Australia's fastest growing company, 3 stocks we're watching & Pimp my Portfolio with Matt Ingram

49 snips

Nov 9, 2025

Discover the remarkable rise of IREN, Australia's fast-growing company in the AI boom, and learn about the ASX's missed $30 billion opportunity. Dive into earnings season highlights, featuring companies like Axon and Spotify, where strong fundamentals met investor skepticism. In the Pimp My Portfolio segment, investment adviser Matt Ingram helps revamp a high-risk strategy, emphasizing diversification and risk-adjusted returns. Finally, check out the watchlist with intriguing companies such as Carvana and SiteMinder, showcasing exciting trends in online platforms.

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INSIGHT

Australian NeoCloud Success Story

Iron (formerly Iris Energy) pivoted from bitcoin mining to AI-focused data centers and signed a US$9.7bn deal with Microsoft.
The ASX rejected their 2021 listing for crypto links, and Iron now has a larger market cap than the ASX itself.

ADVICE

Mind The Expectations Game

Earnings season is primarily an expectations game where beating fundamentals can still disappoint if forecasts were higher.
Prioritize valuation and expectations over raw growth percentages when reacting to results.

INSIGHT

Good Results Can Still Trigger Selloffs

Axon showed 31% revenue growth and SaaS expansion but the stock fell 22% after missing elevated expectations.
Strong fundamentals don't guarantee positive market reaction when valuation already prices in high growth.

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One of the world’s fastest-growing companies isn’t in Silicon Valley - it’s right here in Australia. We unpack the rise of IREN, the local success story powering the AI boom, and ask how the ASX fumbled a $30 billion opportunity.

Also in this episode:

· 📈 What’s Caught Our Eye This Earnings Season: Results beyond Big Tech

· 💼 Pimp My Portfolio: Adviser Matt Ingram helps Corey refine his high-risk, stock-only strategy

· 👀 Watchlist: The companies catching our eye right now: Carvana, SiteMinder, and dLocal

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