Wall St. Down Under
Issue #7 | Sunday, 21 June 2026
Read more
Editorial: Cybercab Is in the App. The Multiple Is Still Waiting on the Audit.
Tesla put a steering-wheel-free car into a public Austin geofence last week. That is a product milestone. Forty-five registered Cybercabs and an NHTSA audit of about 1,000 self-certified vehicles are not a scale milestone — and scale is what the stock was already pricing.
AI Picks and Shovels (Arc 1: Forging the Brain): Broadcom (NASDAQ: AVGO) — The Custom Tailor
The firm that does not just build chips to spec co-designs them with the world’s biggest AI factories, and it is doing that at a scale the market keeps underestimating.
Wall St. Down Under
Issue #18 | Sunday, 6 September 2026
Bombs, Bonds, and Broadcom: What Moved Markets This Week | Week Ending 5 September 2026
US strikes on Iran, oil surge, a bond market refusing to calm down — and Broadcom printing the biggest custom AI chip quarter on record. Here’s what moved markets this week, and what it means if you’re holding US stocks from Australia.