𖣂📈 The next evolution: TNE’s T1NA premium; 4DX+170sites; AVE the next big biotech?

HOMODEUS RESEARCH WEEKLY BRIEF · 30 May 2026 The T1NA premium This week we published our first company initiation on Tech1 (ASX:TNE, Val A$39 ~30% upside) . T1 has outperformed other ASX100 software companies this year, as markets come to terms with the true winners of AI, and in our view, Tech1’s T1NA (Tech1; No Alternative) premium is justified. ASX100 Software names relative ytd performance Source: Homodeus research This week I also had a brief chat with Avecho (ASX:AVE) ’s CEO and came out bullish. Exciting biotech in Phase III with an Interim analysis timetable in Jun-26 . I’m setting up a webinar for next Friday (5-Jun 10.30am AEST). Let me know if you’d like the details. Research highlight of the week: Tech1 Initiation: T1NA Feeling generous? I’ve just signed up to the push-up challenge this year. With all my donations going to support headspace, Australia’s National Youth Mental Health Foundation. You donate here . NEWS THIS WEEK Trade Window (ASX:TWL) - Full Year Results FY26. Source: ASX | PPT HD View: an up-and-coming Wisetech comp.Consistent high double-digit ARR growth since listing 5 years ago, just listed on ASX in Jan-26. Took them for roadshow last week LMK if…