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08/01/2026

Elsight - UAV & UGV Connection Confidence (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US public safety customer, with a purchase order value of approximately A$682k.

This is an important step for the business as it demonstrates early traction beyond pure defence markets and highlights the potential to broaden its addressable market into civilian and emergency services use cases.

We believe this company is starting to get the same momentum Dronesheild did a few years ago.

Here is our analysis:

Elsight (ASX:ELS) has secured its first commercial order in calendar year 2026 from a US public safety customer, with a purchase order value of approximately

07/01/2026

CurveBeam AI Gets the Green Light...

CurveBeam AI (ASX:CVB) shares surged 20% today after the company received formal China ODI approval for its previously announced strategic investment supporting long term expansion into China.

Importantly, this is not a new transaction. Rather, it represents a key regulatory greenlight that allows Chinese capital to legally move offshore and be invested into CurveBeam’s operations.

The approved investment is a A$4 million equity injection, expected to be completed this month at a share price of 40.5c.

Here is our full analysis:

CurveBeam AI (ASX:CVB) shares surged 20% today after the company received formal China ODI approval for its previously announced strategic investment

06/01/2026

Adisyn (ASX:AI1) Hits Development Milestone...

Adisyn, through its subsidiary 2D Generation, announced today that it has successfully deposited a graphene-like carbon layer using an atomic layer deposition (ALD) tool at low temperatures.

This is a meaningful technical milestone.

To understand why this matters, we will look at how modern semiconductor chips are manufactured and why Adisyn is using graphene.

Read our full analysis here:

Adisyn (ASX: AI1), through its subsidiary 2D Generation, announced today that it has successfully deposited a graphene-like carbon layer using an atomic layer

05/01/2026

Elon’s New Workforce Doesn’t Need Lunch Breaks...

We have been closely following Elon Musk’s vision for Tesla Optimus humanoid robotics, a project he has described as potentially the largest product opportunity of all time and, in his view, an effectively unlimited revenue generator.

While this outlook is clearly ambitious, our focus is on separating aspiration from ex*****on by examining the realistic development pathway, the scalability of the technology, and the practical challenges involved.

Here is our full analysis:

We have been closely following Elon Musk’s vision for Tesla Optimus humanoid robotics, a project he has described as potentially the largest product

02/01/2026

Elsight - UAV & UGV Connection Confidence Extends 700% Rally with A$32M European Defence Contract...

Elsight (ASX:ELS) has delivered an exceptional share price performance on the ASX, rising more than 700% over the past year, supported by strong momentum from the global defence sector.

The company operates in a critical niche, developing mission-critical communications hardware that enables continuous and secure connectivity for drones and unmanned systems operating in complex environments.

Here is our full analysis:

Elsight (ASX:ELS) has delivered an exceptional share price performance on the ASX, rising more than 700% over the past year, supported by strong momentum from

31/12/2025

What is your favourite stock right now?

These are some small cap names on the ASX that we believe are worth watching.

Each offers a distinct risk reward profile, supported by clear catalysts, improving fundamentals, or exposure to structural growth themes.

While small caps carry higher volatility, this part of the market can also present some of the most compelling opportunities when sentiment and fundamentals begin to align.

Here Is our full analysis:

Small cap equities have underperformed broader market indices, and this has led some investors to revisit the asset class in search of better value relative

30/12/2025

Golden Christmas for Charger Metals...

Charger Metals (ASX:CHR) shares surged 50% following the announcement of a high grade gold discovery at the XMAS prospect, located on the company’s 100% owned Mt Gordon tenement within the Lake Johnston lithium and gold project.

Drilling returned several encouraging intercepts, including 12 metres at 6.55 grams per tonne of gold from 132 metres, which also contained a higher grade interval of 4 metres at 16.92 grams per tonne.

A second mineralised zone was intersected with 8 metres at 1.57 grams per tonne of gold from 148 metres.

These results suggest a potentially robust gold system and support further drilling to assess the scale and continuity of the discovery.

Here is our full analysis:

Charger Metals (ASX:CHR) shares surged 50% following the announcement of a high grade gold discovery at the XMAS prospect, located on the company’s 100% owned

29/12/2025

We spoke with Weebit Nano CEO Coby Hanoch about the license deal the company just signed with Texas Instruments (TI). We specifically spoke about where the company’s IP fits in TI’s product range and why they choose WBT’s ReRAM.

We also discussed what this deal with the world’s largest analog semiconductor manufacturer, and last year’s deal with #5, onsemi, means for other commercial discussions Weebit Nano is having.

Lastly, we talked about WBT’s maiden revenue guidance, A$10m for FY26, and what the potential upside to that guidance could be.

We spoke with CEO Coby Hanoch about the license deal Weebit Nano just signed with Texas Instruments (TI). We specifically spoke about where the company's IP

29/12/2025

Pitt Street Research just published a research update on Weebit Nano (ASX:WBT): Signs IP license agreement with Texas Instruments and bags an elephant.

Weebit Nano announced it has signed a licensing deal with Texas Instruments (TI), the world’s largest manufacturer of analog semiconductors, which are used in computer chips that deal with analog signals, such as temperature, pressure, sound etc. TI is the company's biggest customer to-date.

Weebit Nano also formally commenced revenue guidance, A$10m for FY26. Pitt Street Research expects additional IDM/foundry/product customer deals in the near term, and reiterates its A$9.74 valuation for WBT.

The entire report is available through the link below 👍

On 27 October we spoke with Coby Hanoch (CEO) and Eran Briman (VP of Marketing & BD) about Weebit Nano's (ASX:WBT) accelerating commercial adoption with 3 new product company customers just in the last quarter. We also discussed the recent tape-out at onsemi and what that means for future royalties....

29/12/2025

Silver’s 170% Run Sparks Debate

Is this a boom or an early warning?

Over the past year, silver has surged from around US$29 to nearly US$79 per ounce, marking one of the strongest runs across major commodities.

Demand has continued to build, reinforcing the view that both gold and silver have been standout performers in recent market cycles.

That naturally raises a key question for investors.

Why is demand accelerating, and how can these periods be approached thoughtfully rather than emotionally.

Read our full analysis here:

Over the past year, silver has surged from around US$29 to nearly US$79 per ounce, marking one of the strongest runs across major commodities. Demand has

28/12/2025

Weebit Nano announced it signed an IP (Intellectual Property) license deal with Texas Instruments (TI, NASDAQ:TXN), the world’s largest analog semiconductor manufacturer that generated US$17.3bn in revenues in the last 12 months through 3Q25 (September quarter). In other words, this is a massive deal for Weebit Nano.

We believe it illustrates the need and commercial applicability for the company’s ReRAM IP and will likely lead to commercial discussions with other manufacturers going into higher gear.

Weebit Nano announced it signed an IP license deal with Texas Instruments, the world's largest analog semiconductor manufacturer!

23/12/2025

3 Stocks Set to Lead the Next Wave for FY26....

Many investors are searching for high quality opportunities where the risk to reward profile offers genuine upside.

Against a macro backdrop marked by rising unemployment and persistent inflation concerns, We believe 2026 will reward a more selective approach that prioritises strong fundamentals, durable business models, and balance sheets that can withstand uncertainty.

Markets remain clouded by variables that can easily weigh on sentiment, which is why discipline matters more than optimism at this stage of the cycle.

With that in mind, here are our top three technology stocks worth watching more closely.

With that in mind, here are our top three technology stocks worth watching more closely, with company tickers highlighted below to anchor the analysis and

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