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This is a great stock with massive exposure to the growing defence requirements of Australia. As the only Q&T steel manufacturer in Aus, It is a vital resource - think protective vests (Aus & worldwide) Bushmaster vehicles, armour for tanks and submarines.Read more

Constellation energy has investments in electricity generation including nuclear and obtains revenue from longterm contracts. The Trump government is encouraging more nuclear especially SMRs. AI is an increasing demand for large scale reliable supply of electricity.Read more

According to the 33 WS analysts' twelve-month price targets for CoreWeave, the average price target is $130.14. The highest price target for CRWV is $200.00 , while the lowest price target for CRWV is $32.00.Read more

$RKLB Investment Thesis: early mover in a fast growing industry. Likely to experience share price volatility as they scale $RKLB is a top play for exposure to a vertically integrated space company; a lot rides on the success of the Neutron rocket The Bull Case: Neutron Unlocks Scale The current Electron rocket gives $RKLB a reliable, high-cadence launch with a track record (74+ flights) and market credibility.Read more

DXC CEO at the JP Morgan Conference (11/2025): All of us, whether it’s DXC or any of our competitors, we sit in the middle of every workflow. We either help the workflow that exists today or we’re modernizing an existing workflow.Read more

A 5-Year stock price analysis for IMPACT Silver Corp (TSXV:IPT) in a monetary metals bull market + an equity crash scenario similar to post 1999. As of November 28, 2025, IPT trades at ~CA$0.28 (~$0.20 USD) with a $66M USD market cap and 323.73M shares outstanding, post-$16M financing.Read more

Proximus: A Quiet Backup Plan Delivering 7% Gross Yield and Currency Upside The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside. Proximus currently offers investors a solid gross dividend yield of around 7%, translating to approximately 5% net return after typical 30% taxes.Read more

Summary Google trades at ~18× forward earnings; the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes; including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B; now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling; a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns. But under the hood, Google has quietly built one of the most compelling setups in tech: with deep AI leadership, multiple high-growth businesses, and optionality from long-term moonshots like Waymo.Read more

Apparently WAM has a substantial share holding in pay.com ( as per article on 27/11/2925) It seems WAM only ever releases its top 20 holdingsRead more