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StockOpine’s Newsletter

StockOpine
Hundreds of paid subscribers

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

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Substack
PricingFreemiumPublishesTwice weekly
Issues294Founded4 years agoLast Issue7 days ago
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Latest Issues

Alphabet’s $80B Move, Evolution’s Heavy Buying, and the Anthropic Standoff

Hi All,

Welcome to our brief overview of portfolio news from the past few days.

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Fiscal.ai is our go-to platform when we need granular information to analyze a company. Quick and easy access to KPIs. Get 15% off through our...

7 days ago
13

Waymo's "Ojai" Launch, Nikon's Move Against ASML and Adyen's C-Suite Shift

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Welcome to our brief overview of portfolio news from the past few days.

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Fiscal.ai is our go-to platform when we need granular information to analyze a company. Quick and easy access to KPIs. Get 15% off through our...

16 days ago
12
1

Intuit’s Upmarket Pivot: Buying the 20% Sell-Off

This quarter marked a strategic bifurcation for Intuit, characterized by a positive momentum in its high-value segments alongside a massive organizational restructuring designed to accelerate its AI-driven expert platform strategy.

Intuit’...

19 days ago
12
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From AMD’s 2nm Scale-Up and ASML’s High-NA Launch to Intuit’s Layoffs

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Welcome to our brief overview of portfolio news from the past few days.

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Fiscal.ai is our go-to platform when we need granular information to analyze a company. Quick and easy access to KPIs. Get 15% off for through...

24 days ago
7

PayPal Q1'26 Earnings: A Mixed Opening Act

PayPal’s Q1 2026 report represents the first official look at the company under the leadership of President and CEO Enrique Lores, who has moved quickly to pivot the company’s trajectory.

PayPal’s Q1 2026 report represents the first look a...

a month ago
8
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