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Charlie Youlden

Charlie is an Associate Equity Research Analyst covering ASX small caps across technology, mining and industrials.

His investing journey began in 2020 with large-cap US technology stocks, before he went on to complete a Commerce degree in Finance and Marketing at UTS, the Wall Street Prep Financial Modelling course, and Columbia Business School’s Value Investing course.

Charlie’s goal is to make investing clear, digestible and genuinely useful for everyday retail investors, helping them make better decisions with more confidence.

666 articles published

Tech Stocks Technology

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…

ByCharlie YouldenMarch 18, 20260Comments

Tech Stocks Technology

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…

ByCharlie YouldenMarch 18, 20260Comments

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…

ByCharlie YouldenMarch 18, 20260Comments

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…

ByCharlie YouldenMarch 18, 20260Comments

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…

ByCharlie YouldenMarch 17, 20260Comments

Tech Stocks Technology

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…

ByCharlie YouldenMarch 17, 20260Comments

Tech Stocks Technology

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,…

ByCharlie YouldenMarch 17, 20260Comments

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…

ByCharlie YouldenMarch 17, 20260Comments

Uncategorized

How Emerging Technologies Are Creating New Investment Opportunities

The Australian share market has long been defined by its "rocks and stocks" reputation, heavily weighted towards mining giants and the Big Four banks. However, the investment sector is experiencing a significant structural shift as we move further into 2026. Emerging technologies are becoming major forces behind market performance and economic progress rather than merely…

ByCharlie YouldenMarch 17, 20260Comments

Healthcare Stocks Tech Stocks

Telix (ASX:TLX) Pixclara NDA Resubmitted, The FDA Clock Restarts

Pixclara Back With the FDA Telix has resubmitted its NDA to the FDA for Pixclala, its PET imaging agent for recurrent or progressive glioma, a common type of brain tumour. Pixclara is a targeted amino acid PET scan designed to help distinguish true tumour recurrence from treatment-related changes in adult patients. That is a real clinical…

ByCharlie YouldenMarch 16, 20260Comments