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@Stock_Opine "🚨 $CROX CFO shuffle: Susan Healy steps down after less than XXX years. ➡ Patraic Reagan (ex-Nike most recently SharkNinja CFO) takes over Sept XX ➡ Crocs reaffirmed Q3 guidance Frequent C-suite changes add uncertainty though Reagan brings deep footwear & global experience"
X Link @Stock_Opine 2025-08-29T12:51Z 8248 followers, XXX engagements

"$AMD & $ORCL partnership Oracle to deploy 50000 GPUs (its future MI450 AI chip) for its Oracle Cloud Infrastructure"
X Link @Stock_Opine 2025-10-14T14:34Z 8247 followers, XXX engagements

"Thoughts on $EVO.ST"
X Link @Stock_Opine 2025-07-18T21:19Z 8250 followers, 1972 engagements

"We go deep on high-quality companies so you can spend less time analyzing and more time investing. Heres what we covered over the last month: 🧵👇"
X Link @Stock_Opine 2025-07-14T18:13Z 8248 followers, 4161 engagements

"Good to see Buffett loading his $POOL position. Additionally the $ALLE purchase (a boring compounder) is also interesting"
X Link @Stock_Opine 2025-08-15T11:25Z 8245 followers, 1385 engagements

"DMI (indactor for future non-residential construction) spiked in July up XX% year-over-year and XX% month-over-month. If we see a construction boom in the next 12-24 months this could be a major tailwind for equipment rentals $AHT $URI"
X Link @Stock_Opine 2025-09-04T09:27Z 8250 followers, XXX engagements

"Terence Reilly does what he does best Sydney Sweeney poses with HeyDude and $CROX price is up by 4%"
X Link @Stock_Opine 2025-09-26T17:45Z 8250 followers, 2445 engagements

"Another 219000 shares were bought back by $EVO.ST"
X Link @Stock_Opine 2025-09-01T06:36Z 8251 followers, 1504 engagements

"$ALLE At a Morgan Stanley conference Allegion management explained its powerful "economic moat." A key part of this is their "spec writing" process where Allegion employees write the technical hardware specifications for architects on new buildings. This allows them to embed their own products into the design from the start creating a sticky high-margin business that's hard to compete with"
X Link @Stock_Opine 2025-09-13T04:20Z 8245 followers, 1105 engagements

"In 2020 United Technologies $RTX spun off two incredible companies. Carrier Global $CARR and Otis Worldwide $OTIS"
X Link @Stock_Opine 2025-01-03T08:41Z 8250 followers, 1827 engagements

"Goldman Sachs downgraded PayPal Holdings Inc to Sell on margin pressures and a slower growth trajectory for 2026 with a price target of $70"
X Link @Stock_Opine 2025-10-13T19:21Z 8250 followers, 1538 engagements

"1/ Straumann: Is Now the Time to Buy This Best-in-Class Business $STMN We analyzed its business model competitive moat and valuation to determine if now is the right time to consider this dental implant leader"
X Link @Stock_Opine 2025-07-14T18:13Z 8248 followers, 2018 engagements

"Ashtead has: ✅ Strong market share gains ✅ Long runway in NA mega-projects ✅ Aggressive but achievable Sunbelt XXX targets We revisit our valuation behind the paywall. 🔒"
X Link @Stock_Opine 2025-09-14T14:54Z 8250 followers, XXX engagements

"$ASML Q3 2025 Results Net sales: 7.5B Net income: 2.1B Gross margin: XXXX% Net bookings: 5.4B (3.6B EUV) FY25 outlook: XX% sales growth XX% gross margin. Q4 sales expected: 9.29.8B"
X Link @Stock_Opine 2025-10-15T05:08Z 8250 followers, 1507 engagements

"$PYPL Bull You must read this thread"
X Link @Stock_Opine 2025-10-13T15:10Z 8250 followers, 1841 engagements

"From the $HUBS earnings call: "organic search traffic is declining globally. AI overviews are giving answers and fewer people are clicking through to websites. the way companies get found is changing rapidly." If a company's primary growth driver is organic search traffic its future is now uncertain"
X Link @Stock_Opine 2025-10-14T08:36Z 8250 followers, XXX engagements

"🚨 This months deep dive: IDEXX Laboratories ( $IDXX) the undisputed global leader in veterinary diagnostics. This is one of the most dominant healthcare businesses on the planet. 🧵👇"
X Link @Stock_Opine 2025-08-02T12:37Z 8252 followers, 3038 engagements

"$AMD locking in deals. 🤝 By securing multi-year commitments from key cloud players like Oracle AMD is guaranteeing major revenue streams for its upcoming MI450 Series"
X Link @Stock_Opine 2025-10-15T12:01Z 8250 followers, XXX engagements

"Its been a while since we last covered Ashtead Group (LSE: $AHT.L). With new results out + a strategic update its time to revisit our valuation. 🧵"
X Link @Stock_Opine 2025-09-14T14:54Z 8245 followers, XXX engagements

"Evolution $EVO.ST $EVVTY Q2 2025 Financial Snapshot: - Revenue: 524.3M (up XXX% but +8.8% in constant currency). - EBITDA: 345.3M (maintaining a strong XXXX% margin). Regional Performance: The modest growth reflects a story of two regions. - Asia showed a strong recovery growing +3.6% YoY and +4.2% QoQ. - This was offset by Europe (-5.8% YoY) the laggard due to proactive regulatory "ring-fencing" measures. Strategic Highlights: - Major Global Expansion: New state-of-the-art studios are now live in So Paulo Brazil and the Philippines (the company's first in Asia). - Key Partnerships: Expanded"
X Link @Stock_Opine 2025-07-17T07:44Z 8250 followers, 1827 engagements

"Looking for stock ideas in the Data Center space Check this image shared by @TheTranscript_ $ANET $HPE $ETN $CARR $VRT"
X Link @Stock_Opine 2025-09-21T05:09Z 8250 followers, 3223 engagements

"Ever waited for a perfect dip that never came Thats anchoring + regret aversion messing with your decisions. Stop fixating on the price you wished you bought at. Focus on fundamentals. The second-best time to buy a quality stock Today. For us $NVDA $WSO and $GWW come to mind. Whats your missed dip story Drop it below 👇"
X Link @Stock_Opine 2025-08-19T07:28Z 8250 followers, 1277 engagements

"Top X stocks in order of 10Y total return: - $NVDA - Nvidia Corporation 28742% - $CHEMM - ChemoMetec A/S 11874% - $GAW - Games Workshop Group 3074% - $MYCR - Mycronic AB 2687% - $ASM - ASM International NV 2490% Derived from the following @KoyfinCharts screen: - EBITDA margin XX% - Market cap $200M - LT Debt / Equity XXX% - ROE & ROIC XX% & XX% respectively - Revenue 3Y CAGR 8%"
X Link @Stock_Opine 2024-10-07T14:02Z 8245 followers, 1733 engagements

"$PYPL Ads Manager for SMBs: Turns merchants into mini retail media networks using transaction data for targeted ads. BNPL X% Cashback: Offsets fees attracts first-time users encourages repeat usage and may reduce holiday ad spend. Shrewd marketing play. $EVO.ST Evolution wins a multi-year case to unmask Black Cubes client. Reinforces its compliance reputation and should restore investor confidence. Full post 👇"
X Link @Stock_Opine 2025-10-10T14:06Z 8245 followers, 2551 engagements