Digital infrastructure follows the same trend: Research, then scale. The internet did it. The cloud did it. AI is doing it now. As Paul Dichiera explains, the same monetisation question that hung over the last two booms is now dangling over this one. And the answer is the same too.
By Lachlann Tierney,
Between now and 2027, Canberra’s tax grab will warp tactics, not strategy. Lachlann Tierney shows you how to ignore the headlines and go back to investment first principles. Here’s what that looks like.
By Lachlann Tierney,
85% of ASX trading is machine‑driven. Learn how Charlie Ormond’s ATLAS engine aims to put that same firepower on your side.
By Lachlann Tierney,
Two of the most aggressive rivals in AI are now sharing infrastructure. It’s not new. it’s the same pattern that built the internet and the cloud. And it’s the clearest signal for who wins the AI buildout.
By Lachlann Tierney,
Trump holds off and the ASX gets a weak 1% bounce. Is there hope for ASX stocks? Yes, but not if their projects are in Australia.
By Lachlann Tierney,
The new tax regime is punishing strivers while AI eats high-paid jobs, energy limits data centres, and algorithmic traders dominate the ASX — unless you put the robots to work for you.
By Lachlann Tierney,
The AI buildout looks unprecedented. It isn’t. The last time we built like this, fortunes were made and lost. The data centre buildout is the next chapter.
By Lachlann Tierney,
The Aussie budget is grim, but global markets have a far bigger fish to fry. There have been 33 ‘AI company’ rebrands, US$8.7 billion in ETF inflows, and the market is smelling a whiff of 1999.
By Lachlann Tierney,
Australia’s budget is coming on Tuesday, 12 May, and it will likely make investors feel like George Costanza. Maybe investors will embrace pure nihilism and swing for the fences even more?
By Lachlann Tierney,
Lion’s mining clock is lighting up again as global M&A surges, but this doesn’t look like another dumb top‑of‑cycle blow‑off. It looks like the real boom phase beginning.
By Lachlann Tierney,
Investment ideas from the edge of the bell curve.
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