US stocks Semiconductor stocks Tech Stocks Technology

Forget Memory Stocks, Nvidia Is the Cheapest Quality Chip Name in the US

Nvidia has been lagging the market and is now cheap as... Here's a sentence we didn't expect to be writing in 2026: Nvidia (NASDAQ: NVDA) has quietly become one of…

ByMarc Kennis

03

Jul 2026

Financials Growth Stocks

Powerhouse Ventures (ASX:PVL) Builds a Merchant Revenue Engine as CIO Fund Scales

The New Revenue Engine Investors Are Starting to Notice Powerhouse Ventures (ASX:PVL) is now trading at A$0.15 per share. Since we began covering the stock two months ago and adopted…

ByCharlie Youlden

24

Jun 2026

AI Stocks Semiconductor stocks Tech Stocks Technology US stocks

The Debt Tsunami That Could Signal the End of the AI Boom

The Most Expensive Group Project in History Are we currently witnessing the beginning of the end of the AI boom? Let's start with a number so large it loses all…

ByMarc Kennis

23

Jun 2026

Growth Stocks

WiseTech Global (ASX:WTC) Why the A$30 Sell-Off Could Be a Long-Term Opportunity

The A$30 Governance Discount Hiding a Software Turnaround WiseTech Global is now trading around A$30 per share, its cheapest level in five years. We started preparing this research yesterday, and…

ByCharlie Youlden

18

Jun 2026

US stocks AI Stocks Technology

Has the SpaceX share price already peaked at $225?

On 16 June, just two trading days after the biggest float in the history of capitalism, SpaceX (NASDAQ: SPCX) printed an intraday high of $225.64. Mark it on your calendar,…

ByMarc Kennis

15

Jun 2026

Uncategorized

The Iran peace deal: What to invest in when peace breaks out?

How to invest on the back of the Iran peace deal Well, dear reader, it finally happened. After four months of watching oil tankers play dodgems in the Strait of…

ByMarc Kennis

10

Jun 2026

Tech Stocks Technology

Boresight (ASX:BST) IPO Lands With Drones Designed to Be Shot Down Repeatedly

IPO Takes Off as Disposable Drones Target Recurring Defence Demand Drone IPOs have emerged as a hot topic this month. While semiconductors continue to dominate investor attention, drones are quickly…

ByCharlie Youlden

10

Jun 2026

AI Stocks

Broadcom (NASDQ:AVGO) Why We Still Rate This AI Infrastructure Leader a Buy

Why Its Custom Silicon Moat Still Supports a Buy Rating There is one important point investors need to understand about Broadcom. At its core, the company is effectively two businesses…

ByCharlie Youlden

01

Jun 2026

Tax Strategy

Escaping Albo’s CGT Grab: Can I Run My Portfolio From a Cruise Ship?

Albo's CGT grab is a stab in investors' back There’s a certain kind of federal budget that makes you want to sell everything, buy a one-way ticket to Vanuatu, and…

ByMarc Kennis

26

May 2026

Agriculture Stocks Growth Stocks Undervalued Stocks

PhosCo (ASX:PHO): Gasaat Already Had Enough Phosphate For A 46 Year Life, But It Could Go On Even Longer!

PhosCo has spent the last four years reshaping expectations for what the Gasaat Phosphate Project in Tunisia could become. The company began with two deposits, KEL and GK, and a…