We spoke to Alex Baroutsos, GM of Operations for @StreamplayLtd (ASX: $SP8), about how this gaming platform developer has evolved since the 2018 backdoor listing on ASX, and how well the company has done since it acquired the Canadian game publisher Noodlecake Studios. Gaming is a huge market globally, and Streamplay is now growing profitably in the indie niches where it sits. Full interview here: tinyurl.com/57bzanhj

Why we wouldn’t touch the Firmus IPO with a 10-foot pole! Full story here: tinyurl.com/5fu965hw - Priced like a veteran, built like a start up. A$43.7 billion valuation, but with limited revenues that were only just disclosed. - Insiders aren't acting like believers. A convicted insider trader at the helm, the founder's father just sold ~$100m, and half the offer is ringfenced for existing backers. - The accounting clock is ticking. A six year depreciation schedule on GPUs that may be obsolete in three means impairments may be waiting down the track. #Firmus

No ASML, No AI: The Monopoly That Powers the Chip Revolution Full story here: tinyurl.com/5fbvejw8 How a Dutch company nobody outside of tech had heard of became the most indispensable link in the global semiconductor supply chain, and whether the stock still offers value at these levels. @ASMLcompany #EUV #lithography

If you didn't have a chance yet to read this report (or don't have the time), you can now listen to the 20-minute summary on Spotify 😀 tinyurl.com/5n8mbyw3 Stocks mentioned include @CxuAsx @BannermanEnergy @Paladin_Energy @DeepYellowLtd @Boss_Energy @Lotus_Resources #uranium

Four ASX Chip Stocks You Need to Know Before the AI Wave Passes You By! Webinar on 22 September. Sign up here: tinyurl.com/bdehmfwj The global semiconductor industry is racing toward US$1 trillion in annual revenue, driven by insatiable AI demand from data centres to edge devices, and four ASX listed companies are building technologies that feed directly into this megatrend. @WeebitNano, @BrainChip_inc , Adisyn (ASX: $AI1) and @nanoveuofficial each tackle a different piece of the AI chip puzzle, from next generation memory and neuromorphic processors to graphene interconnects and ultra low power edge AI silicon, with all four now signing deals with global semiconductor heavyweights. Join Stocks Down Under and @PSR_Insights on 22 September at 11.45am AEST to hear directly from these ASX chip stocks building Australia's semiconductor future, and find out why the window to get across these names is narrowing fast.

Weebit Nano (ASX: ethereum:0x925206b8a707096ed26ae47c84747fe0bb734f59): FY26 was amazing…plenty more where that came from! Full interview here: tinyurl.com/mrds3h3w We spoke to @WeebitNano CEO, @HanochCoby, about the amazing year that FY26 has been. Revenues ended up at A$15.3m where initial guidance called for A$10m. The company has also made continuous progress with its IDM, foundry and product company customers, and we expect initial royalty revenues to start in 2027. All in all, the future looks very bright for Weebit Nano with very a strong balance sheet, clear commercial momentum and an adoption environment for ReRAM which has never been stronger. #ReRAM

Pathkey.AI, @WeebitNano, @BrainChip_inc and @nanoveuofficial each sit in a different, non overlapping layer of the AI chip supply chain, from design automation and memory to neuromorphic processing and edge inference silicon. All four have moved from pure research stories to commercial validation in 2026, including paying customers, tier one licensing deals, production silicon or live hardware trials. These stocks comprise a basket of options on the AI infrastructure theme rather than a substitute for the Nvidias and TSMCs of the world, but they are in full ramp up mode! Read the full story here: stocksdownunder.com/ai-stock… $PKY $WBT $BRN $NVU

JB Hi-Fi Limited (ASX:JBH) has posted its FY26 result, and the headline numbers do what JB Hi-Fi almost always does. Sales hit a record A$11.06 billion, up 4.8%, underlying EBIT lifted 3.8% to A$734.4 million, and NPAT climbed 2.9% on an underlying basis to A$489.9 million. But the real signal for investors sits below the P&L. The Board has taken the total ordinary dividend to 337 cents per share, up 22.5% on FY25, with the payout ratio stepping up to 75% of NPAT. That formalises the shift flagged last August from a 65% payout to a 70 to 80% range. stocksdownunder.com/jb-hi-fi…