When Perfection Is Already Priced In
Why Nvidia may now have more downside than upside comes down to one thing.
After eight months of strong results and relentless earnings momentum, the stock has barely moved even with repeated revenue and earnings beats.
That tells us the market is no longer reacting to strong execution alone. Nvidia is…
Tech Stocks
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Nvidia’s US$1T Goal Just Raised the Stakes for Inference
Nvidia CEO Jensen Huang has just held the company’s biggest annual conference, GTC, and announced a major new product aimed at the next shift in how AI is being used.
If we look at the AI lifecycle, it feels like we are moving from the first phase,…
It is easy to think of ASX Stocks that are a compelling case to buy, but tougher to think of ASX Stocks Not To Buy. Often, people are lured into companies because they represent compelling thematic right now: surging gold prices, copper's electrification boom, resilient healthcare demand, and a quick-service restaurant sector that keeps growing.
But not…
Pixclara Back With the FDA
Telix has resubmitted its NDA to the FDA for Pixclala, its PET imaging agent for recurrent or progressive glioma, a common type of brain tumour.
Pixclara is a targeted amino acid PET scan designed to help distinguish true tumour recurrence from treatment-related changes in adult patients. That is a real clinical…
New Highs, New Contract, But Valuation Is Now the Debate
Electro Optic Systems has pushed to new highs on the back of the conflict in the Middle East. Today, the company announced a US$42M contract, or around A$59M, for its Slinger remote weapons system, including cannons, integration parts, and training. The customer was not disclosed,…
In a couple of weeks, some ASX Stocks Are Being Removed from the ASX All Ords. Other companies will take their place and it was only yesterday that we wrote about that fact and some of the companies being promoted. But today it is time to look at the stocks suffering the indignity of being…
ASX tech stocks face fresh pressure after Atlassian’s AI job cuts
Atlassian (NASDAQ: TEAM), the Australian-founded software company behind Jira and Confluence, has announced it is cutting approximately 1,600 jobs, around 10% of its global workforce, with roughly 30% of those roles based in Australia. The stock fell around 3.3% during the trading day, then…
Admin Costs Up 5x, Now Prove the Titanium Scale Up
IperionX fell 7% to US$6.50 after releasing its half-year result. The stock has had a volatile year, reaching highs of US$8 before short reports triggered concerns around the growth story.
IperionX remains pre-revenue, but the broader story still aligns with the US push to onshore titanium…
Macquarie Technology Wins A$200M Government Deal
Macquarie Technology (ASX: MAQ) jumped on Wednesday after the federal government committed A$200 million to the company through the National Reconstruction Fund Corporation (NRFC). What makes this deal stand out is not just the size. It is the fact that no new shares were issued, meaning existing shareholders are…
The Biggest AI Infrastructure Bet Just Got Its First Payoff
Oracle surged more than 8% after hours after delivering a Q3 result that, for us, felt like a major proof point. It was the company’s first 20%-plus growth quarter in more than 15 years, suggesting its huge AI and data centre push is finally showing…
