29 years since "Judgement Day", the robots came, but they're helping us instead

Disclosure: S3 Consortium Pty Ltd and its associated entities may hold direct or indirect interests in securities referred to in this publication and may receive fees or other forms of consideration from entities mentioned. These interests and arrangements may create a potential conflict of interest in the preparation of this material.

The information contained in this communication is provided for general information purposes only and may relate to speculative investments. It does not constitute financial product advice, and has been prepared without taking into account your personal objectives, financial situation or needs. You should consider obtaining independent financial advice before making any investment decision.

Any forward-looking statements are uncertain and not a guaranteed outcome.

Today is August 29th, 2026.

August 29th, 1997, was the day Skynet became self-aware, launched a global nuclear attack, which was followed by unleashing armies of murderous, superintelligent robots onto the human race.

(or it was meant to be the day... this happened in the movie Terminator 2 - a dystopian sci-fi action romp showing what people in 1991 thought the world would look like in 1997 if we didn’t fix the Y2K bug.)

I watched it when I was 10 years old at the OMNI cinema at Scitech, Perth.

The movie promised the 10 year old me that armies of shiny metal murder-bots and out of control AI-superintelligence would commence in six years, on today's date in 1997.

29 years later...

We DO have robots and AI.

Just not much super intelligent robo-murdering.

AI is busy helping discover new medicines to cure cancer...

and helping white collar professionals who can’t write to spray AI slop onto LinkedIn at unprecedented rates.

We have Chinese robots competing in the first ever robot Olympics - which is fun.

Robots are helping build houses, assisting in surgeries and working on factory assembly lines.

And we have robots helping build stuff...

Like the 3D metal printing robots from our Investment AML3D (ASX:AL3).

AL3 makes 3D printing systems that produce complex metal parts for use in aerospace, defence, oil and gas.

So far... less terrifying than what was predicted in Terminator 2.

(put down that laser gun, pick up a welder and help build something)

This week the US Navy fast tracked use of robot 3D metal printing for building submarines.

The US Navy even used an image of AL3's metal 3D printing robot in its press release.

(source)

And AL3’s share price liked it:

(source)

The past performance is not and should not be taken as an indication of future performance. Caution should be exercised in assessing past performance. This product, like all other financial products, is subject to market forces and unpredictable events that may adversely affect future performance.

So far, so good on the prophesied T2 robo-geddon (or rather current lack there-of).

At this stage AI and robots are being helpful.

Speaking of superintelligence driven destruction that we were promised that hasn't eventuated yet...

The “SaaS-pocalypse” seems to have started fizzling this week.

“SaaS-pocalypse” was a word invented back in March to describe the predicted rapid downfall of any enterprise software company as AI “vibe-coding” would allow any company to make their own software in house.

The Saas-pocalypse frenzy peaked around March this year - here is what we wrote back then:

(source - 1st March 2026 - peak SaaS-pocalypse)

We said the SaaSpocalypse sell off was probably overdone... and looks like we were right (heyo).

During the next 5 months of the “SaaSpocalypse” we ramped up adding new tech stocks to our Portfolio.

(assuming every tech stock was getting heavily sold down - good entry prices?)

We added two new tech stocks to our Portfolio - SPA and NS1 (code changed from HTG)

This week the rumblings that the SaaS-pocalypse is not going to be a thing grew louder, big enterprise software stocks were running hard.

Turns out existing software and tech companies actually BENEFIT from using AI, and most customer companies can't be arsed building their own software when they can buy it off the shelf.

(sources)

And small ASX tech stocks (like the ones we are invested in) seem to be catching some of that positive sentiment.

So in honour of the 29 year anniversary of Terminator 2’s predicted “judgement day” apocalypse - still hasn't happened.

AND the SaaS-pocalypse threat starting to fizzle out this week.

Let’s celebrate avoiding two superintelligence driven catastrophes with a quick overview of our current tech investments (we already covered AL3 above).

Tech investments that are actually benefitting from using AI - and could get a lift over the coming weeks as Saas-pocalypse unwinds...

Oneview Healthcare (ASX:ONE) - health tech modernising the hospital patient experience

ONE sells technology that turns hospital rooms into connected, digital bedside experiences for patients and care teams.

Three months ago ONE launched a new revenue channel with the largest provider of hospital software in the USA - Epic Systems.

Epic Systems runs in 43.7% of acute hospitals in the USA, 56.9% of hospital beds.

This week ONE revealed that in just 98 days since ONE’s technology was certified by Epic, ONE’s sales pipeline from its new Epic sales channel has grown to 16 deals representing 19,860 hospital beds.

This number is bigger than ONE's entire current installed base of ~15,092 live endpoints ... built over a decade.

ONE was an early adopter of AI into their business and software development cycle.

This week ONE said that "85% of code is now written by AI agents", “feature development ~1.7x faster.”

Next we want to see ONE announce some new deals from its Epic and Baxter partnerships.

Read our ONE Investment Memo here

Rocketboots (ASX:ROC) - AI vision tech to improve operations at big banks and retailers

ROC uses AI and advanced analytics on live in-store camera footage for the world’s largest retailers and banks - allowing these giant companies to improve operations across their sites.

~8 months ago ROC bagged a transformational $9.1M Annually RECURRING Revenue (ARR) contract from a tier-one global retailer.

~5 months ago ROC confirmed a NEW “Activation Contract” of a further $3.3M in one off revenue has been signed by the same client.

ROC has been “doing AI” for years - and already is in use by major banks and retail store chains.

(way before AI was everyone's favourite investment)

Next we are waiting for news on the roll out of ROC’s new giant global retailer customer and more new deals.

Read our ROC Investment Memo here

Spacetalk (ASX:SPA) - family safety tech with a clever go-to-market strategy

SPA provides a family-safety tech platform, hardware plus an app, that lets families stay connected and keep track of each other across different life stages.

SPA has a clever plan to accelerate this growth by partnering with telcos (mobile plan providers) to access telcos’ billions of customers INSTEAD of just direct-to-customer sales like the $5Bn Life360 does.

SPA’s “telco partnership led growth” plan is a win-win-win:

• Families get peace of mind from family safety tech.
• Telcos get better client engagement embedding family safety, engagement and insight directly into the telco customer experience for their billions of customers.
• SPA gets revenue and rapid customer growth.

Telcos have spent years trying to move from selling one product to one person (a single SIM) toward bundling multiple services, mobile, home broadband/NBN, content, and selling them across a whole household rather than to individuals.

SPA has purpose built their app to solve problems for families AND telcos...

(and all they ask in return is for direct access to billions of telco customers around the world)

Again, a win for the telco (more engagement/users), a win for SPA (access to billions of telco customers) and a win for families (peace of mind).

Keeping families safe? A way better future than what was envisioned for Judgement day 1997.

Next we want to see SPA deliver another major telco partnership and update on the recently announced Vodafone Australia partnership.

Read our SPA Investment Memo here

Nodestream Ltd (ASX:NS1) - Tech to maintain communications links in the modern battlefield

NS1’s “communication resilience” tech keeps communication links open even in the most degraded network environments.

We Invested in NS1 because it is pivoting its commercially tried, tested and revenue generating “communications link resilience” tech to an urgent new defence problem:

“Communications link resilience” in the battlefield for remote operated drones, robots, boats and vehicles.

12 months ago, another ASX company Elsight pivoted its own “comms resilience tech” into defence and went from 30c to (now) over $7.50.

The past performance of Elsight is not and should not be taken as an indication of future performance of NS1.

No point having autonomous terminators if the comms link with Skynet is down, right?

Next we want to see NS1 announce new deals in the defence space and hear about anything out of the chairman and CEO’s trip to the USA...

Read our NS1 Investment Memo here

This week I got the itchy silver and gold FOMO again...

(over the last 8 weeks gold and silver prices have been running up)

This time around I bought some gold and silver call options

Just in case a precious melt up happens...again.

(none of this is financial advice - it's probably more a cautionary tale about exotic financial products like call options)

The last time I got this same itchy gold and silver FOMO was in July 2025.

To scratch the itch (just in case there was a silver melt up) at the time I bought some “silver over $80 by Feb 2026” call options

(I don't usually dabble in calls/puts advanced options - not my wheelhouse)

(source - read it here)

Silver went on to run to $120 on January 29th, and those way out of the money $80 silver call options came in very good.

(just wish I had put more on)

I was up 284x at one point on January 29th when silver peaked.

Did I sell any?

Of course I didn’t.

I held like a chump thinking silver would go over $200 during February.

“Let's go for 1,000x”.

Instead, over the next 30 days silver dropped down to between $63 and $77 and I got wiped out.

Proving yet again that the past performance is not an indicator of future performance.

Point is - the FOMO was right, the silver price bet was right... just my selling strategy ruined everything.

Anyway - I got the silver FOMO again this week...

After 7 months of definitely NOT having silver FOMO.

And I’m back on the dirty “out of the money” precious metals call options again...

This week I put on two bets:

Silver to trade above US $106 by 24th November 2026 (silver currently US $70)

Gold to trade above US $6,500 before 24th March 2027 (gold currently US $4,600)

(read on to hear how these two punts got instantly kicked in the nuts at midnight last night)

Let’s see if the “I have a gut feeling that gold and silver are about to run” itchy FOMO is right again this time around.

(obviously these are just dumb gut feel punts and not investment advice of any kind)

If it DOES happen the call options will deliver.

BUT more importantly... at these gold and silver prices within 6 months small ASX gold and silver stocks will likely have run hard too.

Here’s the bounce back of our gold and silver stocks since precious metals started their 2 month run around July 30th:

So why the sudden precious metals FOMO? Why right now?

Why not last week or the week before?

Even though after 2 months of back to back weekly gains, silver and gold went sideways this week?

I have no idea, it's just the heebie jeebies.

But if I have it - maybe others have it too...?

NOTE: I finished writing the above bit at around 11pm last night - silver was up 3%, happy days...

Then this happened:

BREAKING NEWS:

I wrote all the stuff above just before midnight last night - silver was up a full 3% at the time and I felt warm and safe sharing it.

Then at midnight new US Fed Chairman Kevin Warsh gave his first ever speech at an economic policy symposium in Jackson Hole, USA.

(famous for its mountain hiking trails apparently...)

In two hours post the speech silver went from 3% up pre speech to 4% down.

(watch the speech here or read the transcript here)

Warsh is known for changing the Fed policy towards NOT giving any guidance on what the Fed will do next, so in the recent silence many were watching what he would say in this speech.

Especially for any guidance on potential future interest rate hikes...

He opened with an analogy about hiking on Jackson Hole mountain trails with previous Fed chairmen.

He said the word “hike” 3 times in the first 90 seconds.

(source)

Looks like that was enough for the trading algorithms programmed to listen for any mention of the words “interest rate hike” to start automatically dumping precious metals:

(maybe...)

Over the next 2 hours silver, gold and bitcoin all smacked.

I woke up to the carnage this morning.

But what about my fresh new gold and silver call options?

Will silver be above $106 in the next 87 days? (now $66.25)

Gold above $6,500 in the next 140 days? (now $4,454)

It's one bad night of precious metals getting smacked after 8 weeks of gains...

Let's see what happens next week.

Have a great weekend.

Next Investors

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