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AI Spending in 2026: Growth Engine or the Next Macro Fault Line?
When investment scale starts to matter more than innovation itself
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Further Analysis & Commentary
NEXTDC (ASX: NXT) Investment Analysis
Wiring Australia for the AI Supercycle NEXTDC sits at the centre of one of the most powerful infrastructure build outs…
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
OpenAI has operated for two years as the defining force behind modern artificial intelligence, but until now, Australia has been…
Megaport (ASX: MP1) Investment Analysis: A Cloud Connectivity Turnaround Entering a Stronger Phase
Company Overview Megaport Limited has grown from a disruptive networking startup into one of Australia’s most important cloud connectivity providers.…
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…
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Monthly Investor Memo
September 2025