To The Moon

$PILBARA MINERALS LTD(PLS.AU)$ jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: $LIONTOWN RESOURCES LTD(LTR.AU)$ +9.56, $MINERAL RESOURCES LTD(MIN.AU)$ +4.51%, $IGO LTD(IGO.AU)$ +4.06, $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ +3.45%, and $Rio Tinto Ltd(RIO.AU)$ +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,

Australia’s big four banks — ANZ, Westpac, NAB and Commonwealth Bank of Australia — remain core holdings for many investors and a major driver of the S&P/ASX 200 Index. But in 2025, their performances have diverged sharply.So far this year, ANZ has been the clear winner with a 36% gain, followed by Westpac at +27% and NAB at +18%. CBA, despite hitting record highs earlier in the year, has underperformed with only about 7% share price growth year-to-date, and has fallen more than 15% from its June peak above $189.Below is a brief look at how each bank has traded this year, and what their latest earnings tell us.ANZ: Best Share Price Performance, Softer FY25 Results$ANZ GROUP HOLDINGS LTD(ANZ.AU)$ surged from $28.59 to around $36.94, making it

Market OverviewAustralia’s major banks are heading into the November earnings season with strong momentum. The market anticipates solid results for FY25, driven by resilient credit growth, disciplined deposit pricing, and robust Treasury and Markets income. However, analysts warn that FY26 may bring challenges, with moderating revenue growth and margin pressure expected as rate cuts gradually filter through the system.Earnings Season Highlights: $WESTPAC BANKING CORPORATION(WBC.AU)$ and $NATIONAL AUSTRALIA BANK LTD(NAB.AU)$ are expected to lead in top-line growth, supported by a favorable lending mix and disciplined deposit management. $Macquarie(MQG.AU)$ i

After months of uneasy calm, the U.S.–China trade tensions have flared up again.Former President Donald Trump announced plans to impose 100% tariffs on all Chinese goods, citing Beijing’s tightened controls over rare earth exports. In response, China’s Ministry of Commerce accused the U.S. of “double standards” and warned it would “not yield under threats.”Behind the diplomatic language lies a familiar geopolitical truth: rare earths have become the new battleground in the tech and trade war.Why Rare Earths MatterRare earths are not actually “rare” — they’re relatively abundant in the Earth’s crust, but rarely found in economically viable concentrations. What makes them crucial is their unique magnetic and conductive properties, powering everything from EV motors and wind turbines to smart

Gold has been on a tear this year—and it’s not just a technical bounce. We’re talking about a full-on bull market. Since January, gold has surged over 35%, recently pushing past US$3,680/oz for the first time in history. And unlike past rallies that fizzled out, this one is being fueled by a complex mix of macro fears, central bank strategies, and a growing distrust of traditional fiat systems.So, what’s really driving this move?To begin with, rate cut expectations from the Fed are back on the table. Slowing growth in the U.S. economy and a cooling job market have pushed markets to start pricing in a series of rate cuts by early 2026. That’s weakened the dollar and slashed real yields—textbook conditions for gold to thrive. At the same time, we’ve seen geopolitical uncertainty spike again.

$POLYNOVO LTD(PNV.AU)$  Bought off an earnings beat. Think there's 20-30% in this off a dip also

Market OverviewThe Australian sharemarket posted modest gains this week, with the ASX 200 edging up 0.22% to 8,980 as strength in financials and real estate offset softness in energy and healthcare. By late August, the divergence between sectors remains clear: consumer and travel names are delivering upbeat results, while miners and energy producers grapple with weaker commodity prices.Pilbara Minerals: Production Up, Prices Down $PILBARA MINERALS LTD(PLS.AU)$ rose as much as 3.8% after reporting a 4% lift in spodumene production to a record 754,600 tonnes and a 7% jump in sales volumes. But revenue dropped 39% to $769 million, and underlying EBITDA plunged 83% to $97 million as lithium prices slumped. Despite a statutory loss of $196 million, t

Market OverviewThe ASX 200 has been moving sideways into late August as earnings season heats up. Banks have tried to prop up the market, but miners, energy, and healthcare have brought plenty of volatility. By August 20, the divergence between sectors has become clear. Banks have outperformed, lifting the index on several sessions, while materials and energy names have been weighed down by weaker commodity prices and cautious outlooks. Healthcare, once a defensive darling, has seen volatile swings as CSL’s results split investor opinion. The broader market picture reflects resilience in some of the country’s biggest corporates, but also exposes how reliant the ASX remains on iron ore, copper, energy, and financials.已生成图片Earning HighlightsRio Tinto: Diversification vs Iron Ore Dependence <

$BRAINCHIP HOLDINGS LTD(BRN.AU)$   $Brainchip Holdings Ltd.(BRCHF)$ $Taiwan Semiconductor Manufacturing(TSM)$  $iShares Semiconductor ETF(SOXX)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$   🧠 $BRAINCHIP HOLDINGS LTD - Neuromorphic AI Technology 🧠 BrainChip Holdings Ltd (ASX: BRN) is an Australian semiconductor company pioneering neuromorphic computing, which mimics the brain’s neural networks for highly efficient, low-power AI. This post looks objectively at BrainChip’s technology, key partnerships, its NASA contract, pla

$DRONESHIELD LTD(DRO.AU)$   🚀 DroneShield (ASX: DRO) Surges 17% on AU$61.6M European Military Contract 🚀 DroneShield just secured its largest single order ever — a massive AU$61.6 million contract with a European military customer via a private reseller. This deal alone exceeds last year’s total revenue of AU$57.5M, highlighting the explosive demand for its cutting-edge counter-drone systems. 📦 The contract covers handheld detection and counter-drone devices, set for delivery in Q3 2025. 💥 I've written about this stock in 2024 when it was AU$0.625/share. Now, this milestone confirms DroneShield’s growing footprint in the European defense market and underscores the urgent global need for advanced drone security tech. With record contra

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,434.70 on Friday, up 0.89% in the past 5 days.1. $Light & Wonder Inc(LNW.AU)$ +10.41%The company reported a 10% year-over-year increase in consolidated revenue. AEBITDA grew by 11%, and NPATA rose by 24%. These results exceeded analyst expectations and demonstrated robust financial health.Following the earnings report, several analysts raised their price targets for LNW. For instance, Mizuho increased its target from $76 to $80, and Stifel Nicolaus raised its target from $90 to $104. These upgrades reflect confidence in the company's growth prospects.Light & Wonder announced the acquisition of Grover Gaming's charitable gaming bu

Forex - AUD/USD The Australian dollar (AUD) has recently experienced a sharp decline against the US dollar (USD), influenced by a confluence of economic indicators and global market dynamics. This analysis delves into the reasons behind this depreciation, its impact on the commodities market, its effects on the Australian stock market, forecasts for 2025, and recommended asset allocation strategies for Australian investors, including specific examples. AUD against USD Chart Reasons for the Sharp Decline of the AUD against USD: The AUD's decline can be attributed to several factors. Firstly, the ongoing economic slowdown in China, Australia's largest trading partner, has reduced demand for Australian exports, particularly commodities like iron ore. Secondly, the US dollar's strength, driven

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,436.20 on Friday, up 0.51% in the past 5 days.1. $LIFE360 INC-CDI(360.AU)$ +20.48%We wouldn't blame Life360, Inc. shareholders if they were a little worried about the fact that James Synge, the Independent Non-Executive Director recently netted about AU$1.7m selling shares at an average price of AU$68.57. However, it's crucial to note that they remain very much invested in the stock and that sale only reduced their holding by 3.7%.Life360's stock is trading at A$24.67, below its estimated fair value of A$29.08, suggesting potential undervaluation based on cash flows. Despite recent

$MEGAPORT LTD(MP1.AU)$   guys share your ideas on this stock. I am holding from long. 

$PILBARA MINERALS LTD(PLS.AU)$ $FLIGHT CENTRE TRAVEL GROUP L(FLT.AU)$ $TELIX PHARMACEUTICALS LTD(TLX.AU)$ $WEST AFRICAN RESOURCES LTD(WAF.AU)$ $WAGNERS HOLDING CO LTD(WGN.AU)$   Tiger traders, 📈 ASX TODAY: The Exciting Buzz! 🚀 Mesoblast's Big Win 🌟 Mesoblast (MSB): 🚀 Boom! The FDA has accepted Mesoblast’s Biologics License Application for remestemcel-L. This is a monumental step for Mesoblast and the biotech sector. Keep an eye out for this potential game-changer! "Analysts are optimistic about Mesoblast's FDA approval, expecting significant growth potential.

$VENTIA SERVICES GROUP LIMITED(VNT.AU)$ G’day Tiger traders ~ Ventia Services: Engineering Success with Every Project 🛠️ I’m excited to share that I’m planning to invest in Ventia Services Group (ASX: VNT) on Monday’s ASX open. I will be evaluating the opening price and then looking at opening positions. Current Price: $4.19 (19 July 2024) Ventia Services Group (ASX: VNT) Technical Indicators MACD (Moving Average Convergence Divergence): The MACD line crossing above the signal line indicates bullish momentum, suggesting further gains are possible. RSI (Relative Strength Index): The RSI is currently in a neutral zone, not indicating overbought conditions, which leaves room for price increases. Bollinger Bands: Ventia’s price near the lower Bolli

$RELIANCE WORLDWIDE CORP LTD(RWC.AU)$ G’day Tiger traders ~ Reliance Worldwide: Plumbing the Depths of Innovation 💧 I’m excited to share that I’m planning to invest in Reliance Worldwide Corporation (ASX: RWC) on Monday’s ASX open. I will be evaluating the opening price and then looking at opening positions. Current Price: $4.88 (19 July 2024) Reliance Worldwide Corporation (ASX: RWC) Technical Indicators MACD (Moving Average Convergence Divergence): The MACD line crossing above the signal line suggests a bullish trend, indicating increasing momentum. RSI (Relative Strength Index): The RSI is within a comfortable range, not indicating overbought conditions, which suggests there’s potential for upward movement. Bollinger Bands: RWC’s price is ne

$CSR LTD(CSR.AU)$  G’day Tiger traders ~ CSR Limited: A Building Materials Giant on the Rise! I’m excited to share that I’m planning to invest in CSR Limited (ASX: CSR) on Monday’s ASX open. I will be evaluating the opening price and then looking at opening positions. Current Price: $8.97 (19 July 2024) CSR Limited (ASX: CSR) Technical Indicators MACD (Moving Average Convergence Divergence): The MACD line has recently crossed above the signal line, indicating a potential bullish trend. This is a positive signal for momentum and suggests that CSR might continue to rise. RSI (Relative Strength Index): The RSI is currently below 50, which typically indicates that the stock is not overbought and might have room to grow. It’s a good entry point

$LOVISA HOLDINGS LTD(LOV.AU)$  Let's crank up the excitement with the latest chatter on the ASX. This stock isn’t just heating up the market, it’s creating a bonza buzz across the web and social media. Check out this mover and shaker that’ll get your trading juices flowing: Lovisa (ASX: LOV Sector:Retail Jewellery What's Happening? Lovisa is dazzling the market with their stellar financial performance and expansion plans. The jewellery retailer reported an 18.2% revenue increase year-over-year, hitting $373 million in half-year results. They’ve also expanded their sparkle into China and Vietnam, opening 74 new stores and bringing their total to 854. Lovisa also reported a 12% increase in half-year profit after tax to A$53.5 million and anno

$NEXTDC LTD(NXT.AU)$ Let's crank up the excitement with the latest chatter on the ASX. This stock isn’t just heating up the market, it’s creating a bonza buzz across the web and social media. Check out this mover and shaker that’ll get your trading juices flowing: NextDC Ltd (ASX: NXT) Sector: Data Centres What's Happening? NextDC is kicking goals with their massive investments in new data centres. They’ve teamed up with Microsoft and other big guns to set up a state-of-the-art data centre in Pilbara. Plus, they’re building an $80 million data centre in Darwin. These expansions are backed by a $1.3 billion capital raise to meet sky-high customer demand. Analyst Insights: - Morgans analysts rate NextDC as 'Add' with a price target of $19, underli

$PILBARA MINERALS LTD(PLS.AU)$ jumped 5.28% today, leading the XAO, as China’s lithium prices surged after Ganfeng Lithium chairman Li Liangbin said he expects battery-metal demand to grow 30% in 2026.Other major lithium names also rallied sharply: $LIONTOWN RESOURCES LTD(LTR.AU)$ +9.56, $MINERAL RESOURCES LTD(MIN.AU)$ +4.51%, $IGO LTD(IGO.AU)$ +4.06, $VULCAN ENERGY RESOURCES LTD(VUL.AU)$ +3.45%, and $Rio Tinto Ltd(RIO.AU)$ +2.22%.Across the U.S., Hong Kong, and Australia, lithium miners have been on a strong run this week,

Australia’s big four banks — ANZ, Westpac, NAB and Commonwealth Bank of Australia — remain core holdings for many investors and a major driver of the S&P/ASX 200 Index. But in 2025, their performances have diverged sharply.So far this year, ANZ has been the clear winner with a 36% gain, followed by Westpac at +27% and NAB at +18%. CBA, despite hitting record highs earlier in the year, has underperformed with only about 7% share price growth year-to-date, and has fallen more than 15% from its June peak above $189.Below is a brief look at how each bank has traded this year, and what their latest earnings tell us.ANZ: Best Share Price Performance, Softer FY25 Results$ANZ GROUP HOLDINGS LTD(ANZ.AU)$ surged from $28.59 to around $36.94, making it

After months of uneasy calm, the U.S.–China trade tensions have flared up again.Former President Donald Trump announced plans to impose 100% tariffs on all Chinese goods, citing Beijing’s tightened controls over rare earth exports. In response, China’s Ministry of Commerce accused the U.S. of “double standards” and warned it would “not yield under threats.”Behind the diplomatic language lies a familiar geopolitical truth: rare earths have become the new battleground in the tech and trade war.Why Rare Earths MatterRare earths are not actually “rare” — they’re relatively abundant in the Earth’s crust, but rarely found in economically viable concentrations. What makes them crucial is their unique magnetic and conductive properties, powering everything from EV motors and wind turbines to smart

Market OverviewAustralia’s major banks are heading into the November earnings season with strong momentum. The market anticipates solid results for FY25, driven by resilient credit growth, disciplined deposit pricing, and robust Treasury and Markets income. However, analysts warn that FY26 may bring challenges, with moderating revenue growth and margin pressure expected as rate cuts gradually filter through the system.Earnings Season Highlights: $WESTPAC BANKING CORPORATION(WBC.AU)$ and $NATIONAL AUSTRALIA BANK LTD(NAB.AU)$ are expected to lead in top-line growth, supported by a favorable lending mix and disciplined deposit management. $Macquarie(MQG.AU)$ i

Gold has been on a tear this year—and it’s not just a technical bounce. We’re talking about a full-on bull market. Since January, gold has surged over 35%, recently pushing past US$3,680/oz for the first time in history. And unlike past rallies that fizzled out, this one is being fueled by a complex mix of macro fears, central bank strategies, and a growing distrust of traditional fiat systems.So, what’s really driving this move?To begin with, rate cut expectations from the Fed are back on the table. Slowing growth in the U.S. economy and a cooling job market have pushed markets to start pricing in a series of rate cuts by early 2026. That’s weakened the dollar and slashed real yields—textbook conditions for gold to thrive. At the same time, we’ve seen geopolitical uncertainty spike again.

Market OverviewThe Australian sharemarket posted modest gains this week, with the ASX 200 edging up 0.22% to 8,980 as strength in financials and real estate offset softness in energy and healthcare. By late August, the divergence between sectors remains clear: consumer and travel names are delivering upbeat results, while miners and energy producers grapple with weaker commodity prices.Pilbara Minerals: Production Up, Prices Down $PILBARA MINERALS LTD(PLS.AU)$ rose as much as 3.8% after reporting a 4% lift in spodumene production to a record 754,600 tonnes and a 7% jump in sales volumes. But revenue dropped 39% to $769 million, and underlying EBITDA plunged 83% to $97 million as lithium prices slumped. Despite a statutory loss of $196 million, t

Market OverviewThe ASX 200 has been moving sideways into late August as earnings season heats up. Banks have tried to prop up the market, but miners, energy, and healthcare have brought plenty of volatility. By August 20, the divergence between sectors has become clear. Banks have outperformed, lifting the index on several sessions, while materials and energy names have been weighed down by weaker commodity prices and cautious outlooks. Healthcare, once a defensive darling, has seen volatile swings as CSL’s results split investor opinion. The broader market picture reflects resilience in some of the country’s biggest corporates, but also exposes how reliant the ASX remains on iron ore, copper, energy, and financials.已生成图片Earning HighlightsRio Tinto: Diversification vs Iron Ore Dependence <

$BRAINCHIP HOLDINGS LTD(BRN.AU)$   $Brainchip Holdings Ltd.(BRCHF)$ $Taiwan Semiconductor Manufacturing(TSM)$  $iShares Semiconductor ETF(SOXX)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$   🧠 $BRAINCHIP HOLDINGS LTD - Neuromorphic AI Technology 🧠 BrainChip Holdings Ltd (ASX: BRN) is an Australian semiconductor company pioneering neuromorphic computing, which mimics the brain’s neural networks for highly efficient, low-power AI. This post looks objectively at BrainChip’s technology, key partnerships, its NASA contract, pla

$POLYNOVO LTD(PNV.AU)$  Bought off an earnings beat. Think there's 20-30% in this off a dip also

As of the close on Friday, $S&P/ASX 200(XJO.AU)$ closed at 8,434.70 on Friday, up 0.89% in the past 5 days.1. $Light & Wonder Inc(LNW.AU)$ +10.41%The company reported a 10% year-over-year increase in consolidated revenue. AEBITDA grew by 11%, and NPATA rose by 24%. These results exceeded analyst expectations and demonstrated robust financial health.Following the earnings report, several analysts raised their price targets for LNW. For instance, Mizuho increased its target from $76 to $80, and Stifel Nicolaus raised its target from $90 to $104. These upgrades reflect confidence in the company's growth prospects.Light & Wonder announced the acquisition of Grover Gaming's charitable gaming bu

$DRONESHIELD LTD(DRO.AU)$   🚀 DroneShield (ASX: DRO) Surges 17% on AU$61.6M European Military Contract 🚀 DroneShield just secured its largest single order ever — a massive AU$61.6 million contract with a European military customer via a private reseller. This deal alone exceeds last year’s total revenue of AU$57.5M, highlighting the explosive demand for its cutting-edge counter-drone systems. 📦 The contract covers handheld detection and counter-drone devices, set for delivery in Q3 2025. 💥 I've written about this stock in 2024 when it was AU$0.625/share. Now, this milestone confirms DroneShield’s growing footprint in the European defense market and underscores the urgent global need for advanced drone security tech. With record contra

Forex - AUD/USD The Australian dollar (AUD) has recently experienced a sharp decline against the US dollar (USD), influenced by a confluence of economic indicators and global market dynamics. This analysis delves into the reasons behind this depreciation, its impact on the commodities market, its effects on the Australian stock market, forecasts for 2025, and recommended asset allocation strategies for Australian investors, including specific examples. AUD against USD Chart Reasons for the Sharp Decline of the AUD against USD: The AUD's decline can be attributed to several factors. Firstly, the ongoing economic slowdown in China, Australia's largest trading partner, has reduced demand for Australian exports, particularly commodities like iron ore. Secondly, the US dollar's strength, driven