𖣂📈 The next evolution: ONE INITIATION (TSR ~80%); Semis industry expert call read-thru for A4N; turnaround on-track w/M7T

HOMODEUS RESEARCH WEEKLY BRIEF · 9 July 2026 Research | Videos | Podcasts Quant eats Fundamental, AI eats Quant? Back in 2011 Venture capitalist Marc Andreessen coined the famous phrase "software is eating the world" and in 2017 Jensen Huang followed up with the prediction that AI Is Going to Eat Software . In a similar vein, we’ve seen quant eating fundamental flows in equities markets for the past decade plus. An interesting article in the AFR this week highlighting ASX’s first AI-powered stock picking ETF makes me wonder if AI is likely to eat quant too…? Passive & Quant have been eating fundamental flows – Homodeus founding principles Is AI eating Quant too? Research & Webinars this week: Oneview HC (ASX:ONE, A$0.29, TSR 80%) initiation; AlphaHPA (ASX:A4N) ×Semis Industry expert webinar; Mach7 Tech (ASX:M7T) CEO Interview ASX:ONE INITIATION ASX:A4N × Semis Industry expert webinar ASX:M7T The Epic Growth/Turnaround Story Behind This Overlooked HealthTech Stock NEWS THIS WEEK Oneview (ASX:ONE, Valuation A$0.3/shr, ~80% TSR) INITIATION – 5× new logo growth is just the beginning... Oneview (ONE) provides a unified communication and engagement platform between patients and…