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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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StockOpine
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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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StockOpine
15
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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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StockOpine
5
2
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The Grab-foodpanda Acquisition
A “Steal” in a New Frontier
Apr 11
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StockOpine
12
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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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StockOpine
17
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Valuation update: LVMH
What the market is missing about earnings power and luxury demand.
Apr 5
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StockOpine
19
2
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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StockOpine
14
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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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StockOpine
13
2
POOL Corp Q4'25: A Year Of Stabilization
When we covered Pool Corp in Q3’25, we called it the quarter of stabilization, with green shoots signaling a potential revenue acceleration.
Mar 10
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StockOpine
20
5
February 2026
The Art of Position Sizing: Inside the StockOpine Framework
Discover the StockOpine position sizing framework. Optimal number of stocks for diversification, when to average down, and why trimming winners beats…
Feb 26
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StockOpine
19
4
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Booking Holdings: Strong Finish, But What’s Driving the Pullback?
StockOpine reviews Booking Holdings (BKNG) Q4 2025 earnings. Explore the record Q4 $6.3B revenue, margin expansion, AI efficiency, and why the stock…
Feb 25
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StockOpine
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Adyen H2 2025 Review: The Underlying Business Remains Strong
Is Adyen the next PayPal? Our review of H2 2025 proves the "value trap" thesis wrong. See why we see significant upside.
Feb 16
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StockOpine
19
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