Archive - StockOpine’s Newsletter

ASML Q2'26: Accelerating Demand Drives Another Guidance Raise

Record installed base sales, capacity expansion plans, and High-NA EUV reaching a critical production milestone.

Jul 19 • StockOpine

The Anatomy of an Economic Moat

Economic Moat: Why Great Products Don't Guarantee Great Returns

Jul 12 • StockOpine

Valuation update: Evolution AB ($EVO)

Our DCF model reveals significant upside

Jul 5 • StockOpine

June 2026

Amazon's $13B Bet, Alphabet's Global Move, and Sunbelt Rentals Earnings Review

Portfolio News #32

Jun 28 • StockOpine

Adobe Q2 FY26: Attractive Valuation vs Strategic Pivot Uncertainty

Record Top-line, Aggressive User Acquisition and a New Financial Lead

Jun 23 • StockOpine

Alphabet’s $80B Move, Evolution’s Heavy Buying, and the Anthropic Standoff

Portfolio News #31

Jun 9 • StockOpine

Waymo's "Ojai" Launch, Nikon's Move Against ASML and Adyen's C-Suite Shift

Portfolio News #30

Jun 1 • StockOpine

May 2026

Intuit’s Upmarket Pivot: Buying the 20% Sell-Off

This quarter marked a strategic bifurcation for Intuit, characterized by a positive momentum in its high-value segments alongside a massive…

May 29 • StockOpine

From AMD’s 2nm Scale-Up and ASML’s High-NA Launch to Intuit’s Layoffs

Portfolio News #29

May 24 • StockOpine

PayPal Q1'26 Earnings: A Mixed Opening Act

PayPal’s Q1 2026 report represents the first official look at the company under the leadership of President and CEO Enrique Lores, who has moved quickly…

May 21 • StockOpine

Earnings Unpacked: What Q1 Tells Us About AI Demand, Payments, and the Consumer

Unpack the latest Q1 earnings with StockOpine. Discover why AI is driving AMD and Fortinet, and what PayPal's restructuring means for your portfolio.

May 10 • StockOpine

AWS Acceleration and Custom Silicon Drive Record Margins

Is the Market Mispricing Amazon's Integrated AI Growth?

May 7 • StockOpine

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