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Semiconductor stocks

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Investors asked to name ASX 200 stocks winning during the Iran war would likely think of oil and gas stocks, benefiting from soaring prices. This is not incorrect - oil stocks like Woodside, Santos and Karoon have grabbed the headlines as the obvious beneficiaries of the US-Iran conflict that erupted in late February 2026. However, they'd…

ByNick SundichApril 1, 2026

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…

ByNick SundichMarch 31, 2026

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…

ByNick SundichMarch 25, 2026

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

The 50% CGT discount on shares is one of the key mechanisms that helps investors keep as much of their cash as they have earned on their investments. We felt that it was time to write a stand-alone article about this in light of the inflation crisis and how it could lead to investors seeking…

ByNick SundichFebruary 5, 2026

Adisyn’s (ASX:AI1) Graphene Interconnects for Computer Chips Pass the Heat Test

Adisyn Hits Development Milestone Adisyn (ASX: AI1), through its subsidiary 2D Generation, announced today that it has successfully deposited a graphene-like carbon layer using an atomic layer deposition (ALD) tool at low temperatures. This is a meaningful technical milestone. To understand why this matters, we will look at how modern semiconductor chips are manufactured and why…

ByCharlie YouldenJanuary 6, 2026

Stocks Down Under’s Top 10 Hottest ASX Stocks to Look At in 2026!

Today, on the first trading day of 2026, Stocks Down Under publishes its its 10 Hottest ASX Stocks to Look At in the year ahead! What are the Best ASX Stocks to invest in right now? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] Stocks Down Under's Top 10 Hottest ASX Stocks to Look At in 2026! Note: These…

ByNick SundichJanuary 2, 2026

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, 2025

Our 5 ASX Predictions for 2026!

This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…

ByNick SundichDecember 24, 2025

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Semiconductor stocks

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Here are 7 ASX 200 Stocks Winning During The Iran War…And Aren’t In The Soaring Oil and Gas Space!

Here Are 6 Questions Investors Need To Ask About Their Portfolio To Get The Best Possible Returns!

The Impact of The Iran War Extends Beyond Oil, And this ASX Company is the Poster Child for It!

The 50% CGT discount on shares: Here’s how it works, and if it is under threat

Adisyn’s (ASX:AI1) Graphene Interconnects for Computer Chips Pass the Heat Test

Stocks Down Under’s Top 10 Hottest ASX Stocks to Look At in 2026!

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

Our 5 ASX Predictions for 2026!

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