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Novonix
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 highs near A$1.00 to more recent levels around A$0.42. That decline reflects a series of setbacks that have weighed on investor confidence in Novonix and reshaped the near term growth narrative. Around November, the company lost…
TSMC
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 and the manufacturer of the world’s most advanced semiconductor chips, delivered another very strong quarter. Revenue reached approximately US$33 billion, representing 25% year-on-year growth. This result reinforces a trend we continue to see across the semiconductor…
Zelira Therapeutics
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 a major funding announcement that the market clearly interpreted as far more than just another capital raise. The company announced that its HOPE 1 special purpose vehicle had secured approximately US$33 million in committed capital from…
DroneShield
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, is momentum. For small and mid cap companies that are approaching profitability and beginning to cross the commercialisation threshold, market momentum often becomes the dominant force driving share price performance. DroneShield is a clear example of…
gold 2026 predictions
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, we wanted to step back and understand what high quality, large institutions are forecasting for gold prices and why the outlook continues to attract so much attention. Gold has long played a unique role in financial…

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