Emerging / Alternative Sectors
Executive Interview: Jasmin Diab from GNSP on safety, sovereignty and the policy vacuum behind Australia’s nuclear ban
Why Australia's nuclear debate is still stuck before the real analysis even begins.
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Further Analysis & Commentary
Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment
Bitcoin has climbed back above US$90,000, ending a month-long selloff that wiped more than US$1 trillion from digital asset valuations…
AI Funding Reality Check: From Capex Promises to Cash Flows
The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…
Bitcoin Slips Below $100k, Then Rebounds: Macro, Liquidity and Flows Drive the Tape
What Happened and Why it Matters Bitcoin slipped as much as 7.4% to about US$96.8k in New York before rebounding…
Lynas Rare Earths (ASX: LYC): Equity Analysis
Lynas Rare Earths is the largest producer of rare earth elements outside China, with operations spanning the Mt Weld mine…
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