Buy, hold or sell? Netflix, AI chips and the super debate

In this episode of Australian Investors Podcast, Owen Rask and Drew Meredith kick off with a rapid-fire buy, hold or sell and then work through the stories investors are actually debating right now. They unpack OpenAI's reported hardware move, why Anthropic and cheaper rivals are putting pressure on AI economics, and what recent TSMC and Samsung results tell us about the chip boom, capital expenditure and the risk of paying up for hype. They also revisit Netflix, ask whether a beaten-down quality business can still be a buy, and look at what booming investment-banking numbers from JPMorgan and Goldman Sachs might signal for markets. Closer to home, Owen and Drew discuss REA Group, why property listings matter more than house-price headlines, and what another strong year of super fund returns says about the role of indexed investing. They also dig into the political noise around super, forced national-interest investing and why trust in the retirement system matters so much to Australians. The episode wraps with listener questions on CSL and Cochlear after share-price falls, trusts versus investing in your own name after tax changes, and whether LIC discounts could narrow under the new rules. If you want one practical reset on AI hype, super, markets and investor decision-making in Australia, this is a smart weekly catch-up. Episode resources – Speak with the Rask Advice team – Ask a question (select the Investors podcast) Show partner resources – ETF investor? Go beyond ordinary with Global X: View all funds – Visit TermPlus to learn more – Join Pearler using the code "RASKSWITCH" and get $32 of Pearler Credit – Whatever comes next for your business, power it with Stripe EOFY deals to know about - ending June/July 2026 – 1 free trade per month, for 12 months, for new Pearler customers Rask resources – All services – Financial Planning – Invest with us – Access Show Notes – Ask a question – We love feedback! Follow us on social media – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices