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          <time datetime="2025-09-05T12:00:27+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 05, 2025 12:00</time>
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              Beyond the Magnificent 7: Exploring opportunities in Asia tech
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  In this note, we highlight the compelling opportunity in Asian technology companies.
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        Betashares
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          <time datetime="2025-09-05T10:18:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 05, 2025 10:18</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Jailed crypto kingpin SBF invested $500m in AI startup Anthropic. It would now be worth $15 billion
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  Sam Bankman-Fried bet big on the AI startup using customer funds. If this doesn&#39;t sum up the current frothiness, nothing does.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              You’re fired! 6 ASX stocks to fire, 6 to hire (small-cap edition)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Small-caps are rallying, but not all will thrive. Rudi Filapek-Vandyck, Steve Johnson, Michael Carmody and more axe 6 stocks - and hire 6.
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              Silver stocks poised for re-rate as they catch-up to soaring metal price
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  Strong buy tips for Sun Silver and Andean show upside; Cashed-up CZR to drill Hemi and Golden Grove look-alikes; Mammoth sells WA project.
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  <div>
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</a>    <div class="px-4 mt-0.5">
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  <div>
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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              Small-caps turning the corner
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  Reporting season reveals a shift—smaller companies are thriving, and the market is starting to reward overlooked opportunities.
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              Stock picker or passive investor: Does reporting season volatility make the case for either?
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  The dramatic stock moves we&#39;ve seen recently put this age-old debate into even sharper relief. 
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 3 painful results and 2 standout <span class="whitespace-nowrap">winners<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  From painful blows ups to stand out winners, Ben Rundle (Hayborough) and Joe McCarthy (Elston) unpack reporting season&#39;s biggest moves.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Tony Ottaviano, CEO of Liontown Resources - from BHP iron ore to building a lithium <span class="whitespace-nowrap">powerhouse<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  From Pilbara beginnings to global offtakes with Ford, LG &amp; Tesla, Tony shares insights on mining, markets &amp; leadership.
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              Fighting Warren Buffett
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  A new beginning can often lead to reflection. Let&#39;s take a look at a tale of my investing past.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Beats, misses, ASX sleeper stocks - and the double-down no one saw <span class="whitespace-nowrap">coming<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Rapid Fire interview with the Yarra Capital Management equities team following the recently completed ASX reporting season.
</div>

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</a>    <div class="px-4 mt-0.5">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Cuscal Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CCL</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 115 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Centuria Capital Group</div>
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</a>    <div class="px-4 mt-0.5">
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      +7
</a></div>

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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Baby Bunting Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BBN</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 127 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Cuscal Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 115 </span>people
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  data-load-engagement-count-target="follow"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Centuria Capital Group</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">James Hardie Industries Plc</div>
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        Livewire Markets
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              Macquarie says Seek a buy, tips 29% EPS compound growth rate FY25-28
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              The consumer thrives, and so do the stocks
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  No end in sight to the multiple expansion for the discretionary names in the retail space.
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        Aequitas Investment Partners
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              Short sellers are actively lifting their bets against these ASX companies
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  These S&amp;P/ASX 200 companies have seen traders lift bets against them over the two weeks to August 28. 
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    <div data-controller="tooltip">
  <a aria-label="DMP" data-controller="event" data-event-name-value="link_click" data-event-id-value="63591" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-dmp">
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="620" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-dmp">
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  </div>
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    <div data-controller="tooltip">
  <a aria-label="EMR" data-controller="event" data-event-name-value="link_click" data-event-id-value="63591" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-emr">
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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    <div data-controller="tooltip">
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  <div>
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              Defying sentiment: The remarkable rise of consumer stocks
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  With many focussed on the &quot;cost-of-living&quot; crisis, you might think that discretionary retailers have struggled. This has not been the case.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>The stocks that can withstand any <span class="whitespace-nowrap">cycle<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Where to find durable growth, why capex will drive the next leg of growth in markets, and the global stocks set to thrive.
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              7 ASX stocks and ETFs to ride gold’s next leg higher
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  As bullion breaks US$3,500, experts from Katana, Macquarie and VanEck reveal their top ASX ideas to ride gold’s next leg higher.
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        Livewire Markets
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          <time datetime="2025-09-04T06:00:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 04, 2025 06:00</time>
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          <div class="sm:flex-grow">
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              Who’s in the driver’s seat: The US government or US corporates?
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  We break down the key US equity drivers into two camps: short-term and long-term drivers.
</div>

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      <div>
        Betashares
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              Franked income isn’t gone – here’s where to find it
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  Thanks to two ETFs, earning a franked monthly income can be both easier and more efficient.
</div>

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          <div class="sm:flex-grow">
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              7 ASX growth stocks ticking all the boxes right now
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  Livewire&#39;s Carl Capolingua and Chris Conway have built a process for identifying growth stocks - they put it into practice here. 
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          <time datetime="2025-09-03T13:19:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2025 13:19</time>
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              It&#39;s all happening in LICs &amp; LITs
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  August was a busy month for LICs &amp; LITs with results, restructures, buy-backs and dividend shifts making headlines across the market.
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="46459" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/46459/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="46459" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:2280,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/claire-aitchison">Claire Aitchison</a>
</span>    </div>
      <div>
        Independent Investment Research 
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-63583" data-load-engagement-count-target="like" data-wire-id="63583" data-position="2280">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/63583/wire/2280/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="63583" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:2280,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-63583" data-load-engagement-count-target="comment" data-wire-id="63583" data-position="2280">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/it-s-all-happening-in-lics-lits#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="63583" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:2280,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-63583" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="63583" data-position="2280" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2025-09-03T13:19:06+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">September 03, 2025 13:19</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2025-09-03+13%3A19%3A06+%2B1000&amp;last_position=2280"></a>
</template></turbo-stream>
