Wall St. Down Under
Issue #1 | Sunday, 10 May 2026
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Stock Spotlight: NVDA — The AI Chip King at the Centre of the US-China Tech War
Jensen Huang flew to Beijing on Air Force One. H200 chip shipments to China haven't happened yet but the market is betting they're imminent. Here's the full picture on the world's most important AI company.
Wall St. Down Under
Issue #2 | Sunday, 17 May 2026
After Beijing: What the Trump-Xi Summit Disappointment, Warsh's Fed, and the Oil Shift Mean for Your Aussie Portfolio | Week Ending 16 May 2026
Three macro stories collided this week: a Beijing summit that delivered theatre over substance, a new Fed Chair who might not be Trump's rubber stamp, and a US energy shift reshaping global oil. Here's what it means for your Aussie portfolio.
Stock Spotlight: AMZN — The Tariff Truce's Quiet Beneficiary
This time last year AMZN didn't make the tariff truce headlines. Apple and Nvidia did. That's the opportunity. Here's why Amazon may be the biggest structural winner from US–China de-escalation — across three business lines at once.