Newsletter

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

Weebit Nano’s 185% Rally, Onsemi Breakthrough Brings ReRAM Closer to Reality

Weebit Nano’s onsemi Milestone Strengthens Commercial Outlook After 185% Share Price Surge over the past 6 months Weebit Nano (ASX:WBT) has achieved a significant milestone in its journey toward commercialising its next-generation memory technology, Resistive Random Access Memory (ReRAM). The company has successfully completed the “tape-out” phase — the point where chip designs are finalised…

ByCharlie YouldenOctober 7, 20250Comments

Market news

OpenAI Becomes World’s Most Valuable Startup at USD 500B

OpenAI Surpasses SpaceX to Become the World’s Most Valuable Startup OpenAI has officially overtaken SpaceX to claim the title of the world’s most valuable startup, following a secondary share sale that valued the artificial intelligence leader at an extraordinary USD 500 billion. The transaction, which allowed current and former employees to sell USD 6.6…

ByCharlie YouldenOctober 3, 20250Comments

Mining Stocks

Two ASX Lithium Stocks Set to Surge When Demand Heats Up Again

Jindalee Lithium (ASX: JLL), Liontown Resources (ASX: LTR) are top stocks that could be positioned for long-term gains when lithium demand surges again. Investors who have followed commodity cycles know that opportunities often emerge during periods of quiet accumulation rather than peak excitement. Gold is a clear example. Between 2020 and 2022, gold was on…

ByCharlie YouldenOctober 3, 20250Comments

Tech Stocks Technology

Fermi Surges 55% in Market Debut After USD 682m IPO

Fermi’s Bold Entry: 55% IPO Rally for a Zero-Revenue Energy AI REIT Fermi (Nasdaq: FRMI) made one of the most dramatic market debuts in recent memory, climbing 55% from its USD 21 IPO price on its first day of trading. Yet this is far from a typical growth stock. Fermi is an early-stage company attempting…

ByCharlie YouldenOctober 2, 20250Comments

Market news Mining Stocks

Focus Minerals (ASX: FML) Soars 180% on Profit Breakthrough and Surging Gold Prices

Shareholders Rewarded as Focus Minerals Delivers Profit and 180% Stock Surge Focus Minerals (ASX: FML) has delivered an extraordinary run for shareholders, climbing 180 percent over the past month as the company reported a profitable interim result. For a long time, investors in small cap gold producers have been waiting for operational leverage to show…

ByCharlie YouldenOctober 2, 20250Comments

Healthcare Stocks Tech Stocks Technology

Race Oncology Jumps 23% as Researchers Uncover Key Mechanism Behind Lead Cancer Drug

Race Oncology Soars 23% on Breakthrough Discovery Targeting MYC Race Oncology (ASX: RAC) opened strongly, rising 23 percent after releasing new insights into how its lead cancer drug, bisantrene (RC220 Bisantrene, RCDS1), actually works inside the body. The company’s researchers found that the drug attaches to and stabilises DNA and RNA structures known as…

ByCharlie YouldenOctober 2, 20250Comments

Mining Stocks Tech Stocks Technology

Metallium (ASX: MTM) Surges 23% on Glencore Partnership: Full Investor Breakdown

Glencore Deal Sends Metallium (ASX: MTM) Shares Soaring 23% Metallium (ASX: MTM) has quickly become one of the most talked-about names on the ASX, with recent momentum driven by news that could reshape its path forward. The latest catalyst was a memorandum of understanding with a subsidiary of Glencore plc, one of the world’s largest…

ByCharlie YouldenOctober 2, 20250Comments

Market news

China Pulls Ahead in the Renewable Energy Race: What Investors Should Watch

China’s Renewable Energy Strategy Could Reshape Global Markets There is an ongoing competition between China and the United States to lead the next wave of revolutionary industries, whether in artificial intelligence, electric vehicles, or even advanced life sciences. A central question for investors is how these trillion-dollar industries of the future will be powered. At…

ByCharlie YouldenOctober 2, 20250Comments

Uncategorized

How OpenAI & the AI economy could collapse.

“The Mag 7 & OpenAI are artificially raising their valuations, causing an illusion effect for investors." The recent rally in the “Magnificent Seven” has raised concerns that some of their growth may not be as genuine as it appears. A big part of this comes down to a practice known as circular deals. This…

ByCharlie YouldenOctober 1, 20250Comments

Mining Stocks

Tambourah Metals Soars 150% on Exceptional High-Grade Gold Discovery

Tambourah Metals (ASX: TMB) stunned the market this week, opening with a surge of more than 150 percent. Moves like that are rare on the ASX and always raise one key question for investors: what is driving such an explosive reaction? The spark came from Tambourah Metals' drilling results at the company’s 100 percent owned…

ByCharlie YouldenOctober 1, 20250Comments