Skip to content Skip to sidebar Skip to footer

Newsletter

Technology

Tesla (NASDAQ:TSLA) Just Announced Terafab, A US$25B Chip Moonshot

Tesla (TSLA) Just Picked the Hardest Industry on Earth.... Semiconductors Elon Musk unveiled Tesla’s Terafab project on the night of 21 March 2026 at a theatrical event inside Austin’s defunct Seaholm Power Plant, with light beams shooting into the sky. The project is a major manufacturing expansion, but the first question for investors is how a…

ByCharlie YouldenMarch 23, 2026

Iress (ASX:IRE) says its still on the road to recovery in 2026, so is the decline investor denial or fear over Iran?

The last time we wrote about Iress (ASX:IRE), it was in the aftermath of its 2025 results. The company had been struggling for a while but there had been optimism that better times are ahead. A year on, and the share price is 14% lower, albeit with a decline mostly as a result of the…

ByNick SundichMarch 20, 2026

DroneShield (ASX:DRO) Partners With Robin, Adds 12km 3D Radar to the Stack

The Robin Radar Deal DroneShield surged today after announcing a partnership with Robin Radar Systems aimed at expanding radar interoperability across its counter-drone ecosystem. The agreement will integrate Robin’s 3D radar into DroneShield’s broader sensor architecture, giving customers additional detection capability and more flexibility across the wider counter-UAS platform. What are the Best ASX Stocks to invest…

ByCharlie YouldenMarch 18, 2026

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