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Electro Optic Systems (ASX:EOS) Fires Up as A$152M Defence Contracts Ignite Rally.

EOS Powers Ahead with A$152M Defence Bonanza. Electro Optic Systems (ASX: EOS) is seeing strong momentum over the past week, highlighted first by a South Korean contract valued at A$120 million for high energy laser weapons supporting counter unmanned surface vessel systems. This was followed today by a A$32 million contract for the R400 remote…

ByCharlie YouldenDecember 19, 2025

BetMakers (ASX:BET) Surges 11% on Stake Deal: A Speculative Buy for Patient Investors?

BetMakers Technology Group (ASX: BET) jumped as much as 11 per cent on Thursday before settling up around 6 per cent after landing a multi-year deal with Stake.com, one of the world's largest online betting platforms. Stake will use BetMakers' RaceOdds+ product to power its global horse racing offering, gaining access to full pricing and…

ByUjjwal MaheshwariDecember 19, 2025

RocketBoots (ASX:ROC) Soars 100% on Major Tier-One Retail Contract Win.

RocketBoots Doubles After Securing A$9M ARR Deal RocketBoots (ASX: ROC) surged 100% this morning, a striking move for a company that entered the session with a market capitalisation of roughly A$32M. The rally followed the announcement of a A$9M ARR contract with a global tier one retailer, which is clearly a meaningful commercial win and…

ByCharlie YouldenDecember 18, 2025

Why CoreWeave (NSDQ:CRWV) Investors Should Be Nervous Right Now.

The Cracks Are Starting to Show at CoreWeave. CoreWeave (NSDQ:CRWV) has been one of the standout names in the AI data centre narrative, and the share price performance reflects that enthusiasm. However, at the current valuation, we think the stock risks becoming a value trap unless investors look much deeper into the underlying fundamentals. This…

ByCharlie YouldenDecember 18, 2025

Broadcom Helped Power Google’s TPU. Is It Time to Buy the Enabler?

Broadcom Helped Build Google’s AI Brain Broadcom (NASDAQ: AVGO) has delivered a 46% gain for investors over the past year, yet it remains underappreciated by many, not from a valuation point of view, but more so from the value creation it provides in the semiconductor market, largely because of its sheer scale and the complexity…

ByCharlie YouldenDecember 17, 2025

Nanoveu (ASX:NVU) Hits Silicon Milestone,16nm Chip Ready for TSMC Tape-Out

Nanoveu’s 16nm Chip Enters the Final Stretch. Nanoveu (ASX: NVU) has made solid technical progress with its subsidiary EMASS completing the core integrated circuit work for its next generation 16nm ECS Dot Edge design. EMASS has now finished front end design, synthesis, and physical design, placing the chip in the final stages ahead of tape…

ByCharlie YouldenDecember 17, 2025

Metal Powder Works (ASX:MPW) Surges 12% on Austal Deal For US Shipbuilding

Austal Alliance Ignites 12% Jump for MPW as US Defence Looks Local. Metal Powder Works (ASX: MPW) shares rose 12% today following the announcement of a partnership agreement with Austal USA, adding further momentum to a stock that is already up more than 400% over the past year, despite still trading around 60% below its…

ByCharlie YouldenDecember 17, 2025

Will Weebit Nano (ASX:WBT) Deliver on Its Foundry Ambitions Before 2026?

Weebit Nano’s Year-End Challenge Weebit Nano (ASX: WBT) has now crossed an important threshold by moving into commercial revenue, but the more interesting question is whether the company can secure two foundry partners by year end. This matters not just for the growth story, but also because the CEO’s performance rights are directly linked to achieving…

ByCharlie YouldenDecember 16, 2025

After a 20% Slide, Is Life360 (ASX:360) Now a Hidden Growth Opportunity?

Life360’s 20% Drop Raises the Question, Time to Buy or Stay Away? Life360 (ASX: 360) has been one of the standout ASX growth stories over the past year, but a pullback of around 22% from its all time high has prompted us to reassess whether this correction is creating a more attractive entry point. At…

ByCharlie YouldenDecember 16, 2025

DroneShield Bags $50M Deal as Repeat Buyers Fuel Its Flight Path

DroneShield’s $50M Contract Sends a Clear Signal DroneShield (ASX: DRO) announced this morning that it has secured a very large $50M contract from a long standing European reseller that supplies DroneShield’s systems directly to European military end customers. This is a relationship we have highlighted before, as it speaks to a pattern we continue to…

ByCharlie YouldenDecember 16, 2025