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Botanix (ASX:BOT) Is Bleeding Cash, Can Sofdra Save It?

Botanix Pharmaceuticals is the definition of a high-risk, high-reward stock. It has been a year of heavy operating cash burn, driven by a 50-person sales force and high API costs. With the stock down 80% from its highs, investors are now asking the key question: can Botanix actually pull off a turnaround? The company is spending…

ByCharlie YouldenMarch 18, 2026

How digital transformation is reshaping ASX investment opportunities in online entertainment

Digital transformation now stands at the center of value creation in online entertainment, directly impacting the shape and scale of investment opportunities. Investors tracking this vibrant sector must understand how emerging technologies influence products, cost structures, and financial performance. A deeper appreciation of digital fundamentals could make a significant difference in evaluating ASX-listed names in…

ByCharlie YouldenMarch 18, 2026

Our Short Thesis For Nvidia, The Market Isn’t Pricing in the Downside Risk

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…

ByCharlie YouldenMarch 17, 2026

Nvidia Says US$1T by 2027, Here’s the Hardware Shift It’s Banking On

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,…

ByCharlie YouldenMarch 17, 2026

Same Theme, Better Choices: Here Are 5 ASX Stocks Not To Buy, And 5 To Buy Instead!

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…

ByNick SundichMarch 17, 2026

Telix (ASX:TLX) Pixclara NDA Resubmitted, The FDA Clock Restarts

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…

ByCharlie YouldenMarch 16, 2026

Electro Optic Systems (ASX:EOS) US$42m Slinger Order Lands as Defence Demand Heats Up

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,…

ByCharlie YouldenMarch 13, 2026

The Looming Demotion: Here’s Why These 8 ASX Stocks Are Being Removed from the ASX All Ords!

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…

ByNick SundichMarch 13, 2026

Atlassian Cuts 1,600 Jobs for AI – What It Means for ASX Tech Stocks in 2026

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…

ByUjjwal MaheshwariMarch 13, 2026

IperionX (ASX:IPX) Losses Hit US$34m, The Onshoring Bet Gets Pricier

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…

ByCharlie YouldenMarch 12, 2026