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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

Market news Mining Stocks Tech Stocks

Metallium (ASX:MTM) LOI With ElementUS Marks a Strategic Step Toward US Expansion

Metallium’s LOI With ElementUS Turns U.S. Opportunity Into Execution Path Metallium (ASX:MTM) has been trading with real strength, and at first we thought this might be tied to an update on the Glencore partnership, which was expected toward the end of the year. Instead, the company announced something different but still strategically important. MTM has…

ByCharlie YouldenDecember 12, 20250Comments

Market news Tech Stocks

Oracle’s (NSDQ:ORCL) Growth Engine Is Running, But on Borrowed Fuel

Investors Hit Ctrl+Alt+Sell as Oracle’s Leverage Rises Oracle (NSDQ:ORCL) has just experienced one of its toughest sessions since January, falling as much as 15% before a small bounce. The market’s reaction reflects a growing concern that the company is leaning too heavily on debt to sustain its spending cycle at a time when chip demand…

ByCharlie YouldenDecember 12, 20250Comments

Consumer

Myer’s Not Out of Fashion Yet, Relief Rally Lifts Shares 10%

Relief Rally at Myer Myer (ASX:MYR) has had a tough year, falling 62%, but investor sentiment showed early signs of recovery today with shares up 10% following the company’s board presentation. The trading update offered a glimmer of momentum heading into FY26, with total sales for the first 19 weeks of 1H26 up 3 percent,…

ByCharlie YouldenDecember 11, 20250Comments

Market news Mining Stocks

Brazilian Rare Earths (ASX:BRE) Digs Into Value, Amargosa Study Puts Brazil on the Bauxite Map

Brazilian Rare Earths Red-Hot Run Brazilian Rare Earths (ASX: BRE) surged 8% this morning after releasing a positive scoping study for its fully owned Amargosa Bauxite Gallium Project in Bahia, Brazil. The study outlined the potential for Amargosa to become a large scale, low cost direct shipping bauxite operation with strong economics and a 17…

ByCharlie YouldenDecember 11, 20250Comments

Tech Stocks Technology

Droneshield’s Back on Investors Radar, But Who’s Really Flying It?

Droneshield Takes Off Again Droneshield (ASX: DRO) shares jumped 16.2% to close at A$2.26, marking a strong rebound after a period of controversy that had weighed on sentiment. The move has sparked plenty of discussion among investors. Is this the start of institutional money rotating back in, or are traders simply taking advantage of short-term…

ByCharlie YouldenDecember 11, 20250Comments

Healthcare Stocks Tech Stocks Technology

4DMedical’s Growth Story Gains Airflow in the US Market

4DMedical Finds Its Rhythm 4DMedical (ASX:4DX) climbed 9% today as the company continues to build strong commercial momentum with its CT:VQ lung imaging technology. Following FDA clearance in September, 4DMedical’s entry into the US market is beginning to gain real traction. The latest partnership with the University of Miami adds another major institution to its…

ByCharlie YouldenDecember 10, 20250Comments

Market news Tech Stocks

OpenAI AI Crown Is No Longer Untouchable

OpenAI’s Reign Faces Its First Real Test Many people have heard the headlines claiming that OpenAI is calling a code red, but most still do not understand why. When we dig into the data on market share across AI model usage, a clearer picture starts to form. What investors and users should keep in mind…

ByCharlie YouldenDecember 10, 20250Comments

Healthcare Stocks Tech Stocks

Cogstate (ASX:CGS) Sells Off 22% on Timing Delay, But the Fundamentals Stay Intact

Cogstate’s H1 Hit Is a Timing Story, Not a Demand Story Cogstate Ltd (ASX:CGS) delivered a business update this morning that reset expectations for its H1 FY26 revenue timing and margin outlook, which triggered a sharp 22% sell-off. The market reacted to near-term revenue being pushed into the back half of the year due to…

ByCharlie YouldenDecember 10, 20250Comments

Market news Tech Stocks

Nvidia’s Back in China, But Uncle Sam Takes a 25% Cut

NVDA Re-enters China Under New Rules President Trump has announced that the US will allow Nvidia to export its H200 chips to approved customers in China, signalling a possible softening of export controls. The move comes with a catch. The US government will collect a 25% fee on every chip sold, and more advanced Blackwell…

ByCharlie YouldenDecember 9, 20250Comments

Healthcare Stocks Technology

Immutep (ASX:IMM) Surges on US$369M Global Partnership With Dr. Reddy’s

Immutep Lands Global Deal With Dr. Reddy’s Immutep (ASX:IMM) surged 23% at market open after announcing a new strategic partnership through a collaboration and licensing agreement with Dr Reddys Laboratories, a major global pharmaceutical company based in India. Under the deal, Dr Reddys secures exclusive rights to develop and commercialise Efti across all markets outside…

ByCharlie YouldenDecember 9, 20250Comments