Growth & Emerging Opportunities
Equities Uncovered Volume 5: Three ASX Small Caps Turning AI Hype Into Revenue
Artificial intelligence has become one of the ASX’s busiest investment themes. But beneath the large cap data centre, software and infrastructure names sits a smaller…
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Further Analysis & Commentary
Cerebras Systems’ $5.6 Billion IPO: A Defining Moment for AI Infrastructure
Business summary Cerebras Systems is an AI infrastructure company focused on building high-performance computing systems purpose-built for large-scale AI workloads.…
Why lithium is becoming an AI infrastructure trade and an EV trade
TL;DR Summary Lithium is starting to trade on two demand engines at once. Electric vehicles still dominate the market, but…
Equities Uncovered Volume 2, Three ASX Small Caps Starting to Shift
This week’s group spans mining services, environmental solutions and emerging gold production, but all three names share the same core…
Is Spotify still a buy in 2026? Why the investment case has shifted from scale to monetisation
Spotify is starting to look like a different company. For years, the stock was mostly framed as a scale platform.…
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