@agroasx

Equities | Tech | Critical Minerals | Clean Energy | Current Affairs | All information, views and opinions provided are general in nature.

Joined January 2012
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"The global AI infrastructure boom is colliding with real-world constraints, forcing #NextDC to issue a shock profit warning last week." @FNArena A bit of door stop of an article, but before the pile on, I worked on this on the weekend to get it out asap! NextDC's Collision With The Real World fnarena.com/2026/10/26/nextd…

NextDC's Collision With The Real World - FNArena.com

The global AI infrastructure boom is colliding with real-world constraints, forcing NextDC to issue a shock profit warning last week

fnarena.com
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First time I have seen green on my watch list for ages #asx
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Key points I took from the RBA’s PR exercise interview with 60 Minutes: - higher interest rates WILL work to tame inflation - not enough has been done yet to tame inflation - while there will be some losers the economy looks to be in a position to weather higher rates no problem, and it needs to to get cost of living under control We going much higher people 🚀🚀🚀
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$PLS up 7% today. Bottom in? #asx #ausbiz
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Market today is playing nice for once #asx
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$RML DRILLING CONFIRMS 500M (1,600FT) EXTENSION OF #GOLD ZONE AT GOLDEN GATE NORTH - HORSE HEAVEN USA #GOLD INTERCEPTS OVER 200M WIDTH, 500M LONG CONFIRMS GOLD ZONE #GOLD ASSAYS INCLUDE 324M (1,060ft) @ 0.5 G/T AU, 8.7M @ 1G/T AU
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good to see $EOS green #asx #ausbiz
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Australia will experience the greatest property crash since the Great Depression, possibly even greater than the great Melbourne Land Boom Crash of the 1890’s where prices crashed 50%+ in real terms. A depression and high unemployment followed both.
First Squawk
@FirstSquawkOct 25
Australia’s Property Slump Deepens as Rate Hikes and Tax Rules Hit Housing Market
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AGRO retweeted
Cup
@cryptocupraOct 23
🇺🇸DONALD TRUMP: “YOU BETTER GO OUT AND BUY STOCKS NOW.” “THIS COUNTRY WILL GO UP LIKE A ROCKET SHIP.” THE MESSAGE IS CLEAR. BIGGEST BULLRUN IS COMING. GET READY.
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Next week is fully packed with earnings! 📊 Monday: $CDNS Tuesday: $HOOD, $SKHY, $V Wednesday: $MSFT, $GOOGL, $NOW, $VRT Thursday: $AMZN, $LLY, $INTC, $SNDK Which earnings are you watching most closely? 👀👇
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Rising interest rates, surging inventory, and slipping prices—the Aussie property bubble is finally leaking air 📉 Houses taking longer to sell while borrowing power shrinks means the downturn is only getting started. Time to watch the FOMO turn into panic selling 🏠💥
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We are in a “stealth” bear market. For the first time in history, nearly 60% of the S&P 500’s components are in a bear market, while the index trades 3% away from a record high. We think this is a historic opportunity. @TKL_Adam joins @cvpayne on Fox Business to discuss our view.
The Kobeissi Letter
@KobeissiLetterOct 15

The "Stealth" Bear Market: A Historic Opportunity.

Article · @KobeissiLetter
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Imagine the profits to be made buying some of the companies at these levels. Reminds me a lot like the March dip we had earlier this year. Could be a nice christmas present for some. #asx
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Markets have a funny way of making the opportunity set look worse precisely when it's getting better. Imo there's a remarkable amount of value emerging right now. Zoom out. Buy right. Get bulled up.
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Buy when there is blood in the streets
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This selling is getting silly now #asx
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$ZIP now it all makes sense !! CEO resigned due to $10m fraud incident !! Did the shorts know about the fraud before hand ? 👀 👇👇
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$IREN says "GPU rental prices are not going down" despite recent selloff across neocloud stocks.
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Financials/Banks again leading today - does this indicate a rate rise come Melbourne Cup? #asx #ausbiz
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Sports shop in France!
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