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January 2026

LVMH Q4’25: "We Will Make It Through the Winter"
LVMH Q4'25 Earnings
 • StockOpine
PayPal Valuation Update: Is it a 'Value Trap'?
Analyst downgrades have pushed PayPal to 52-week lows. We update our valuation model to show why the "death of checkout" narrative is wrong and reveal…
 • StockOpine
Efficiency Drives & Gemini's Rise
Analysis of Amazon layoffs, Intel's 17% drop, and PayPal's AI strategy. Plus, data showing Google Gemini taking market share from ChatGPT.
 • StockOpine
2025 Portfolio Update
A detailed review of StockOpine’s 2025 portfolio performance, stock attribution, key investment decisions, mistakes, and forward-looking themes for…
 • StockOpine
Portfolio Alert: Rotation in Software & Exiting a Giant
Is the AI CapEx cycle getting dangerous? We explain our latest portfolio change, including an exit of a major tech holding and a new position in a…
 • StockOpine
Google Wins Apple, Meta's Capex Gamble & TSMC's Earnings
Portfolio News #22
 • StockOpine
Meta's Nuclear Bet, AMD's Yottascale & PayPal's Pivot
Meta's massive 6GW nuclear energy partnerships (Vistra, Oklo), AMD's "Yottascale" vision for 5 billion AI users, PayPal's new ad platform, and our…
 • StockOpine
Grab Holdings: The Profitability Inflection Point
Dominant, growing, and finally profitable. Is it time to buy?
 • StockOpine

December 2025

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