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China Just Gave Iran a GPS Backdoor

China just helped provide Iran with military GPS systems GPS jamming and spoofing have become a serious feature of the Middle East conflict. GPS works by receiving signals from satellites in space, and Iran appears to be targeting those signals in two main ways. The first is jamming, which means flooding an area with noise so the…

ByCharlie YouldenMarch 18, 2026

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

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

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

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

Oracle (NYSE:ORCL) $553B Backlog, $48B Capex, Now We Find Out

The Biggest AI Infrastructure Bet Just Got Its First Payoff Oracle surged more than 8% after hours after delivering a Q3 result that, for us, felt like a major proof point. It was the company’s first 20%-plus growth quarter in more than 15 years, suggesting its huge AI and data centre push is finally showing…

ByCharlie YouldenMarch 11, 2026

ReadyTech (ASX:RDY): Its growth is shrinking and stock is sinking! How can it turn around?

It is tough enough to be a tech stock right now, but even more painful to be a company like ReadyTech (ASX:RDY) which is not seeing a plunging share price just because of interest rates, but because it is seeing growth slow. And the most recent results that investors hated were not just a one…

ByNick SundichMarch 11, 2026

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Technology

China Just Gave Iran a GPS Backdoor

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

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

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

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

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

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

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

Oracle (NYSE:ORCL) $553B Backlog, $48B Capex, Now We Find Out

ReadyTech (ASX:RDY): Its growth is shrinking and stock is sinking! How can it turn around?

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Technology

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