Meta announced it is looking to get into the cloud business and rent out its computing power. The semi stocks (MU, SNDK, AMAT) promptly dro…

I know this is a strange recommendation. A corner use case most people would not come across. Interesting nonetheless :…

Despite the stock down 7%, it is a step in the right direction. Bitdeer announced it signed a co-location deal in Norwa…

Just came across these two charts. Commodity prices relative to S&P have been in a funk for almost 20 years. Miners (st…

Just came across this software spending survey from Jefferies. AI spending does generate positive ROI in most use cases…

This is the headline... Gold has crashed back to earth. Here’s what to do next https://www.afr.com/markets/commodities/…

Looking at the watch list, plenty of junior miners are down 40-50% year to date. In the past month or so, some of the s…

As usual. Do you own research. Not financial advice. Uniqure is a company capable of changing the world so to speak (es…

Chinese internet stocks is an opportunity. Have a look at Pic 1. KWEB is an ETF of Chinese internet stocks. Its top 5 s…

I know this is a strange recommendation. Once upon a time, I saw a podiatrist because my knees hurt. The podiatrist too…

I have been thinking about this question a lot - How to find the next Amazon ? My answer is spot the CEO who is maniaca…

Gold has more than doubled since 2024, running up from $2000 or so to over $5000 and now hovering around $4300. One of…

As usual, do your own research. Not financial advice. (Jun 26) SpaceX IPO is all the rage now. Front page news. But som…

SpaceX IPO is available for Australian investors. In the coming months, OpenAI and Anthropic will be IPO as well. I hav…

The last few weeks had been brutal for the smaller end of mining stocks in Australia. Why ? Labour CGT policy change +…