Brief
Eva's Morning Brief — Monday, 31 August 2026
⚡ TradingView Powered · Data: Mon 31 Aug close (desk-generated — Min's chain was down this morning)
Eva's Morning Brief — Monday, 31 August 2026
⚡ TradingView Powered · Data: Mon 31 Aug close (desk-generated — Min's chain was down this morning)
🌍 GLOBAL
🇦🇺 ASX200 9,101.8 (+0.70%) — steady start to spring | AUD/USD 0.7170 (−0.35%)
💼 PORTFOLIO
| Stock | Price | Chg | Note |
|---|---|---|---|
| SEMI | $34.30 | −2.27% | giving back last week's gains · cost $17 (+102%) |
| QUB | — | ⏸️ HALT | |
| ING | $2.05 | −1.90% | $2.00 support retest |
| HDN | $1.115 | +1.35% | bounce off 52w-low zone |
| LIN | $0.80 | +3.23% ⚡ | rare earths bid |
| S32 | $5.175 | −1.43% |
👀 WATCHLIST
- ✈️ WEB $3.87 (+1.57%) — higher lows intact
- 🛡️ DRO $1.73 (−1.14%) — drifting near floor zone
- 💾 SEMI $34.30 — exit framing unchanged
☢️ URANIUM — THEME COOLS
- ⛏️ PDN $11.73 (−0.76%) · DYL $1.647 (−3.97%) · BOE $1.402 (−2.98%)
- 🧲 LYC $15.995 (−1.63%)
- 🔋 PLS $5.485 (+2.33%) · MIN $65.71 (+0.38%) — lithium leads materials
- ⚡ EOS $9.64 (−4.08%) — unwinding continues
📝 NOTES
- Lithium over uranium to start September — PLS +2.3% ($5.485, pressing $5.50) while the uranium trio eases. Rotation inside the materials complex, not risk-off.
- Uranium week-one pattern: PDN holds $11.70s (still +0.2% vs last Monday's breakout open), DYL/BOE give back more. The theme's strength now hinges on PDN holding $11.50.
- ASX200 +0.7% — broad market steady; SEMI −2.3% is position-specific profit-taking, not sector news.
- Desk: paper book unchanged over the weekend; uranium positions below entry after the pullback — stop discipline active.
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