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.| StockOpine’s Newsletter
A closer look at the key technological leaps in High-NA EUV, a strategic entry into 3D integration, and a pivotal partnership in AI.| StockOpine’s Newsletter
Portfolio News #10| StockOpine’s Newsletter
A Niche Leader Leveraging a Widening Moat and Expanding Runway to Drive Profitable Growth| StockOpine’s Newsletter
Portfolio News #7| www.stockopine.com
Our new DCF model shows Evolution AB is significantly undervalued| StockOpine’s Newsletter
Portfolio News #6| StockOpine’s Newsletter
One great idea each month| StockOpine’s Newsletter
Get the latest tech stock news on Meta, Google, Amazon, & PayPal.| StockOpine’s Newsletter
Paypal links, Adyen expands collaboration with LVMH, Leslie's new CFO| www.stockopine.com
KLA was formed in 1997 through the merger of KLA Instruments Corporation and Tencor Instruments and is a leading supplier of process control and yield management solutions and services for the semiconductor and related electronics industries.| www.stockopine.com
Positive Signs Emerge After a Slowdown| StockOpine’s Newsletter
Adobe's AI soars, tech pushes forward, but inflation looms| StockOpine’s Newsletter
We are trying a new format: market news for portfolio companies, in both podcast and written form.| StockOpine’s Newsletter
The company with a 100% monopoly on the future of technology.| www.stockopine.com
Valuation snapshot, Crox, Adyen and Autodesk earnings| StockOpine’s Newsletter
Stellar execution, but is the valuation reasonable?| StockOpine’s Newsletter
Market share gains in PC and Server power another strong quarter for AMD.| www.stockopine.com
Adyen stands out in the fintech industry. Its single platform allows for rapid innovation and lower maintenance costs, while global acquiring and banking licenses build trust among merchants.| www.stockopine.com
The boom and bust of the pool industry brought this niche retailer to its knees, with its stock price collapsing by 90% since its IPO in 2020.| www.stockopine.com
We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas. Click to read StockOpine’s Newsletter, a Substack publication with thousands of subscribers.| www.stockopine.com
Part 2: Management, Industry Analysis, Financials & Valuation| www.stockopine.com
Explore Fortinet’s business model, Secure Networking, SASE, SecOps, and key growth drivers in this in-depth equity report.| www.stockopine.com
AMD business model, competitive positioning, growth prospects, and valuation| www.stockopine.com
Enhanced features and refined insights to deliver more value to our readers in the coming year.| www.stockopine.com
Total return of 17.9%.| www.stockopine.com
In today's report, we're delving into Rentokil Initial, a company that has caught our attention because of its leadership position in the pest control industry, an industry which provides a long-term opportunity for consolidation.| www.stockopine.com
From cash flow challenges to analysts' calls for share buybacks.| www.stockopine.com
Ashtead is a key player with ample opportunities for growth as the industry continues to consolidate and as margins are poised to improve with the increasing specialty mix.| www.stockopine.com
In today's report, we're delving into Paychex, a company that has captured our attention because of its robust business model, top-class margins, returns on capital, and its shareholder-friendly approach.| www.stockopine.com
