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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.

984 articles published

Tech Stocks Technology

AMD (NASDAQ:AMD) Strong Q1, But Is the AI Re-Rate Already Done?

Q1 Delivers Again, Yet the Cycle May Be Closer to Peak AMD’s Q1 2026 result adds another data point to what we have already seen across Intel, Nvidia and ASML. Demand is still holding up across the broader semiconductor value chain. The concern is where we are in the cycle. Hyperscaler capex keeps stretching higher, with…

ByCharlie YouldenMay 6, 20260Comments

Uncategorized

The Gamification of Trading Apps and the Hidden Risk of Decision Fatigue in Retail Investors

Retail trading apps have transformed how younger investors interact with the stock market. What once required deliberate research and long-term thinking is now compressed into fast, interactive sessions driven by notifications and real-time data. While this accessibility has clear benefits, it also introduces a less discussed issue – decision fatigue caused by constant engagement. Many…

ByCharlie YouldenMay 6, 20260Comments

Uncategorized

Growth Dynamics in Australia’s Digital Entertainment Sectors

The Australian digital economy is currently witnessing a significant shift in capital allocation, driven by a consumer base that increasingly demands high-velocity financial interactions. While traditional sectors navigate the complexities of inflation and interest rate fluctuations, the niche of high-engagement digital platforms has quietly become a proving ground for next-generation fintech integration. This intersection of…

ByCharlie YouldenMay 5, 20260Comments

AI Stocks Semiconductor stocks Tech Stocks Technology

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

Why the cycle persists, decade after decade. The industry has been cyclical since it began in the 1950s, and that pattern has not gone away. Based on Morris Moore’s analysis, the gap between major downcycles is usually 3 to 4 years. Demand surges, capacity expands with a lag, and the mismatch creates the swing. That cycle has…

ByCharlie YouldenMay 5, 20260Comments