Archive - StockOpine’s Newsletter

The Shift: PayPal to Become a Bank & Amazon Backs OpenAI

Portfolio News #19

Dec 17 • StockOpine

Adobe Executes, Gemini Gains Share & Ashtead Accelerates

Portfolio News #18

Dec 11 • StockOpine

Pool Corp Valuation: The Bottom is In, but is the Price Right?

Pool Corp Valuation Update

Dec 9 • StockOpine

Zuck Cuts Costs, AMD’s Supercycle & Greggs Upside

Portfolio News #17

Dec 6 • StockOpine

Adyen Investor Day: From gaining share in payments to owning the financial lifecycle

Key takeaways from Investor Day and an updated valuation

Dec 2 • StockOpine

November 2025

Meta's TPU Shift, Autodesk’s Beat & Straumann's New Targets

Portfolio News #16

Nov 28 • StockOpine

AMD Valuation Update: Modeling the $1 Trillion Opportunity

Analyzing the new long-term targets and updating our valuation model

Nov 25 • StockOpine

Nvidia’s Earnings Paradox & A $1 Billion Bet Against AI

Portfolio News #15

Nov 21 • StockOpine

5:22

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

Portfolio News #14

Nov 14 • StockOpine

AMD Q3'25: CPUs Hit Records & AI Ramp

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

Nov 12 • StockOpine

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 • StockOpine

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

Portfolio News #13

Nov 7 • StockOpine

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