Really Pricing In at A$5.40
What Retail Investors Need to Know Before Chasing the Story 4DMedical has quickly become one of the more talked about…
TSMC, AI Demand Keeps the World’s Chipmaker Firing on All Cylinders
Why TSMC 77% of Revenue Now Comes From the Cutting Edge TSMC, the founding force behind the global foundry model…
Zelira Therapeutics (ASX:ZLD) A 170% Surge Backed by Smart, Non-Dilutive Funding
External Validation Sends Shares Flying Zelira Therapeutics shares surged as much as 172% intraday, before settling around 73.5 cents, following…
Is DroneShield (ASX:DRO) Australia’s Chosen LAND 156 LoE Defence Play
Australia’s Flagship Defence Tech Champions At the core of the DroneShield story, if investors have not already worked it out,…
Gold 2026 Predictions: Why Big Money Thinks Gold’s Best Days Are Still Ahead
Gold 2026 Predictions: Continued Winning When Confidence Breaks With gold remaining one of the most closely followed commodities among investors,…
DataWorks Group (ASX:DWG) The Quarter Cash Flow Finally Turned
The Inflection Point Investors Were Waiting For DataWorks Group Limited (ASX:DWG) delivered a strong December quarter result, which saw the…
Terra Metals (ASX:TM1) This Is How Exploration Stories Get Bigger
Why This Was More Than Just Another Assay Result Terra Metals (ASX:TM1) has delivered an exceptional outcome for investors, with…
3D Energi (ASX:TDO) When Good Drilling News Is Not Good Enough
Why Confirmation Was Not Enough for the Market 3D Energi (ASX:TDO) announced today that drilling at the Charlemont prospect confirmed…
Australia’s Data Centre Boom Is Pushing Your Energy Bills Higher
AI, Data Centres and the Rising Cost of Power in Australia Over the past four years, the global data boom…
Catalina Resources (ASX:CTN) A Drill-Ready Story With Everything Still to Prove
Catalina Resources Chasing Copper at Breakaway Dam Catalina Resources is reshaping its portfolio through a strategic asset swap and targeted…
Electro Optic Systems (ASX:EOS), The MARSS Acquisition That Keeps the Re-Rate Alive
A Deal Built for the New Defence Cycle The US defence budget has now been set at around US$1 trillion,…
Telix Pharmaceuticals (ASX:TLX) Through the Commercialisation Chasm
The Market Lost Patience, the Strategy Did Not Telix Pharmaceuticals (ASX:TLX) is one of the more compelling examples of a…
Imricor Medical (ASX:IMR) FDA Approval Ignites Shares, but the Real Test Starts Now
FDA Approval Is a Big Win, Not the Finish Line Imricor Medical (ASX:IMR) received FDA clearance for its Vision-MR diagnostic…
How Nuclear Energy Became the World’s Most Feared Energy Source
Why Nuclear Energy Still Scares Us and What Really Went Wrong Many investors may remember periods when nuclear energy captured…
Dateline Resources (ASX:DTR) From 60c Highs to Hard Lessons
A Rare Earth Story the Market Loved Then Questioned For investors who have followed Dateline Resources (ASX:DTR), the past year…
Light and Wonder Surges 16% as A$190M Settlement Clears Major Legal Overhang
The Legal Overhang Is Gone Light and Wonder (ASX:LNW) saw a sharp and positive market reaction this morning, with the…
Novonix (ASX:NVX) Recharges Investor Hype, Is This Stock a Buy?
Hot Charge or Overcharged? Novonix Soars 34% as Bulls Reconnect Novonix (ASX:NVX) has experienced a sharp sell off in recent…
Mesoblast (ASX:MSB) Delivers 60% Jump in Ryoncil Sales, Strengthening Commercial Momentum
Mesoblast Lifts on Ryoncil Growth Mesoblast (ASX:MSB) delivered a very strong performance this morning following a positive guidance update for…
Codan (ASX:CDA) Takes Off, 30% Rally on Strong Half-Year Update
Codan Finds Its Signal Over the past week, Codan Limited (ASX:CDA) has surged by around 30%. For a company with…
Anthropic Raising US$10B at US$350B Valuation, Led by GIC and Coatue
Anthropic Raising $10bn at US$350bn valuation Anthropic is completing a US$10 billion funding round at an implied valuation of around…
Alcidion (ASX:ALC) Surges 15% After Winning Preferred Supplier Role for A$35M NHS Contract
Alcidion Secures Preferred Supplier Status for Major UK EPR System Worth Over A$35M Alcidion shares rose 15% today following a…
Elsight (ASX:ELS) Breaks New Ground, A$682K US Order Marks First Civilian Contract Win
From Battlefield to Main Street Elsight (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US…
DroneShield’s European Order Book Tops A$111M, Is the Stock a Buy Ahead of the EU $800B Defence Spending Boom?
Europe Reloads as €150B Defence Spend Sparks Fresh Growth Momentum DroneShield (ASX:DRO) has staged a sharp recovery, rising more than…
CurveBeam AI (ASX:CVB) Jumps 20% as China Greenlights A$4M Equity Injection
CurveBeam AI Gets the Green Light CurveBeam AI (ASX:CVB) shares surged 20% today after the company received formal China ODI…
4DMedical Hits All-Time High as UC San Diego Begins Commercial Use of CT VQ
4DMedical Takes Flight 4DMedical (ASX:4DX) announced today that UC San Diego Health has commenced commercial clinical use of its CT…
Adisyn’s (ASX:AI1) Graphene Interconnects for Computer Chips Pass the Heat Test
Adisyn Hits Development Milestone Adisyn (ASX: AI1), through its subsidiary 2D Generation, announced today that it has successfully deposited a…
Silex Systems (ASX:SLX) Shares Plunge 26% After Missing Out on A$900M US Funding Program
Silex Missed the Big One Shares in Silex Systems (ASX:SLX) fell 26% today after the company provided an update on…
BlueScope Steel Shares Surge 18% on A$13B Takeover Proposal
Hot Metal, Hot Bid BlueScope Steel (ASX:BSL), a multi-billion-dollar steel producer with operations across North America, Australia, New Zealand, the…
Battery Age Minerals (ASX:BM8) Shares Fall 15% as CEO Nigel Broomham Announces Resignation
CEO Exit Jars Battery Age Minerals Investors Battery Age Minerals (ASX:BM8) announced that its Chief Executive Officer, Nigel Broomham, will…
Coronado (ASX:CRN) Shares Drop 12% After Fatal Incident Forces Queensland Mine Shutdown
Fatal Queensland Mine Collapse Sends Coronado Shares Lower Shares in Coronado Global Resources (ASX:CRN) fell 12% today after the company…
What Tesla’s future looks like with Optimus humanoid robots
Elon’s New Workforce Doesn’t Need Lunch Breaks We have been closely following Elon Musk’s vision for Tesla Optimus humanoid robotics,…
Metallium (ASX:MTM) Secures Glencore Deal, E-Waste Becomes Its Next Growth Engine
Metallium’s Glencore Pact Adds New Spark to Its Recycling Story Since bottoming at A$0.69, Metallium has rallied to above A$1.00,…
What does the future hold for 4DMedical (ASX:4DX) Investors?
4DX Medical’s Future: What Investors Should Watch We have been closely following 4DMedical since 25c per share and have published…
Nickel Industries up 8% as SpaceX Supplier Buys Into US$2.4B ENC HPAL Project
Sphere Corp’s US$2.4B Valuation Deal Sends Nickel Industries Higher Today, Nickel Industries (ASX: NIC) surged 8% following an announcement that…