Macro

Macro is a terminal-grade research workspace for US and ASX stocks, with AI agents that watch the market for you.

Macro
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Agent
The Atomic Comeback
hourly · last run 2m ago
Basket+18.4%YTD
1M3M6MYTD1Y

Thesis: bullish. Grid demand from AI data centres keeps pulling forward nuclear PPAs. Two new restart announcements this week; uranium spot firm. Conviction raised on $CEG.

$CEG86Restart deals + hyperscaler PPAs
$CCJ79Long-term contracting cycle
$OKLO72SMR licensing catalyst Q1
$PDN.AX58Uranium supply squeeze
Considerations
  • –NRC licensing timelines could slip into 2027
  • –Uranium spot is volatile on thin volume
  • –Utilities re-rate if long yields climb
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One workspace across NYSE, NASDAQ and ASX

AAPLNVDAMSFTBHP.AXCBA.AXTSLAOKLOCSL.AXAMZNPLS.AXMETATLS.AXCEGWDS.AXTSMFMG.AXGOOGLXRO.AXAMDPDN.AX

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Brief in, report out

Your agent runs every step in between.

Pulls the dataForms a thesisPicks tickersChecks the risksSends the report

Two markets, one watchlist

US and ASX listings side by side, tracked by the same agents.

ASXAustralia
USNYSE · Nasdaq

Start with a theme. Get a living thesis.

The Atomic Comeback

Tracks the nuclear restart as AI data centres lock in power, from US utilities to ASX uranium.

Bullish↗ +24.1% 6M

Restart deals keep pulling demand forward

Top conviction
$CEG$CCJ$PDN.AX

Picks and Shovels

Follows AI inference spend to the chip, network and memory names that get paid whoever wins.

Bullish↗ +31.6% 6M

Inference demand broadens beyond the leader

Top conviction
$TSM$NVDA$AVGO

Lithium’s Long Winter

Watches Aussie lithium for a bottom, weighing fresh supply against a slower EV rollout.

Bearish↘ −14.2% 6M

Too early: new supply still outruns EV demand

Most exposed
$PLS.AX$LTR.AX$MIN.AX

Gold’s New Floor

Positions for gold as rates fall, with central banks buying and inflation refusing to cool.

Bullish↗ +18.9% 6M

Central-bank buying sets a higher floor

Top conviction
$NEM$NST.AX$EVN.AX

The GLP-1 Economy

Maps who wins and loses as weight-loss drugs go mainstream, from pharma to the snack aisle.

Bullish↗ +12.3% 6M

Supply catches up as oral pills near approval

Top conviction
$LLY$NVO$HIMS

Example themes for illustrative purposes only. Not investment advice.

The workspace

Built for density. Every pixel is data.

Chat pulls live data with tools and answers with rich cards: quotes, fundamentals, peer comparisons, news.

Compare BHP and RIO on margins and dividend yield
Both are cash machines, but $BHP runs a fatter EBITDA margin while $RIO pays the higher yield.
BHP.AXRIO.AX
EBITDA margin52.1%44.8%
Div. yield4.9%5.6%
P/E11.410.2
Show 5Y chartAdd both to watchlistCompare with FMG

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