Episode Player

On the Couch with Jonathon Higgins (UCP): Neoclouds, Electrification and the ASX Opportunity

On the Couch

Chapters
0:00
Welcome And Market Volatility
1:15
Why ASX Tech Has Struggled
3:45
The US AI Trade Accelerates
6:30
Neo Clouds Explained Simply
9:20
ASX Pathways Into AI Compute
14:45
The Real Money Inside Data Centres
18:20
Megaport Plus Two Local Picks
23:40
Zip And The Case For Re-Rating
26:00
Rates Peak Then Sector Rotation
31:50
Key Risks Plus Best Pick
On the Couch
On the Couch with Jonathon Higgins (UCP): Neoclouds, Electrification and the ASX Opportunity
Jun 23, 2026
Marcus Today

In this episode of On the Couch, Henry Jennings speaks with Jonathon Higgins from Unified Capital Partners.

They cover the state of ASX tech, the AI trade in the US, and the emerging neocloud sector – including the Australian players worth watching and where the real money is flowing inside the data centre boom.

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