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Broadcom Helped Power Google’s TPU. Is It Time to Buy the Enabler?

Broadcom Helped Build Google’s AI Brain Broadcom (NASDAQ: AVGO) has delivered a 46% gain for investors over the past year, yet it remains underappreciated by many, not from a valuation point of view, but more so from the value creation it provides in the semiconductor market, largely because of its sheer scale and the complexity…

ByCharlie YouldenDecember 17, 2025

Nanoveu (ASX:NVU) Hits Silicon Milestone,16nm Chip Ready for TSMC Tape-Out

Nanoveu’s 16nm Chip Enters the Final Stretch. Nanoveu (ASX: NVU) has made solid technical progress with its subsidiary EMASS completing the core integrated circuit work for its next generation 16nm ECS Dot Edge design. EMASS has now finished front end design, synthesis, and physical design, placing the chip in the final stages ahead of tape…

ByCharlie YouldenDecember 17, 2025

Metal Powder Works (ASX:MPW) Surges 12% on Austal Deal For US Shipbuilding

Austal Alliance Ignites 12% Jump for MPW as US Defence Looks Local. Metal Powder Works (ASX: MPW) shares rose 12% today following the announcement of a partnership agreement with Austal USA, adding further momentum to a stock that is already up more than 400% over the past year, despite still trading around 60% below its…

ByCharlie YouldenDecember 17, 2025

Will Weebit Nano (ASX:WBT) Deliver on Its Foundry Ambitions Before 2026?

Weebit Nano’s Year-End Challenge Weebit Nano (ASX: WBT) has now crossed an important threshold by moving into commercial revenue, but the more interesting question is whether the company can secure two foundry partners by year end. This matters not just for the growth story, but also because the CEO’s performance rights are directly linked to achieving…

ByCharlie YouldenDecember 16, 2025

After a 20% Slide, Is Life360 (ASX:360) Now a Hidden Growth Opportunity?

Life360’s 20% Drop Raises the Question, Time to Buy or Stay Away? Life360 (ASX: 360) has been one of the standout ASX growth stories over the past year, but a pullback of around 22% from its all time high has prompted us to reassess whether this correction is creating a more attractive entry point. At…

ByCharlie YouldenDecember 16, 2025

DroneShield Bags $50M Deal as Repeat Buyers Fuel Its Flight Path

DroneShield’s $50M Contract Sends a Clear Signal DroneShield (ASX: DRO) announced this morning that it has secured a very large $50M contract from a long standing European reseller that supplies DroneShield’s systems directly to European military end customers. This is a relationship we have highlighted before, as it speaks to a pattern we continue to…

ByCharlie YouldenDecember 16, 2025

Disney Bets Big on AI, Investing US$1B in OpenAI Partnership

DIS Joins the AI Race With a US$1B Stake in OpenAI Walt Disney (NYSE:DIS) announced a landmark partnership with OpenAI on December 11, 2025, which includes a US$1B equity investment and a three year licensing agreement to integrate Disney’s intellectual property into OpenAI’s AI platform. The deal gives Sora, OpenAI’s video generation tool, the ability…

ByCharlie YouldenDecember 12, 2025

Droneshield’s Back on Investors Radar, But Who’s Really Flying It?

Droneshield Takes Off Again Droneshield (ASX: DRO) shares jumped 16.2% to close at A$2.26, marking a strong rebound after a period of controversy that had weighed on sentiment. The move has sparked plenty of discussion among investors. Is this the start of institutional money rotating back in, or are traders simply taking advantage of short-term…

ByCharlie YouldenDecember 11, 2025

4DMedical’s Growth Story Gains Airflow in the US Market

4DMedical Finds Its Rhythm 4DMedical (ASX:4DX) climbed 9% today as the company continues to build strong commercial momentum with its CT:VQ lung imaging technology. Following FDA clearance in September, 4DMedical’s entry into the US market is beginning to gain real traction. The latest partnership with the University of Miami adds another major institution to its…

ByCharlie YouldenDecember 10, 2025

Immutep (ASX:IMM) Surges on US$369M Global Partnership With Dr. Reddy’s

Immutep Lands Global Deal With Dr. Reddy’s Immutep (ASX:IMM) surged 23% at market open after announcing a new strategic partnership through a collaboration and licensing agreement with Dr Reddys Laboratories, a major global pharmaceutical company based in India. Under the deal, Dr Reddys secures exclusive rights to develop and commercialise Efti across all markets outside…

ByCharlie YouldenDecember 9, 2025