HeyJaredAlex Gluyas
- Indexed articles, last 90 days
- 56
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Australian Financial Review
- Top 50K sites
- Earliest in this view
- Jul 6, 2026
Latest articles
ETF giants take dim view on Firmus as neocloud heads for $70b float (opens the original)
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Exchange-traded funds providers say there is no guarantee that Firmus Technologies will be included in their products, despite brokers arguing that the neocloud’s eye-watering valuation will be propped up by a wave of passive buying once it hits the sharemarket later this month. Firmus, which rents out its specialised processing chips to large technology companies, is expected to begin trading on October 23, boasting a valuation of at least $US50 billion ($72 billion). Gift articles to anyone yo
This $6b hedge fund is already gearing up to short Firmus (opens the original)
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Plato Investment Management says it will attempt to bet against Firmus, the Australian artificial intelligence infrastructure hopeful that is rapidly heading towards the Australian sharemarket, once it begins trading. Firmus rents its specialised processing chips to large technology companies and hopes to raise as much as $7 billion in an initial public offering next month, which would make it the second-biggest float in Australian history after Telstra. Gift articles to anyone you choose each m
A 1000 per cent ASX rally meets its match in an African parliament (opens the original)
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A rare earths hopeful held by some of the country’s top fund managers is being targeted by short-sellers who are betting troubles with a mine in Malawi will reverse a dazzling 1000 per cent rally in the stock. Shares in Lindian Resources are now in their third trading halt since the start of August, as the company seeks clarification from the Malawi government about proposed amendments to the country’s mining laws, and how they apply to its flagship Kangankunde rare earths project. Gift articles
CSL moves to top-held position by fundies after buying spree (opens the original)
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Major fund managers are back in love with CSL just months after the one-time blue-chip delivered one of the market’s largest write-downs and downgraded profits, sending shares to their lowest level in a decade. Despite the pessimism, local fund managers have been on a buying spree over the past month and the stock is now the top-held position among a group of 62 Australian equity funds tracked by Morgan Stanley. Gift articles to anyone you choose each month when you subscribe.
This fund manager loves fallen ASX darlings, but is ignoring Firmus (opens the original)
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Cadence Asset Management founder Karl Siegling recently tuned into a call about the hotly anticipated float of neocloud Firmus, but it left him unmoved in his decision to ignore the group’s listing and its potential valuation of $50 billion. “We don’t even need to think about Firmus – it doesn’t make any money, the valuation’s humongous, and we’re not an index tracker, says Siegling. “I just tuned into the call out of curiosity.” Gift 5 articles to anyone you choose each month when you subscribe
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For Australian Financial Review, the outlet · Measured Aug 1, 2026
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