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Technology

Nvidia (NASDAQ:NVDA) Record US$81bn Revenue, But Has the AI Trade Peaked?

Delivers 85% Growth, But the Market Still Shrugs Is Nvidia now priced for perfection? Each quarter, we cover Nvidia because it has become the foundation of the AI trade. It is the company investors look to for the clearest read on where AI demand, data centre spending and semiconductor growth are heading. Nvidia is not…

ByCharlie Youlden1 hour ago

DorsaVi (ASX:DVL) Just Cleared the ReRAM Hurdle Investors Were Waiting For

DorsaVi (ASX:DVL) has cleared one of the biggest technical hurdles facing its 22nm ReRAM program to date. The company has developed three different recipes for its ReRAM memory cells, known in the semiconductor industry as memory stacks. All three have now passed the tests required for integration inside a standard commercial manufacturing process. For investors,…

ByCharlie Youlden24 hours ago

Powerhouse (ASX:PVL) Why the Re-Rate May Only Be Getting Started

The NTA Story Is Becoming a Fee Growth Story Since our last coverage, Powerhouse shares have risen 21% to 14 cents. Our view was that the company was ripe for a re-rate. Net tangible assets (NTA) were sitting almost 1:1 with the market cap, while funds management and advisory were starting to add a more scalable…

ByCharlie Youlden1 day ago

Should I buy Tesla shares from Australia? Only if you’re going to hold for 5-10 years

Should I buy Tesla shares from Australia? The world's largest and most famous electric vehicle maker may seem like a no-brainer for investors wanting a safe growth stock. After all, electric vehicle demand is only going to keep growing and there's a very long way to go. They are still a single digit percentage of used…

ByNick Sundich1 day ago

Green360 Technologies (ASX:GT3) Is Beginning to Unlock Its Full Potential!

Green360 Technologies (ASX:GT3) is not the same company it was three months ago. In our view, GT3 has crossed the line that separates theoretical promise from commercial reality, and it has done so with a speed that is unusual for a small‑cap industrials name. The company entered 2026 with validated products, a capital‑light production pathway…

ByNick Sundich2 days ago

How To Get Around the CGT Changes on ETFs? Its Hard, But This Could Be The Best Idea

It has been nearly a week that we've had time to digest the CGT Changes on ETFs. Yes, you read correct: after months of thought that any CGT changes could be only on real estate, it is being extended to all asset classes. There has been a lot of hysteria about the changes. We don't use…

ByNick Sundich2 days ago

Here Are 6 ASX Companies That Had Near-Death Experiences, But Surged Back with a Vengance!

The ASX generates an underappreciated class of investment opportunity: companies that the market has treated as effectively terminal, only for a combination of structural change, operational discipline and external catalysts to force a violent re-rating. Not all companies survive near-death experiences, and even fewer actually thrive as opposed to just staving off death as a shadow…

ByNick Sundich2 days ago

Life360 (ASX:360) green-lights US$225m buyback as the dilution argument finally gets answered

Life360 (ASX:360) has authorised a US$225m multi-year buyback aimed squarely at offsetting stock-based compensation dilution.

ByCharlie Youlden3 days ago

Nanoveu (ASX:NVU) is buying Spinoff Robotics, investors are excited, and rightly so!

Nanoveu’s announcement today that it will acquire Spinoff Robotics saw shares rise over 20% this morning. Clearly investors think the acquisition marks a decisive shift in the company’s trajectory...and they're right. For several years, Nanoveu has been known primarily for its semiconductor work through EMASS, its visualisation technologies and its materials science portfolio. The acquisition of…

ByNick SundichMay 15, 2026

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

Xero investors have been pondering their company's FY26 result this morning, a result at an interesting moment for the company. For much of the past year, Xero has been forced to counter a persistent narrative that generative AI will make accounting platforms (including itself) obsolete. Xero has not been in denial about AI, but has…

ByNick SundichMay 15, 2026

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Technology

Nvidia (NASDAQ:NVDA) Record US$81bn Revenue, But Has the AI Trade Peaked?

DorsaVi (ASX:DVL) Just Cleared the ReRAM Hurdle Investors Were Waiting For

Powerhouse (ASX:PVL) Why the Re-Rate May Only Be Getting Started

Should I buy Tesla shares from Australia? Only if you’re going to hold for 5-10 years

Green360 Technologies (ASX:GT3) Is Beginning to Unlock Its Full Potential!

How To Get Around the CGT Changes on ETFs? Its Hard, But This Could Be The Best Idea

Here Are 6 ASX Companies That Had Near-Death Experiences, But Surged Back with a Vengance!

Life360 (ASX:360) green-lights US$225m buyback as the dilution argument finally gets answered

Nanoveu (ASX:NVU) is buying Spinoff Robotics, investors are excited, and rightly so!

Xero investors think AI is threatening the company, but Xero’s FY26 results say otherwise!

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