HotCopper Highlights: Zip dominates investor attention as Telix, Liontown and American Tungsten trend

Welcome to HotCopper Highlights for Week 34, where we take a look at the stocks that got investors talking and attracted the most attention. It’s been another big week for retail investors, with earnings season putting the spotlight on some of popular ASX growth names.

One of the most watched stocks of the week was Telix Pharmaceuticals (ASX: TLX). It’s been in the spotlight following its half-year results. Telix reported a 22 per cent increase of first-half revenue year on year. The company also maintained its full-year outlook, expecting 2026 revenue and other income to come in above US$1 billion.

Zip Co (ASX: ZIP) was another major stock in focus, and for good reason. The buy now, pay later company reported record FY26 results, now guiding to $340 million in cash EBTDA for FY27, representing another 26 per cent increase. The result sparked plenty of attention on HotCopper, with investors debating whether Zip’s US growth and improving margins can continue to drive the rerating.

And finally, Power Minerals (ASX: PNN) rounded out the most watched stocks. The focus remains firmly on the company’s rare earths strategy and its Morro do Ferro project in Brazil. HotCopper discussion this week has continued to focus on the drilling program and what results could mean for the broader rare earths story.

Now to the stocks generating the most discussion. Liontown Resources (ASX: LTR) continues to command plenty of attention as investors assess the ramp-up at Kathleen Valley and the company’s FY27 outlook. Recent market commentary has centred on operational delivery, lithium pricing and whether improving production can translate into stronger financial performance.

American Tungsten and Antimony (ASX: AT4) has also been a major talking point this week after its US subsidiary was selected to enter negotiations with the US Department of Energy over potential funding of up to US$18 million. That puts fresh attention on the company’s US antimony project and its potential role in strengthening domestic critical-minerals supply.

And finally, BrainChip (ASX: BRN) has been another major discussion stock. This week, BrainChip announced the launch of its Symphony Community Akida Bundle for IBM’s workload management solution. The conversation remains heavily centred on whether BrainChip can turn its AI technology pipeline into meaningful commercial adoption.

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