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[@ausnotes](/creator/twitter/ausnotes)
"@peaktotrade @RawMinerals Fair MP Materials was also up and lots of them in Australia like and (Although our market closed earlier than the more recent news)"  
[X Link](https://x.com/ausnotes/status/1976912554191638911) [@ausnotes](/creator/x/ausnotes) 2025-10-11T07:27Z 1727 followers, XX engagements


"Smiggle ($PMV.ax brand) has totally lost its moat with Temu rocketing up the app store charts and often doing XX% cashbacks. $PDD burn cash for capturing TAM and now the bigger focus will be on non-US due to tariffs. Smiggle's developing markets like Malaysia could not possibly justify paying for these goods when Temu ships in days at 1/10th of the price"  
[X Link](https://x.com/ausnotes/status/1977198901326426150) [@ausnotes](/creator/x/ausnotes) 2025-10-12T02:25Z 1727 followers, XXX engagements


"@bryannina @BLSHigh $ARU doing fine too"  
[X Link](https://x.com/ausnotes/status/1978622721954033920) [@ausnotes](/creator/x/ausnotes) 2025-10-16T00:43Z 1727 followers, XX engagements


"Factor in AUD currency going down the toilet"  
[X Link](https://x.com/ausnotes/status/1978936482418008265) [@ausnotes](/creator/x/ausnotes) 2025-10-16T21:29Z 1727 followers, XXX engagements


"@ryu_tay Things that carried me were Gold + $PVE + $RZI + $PLS capital notes like $LFSPA + $VEU + cash. (Excluding my US positions) Been erratically trading"  
[X Link](https://x.com/ausnotes/status/1979111054090383392) [@ausnotes](/creator/x/ausnotes) 2025-10-17T09:03Z 1728 followers, XXX engagements


"@cmkusher Lenders work off borrowing capacity for the most part. The underlying asset is considered but if a greater deposit is put in by the buyer it can go much higher"  
[X Link](https://x.com/ausnotes/status/1979387354696815043) [@ausnotes](/creator/x/ausnotes) 2025-10-18T03:21Z 1728 followers, XXX engagements


"@ShitValueFund @88888sAccount Is he long gold though"  
[X Link](https://x.com/ausnotes/status/1979453469263303077) [@ausnotes](/creator/x/ausnotes) 2025-10-18T07:44Z 1727 followers, XX engagements


"BREAKING: Australia's unemployment rate jumps to 4.5pc"  
[X Link](https://x.com/ausnotes/status/1978635621225709904) [@ausnotes](/creator/x/ausnotes) 2025-10-16T01:34Z 1729 followers, XXX engagements


"@undefinedhandle @matt_barrie A good chunk of the current immigrants aren't skilled. I don't think it's hypocritical to sponsor skilled migrants. We need to get the numbers down"  
[X Link](https://x.com/ausnotes/status/1979860044893327479) [@ausnotes](/creator/x/ausnotes) 2025-10-19T10:39Z 1729 followers, XX engagements


"@undefinedhandle @matt_barrie The unis should have to work out accommodation if they want to build beds on campus they can"  
[X Link](https://x.com/ausnotes/status/1979870151425360110) [@ausnotes](/creator/x/ausnotes) 2025-10-19T11:20Z 1729 followers, XX engagements