Weekly
π£π The next evolution: SCX on the ASX; A4N at overcapacity+; 4 days GTA VI for 2 years of service?
HOMODEUS RESEARCH WEEKLY BRIEF Β· 25 August 2026 Research | Videos | Podcasts | LinkedIn | Follow on X Downstream AI Hi, Last Friday I was privileged to be invited to the SCX.ai (ASX:SCX) listing ceremony at the new ASX HQ on Martin place. The Picks and Shovels of AI have been the topic du jour for some time now, but as AI matures, downstream plays in my view will start to come into focus. SCX is a bit of both. Still very much on the hardware side, but shifting from building AI (training), to using AI (inference). If youβre a where the puck is heading investor, itβs worth doing some work on SCX.ai (ASX:SCX) and Decidr (ASX:DAI) Left: SCX.ai listing 1 second before open; Right: Listing party at new ASX HQ w/ David (CEO) & Rahul (CFO) Idea of the week: Alpha HPA (ASX:A4N) is a forward looking semi-conductor play. AI is a tailwind, but even in absence of AI, material science as the next evolution in semiconductor design will drive growth in A4N. Last week the company signed New Letter of of intent for 1,400 tonnes of HPA from Speciality South Korean ceramics end-user. As highlighted in our recent research the surge in demand is very recent, but very real. Continues to rise increase,β¦