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Alphabet's Q3'25: The $100 Billion Quarter
Cloud Profitability Soars, Gemini Surges, and AI Drives Search Growth
Oct 31
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StockOpine
13
Booking Holdings: Strong Growth and Expanding Margins
Q3'25 Earnings Review
Oct 30
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StockOpine
14
POOL Corp Q3’25: Momentum Maintained, Building Materials Rebound
Maintenance remains resilient while discretionary shows first green shoots
Oct 25
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StockOpine
11
Evolution Q3'25: Does Asia's Weakness Justify the Drop?
Recent earnings showed a weak Asia, but EU stabilized and NA was strong. Our model shows 61% upside even if NA doesn't grow. See the conservative case.
Oct 23
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StockOpine
12
Meta's AI Infra Play, LVMH Ditches Fenty? & OpenAI vs Google
Portfolio News #12
Oct 22
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StockOpine
12
Q3 2025 Portfolio Update
Q3 2025 return of 2.4%
Oct 21
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StockOpine
15
Waymo's New Deal, LVMH Sparks Luxury Rally & A $300 Trillion Typo
Portfolio News #11
Oct 17
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StockOpine
7
4:41
ASML Q3 2025: Navigating China Dynamics & Pushing Tech Boundaries
A closer look at the key technological leaps in High-NA EUV, a strategic entry into 3D integration, and a pivotal partnership in AI.
Oct 16
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StockOpine
10
AMD's Oracle Deal & Helios Platform | OpenAI's Custom Chips
Portfolio News #10
Oct 14
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StockOpine
14
PayPal's Ad Push, Amazon's Kiosks & a Portfolio Update
Portfolio News #9
Oct 10
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StockOpine
17
INVISIO AB: Anatomy of a Niche Champion's Moat
A Niche Leader Leveraging a Widening Moat and Expanding Runway to Drive Profitable Growth
Oct 7
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StockOpine
28
AMD's Landmark OpenAI Deal, Sora 2, and Greggs' Update
Portfolio News #8
Oct 6
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StockOpine
31
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