Archive - StockOpine’s Newsletter

AMD's $1T TAM, Adyen's 55% Margin & PayPal's $2B Venmo Target

Portfolio News #14

Nov 14 •

AMD Q3'25: CPUs Hit Records & AI Ramp

Record EPYC & Ryzen sales, OpenAI deal, MI400 & Helios

Nov 12 •

Fortinet Q3'25: Record Profits & AI Wins, But Outlook Fears Spook the Market

A beat-and-raise quarter gets punished as investors fixate on SASE ARR

Nov 8 •

AMD & Fortinet Beat Estimates | Amazon's $38B AI Deal

Portfolio News #13

Nov 7 •

HubSpot Deep Dive: From Inbound Pioneer to AI-First Platform

The AI pivot, the execution risks, and what it's worth.

Nov 4 •

October 2025

Alphabet's Q3'25: The $100 Billion Quarter

Cloud Profitability Soars, Gemini Surges, and AI Drives Search Growth

Oct 31 •

Booking Holdings: Strong Growth and Expanding Margins

Q3'25 Earnings Review

Oct 30 •

POOL Corp Q3’25: Momentum Maintained, Building Materials Rebound

Maintenance remains resilient while discretionary shows first green shoots

Oct 25 •

Evolution Q3'25: Does Asia's Weakness Justify the Drop?

Recent earnings showed a weak Asia, but EU stabilized and NA was strong. Our model shows 61% upside even if NA doesn't grow. See the conservative case.

Oct 23 •

Meta's AI Infra Play, LVMH Ditches Fenty? & OpenAI vs Google

Portfolio News #12

Oct 22 •

Q3 2025 Portfolio Update

Q3 2025 return of 2.4%

Oct 21 •

Waymo's New Deal, LVMH Sparks Luxury Rally & A $300 Trillion Typo

Portfolio News #11

Oct 17 •

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