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Further Analysis & Commentary

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…

Pointerra Ltd (ASX: 3DP): Speculative Investment Analysis

Company Overview Pointerra Ltd (ASX: 3DP) is an Australian geospatial technology company that helps industries turn vast 3D data into…

Gold at Records, ASX Still Up: A week of Nerves & Winners

Week ended Friday, 17 Oct 2025 The ASX 200 slipped on Friday but still banked a +0.4% weekly gain as…

IMDEX (ASX: IMD): Stock Analysis

Business Overview IMDEX Limited is a Perth-based mining technology company that provides drilling fluids, downhole instrumentation, and integrated software solutions…

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