Microsoft (NDQ:MSFT) really needs no introduction. We all use its products in our everyday lives, it successfully transitioned from a hardware to a software company and then to a cloud company; and now it is at the forefront of the AI revolution.
Moreover, it has managed a ~22% return in 2025 and to beat both the…
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Five years ago, IperionX (ASX:IPX) was just another small cap treading water with a market cap of $2.7m. Even in April 2023, it was only a tenth of what is now at under $200m, but it has created spectacular wealth for long-term investors. And it didn't happen by accident or coincidence. Luck may have been…
BSA (ASX:BSA) crashed over 75% in one day back in February but is gradually recovering and its quarterly from earlier this week was a major catalyst. When a stock sees a drop of that magnitude, you know there's an existential crisis - and this appeared to be the case with BSA (ASX:BSA). With shares recovering,…
If you want to benefit from the growth of Nvidia but don't have the confidence that you'll be able to reap the returns investors who got in earlier have made, you could invest in Nvidia suppliers.
You see, the world's largest GPU supplier doesn't do it all 'in house', it relies on a number of suppliers.…
Once known as YPB Group, Codeifai (ASX:CDE) caught the attention of investors yesterday over news it hired a 'Former Nvidia AI Pioneer to [its] Advisory Panel'. And this came just 3 weeks after news it was buying a quantum platform enabling encrypted payments, file sharing and communications. It all sounds exciting, doesn't it? Let's dig…
ASX Reporting Season is almost upon us once again. It is the most important time of the year for investors, a time many reconsider if their thesis still holds, many choose to buy into a stock or sell, some will receive dividends (either expectedly or unexpectedly) whilst others will be disappointed. While you may not…
Which will be the next ASX chip stock to do what Weebit Nano and BrainChip have done? Nanoveu is a company confident that it will be it.
This is a bold call to make considering it only acquired its EMASS technology less than 12 months ago. But a lot of the R&D work had been done…
Effective as of this morning (July 22, 2025), MTM Critical Metals has changed its name to Metallium. This reflects how the company has pivoted from a critical metals explorer to a company commercialising a game-changing metals recycling technology.
Metallium's shares have surged from as low as 2.4c in the 2nd half of last year to 81.5c…
Is it possible at all to time the market? Some will tell you it is possible, but they were probably just lucky and/or were not even trying to. Others will tell you it is not possible, but they are most likely trying to find an excuse to blame poor short-term performance.
Let's take a serious look…
Oracle Corporation (NYSE:OCL) is one of the world's largest software companies. Capped at $680bn (a figure 70% higher than 12 months ago, it is not one of the Magnificant Seven stocks, but far higher than peers Adobe (NYSE:ADBE) and IBM (NYSE:IBM) which are US$153bn and $262bn respectively. While the latter two companies would be household…
