AI Stocks Semiconductor stocks Tech Stocks Technology

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

Why the cycle persists, decade after decade. The industry has been cyclical since it began in the 1950s, and that pattern has not gone away. Based on Morris Moore’s analysis, the…

ByCharlie Youlden

04

May 2026

Semiconductor stocks Tech Stocks Technology

Weebit Nano (ASX:WBT) two real chips bring royalties one step closer to reality

Weebit Nano (ASX:WBT) has two customer chips using its ReRAM technology, moving the royalty pathway closer to reality.

ByCharlie Youlden

29

Apr 2026

AI Stocks Semiconductor stocks Tech Stocks Technology

DorsaVi (ASX:DVL) Ultra Edge AI Could Unlock a Re-Rate Toward Our Base Valuation

DorsaVi (ASX:DVL) holds two IP acquisitions in ReRAM and neuromorphic AI. We value the stock at A$0.22 per share and outline the key milestones for a re-rate.

ByCharlie Youlden

28

Apr 2026

Biotech Stocks Healthcare Stocks Life Sciences

Shares In Dimerix (ASX:DXB) Fell 40% Today; Not About The Data, But About the Timing

Shares in Dimerix fell over 35% this morning and some may think the decline was irrational. After all, the announcement confirmed >90 per cent statistical power for its primary endpoint,…

ByNick Sundich

28

Apr 2026

Biotech Stocks Healthcare Stocks Life Sciences

Percheron Therapeutics (ASX:PER): An Oncology Biotech That’s Growing Its Footprint

Percheron Therapeutics is not the kind of company that typically commands market attention at a A$6–7m valuation. Yet the more one looks at its trajectory over the past twelve months,…

ByNick Sundich

22

Apr 2026

Blue Chip Stocks Healthcare Stocks

Shares In Cochlear (ASX:COH) Plunge Over 35% As FY26 Guidance Is Slashed By Nearly A Third! Is It A Buy The Dip Opportunity?

If you own shares in Cochlear (ASX:COH), you had a pretty bad morning. The company delivered one of the most significant earnings guidance downgrades in its listed history this morning,…

ByNick Sundich

21

Apr 2026

CleanTech Technology

NoviqTech (ASX:NVQ) Pure DC’s A$45m Biochar Bet Puts Coralia in a Supercycle Sweet Spot

A Healthier Earth commits to assess 70% offtake from the Great Barrier Reef project as AI data centre demand reshapes the carbon market NoviqTech Limited (ASX:NVQ) has announced its subsidiary…

ByCharlie Youlden

20

Apr 2026

AI Stocks Tech Stocks Technology

Adisyn (ASX:AI1) Graphene Breakthrough, What Investors Need To Know

Adisyn may have a fix for the Chip Industry's Wiring Problem Think about the wiring inside a computer as an incredibly small highway system, with billions of lanes carrying electrical…

ByCharlie Youlden

15

Apr 2026

Healthcare Stocks

Pro Medicus (ASX:PME) Banks A$80M in One Month: Is the 60% Selloff Finally a Buy?

Pro Medicus Secures A$80M Amid 60% Selloff Pro Medicus (ASX:PME) jumped 4.3% on Monday after securing a A$37 million contract renewal with Northwestern Medicine at higher per-exam fees than its…

ByUjjwal Maheshwari

Which Semiconductor Stocks Survive the Cycle, and Which Ones Get Crushed

Weebit Nano (ASX:WBT) two real chips bring royalties one step closer to reality

DorsaVi (ASX:DVL) Ultra Edge AI Could Unlock a Re-Rate Toward Our Base Valuation

Shares In Dimerix (ASX:DXB) Fell 40% Today; Not About The Data, But About the Timing

Percheron Therapeutics (ASX:PER): An Oncology Biotech That’s Growing Its Footprint

Shares In Cochlear (ASX:COH) Plunge Over 35% As FY26 Guidance Is Slashed By Nearly A Third! Is It A Buy The Dip Opportunity?

NoviqTech (ASX:NVQ) Pure DC’s A$45m Biochar Bet Puts Coralia in a Supercycle Sweet Spot

Adisyn (ASX:AI1) Graphene Breakthrough, What Investors Need To Know

Pro Medicus (ASX:PME) Banks A$80M in One Month: Is the 60% Selloff Finally a Buy?

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