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Charlie Youlden

508 articles published

Boss Energy Plunges 22% After Withdrawing Honeymoon Feasibility Study.

Boss Energy Wipes Out 22% as Feasibility Reset Shakes Market Confidence. Boss Energy (ASX: BOE) saw its share price fall sharply today, down 22%, following the release of a new Honeymoon review and the formal withdrawal of its 2021 Enhanced Feasibility Study. Management concluded that the assumptions underpinning that study were materially incorrect from FY27…

ByCharlie YouldenDecember 18, 20250Comments

Tech Stocks Technology

Why CoreWeave (NSDQ:CRWV) Investors Should Be Nervous Right Now.

The Cracks Are Starting to Show at CoreWeave. CoreWeave (NSDQ:CRWV) has been one of the standout names in the AI data centre narrative, and the share price performance reflects that enthusiasm. However, at the current valuation, we think the stock risks becoming a value trap unless investors look much deeper into the underlying fundamentals. This…

ByCharlie YouldenDecember 18, 20250Comments

Tech Stocks Technology

Broadcom Helped Power Google’s TPU. Is It Time to Buy the Enabler?

Broadcom Helped Build Google’s AI Brain Broadcom (NASDAQ: AVGO) has delivered a 46% gain for investors over the past year, yet it remains underappreciated by many, not from a valuation point of view, but more so from the value creation it provides in the semiconductor market, largely because of its sheer scale and the complexity…

ByCharlie YouldenDecember 17, 20250Comments

Tech Stocks Technology

Nanoveu (ASX:NVU) Hits Silicon Milestone,16nm Chip Ready for TSMC Tape-Out

Nanoveu’s 16nm Chip Enters the Final Stretch. Nanoveu (ASX: NVU) has made solid technical progress with its subsidiary EMASS completing the core integrated circuit work for its next generation 16nm ECS Dot Edge design. EMASS has now finished front end design, synthesis, and physical design, placing the chip in the final stages ahead of tape…

ByCharlie YouldenDecember 17, 20250Comments

Tech Stocks Technology

Metal Powder Works (ASX:MPW) Surges 12% on Austal Deal For US Shipbuilding

Austal Alliance Ignites 12% Jump for MPW as US Defence Looks Local. Metal Powder Works (ASX: MPW) shares rose 12% today following the announcement of a partnership agreement with Austal USA, adding further momentum to a stock that is already up more than 400% over the past year, despite still trading around 60% below its…

ByCharlie YouldenDecember 17, 20250Comments

Market news Tech Stocks Technology

Will Weebit Nano (ASX:WBT) Deliver on Its Foundry Ambitions Before 2026?

Weebit Nano’s Year-End Challenge Weebit Nano (ASX: WBT) has now crossed an important threshold by moving into commercial revenue, but the more interesting question is whether the company can secure two foundry partners by year end. This matters not just for the growth story, but also because the CEO’s performance rights are directly linked to achieving…

ByCharlie YouldenDecember 16, 20250Comments

Tech Stocks Technology

After a 20% Slide, Is Life360 (ASX:360) Now a Hidden Growth Opportunity?

Life360’s 20% Drop Raises the Question, Time to Buy or Stay Away? Life360 (ASX: 360) has been one of the standout ASX growth stories over the past year, but a pullback of around 22% from its all time high has prompted us to reassess whether this correction is creating a more attractive entry point. At…

ByCharlie YouldenDecember 16, 20250Comments

Tech Stocks Technology

DroneShield Bags $50M Deal as Repeat Buyers Fuel Its Flight Path

DroneShield’s $50M Contract Sends a Clear Signal DroneShield (ASX: DRO) announced this morning that it has secured a very large $50M contract from a long standing European reseller that supplies DroneShield’s systems directly to European military end customers. This is a relationship we have highlighted before, as it speaks to a pattern we continue to…

ByCharlie YouldenDecember 16, 20250Comments

Market news Tech Stocks

FortifAI (ASX:FAI) Acquires NOL8 in a Bold Play to Power the Data Future

FortifAI’s NOL8 Acquisition Signals Next-Level Ambitions in Data Processing FortifAI Limited (ASX:FAI) surged 25% today after announcing a strategic pivot into data processing through an exclusive license to commercialise NOL8 technology. For investors needing context, FortifAI was previously focused on video game development and has worked with major global brands including Lego, Disney, and Sony,…

ByCharlie YouldenDecember 15, 20250Comments

Uncategorized

Fortescue (ASX:FMG) Digs Deeper Into Copper with Alta Acquisition

Fortescue’s C$139M Alta Deal Explained Fortescue (ASX:FMG) is moving to acquire the remaining 64 percent of Alta Copper Corp, a Canadian explorer focused on Peruvian copper, in a C$139M all cash deal. If completed, this would mark a meaningful expansion of Fortescue’s copper footprint. The board’s decision signals strong confidence in the copper macro backdrop…

ByCharlie YouldenDecember 15, 20250Comments

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Charlie Youlden

Boss Energy Plunges 22% After Withdrawing Honeymoon Feasibility Study.

Why CoreWeave (NSDQ:CRWV) Investors Should Be Nervous Right Now.

Broadcom Helped Power Google’s TPU. Is It Time to Buy the Enabler?

Nanoveu (ASX:NVU) Hits Silicon Milestone,16nm Chip Ready for TSMC Tape-Out

Metal Powder Works (ASX:MPW) Surges 12% on Austal Deal For US Shipbuilding

Will Weebit Nano (ASX:WBT) Deliver on Its Foundry Ambitions Before 2026?

After a 20% Slide, Is Life360 (ASX:360) Now a Hidden Growth Opportunity?

DroneShield Bags $50M Deal as Repeat Buyers Fuel Its Flight Path

FortifAI (ASX:FAI) Acquires NOL8 in a Bold Play to Power the Data Future

Fortescue (ASX:FMG) Digs Deeper Into Copper with Alta Acquisition

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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