What if the real winner of the AI and e-commerce boom isn’t a retailer, but the platform quietly powering their growth from behind the scenes?
On August 6th, Shopify surprised Wall Street. The stock jumped 21 percent in a single day, fueled by a strong Q2 earnings report, surging GMV, accelerating revenue, and a solid 16…
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As governments race to secure rare earths, the essential ingredients in electric vehicles, wind turbines, and military tech, investors are turning their eyes to new supply chains beyond China. That’s where Lindian Resources (ASX: LIN) enters the picture. The company just signed a 15-year offtake agreement and secured a US$20 million construction loan from Iluka…
In the 1800s, gold was power. In 2025, it’s semiconductors.
On Wednesday, August 6th, Donald Trump announced a sweeping 100 percent tariff on imported chips, unless they’re made in America or from companies actively reshoring production. It’s not just a headline grab. It’s the latest move in a high-stakes global chess game where control over chip…
Speculative markets and predictive modeling go hand in hand if you're betting on the outcome of the next high-profile soccer game or purchasing stock in the stock market. At their essence, both activities are trying to predict the uncertain future. In investing, portfolio managers and speculators construct models that look at past performance, macroeconomic indicators…
From Merger to Momentum: Vault Minerals' Quiet Rise
In a market full of speculation, early-stage miners, and dream-driven valuations, Vault Minerals is taking a different path, one grounded in operational reality. Formed in mid-2024 through the merger of Silver Lake Resources and Red 5, Vault didn’t arrive with hype; it arrived with production. Lots of…
A New Kind of War, And the Defence Race No One Can Afford to Lose
A silent war is unfolding and the next billion-dollar defence boom might not come from missiles, but from jamming signals.
Across the globe, drones are changing the rules of engagement. They’re cheap, fast and deadly, and they’re flooding modern battlefields, airspace…
Arizona Lithium (ASX:AZL)
We suspect Arizona Lithium (ASX:AZL) is going to have to change its name in the not-too-distant future, because the company has just sold its foundation project in that US state, the Big Sandy Lithium Project. Arizona Lithium will get A$8m for Big Sandy, a sedimentary lithium play, and it'll use the cash…
Helios Energy (ASX: HE8): "Drill baby, drill!"
Helios Energy is an oil and gas developer with an 80.5% working interest in the Presidio Oil Project in southwestern Texas, located in that state's Presidio County. This project currently covers 7,877.8 leased net acres in the Marfa Sub-Basin of the world-famous Permian Basin. Between 2017 and 2022,…
The Calmer Co. (ASX:CCO)
This article is about a company, called The Calmer Co. (ASX:CCO), in which we at Stocks Down Under hold some options. We published an in-depth research report on CCO in November 2024.
At Stocks Down Under we are big fans of The Calmer Co.'s product, a non-alcoholic beverage called kava. If you…
In 2021, the MySuper Performance Test was introduced as part of the 'Your Future, Your Super' reforms. This was introduced at the time equity markets were rallying high, particularly small caps. But while equity markets recovered from a torrid 2022 as interest rates rose, small caps have not. And now some are suggesting this test…
