Two Bull Catalysts, One Huge Valuation Question
4DMedical has had two bullish catalysts help push the company to a A$3.6B valuation. We started covering 4DMedical at 25 cents and have now seen it grow from a micro-cap into one of the top ASX performers, with a lot of future expectations now built into the share…
Down After the Raise, But Onsemi & Texas Instruments Are the Real Catalyst
Weebit Nano opened below the placement price today, which means the institutions that participated are already sitting in the red. Even so, the company successfully completed a fully underwritten A$80M placement, plus a A$7M Israeli placement, taking total proceeds to A$87M.
The company…
The mass sell-off in the semiconductor space
The semiconductor sector came under pressure, with Nvidia down 2.4%, AMD falling 5.5%, TSMC down 4.5%, and Micron dropping 4.6%, leaving it down 14% over the past five trading days. Western Digital fell 4.7%, and Sandisk dropped 8%.
The selloff was driven by Google’s recent TurboQuant announcement, which uses…
The S&P 500 has decreased by 4.95% since the beginning of the year, while the Nasdaq Composite has also been pressured by recession fears. Many market participants are nervous about the future, including seasoned investors, and for good reason, as the economic landscape remains uncertain and creates significant market volatility. The bad news is that…
Since attacks flared up on February 28, the bitter conflict between the U.S., Israel, and Iran has triggered ripple effects across the global markets. Oil and gas prices have gone through the roof, and the longer the crisis continues, the greater the risk of stagflation. By late March 2026, the stock market had been abnormally…
As many investors know, robotics is one of the fastest-growing areas in global industry. The value of the industrial robotics market reached an all-time high of US$16.5B, with 542,000 industrial robots installed in 2024.
Looking at the broader robotics ecosystem, BCG’s longer-term framework is still useful. It estimates the global robotics market could grow from around…
Weebit Nano Wants A$100m Despite A$82m Cash
Weebit Nano is one of those market darling names. Over the past year, the stock has delivered more than a 100% return, and it is a company we cover through institutional research. We want to help investors better understand what the business actually is and what it is…
This Conflict Isn’t Resolved, It’s Repriced
We are seeing two things happen at once between the US and Iran, military escalation and diplomatic back-channeling are running in parallel.
Neither side wants to be seen publicly as the one pushing hardest for negotiation. Iran cannot look weak after the strikes, and the US, especially under Trump, cannot…
The US Navy Is Now Paying for Parts, Not Just Printers
AML3D has seen a bit of momentum in the market this week. It is a company we are following closely in the additive manufacturing space.
Last week, we broke down its A$9.9M contract win and estimated that, based on current manufacturing capacity, AML3D can likely…
Britain’s New Retail Investor
RationalFX’s latest report points to a major behavioural shift in the UK retail market: trading is increasingly happening through digital platforms, and dedicated apps are becoming the clearest focal point for younger users. According to the report, the number of UK adults using online investment platforms nearly doubled between 2020 and…
