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2025 Portfolio Update
A detailed review of StockOpine’s 2025 portfolio performance, stock attribution, key investment decisions, mistakes, and forward-looking themes for…
Jan 19
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StockOpine
14
4
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…
Jan 16
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StockOpine
9
2
2
Google Wins Apple, Meta's Capex Gamble & TSMC's Earnings
Portfolio News #22
Jan 15
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StockOpine
9
1
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…
Jan 9
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StockOpine
19
4
Grab Holdings: The Profitability Inflection Point
Dominant, growing, and finally profitable. Is it time to buy?
Jan 5
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StockOpine
37
8
December 2025
Google's Power Play, Amazon's AWS Outage & OpenAI's Ad Pivot
Portfolio News #20
Dec 29, 2025
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StockOpine
17
3
The Shift: PayPal to Become a Bank & Amazon Backs OpenAI
Portfolio News #19
Dec 17, 2025
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StockOpine
14
5
Adobe Executes, Gemini Gains Share & Ashtead Accelerates
Portfolio News #18
Dec 11, 2025
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StockOpine
11
2
Pool Corp Valuation: The Bottom is In, but is the Price Right?
Pool Corp Valuation Update
Dec 9, 2025
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StockOpine
10
2
2
Zuck Cuts Costs, AMD’s Supercycle & Greggs Upside
Portfolio News #17
Dec 6, 2025
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StockOpine
13
2
Adyen Investor Day: From gaining share in payments to owning the financial lifecycle
Key takeaways from Investor Day and an updated valuation
Dec 2, 2025
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StockOpine
9
2
November 2025
Meta's TPU Shift, Autodesk’s Beat & Straumann's New Targets
Portfolio News #16
Nov 28, 2025
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StockOpine
11
3
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