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INDEPENDENT RESEARCH MEDIA HOUSE FOR THE ASX. DEPTH OVER HYPE.
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ASX AI Stocks Where AI Is the Product
Samso counts 25 ASX companies whose main product is AI. Together they are worth A$2.2 billion, and most are small caps.

Noel Ong
Nov 29 min read


AI Bubble - What is Bubbling?
What is the AI bubble? Samso separates AI use, AI companies, tech shares and data centre spending, and shows how little of it is listed on the ASX.

Noel Ong
Oct 1518 min read


ASX Data Centre Stocks: What the Market Is Actually Paying
Australia has a real data centre industry and a small number of ASX companies are actually in it. Across three years of price action, binding contracts moved share prices and held, while non-binding memoranda and pipeline announcements faded.

Noel Ong
Sep 623 min read


Monvia Ltd (ASX: MNV) IPO: Life insurance software veteran lists on the ASX with a $17.5 million raise
Monvia is behind the core systems of some of Australia's largest life insurers hit the boards at midday, priced at $1.10 a share and valued at approximately $103.5 million at the offer price.

Noel Ong
Jul 249 min read


When the Web Learned to Lie: AI Agents
A radio hoax fooled millions in 1938. Nearly ninety years later, the things being fooled aren't human — and the web is quietly feeding them poison. Adapted from a talk by Ariel Shulman, Chief Product Officer, Bright Data SuperAI 2026 · Marina Bay Sands, Singapore In 1938, Orson Welles stepped up to a radio microphone with no television, no internet, and no special effects beyond a few sound cues. He convinced millions of listeners that Martians were invading Earth. War of th

Noel Ong
Jun 2511 min read
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