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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

Market news

Anthropic Draws a Line With the Pentagon

The AI-First Military Agenda with Anthropic The Pentagon is moving aggressively to bring cutting-edge commercial AI into defence work. A January 2026 military memorandum outlining the US military’s artificial intelligence strategy called for the country to become an AI-first fighting force and to accelerate the integration of leading AI models across warfighting, intelligence, and enterprise operations. What…

ByCharlie YouldenMarch 9, 20260Comments

Mining Stocks

88 Energy (ASX:88E) Doubles on Alaska Upside, Here’s What’s Driving It

The Market Just Repriced Alaska Exploration Optionality 88 Energy surged 100% today on the back of a corporate presentation that highlighted significant exploration upside, with discovery-focused drilling located adjacent to proven production infrastructure. The main value driver behind the market re-rate was the successful discovery at South Prudhoe, which confirmed proven Ivishak and Kuparuk reservoirs, along…

ByCharlie YouldenMarch 9, 20260Comments

Tech Stocks Technology

Oil Jumps to US$111 as Hormuz Stays Shut, ASX Slides Hard

The Oil Chokepoint Shock Brent crude jumped 20% to US$111 per barrel, while the ASX 200 fell 3%, with companies like Karoon Energy, TMK Energy, and Woodside all trading in the green today. The rally follows output cuts from several producers and the continued closure of the Strait of Hormuz, one of the most important shipping…

ByCharlie YouldenMarch 9, 20260Comments

Market news

Oil Price Shocks and Their Impact on the Australian Economy

Oil Price Shocks The Hidden Risk in Australia’s Economy For a country that is so rich in resources, it is hard to believe that Australia still imports 90% of its liquid fuel. That leaves us as one of the most exposed countries to oil price spikes. And any Australian who has filled up recently has felt…

ByCharlie YouldenMarch 9, 20260Comments

Market news

OpenAI Steps Back From In Chat Purchases, Focus Shifts to Discovery

OpenAI Hits a Hard Truth OpenAI looks to be making a strategic U turn. Rather than pushing to make direct purchases happen fully inside ChatGPT, the company now seems to be leaning more into its core strength as a search, discovery, and recommendation platform, while leaving the final transaction to external apps and merchants. That shift says…

ByCharlie YouldenMarch 6, 20260Comments

Uncategorized

ASX Has Its Worst Week Since 2022 as Stagflation Fears Hit

ASX Slides 4% for the Week as Oil Jumps and Sentiment Breaks The ASX 200 fell 1.2% to 8,829, taking losses for the week to around 4%. That marks the worst weekly performance since May 2022, when the RBA shocked markets with an unexpected rate rise. What makes this move stand out is how quickly sentiment…

ByCharlie YouldenMarch 6, 20260Comments

Market news

Australia’s Energy Shock, Why Petrol Prices Could Stay High

Australia’s Inflation Problem The critical issue for Australia is that we import roughly 90% of our oil. At the same time, natural gas prices have jumped sharply as fears grow that this conflict could drag on. Qatar has paused LNG production following Iranian drone attacks, cutting near-term supply by almost 20%. Benchmark LNG prices then surged…

ByCharlie YouldenMarch 6, 20260Comments

Mining Stocks

Regener8 Resources (ASX:R8R) Up 100% as Srebrenica North Funding Lands Fast

A Two Part Raise Sparks a 100% Rerate Regener8 Resources had a major rerate today, with the stock surging 100% after unveiling a two-part funding strategy to advance its Srebrenica North acquisition. The company secured firm commitments from sophisticated and professional investors to issue 8 million shares at $0.10 each, raising $800,000, and the stock…

ByCharlie YouldenMarch 5, 20260Comments

Tech Stocks Technology

Broadcom (NASDAQ:AVGO) Revenue Up 29%, AI Up 106%, A Strong AI Quarter

Big AI Revenue, Bigger Cash Generation Broadcom had a very strong start to Q1 FY26, with total revenue reaching $19.3 billion, up 29% from $14.0 billion a year ago. What this tells us is that AI and semiconductor demand is still running hard. We have already seen that with Nvidia, and now Broadcom is showing many…

ByCharlie YouldenMarch 5, 20260Comments

Uncategorized

How CFD Trading Is Adapting to Global Regulatory Shifts in 2026

Something changed how the regulators were looking at the CFD markets, and it didn't happen overnight. The post-pandemic period has seen a segment of new retail traders enter the market through mobile apps, many of them inexperienced. Brokers multiplied. Marketing got louder. And then some of those brokers would fall down and take client money…

ByCharlie YouldenMarch 5, 20260Comments