𖣂📈 The next evolution: Precious memory(s); AVE’s +ve interim; EIQ×PME,

HOMODEUS RESEARCH WEEKLY BRIEF · 27 June 2026 Research | Videos | Podcasts Precious Memory(s)… Hi, Have you tried to buy a computer recently? Things are getting expensive. Apple recently lifted prices on its Macs and iPads driven by memory prices and if you’re a gamer you probably would’ve been shocked by the price of the Steam Machine , inferior to the PS5 on specs but more expensive due to component pricing/shortages. My sense is component shortages are unlikely to be a short-term phenomenon. How to play the theme? One angle could be through names like Impact Minerals (ASX:IPT) & Alpha HPA (A4N) who produce High-Purity Alumina required for semiconductors. For those in Sydney we’ve got Alpha HPA (ASX:A4N) for a roadshow on Monday 6th July with 1 slot left . Ping me if interested. The starting price of the MacBook Neo is rising 17% to A$1010. Steam Machine starting at A$1,609 controller NOT included Another actionable idea this week, Avecho (ASX:AVE) had a successful interim trial milestone. Had a brief chat with CEO post announcement. Stock’s done well this week, but on a risk adjusted basis still looks attractive. We wrote about Avecho & webinar with the CEO a week or two ago.…