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Booking Holdings Q1'26: Ignoring the Noise
Q4'25 Earnings Review
May 3
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StockOpine
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The Infrastructure Toll, The Venmo Pivot, and The $627B Backlog
Dive into our Q1 2026 earnings breakdown. Alphabet ($GOOGL) smashes EPS, Microsoft ($MSFT) AI revenue surges 123%, and Amazon ($AMZN) wins OpenAI to its…
May 2
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April 2026
POOL Corp Q1'26: The Green Shoots Are Taking Root
A solid 6% top-line beat meets a highly cautious full-year guide
Apr 26
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Elon Praises Google's TPU, Anthropic Beats OpenAI, & POOL's 3-Year Rebound
Portfolio News #26
Apr 25
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ASML Q1 2026: Surging EUV Demand Drives Guidance Hike
Accelerated capacity expansion, surging Low-NA productivity, and the maturation of High-NA EUV
Apr 21
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Amazon’s Satellite Leap, ASML’s Earnings Surge, & Big Tech’s AI Alliances
Portfolio News #25
Apr 16
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Valuation update: Autodesk
Is Autodesk ($ADSK) fairly valued? Despite strong Q4 results, AI fears are weighing on its multiple.
Apr 15
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The Grab-foodpanda Acquisition
A “Steal” in a New Frontier
Apr 11
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A $2 Trillion Semi Forecast, Waymo's Expansion, and One-Tap Commerce
Portfolio News #24
Apr 8
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Valuation update: LVMH
What the market is missing about earnings power and luxury demand.
Apr 5
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March 2026
Sunbelt Rentals: The Business Delivers, But the Numbers Tell a More Complicated Story
Compelling Cash Flow, Stubborn Margin Pressure - Not Yet the Moment to Act
Mar 28
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Adobe's Q1 FY26: Strong Execution, but Is the Market Right to Stay Sceptical?
Record Numbers, Margin Pressure, and a Historic Leadership Change
Mar 21
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