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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

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…

ByCharlie YouldenJanuary 16, 20260Comments

Healthcare Stocks Tech Stocks Technology

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…

ByCharlie YouldenJanuary 16, 20260Comments

Uncategorized

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…

ByCharlie YouldenJanuary 16, 20260Comments

Mining Stocks

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…

ByCharlie YouldenJanuary 15, 20260Comments

Tech Stocks Technology

DataWorks Group (ASX:DWG) The Quarter Cash Flow Finally Turned

The Inflection Point Investors Were Waiting For DataWorks Group Limited (ASX:DWG) delivered a strong December quarter result, which saw the share price re rate by around 20% on the day. We think the result marks an important turning point for the business after a prolonged period of cash burn. Customer receipts reached approximately A$3 million during…

ByCharlie YouldenJanuary 15, 20260Comments

Uncategorized

Terra Metals (ASX:TM1) This Is How Exploration Stories Get Bigger

Why This Was More Than Just Another Assay Result Terra Metals (ASX:TM1) has delivered an exceptional outcome for investors, with the stock up close to 400% over the past year. Momentum has continued following the release of the company’s first assay results from SW5, a target within the Southwest prospect area at the Dante Project. Importantly,…

ByCharlie YouldenJanuary 14, 20260Comments

Mining Stocks

3D Energi (ASX:TDO) When Good Drilling News Is Not Good Enough

Why Confirmation Was Not Enough for the Market 3D Energi (ASX:TDO) announced today that drilling at the Charlemont prospect confirmed the presence of gas within the Waarre C sandstone, along with indications of probable hydrocarbons. On the surface, this looks like a technically positive outcome. However, the market response told a very different story, with…

ByCharlie YouldenJanuary 14, 20260Comments

Market news

Australia’s Data Centre Boom Is Pushing Your Energy Bills Higher

AI, Data Centres and the Rising Cost of Power in Australia Over the past four years, the global data boom has become impossible to ignore, particularly the rapid buildout of data centres. These facilities are effectively giant commercial warehouses filled with high density GPU infrastructure, and they consume far more electricity than traditional commercial buildings. In…

ByCharlie YouldenJanuary 14, 20260Comments

Uncategorized

Catalina Resources (ASX:CTN) A Drill-Ready Story With Everything Still to Prove

Catalina Resources Chasing Copper at Breakaway Dam Catalina Resources is reshaping its portfolio through a strategic asset swap and targeted acquisition with Forrestania Resources, alongside the completion of a capital raise. The stock has had a strong run, up around 30% over the past month, but it is important to frame this in context. Catalina…

ByCharlie YouldenJanuary 13, 20260Comments

Tech Stocks Technology

Electro Optic Systems (ASX:EOS), The MARSS Acquisition That Keeps the Re-Rate Alive

A Deal Built for the New Defence Cycle The US defence budget has now been set at around US$1 trillion, a meaningful step up from the roughly US$800 plus billion allocated in FY25. That uplift in spending continues to flow through to defence technology providers, and Electro Optic Systems has been a clear beneficiary. Investors who…

ByCharlie YouldenJanuary 13, 20260Comments