Stock Analysis

NVIDIA Corporation (NVDA:NASDAQ)

NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the…

AI Disruption and the Psychology of Panic

Blackstone Secured Lending Fund (BXSL:NYSE)

Clients should consider buying BXSL if they are seeking high-quality, income-generating exposure to private credit…

Pro Medicus Limited (PME:ASX)

Clients should consider buying PME if they believe that AI-driven disruption fears have been misapplied…

TechnologyOne (TNE:ASX)

Clients should consider buying TNE if they believe the current sell-off in ASX technology stocks…

BHP Group Ltd (ASX:BHP)

BHP has opened the 2026 financial year on a firm footing, posting a disciplined first-quarter…

Evolution Mining (ASX: EVN)

Evolution Mining Limited engages in the exploration, mine development and operation, and sale of gold…

Breville Group (BRG:ASX)

Breville Group Limited designs, develops, markets, and distributes small electrical kitchen appliances in the consumer…

ANZ Banking Group (ANZ:ASX)

ANZ Group Holdings Limited engages in the provision of banking and financial products and services…

Bristol-Myers Squibb (BMY:NASDAQ)

Bristol-Myers Squibb Company discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It…

Amazon.com (NASDAQ:AMZN)

Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through…

Gilead Sciences, Inc. (GILD:NASDAQ)

Gilead Sciences Inc. (GILD) posted revenue of $7.42 billion beating estimates of by $922 million,…

Alphabet Inc (GOOG:NASDAQ)

Alphabet Inc., the parent of Google, has delivered a robust second-quarter result that exceeded expectations…

iShares MSCI India ETF (INDA:US)

This recommendation is for investors who, like us, believe India is uniquely positioned to benefit…

Apple (AAPL:NASDAQ)

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Meta Platforms (META:NASDAQ)

Meta Platforms, Inc. engages in the development of products that enable people to connect and…

Microsoft Corporation (MSFT:NASDAQ)

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business…

Life360 (ASX:360)

This recommendation is for those who believe, as we do, that Life360 will continue to…

BetaShares Global Uranium ETF (ASX:URNM)

Clients should consider buying URNM if they believe in the long-term resurgence of nuclear energy…

Betashares Geared US Equity Fund – Currency Hedged (ASX:GGUS)

Members should buy GGUS if they believe equity markets have become too far oversold, and…

Megaport (ASX:MP1)

Clients should consider buying MP1 if they believe in the long-term demand for cloud connectivity…

BetaShares Bitcoin ETF (QBTC:ASX)

This recommendation is for investors who, like us, believe the recent retracement in Bitcoin presents…

Temple and Webster (TPW:ASX)

Clients should consider buying TPW if they believe in the long-term structural shift to online…

NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the…

Downer EDI Ltd (DOW:ASX)

Downer EDI Limited operates as an integrated facilities management services provider in Australia, New Zealand,…

Goodman Group (ASX:GMG)

Goodman Group is an Australian integrated commercial and industrial property group that owns, develops and…

Apple (AAPL:NASDAQ)

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Amazon.com (NASDAQ:AMZN)

Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through…

Netflix Inc. (NFLX:NASDAQ)

Netflix is an American subscription video on-demand over-the-top streaming service. The service primarily distributes original…

JB Hi-Fi Ltd (JBH:ASX)

JB Hi-Fi Limited is a publicly-listed Australian retailer that sells and specialises in consumer goods.…

Qualcomm Inc. (QCOM:NASDAQ)

Qualcomm Takes Aim at Nvidia With New AI Data Centre Chips

Applied Materials Inc. (AMAT:NASDAQ)

Applied Materials Announces Workforce Restructure to Enhance Long-Term Competitiveness

Netflix Inc. (NFLX:NASDAQ)

Netflix is an American subscription video on-demand over-the-top streaming service. The service primarily distributes original…

BHP Group Ltd (ASX:BHP)

BHP has opened the 2026 financial year on a firm footing, posting a disciplined first-quarter…

Broadcom Inc (NASDAQ:AVGO)

Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.

Clorox Co (NYSE:CLX)

The Clorox Company manufactures and markets consumer and professional products worldwide. The company operates through…

Global X Copper Miners ETF (ASX:WIRE)

Members should buy WIRE if they believe that supply/demand imbalances in the copper market will…

IPH Limited (ASX:IPH)

Clients should consider buying IPH if they believe in the long-term value of recurring cash…

BHP Group (ASX:BHP)

BHP's FY25 Results: Resilience Amidst Global Uncertainty

Woodside Energy Group Ltd (ASX:WDS)

Woodside Releases 2025 Half-Year Results: Balancing Growth with Cautious Optimism

Commonwealth Bank (ASX:CBA)

Commonwealth Bank of Australia provides financial services in Australia, New Zealand, and internationally.

Amazon.com (NASDAQ:AMZN)

Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through…

Apple (AAPL:NASDAQ)

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

NEXTDC (ASX:NXT)

Clients should consider buying NXT if they believe in the long-term value of digital infrastructure…

Microsoft Corporation (MSFT:NASDAQ)

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business…

Meta Platforms (META:NASDAQ)

Meta Platforms, Inc. engages in the development of products that enable people to connect and…

ALS Ltd (ASX: ALQ)

Clients should consider buying ALQ if they believe in the long-term structural demand for independent…

Alphabet Inc (GOOG:NASDAQ)

Alphabet Inc., the parent of Google, has delivered a robust second-quarter result that exceeded expectations…

Hub24 (HUB:ASX)

HUB24 Limited, a financial services company, provides integrated platform, technology, and data solutions to wealth…

UBS Group AG (US:UBS)

UBS Group (UBS) provides financial services to private, corporate, and institutional clients. The Company offers…

BHP Group (ASX: BHP)

BHP Group Limited manufactures base metals. The Company offers copper, iron ore, metallurgical coal, nickel,…

Crude Oil West Texas – Cash

Clients should buy Crude Oil West Texas - Cash if they believe oil prices have…

NVIDIA Corporation (NASDAQ:NVDA)

Nvidia has reported first-quarter earnings that surpassed market expectations, further cementing its leadership in the…

Amazon.com (AMZN:NASDAQ)

Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through…

Apple (AAPL:NASDAQ)

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Meta Platforms (META:NASDAQ)

Meta Platforms, Inc. engages in the development of products that enable people to connect and…

Microsoft Corporation (MSFT:NASDAQ)

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business…

Alphabet Inc (GOOG:NASDAQ)

Alphabet, the parent company of Google, has kicked off the year with a solid first-quarter…

Telix Pharmaceuticals Ltd (ASX: TLX)

Telix Pharmaceuticals Limited, a commercial-stage biopharmaceutical company, focuses on the development and commercialization of therapeutic…

Tesla Inc. (TSLA:NASDAQ)

Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage…

Netflix Inc. (NFLX:NASDAQ)

Netflix is an American subscription video on-demand over-the-top streaming service. The service primarily distributes original…

US SPX 500 CFD

Members should buy US SPX 500 CFD if they believe equity markets have become too…

iShares S&P 500 AUD Hedged ETF (ASX: IHVV)

iShares S&P 500 AUD Hedged ETF is an exchange-traded fund incorporated in Australia. The Fund…

US Small Cap 2000 – Cash (CFD)

iShares Russell 2000 ETF is an exchange-traded fund incorporated and listed in the USA. The…

iShares US Financials ETF (IYF)

iShares U.S. Financials ETF is an exchange-traded fund incorporated in the USA. The Fund's objective…

iShares Russell 2000 (ARCX:IWM)

iShares Russell 2000 ETF is an exchange-traded fund incorporated and listed in the USA. The…

Advanced Micro Devices (NASDAQ:AMD)

Investors should take this trade if this believe the price of AMD has become too…

WiseTech Global Ltd (ASX:WTC)

WiseTech Global Limited engages in the development and provision of software solutions to the logistics…

NVIDIA Corporation (NASDAQ:NVDA)

Nvidia delivered another solid quarterly performance, reinforcing its dominance in AI infrastructure while also highlighting…

Telix Pharmaceuticals Ltd (ASX: TLX)

Telix Pharmaceuticals Limited, a commercial-stage biopharmaceutical company, focuses on the development and commercialization of therapeutic…

Ares Management (NYSE: ARES)

Clients should consider buying Ares if they believe in the long-term growth of private credit…

Netwealth Group (NWL:ASX)

Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia.

Corporate Travel Management (CTD:ASX)

Corporate Travel Management Limited, a travel management solutions company, manages the procurement and delivery of…

AMP Ltd. (AMP:ASX)

AMP Limited provides life insurance, superannuation, asset management products, pensions, retirement planning and other diversified…

AppLovin (APP:US)

AppLovin (APP) reported a standout fourth-quarter performance, significantly exceeding market expectations across key financial metrics.

Pro Medicus Limited (PME:ASX)

Pro Medicus (ASX: PME) has once again delivered an impressive financial performance for the first…

Breville Group (BRG:ASX)

Breville Group Limited designs, develops, markets, and distributes small electrical kitchen appliances in the consumer…

JB Hi-Fi Ltd (JBH:ASX)

JB Hi-Fi Limited is a publicly-listed Australian retailer that sells and specialises in consumer goods.…

Simplify Volatility Premium ETF (US:SVOL)

The Simplify Volatility Premium ETF is an exchange-traded fund incorporated in the USA. The ETF…

Amazon.com Inc (AMZN:NASDAQ)

Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through…

REA Group (REA:ASX)

REA Group Limited, together with its subsidiaries, engages in online property advertising business in Australia,…

Alphabet Inc (GOOG:NASDAQ)

Alphabet Inc. (NASDAQ: GOOG) reported fourth-quarter earnings that fell short of market expectations, primarily due…

Neuren Pharmaceuticals (ASX:NEU)

Clients should consider buying NEU if they believe in the long-term value of innovative treatments…

BetaShares Geared Australian Equity Fund (ASX:GEAR)

BetaShares Geared Australian Equity Fund is an exchange-traded fund incorporated in Australia. The Fund's objective…

Apple (APPL:NASDAQ)

Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide.

Microsoft Corporation (MSFT:NASDAQ)

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business…

Tesla Inc. (TSLA:NASDAQ)

Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage…

Meta Platforms (META:NASDAQ)

Meta Platforms, Inc. engages in the development of products that enable people to connect and…

Netwealth Group (NWL:ASX)

Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia.

Endeavour Group (ASX:EDV)

Endeavour Group Limited of Australia retail drinks and hospitality business. The Company offers distilled spirits,…

Global X 21Shares Bitcoin ETF (ASX:EBTC)

Global X 21Shares Bitcoin ETF is an exchange-traded fund incorporated in Australia. The Fund aims…

Microsoft (NASDAQ:MSFT)

Microsoft operates as a software company, offering applications, cloud storage, and advanced security solutions, serving…

Alphabet – Class C (NASDAQ: GOOG)

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search,…

Qualitas Real Estate Income Fund (ASX:QRI)

Qualitas Real Estate Income Fund is a listed investment trust incorporated in Australia. The Fund…

Pro Medicus Limited (PME:ASX)

Pro Medicus Limited (ASX: PME) has further solidified its presence in North America, announcing a…

WiseTech Global Ltd (WTC:ASX)

WiseTech Global Limited engages in the development and provision of software solutions to the logistics…

NVIDIA Corporation (NVDA:NASDAQ)

Nvidia’s latest earnings report delivered impressive year-over-year growth, yet shares dipped by 2.46% in after-hours…

REA Group (REA:ASX)

REA Group, Australia’s leading property classifieds business, recently reported a solid first quarter for FY25,…

Apple (APPL:NASDAQ)

While not a current holding in any of the portfolios, Apple is a stock of…