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Marc Kennis

Marc Kennis is one of the Co-Founders of Stocks Down Under and has been an equities analyst since 1996, predominantly covering Semiconductors, Technology, Consumer Electronics and Medical Equipment. Prior to founding Stocks Down Under, Marc worked for various brokers and banks in the Netherlands, including ING and Rabobank, and co-founded Pitt Street Research in 2016. Marc obtained an MSc in Economics from Tilburg University, Netherlands in 1996 and a postgraduate degree in investment analysis in 2001.

185 articles published Follow:

Semiconductor stocks Tech Stocks Technology

Don’t mention the C word: Are semiconductor valuations ripe for a tumble?

Valuation vertigo and flashbacks to 2000 The Philadelphia Semiconductor Index, better known as the SOX, hit 12,000 points on 13 May 2026. Year-to-date, the index is up roughly 69%. The top ten performers in the Nasdaq have more than doubled year-to-date!SanDisk is up 558% in 2026 alone. Yours truly sat through that earlier episode, watching…

ByMarc KennisMay 14, 20260Comments

Large Caps US stocks

US Markets Overnight: Powell? What Powell? The Chip Party Rolled On

US Markets Overnight: Powell? What Powell? The Chip Party Rolled On Wednesday night’s US session on May 13 felt a bit like watching markets decide inflation is somebody else’s problem. In US markets overnight, producer prices came in hotter than expected, Treasury yields stayed elevated, oil is still sniffing around uncomfortable territory thanks to Middle…

ByMarc KennisMay 14, 20260Comments

Technology Semiconductor stocks Tech Stocks

4DS Memory (ASX: 4DS): A Second Life at 60nm in India

We've been following 4DS Memory for a very long time, and for most of that journey it has been a story of heartbreak. The company's dream, bringing its proprietary Interface Switching ReRAM technology to sub-20nm advanced process nodes, ran aground not once, but twice. After years of platform lots, etching problems, manufacturing setbacks at imec…

ByMarc KennisMay 12, 20260Comments

Semiconductor stocks Technology

Adisyn (ASX:AI1) Just Got Its US Patent And The Market Still Needs To Price In The New Vertical

Adisyn (ASX:AI1) this morning announced that the USPTO has allowed US Patent No. 18/692,223 covering its core graphene coating technology. The market will read it as a semiconductor story, and fair enough, that is where the company has spent most of its airtime. But in our view, the more interesting part has nothing to do…

ByMarc KennisMay 7, 20260Comments

Consumer

Could a Rolex Beat the ASX? Why Luxury Watches Are Becoming an Investor Asset Class in 2026

Most readers come to Stocks Down Under for ASX ideas, but every now and then a question lands in our inbox that has nothing to do with the share market. The latest: are luxury watches actually a sensible long-term investment, or is the whole idea just a way for collectors to justify another purchase to…

ByMarc KennisMay 6, 20260Comments

Uncategorized

Online casino growth trends and what they signal for long term investors in gambling equities

A familiar scene plays out on earnings calls. A legacy casino operator talks about hotel occupancy and foot traffic, then pivots to app engagement, wallet adoption, and product release cadence. That pivot matters. Online casino now sits at the centre of many listed gambling strategies because it scales differently to venues, and it shifts where…

ByMarc KennisApril 16, 20260Comments

Uncategorized

Can Traders Learn Anything from Gambling Strategies?

Gamblers have been arguing about the viability of gambling strategies for years. There are those who will argue that they are useless. Casinos are all about sheer chance after all. There are also those who believe that you can bend luck to your will with just a bit of effort. Players are now able to…

ByMarc KennisFebruary 10, 20260Comments

Semiconductor stocks Tech Stocks

Weebit Nano (ASX:WBT) signs License Deal with Texas Instruments and bags an Elephant

Weebit Nano (ASX:WBT) bagged an elephant On 29 December 2025, Weebit Nano announced it signed an IP (Intellectual Property) license deal with Texas Instruments (TI, NASDAQ:TXN), the world's largest analog semiconductor manufacturer that generated US$17.3bn in revenues in the last 12 months through 3Q25 (September quarter). In other words, this is a massive deal for…

ByMarc KennisDecember 29, 20250Comments

Technology

TSMC: The ~TW$30tn company that’s the reason why China has an eager eye on Taiwan

Have you ever heard of TSMC (Taiwan Semiconductor Manufacturing Company)? If you haven't, there are good reasons why you should know about it.Namely, because it is a major force in the world's electronics supply chain. It produces over 50% of the world's contract chips and over 90% of the world's most advanced chips. Its key…

ByMarc KennisJuly 30, 20250Comments

Energy Stocks Mining Stocks Oil and Gas Stocks

MTM and Helios will Benefit as the US Hunts for Home-Grown Supplies of Critical Metals and Energy

The Middle East has once again become a hotbed of geopolitical tension, with the recent flare-up between Iran and Israel drawing global attention. As the situation escalates, energy markets are feeling the tremors, and the broader impact on global trade, particularly oil prices, is becoming increasingly apparent. Amid this volatility, investors are closely watching companies…

ByMarc KennisJune 26, 20250Comments

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Marc Kennis

Don’t mention the C word: Are semiconductor valuations ripe for a tumble?

US Markets Overnight: Powell? What Powell? The Chip Party Rolled On

4DS Memory (ASX: 4DS): A Second Life at 60nm in India

Adisyn (ASX:AI1) Just Got Its US Patent And The Market Still Needs To Price In The New Vertical

Could a Rolex Beat the ASX? Why Luxury Watches Are Becoming an Investor Asset Class in 2026

Online casino growth trends and what they signal for long term investors in gambling equities

Can Traders Learn Anything from Gambling Strategies?

Weebit Nano (ASX:WBT) signs License Deal with Texas Instruments and bags an Elephant

TSMC: The ~TW$30tn company that’s the reason why China has an eager eye on Taiwan

MTM and Helios will Benefit as the US Hunts for Home-Grown Supplies of Critical Metals and Energy

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Marc Kennis

Stocks in Spotlight

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