Sitemap - 2025 - StockOpine’s Newsletter
The Shift: PayPal to Become a Bank & Amazon Backs OpenAI
Adobe Executes, Gemini Gains Share & Ashtead Accelerates
Pool Corp Valuation: The Bottom is In, but is the Price Right?
Zuck Cuts Costs, AMD’s Supercycle & Greggs Upside
Adyen Investor Day: From gaining share in payments to owning the financial lifecycle
Meta's TPU Shift, Autodesk’s Beat & Straumann's New Targets
AMD Valuation Update: Modeling the $1 Trillion Opportunity
Nvidia’s Earnings Paradox & A $1 Billion Bet Against AI
AMD's $1T TAM, Adyen's 55% Margin & PayPal's $2B Venmo Target
AMD Q3'25: CPUs Hit Records & AI Ramp
Fortinet Q3'25: Record Profits & AI Wins, But Outlook Fears Spook the Market
AMD & Fortinet Beat Estimates | Amazon's $38B AI Deal
HubSpot Deep Dive: From Inbound Pioneer to AI-First Platform
Alphabet's Q3'25: The $100 Billion Quarter
Booking Holdings: Strong Growth and Expanding Margins
POOL Corp Q3’25: Momentum Maintained, Building Materials Rebound
Evolution Q3'25: Does Asia's Weakness Justify the Drop?
Meta's AI Infra Play, LVMH Ditches Fenty? & OpenAI vs Google
Waymo's New Deal, LVMH Sparks Luxury Rally & A $300 Trillion Typo
ASML Q3 2025: Navigating China Dynamics & Pushing Tech Boundaries
AMD's Oracle Deal & Helios Platform | OpenAI's Custom Chips
PayPal's Ad Push, Amazon's Kiosks & a Portfolio Update
INVISIO AB: Anatomy of a Niche Champion's Moat
AMD's Landmark OpenAI Deal, Sora 2, and Greggs' Update
Waymo Targets Corporate Travel, PayPal's BNPL Play, Amazon's Big Settlement
Valuation update: Evolution AB ($EVO)
Amazon FTC Trial: Stock Rattled by Fine Risk, Plus Meta & Nvidia News
2025 September Idea: A Premier Compounder on a Cyclical Pullback
AI Headlines: Meta's Bubble Comments and the Google-PayPal Partnership
Our Stock Idea for the FatAlpha Value (Cyprus)
PayPal Launches Links, Adyen & LVMH Deepen Collaboration, Leslie's New CFO
Valuation update: Ashtead Group plc ($AHT.L)
ASML Deep Dive: The Indispensable Enabler of Moore's Law
August 2025: Valuation Update & Portfolio Insights
Valuation Update: Toast ($TOST)
2025 August Idea: Our Pick for the AI Infrastructure Supercycle
AMD Q2’25: Data Center and Client Segments Shine
Fortinet Q2'25: Strong Execution Meets Market Doubts
July 2025: Valuation Update & Portfolio Insights
How to Track Our Live Portfolio
IDEXX Laboratories: A Masterclass in the Razor-and-Blade Model
POOL Corp Q2’25: Eyes on recovery
Alphabet's Q2’25: Firing on All Cylinders
Evolution Q2'25: Navigating Headwinds with Cautious Optimism
2025 July Idea: This High-Quality Compounder is on Sale
Valuation Update: Is Booking Still a Buy?
June 2025: Valuation Update & Portfolio Insights
Straumann: Is Now the Time to Buy This Best-in-Class Business?
Selling KLA Corporation (KLAC) — Here’s What’s Next
2025 June Idea: The Cheapest Comfort Stock in the World?
May 2025: Valuation Update & Portfolio Insights
Alphabet (GOOGL) Valuation Update: Analyzing the AI Threat to Search
Not Just Toys: Jumbo's Silent Compounding Story
2025 May Idea: Value at a Steep Discount
Amazon Valuation Update: What the Numbers Really Say
Help Shape the Future of StockOpine
AMD Q1’25: Beats Expectations, Navigates China Challenges
The Global Hunt for Yield: Where Are the Best International Dividend Aristocrat Opportunities
Intuit: The Fintech Giant Powering Small Businesses
Beyond Firewalls: Fortinet’s Vision for Cyber Dominance
Rentokil - Still Bugged by Execution
Beyond Firewalls: Fortinet’s Vision for Cyber Dominance (Part 1)
Adobe’s Q1’25: Is the Post-Earnings Sell-Off an Opportunity?
February 2025 Valuation Update
AMD Deep Dive: From Underdog to AI & Data Center Contender
Estée Lauder’s Turnaround: Can “Beauty Reimagined” Restore Growth?
META – AI CAPEX investments are still going strong
LVMH: Has Luxury Finally Hit Bottom?
UK Economy Pressures: Can Greggs Rise Above?
Revamping Our Investment Newsletter for 2025