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Technology

BrainChip (ASX:BRN): Welcome to the revolution!

BrainChip: Welcome to the revolution Imagine a computer chip that can genuinely learn all by itself in a way that is similar to how you and I learn, i.e. by processing sound, vision, touch etc. not as digital ones and zeros, but through neuromorphic processing of these so-called spikes. BrainChip has developed technology that puts…

ByMarc KennisDecember 14, 2021

Interested in ASX semiconductor stocks? Here’s how to play the semiconductor cycle through the ASX

Interested in semiconductor stocks? Nearly every digital electronic device today is powered by semiconductors, which contain silicon and are critical for creating integrated circuits, also referred to as microchips. Part of the problem is that the return on investment isn't compelling enough to build new foundries—which cost billions of dollars and take years to construct—to…

ByMarc KennisNovember 23, 2021

Your guide to investable Australian semiconductor stocks

Ignore the opportunities in the ASX-listed semiconductor space "at your peril," according to Marc Kennis from Stocks Down Under. Marc has been analysing the sector since the 1990's and says while cycles come and go, this current shortage is a theme worth taking advantage of. He says Weebit Nano's (WBT) recent breakthrough and Brainchip's (BRN) commercial…

ByMarc KennisSeptember 14, 2021

Reports of AfterPay’s demise have been grossly exaggerated

Apple is a scary entrant Some of the ASX-listed Buy Now Pay Later (BNPL) stocks took a beating last week, with AfterPay (ASX: APT) dropping about 14% and Zip Co (ASX: Z1P) dropping around 16%. The key reason for the broad sell-off was tech giant Apple (NASDAQ: AAPL) announcing that it will be introducing its…

ByMarc KennisJuly 18, 2021

How to play the Cyber Insecurity trend

How to play the Cyber Insecurity trend Cyber-attacks these days are as common as lockdowns in Victoria. Despite warnings, many people don’t believe they need to protect their computers, saying “who would want to target me.” Well, a lot of people actually. We are here to burst your bubble. For example, the hijacking of a person’s…

ByMarc KennisJune 5, 2021

Hey Siri, bring the car around

31 December 2020 At the end of December 2020, Tesla’s (NASDAQ: TSLA) market capitalisation was around US$620bn, the equivalent of Volkswagen, Toyota, Nissan, Hyundai, General Motors, Ford, Honda, Fiat Chrysler and Peugeot combined! The reason for this valuation is simple, investors believe Tesla will not just dominate the future of both the electric car market and…

ByMarc KennisDecember 31, 2020

Despite Facebook’s troubles, the Technology sector is still your best bet for high growth

14 December 2020 It was the announcement that no-one saw coming. On Wednesday 9 December America’s Federal Trade Commission sued in federal court to break up Facebook, alleging that the company is a monopoly that abuses its market power. The FTC has looked at Facebook with the help of the attorneys general of 46 US states…

ByMarc KennisDecember 14, 2020

Linius Technologies: The video Whizzards

8 December 2020 Linius Technologies (ASX:LNU) has been listed on ASX since May 2016 and the share price has seen some high highs and low lows. Specifically, a high of 21 cents back in January 2018 and a low of less than 1 cent during the worst of the Corona Crash in March this year. The…

ByMarc KennisDecember 8, 2020

Cyber Monday is the new Black Friday

3 December 2020 Every last Friday of November, right after Thanksgiving in the United States, shoppers around the world go nuts on Black Friday sales. Black Friday derived its name from the term “into the black”, which refers to becoming profitable as this has historically been the one day retailors could count on massive sales and…

ByMarc KennisDecember 3, 2020

Weebit Nano: Firing on all cylinders

27 November 2020 Stocks Down Under subscribers will know that we have a soft spot for ASX-listed semiconductor companies. Many of them have developed technologies that we believe have great commercial potential and, importantly, most of them are still not well-understood by the Australian investment public. As a consequence, many of these stocks are still mispriced,…

ByMarc KennisNovember 27, 2020