Long-term stock investing | Fundamental analysis | Earnings Reviews | Not an investment advice Website: www.stockopine.comhttps://bsky.app/profile/stockopine.bsky.socialhttps://bsky.app/profile/stockopine.bsky.social/post/3mqpi3duozc2e(Un)popular opinion: Stripe withdraws its offer for $PYPL and share price falls by 25% within the next month.15 Jul 2026 19:41 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mqpi3duozc2ehttps://bsky.app/profile/stockopine.bsky.social/post/3mqnydq52rk2mStripe and Advent International have reportedly made a joint offer to acquire PayPal ( $PYPL) for $60.50/share (a ~28% premium). The Details: - Equal 50/50 ownership stake between Stripe and Advent. - Backed by ~$50B in committed bank financing. - $PYPL shares surged ~15% overnight.15 Jul 2026 05:27 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mqnydq52rk2mhttps://bsky.app/profile/stockopine.bsky.social/post/3mqhokscdyc22If a business generates exceptional margins competitors will inevitably enter the market, undercut pricing and compress those margins ⬇️. Unless they have a Moat! We shared an article breaking down the 4 pillars of a durable competitive advantage featuring $ADSK, $ASML & the collapse of BlackBerry.12 Jul 2026 17:16 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mqhokscdyc22https://bsky.app/profile/stockopine.bsky.social/post/3mpw2uomdzk2hEvolution AB ( $EVO) is currently a 6% position for us at StockOpine. Why are we comfortable holding? 1️⃣ An expanding competitive moat. 2️⃣ A massive, multi-decade runway as land-based casinos digitize. 3️⃣ Highly opportunistic capital allocation. We just updated our DCF model. 👇05 Jul 2026 17:08 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mpw2uomdzk2hhttps://bsky.app/profile/stockopine.bsky.social/post/3mlmyw5bzws2cInteresting move by Greggs with its first international expansion in Tenerife South Airport. The location makes a lot of sense given the huge UK passenger traffic and could unlock a new growth avenue for the brand.12 May 2026 04:58 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mlmyw5bzws2chttps://bsky.app/profile/stockopine.bsky.social/post/3mkmexa2zgc2l$BKNG on share repurchases "Since 2014, we have reduced our share count by over 40% even after accounting for the dilutive impact of stock-based compensation by opportunistically investing in this long-term vision through our share buyback program.29 Apr 2026 05:36 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mkmexa2zgc2lhttps://bsky.app/profile/stockopine.bsky.social/post/3mjyoubsdec2pAs the industry struggles with supply limitations that are expected to persist well beyond 2026, ASML’s intend to double its EUV output underscores its vital role in the next decade of semiconductor evolution. $ASML Earnings review is out 👇21 Apr 2026 09:40 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mjyoubsdec2phttps://bsky.app/profile/stockopine.bsky.social/post/3mj5wdopnmk2o$GOOG is said to raise prices for YouTube Premium in US (hiking US individual monthly plans by 14% to $15.99).  With 125M+ subs and a $20B+ estimated run-rate, this new revenue flows almost entirely to the bottom line.10 Apr 2026 18:12 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mj5wdopnmk2ohttps://bsky.app/profile/stockopine.bsky.social/post/3mihlwefoy22mKeep an eye on pool chemicals. We're starting to see prices climb again on the back of rising oil. This is a notable shift for $POOL, signaling that the deflationary headwinds they've been battling might finally be coming to an end.01 Apr 2026 21:07 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mihlwefoy22mhttps://bsky.app/profile/stockopine.bsky.social/post/3mi3a4qi6uc2vEarnings growth supports stock price growth in the AI era. But do factors like extending the useful lives of tangible assets, aggressively capitalising costs rather than expensing them, and share buybacks also play a role?27 Mar 2026 23:04 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mi3a4qi6uc2vhttps://bsky.app/profile/stockopine.bsky.social/post/3mhc24owbds2qAMZN “I've been thinking for the last number ‌of years that AWS, call it 10 years from now, could be about a $300 billion annual revenue, run rate business,” Jassy said, according to a review of his comments by Reuters.“I think what's happening in AI that AWS has a chance to be at least double that.”17 Mar 2026 22:40 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mhc24owbds2qhttps://bsky.app/profile/stockopine.bsky.social/post/3mhbyrwlmik2qNot what $LULU used to be.17 Mar 2026 22:16 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mhbyrwlmik2qhttps://bsky.app/profile/stockopine.bsky.social/post/3mgyzml2uds2yI would never imagined seeing $ADBE trade at a near 10% FCF yield while growing 10% YoY. The effect of disruption risk has been absolutely brutal on Adobe's valuation multiple.14 Mar 2026 08:37 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mgyzml2uds2yhttps://bsky.app/profile/stockopine.bsky.social/post/3mgy5gtk6n22zThesis still intact. Long $GRG.L14 Mar 2026 00:13 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mgy5gtk6n22zhttps://bsky.app/profile/stockopine.bsky.social/post/3mbyk4ba3as2fVistra $VST just signed 20-year PPAs to supply ~2.6 GW of nuclear power to $META. • 2.6 GW can support roughly 15–25 large AI-scale data centers • Or ~1.5–2 million high-end GPUs running continuously • Enough baseload power for multiple hyperscale campuses across Ohio & Pennsylvania09 Jan 2026 12:53 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mbyk4ba3as2fhttps://bsky.app/profile/stockopine.bsky.social/post/3mbuhnaetrc2nAfter diving deep into $GRAB , the most fascinating takeaway wasn't their tech but their hyper-localisation strategy. For 5 years, they fought a brutal war with Uber in Southeast Asia. On paper, Uber should have won (more cash, better app).07 Jan 2026 21:59 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3mbuhnaetrc2nhttps://bsky.app/profile/stockopine.bsky.social/post/3maizallzv22eWe live in an era of zero-commission trading and 24/7 financial noise. Every red notification on your phone screams at you to "DO SOMETHING!" The urge to trim, add, and react to daily volatility is immense But hyper-activity is often the enemy of compounding Think of your highest-conviction stock.21 Dec 2025 15:16 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3maizallzv22ehttps://bsky.app/profile/stockopine.bsky.social/post/3ma7mqtrsx22uDefinitely risky for $ASML “Completed in early 2025 and now undergoing testing, the prototype fills nearly an entire factory floor. It was built by a team of former engineers from Dutch semiconductor giant ASML who reverse-engineered the company's extreme ultraviolet lithography machines or EUVs”17 Dec 2025 21:39 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3ma7mqtrsx22uhttps://bsky.app/profile/stockopine.bsky.social/post/3ma7kuga2yc23Latest portfolio news 👇 https://open.substack.com/pub/stockopine/p/the-shift-paypal-to-become-a-bank?r=16n8e0&utm_medium=ios17 Dec 2025 21:05 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3ma7kuga2yc23https://bsky.app/profile/stockopine.bsky.social/post/3m6rzj77zes2gTime is your greatest asset!!29 Nov 2025 18:25 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3m6rzj77zes2ghttps://bsky.app/profile/stockopine.bsky.social/post/3m6ndgil4ks23Added to $GRG.L at the end of Sept. and yesterday's move adds some fuel to the idea that the market was underpricing its growth. Davy just launched coverage: outperform & a £17.30 target. Our thesis is intact: steady store expansion, value proposition, and a model that keeps pulling customers back27 Nov 2025 21:39 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3m6ndgil4ks23https://bsky.app/profile/stockopine.bsky.social/post/3m6gozxacjs2sThe data center GPU and CPU market is now worth ~$200B. The dominace is staggering: $NVDA: ~85% share $AMD: 7.5% share $INTC: 7.5% share $AMD overtook $INTC and targets a double-digit share next. Can they pull it off against $NVDA ?25 Nov 2025 06:18 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3m6gozxacjs2shttps://bsky.app/profile/stockopine.bsky.social/post/3m5mfdqsi3s2rGrateful for the kind words and excited to be presenting at the upcoming FatAlpha Online Conference. Thank you to Sophocles for the invitation and for continuously creating a space where thoughtful investment ideas are shared and challenged. Looking forward to contributing my stock pitch. [contains quote post or other embedded content]14 Nov 2025 19:15 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3m5mfdqsi3s2rhttps://bsky.app/profile/stockopine.bsky.social/post/3m5hnbyc27s2z$AMD Server CPU Market Share over time12 Nov 2025 21:54 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3m5hnbyc27s2zhttps://bsky.app/profile/stockopine.bsky.social/post/3m5b5uasdpk2hWhile SASE ARR growth slowed, $FTNT ‘s FortiSASE billings jumped 100%+, easing concerns. Enterprise SASE adoption rose to 15% (from 13% last qtr) showing both strong execution and plenty of runway ahead. Full earnings review 👇. #FTNT #Earnings #Cybersecurity #SASE10 Nov 2025 08:02 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3m5b5uasdpk2hhttps://bsky.app/profile/stockopine.bsky.social/post/3lhmmm6ur4s2uWe don't recall another YoY decline in the number of payment transactions for $PYPL...🤔07 Feb 2025 22:11 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3lhmmm6ur4s2uhttps://bsky.app/profile/stockopine.bsky.social/post/3lgzf2ohhns2fhttps://www.stockopine.com/p/lvmh-has-luxury-finally-hit-bottom31 Jan 2025 06:35 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3lgzf2ohhns2fhttps://bsky.app/profile/stockopine.bsky.social/post/3lgzezcvqzk2fHas Luxury Finally Hit Bottom? 👀 Get into our latest earnings review of LVMH. $MC.PA $EL $CFR.SW $KER.PA31 Jan 2025 06:35 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3lgzezcvqzk2fhttps://bsky.app/profile/stockopine.bsky.social/post/3lfsekxjys22i15 Jan 2025 18:13 +0000at://did:plc:3txbh7tpak6cmod2p6ffs5m2/app.bsky.feed.post/3lfsekxjys22i