Two Aussie Tech Disrupters

By Murray Dawes, Friday, 19 September 2025

US interest rate cuts were welcomed by the market, and the bull market continues to build momentum. A couple of Aussie tech stocks had a nice run this week and the future for both looks bright.

Charlie Ormond joins me for the first time on Closing Bell today.

He is our inhouse expert on everything tech and crypto.

We have a wide ranging discussion today.

Initially we chat about the recent interest rate cut by the US Fed and its affect on the US Dollar and gold.

Then we follow up on a stock I have been pointing closing bell watchers towards for a while.

I first mentioned that Weebit Nano [ASX:WBT] looked like a buy a couple of months ago when it was trading at $2.20.

It is up 45% since then, leaping through $3.20 today.

I point out how a trader should think when trading incredibly volatile stocks like Weebit.

Another stock performing well this week is Silex Systems [ASX:SLX]. They made an important announcement that their Global Laser Enrichment (GLE) joint venture with Cameco Corporation [NYSE:CCJ] had completed its demonstration testing and was confident it would achieve TRL-6 demonstration status by the end of this year.

That means they will be able to commercially deploy the technology.

The cash won’t start flowing until 2030. So there is a long wait and possibly and bumpy ride along the way, but a disruptive technology in the uranium enrichment sector could end up being a huge winner.

Charlie and I then have a think about the future of AI and who could be the winners as companies start making their moves to merge AI into their business processes.

It was a great first edition with Charlie and I hope you enjoy it. If you do, be sure to give us a ‘like’ on the YouTube version and also leave a comment. Especially if you managed to get on Weebit a couple of months ago and are cheering it on!

Regards,

Murray Dawes,
Retirement Trader and International Stock Trader

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

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Murray Dawes is our resident expert trader and portfolio manager. He is a former Sydney Futures Exchange floor trader who went on to design custom trading systems and strategies for ultra-wealthy clients (including one of Australia’s richest families). Today, his mission is to help ordinary Aussie investors make profitable investments, while expertly managing risk.

He uses his proprietary system for his more conversative and longer-term-focused service Retirement Trader…and then applies the same system to the ultra-speculative end of the Australian market in Fat Tail Microcaps (this service is strictly limited and via invitation only).

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.