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3P Learning (ASX:3PL) must arrest school churn to protect its valuation

3P Learning (ASX: 3PL)’s valuation now hinges on whether the business review can arrest B2B school churn and declining revenue before the longer-term value in Reading Eggs, Mathletics and its expanding US homeschool channel is eroded. The urgency is clear from the half-year result: revenue fell to $51.9m and underlying EBITDAA to $5.7m, prompting management…

ByCharlie YouldenApril 10, 2026

IperionX (ASX: IPX) needs repeat Virginia orders to unlock its titanium platform value

IperionX (ASX: IPX) is now a trade-off between the cash-hungry ramp-up at its Virginia Titanium Manufacturing Campus and the longer-term value of a government-backed domestic titanium platform that already has funding, feedstock and a permitted upstream asset in Titan. With Virginia online at 200tpa and expanding toward 1,400tpa, the company has moved beyond technology claims…

ByCharlie YouldenApril 10, 2026

Amazon (NSDQ:AMZN) US$200B AI Capex Bill, and Why AWS Still Wins

Amazon AI trade comes back, is it time to buy some stock Amazon is continuing to see strong growth through AWS, which is helping offset concerns around the scale of its capex buildout. In our view, that matters because over the long term Amazon still looks attractive, especially with AWS backlog expected to move toward…

ByCharlie YouldenApril 10, 2026

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…

ByNick SundichApril 10, 2026

CrowdStrike (NDQ:CRWD): The Cyber Defender the AI Era Cannot Do Without

CrowdStrike (NDQ:CRWD) has evolved well beyond its origins as an endpoint security vendor. The 15-year old Texan company now functions as a de facto operating system for enterprise threat defence, a position that matters more as AI expands the attack surface faster than human teams can respond. The Falcon platform’s ARR-driven model, expanding module footprint,…

ByNick SundichApril 10, 2026

Xamble Group (ASX:XGL) 3x influencer network overnight, but $700k synergy target looks light

Xamble buys YouthsToday, adds nano creators and 65 agencies Xamble Group (ASX:XGL) is completing a 55% majority acquisition of YouthsToday, a Southeast Asian influencer marketing platform with a strong presence across seven markets. The deal closes in April 2026. The most significant gain from the acquisition is the scale it adds to Xamble’s network. Its influencer…

ByCharlie YouldenApril 9, 2026

DroneShield (ASX:DRO) 15 mega-deals, $750m top ticket, and a surprise CEO change

$2.2b pipeline grows as CEO Oleg Vornik exits unexpectedly DroneShield’s (ASX:DRO) April investor presentation gave us a few reasons to stay constructive. What stood out most was the scale of the opportunity in front of the business. Droneshield now has 15 ongoing deals above $30 million, with the largest deal under negotiation worth $750 million. We…

ByCharlie YouldenApril 9, 2026

Environmental Clean Technologies (ASX:ECT): Can The Technology That Re-Rated Metallium Strike Again?

Environmental Clean Technologies (ASX:ECT) is looking to profit from Rice University’s Flash Joule Heating (FJH) just like Metallium. The difference is while Metallium's focus was metals recycling, ECT is focused on PFAS contamination - a problem that could turn out to be as bad as asbestos. The thesis is that FJH does not just move, concentrate…

ByNick SundichApril 9, 2026

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

DroneShield (ASX:DRO) Oleg Vornik Steps Down as $77m Cash Receipts Hit a Record

Oleg Vornik Hands Over to Angus Bean After a Record $77m Cash Quarter DroneShield (ASX:DRO) has announced two big leadership exits at the same time as a very strong business update. Oleg Vornik, the CEO, is stepping down after 11 years, and Peter James, the Chairman, is retiring after 10 years. Normally, news like that could…

ByCharlie YouldenApril 8, 2026

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Tech Stocks

3P Learning (ASX:3PL) must arrest school churn to protect its valuation

IperionX (ASX: IPX) needs repeat Virginia orders to unlock its titanium platform value

Amazon (NSDQ:AMZN) US$200B AI Capex Bill, and Why AWS Still Wins

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

CrowdStrike (NDQ:CRWD): The Cyber Defender the AI Era Cannot Do Without

Xamble Group (ASX:XGL) 3x influencer network overnight, but $700k synergy target looks light

DroneShield (ASX:DRO) 15 mega-deals, $750m top ticket, and a surprise CEO change

Environmental Clean Technologies (ASX:ECT): Can The Technology That Re-Rated Metallium Strike Again?

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

DroneShield (ASX:DRO) Oleg Vornik Steps Down as $77m Cash Receipts Hit a Record

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Stocks in Spotlight

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