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[@Stock_Opine](/creator/twitter/Stock_Opine)
"High-NA EUV adoption accelerating: 300K+ wafers processed SK Hynix starts EXE:5200 install. Margins low for now but volume orders expected next year. $ASML"  
[X Link](https://x.com/Stock_Opine/status/1979870883826323521) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-19T11:22Z 8264 followers, XXX engagements


"$MC.PA LVMH eyes Fenty Beauty sale: LVMH may sell its XX% stake in Fenty Beauty valuing it $1-2B. 2024 sales $450M suggesting slower growth than early expectations. LVMH focusing on iconic luxury brands over trend-driven celebrity brands"  
[X Link](https://x.com/Stock_Opine/status/1980979157816545639) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-22T12:46Z 8265 followers, XXX engagements


"Back in February 2024 we highlighted the following regarding the France Workwear segment of Rentokil Initial ( $RTO / $RTO.L). The segment generated 237M in revenue during 2024 accounting for XXX% of total sales with an operating profit of 42M implying a XXXX% operating margin. The business is now being sold for an enterprise value (EV) of 410M or approximately 344M translating to an EV/EBIT exit multiple of 8.2x. While this is well below Rentokils current EV/EBIT multiple of 18x the divestment provides relief on capex and allows management to sharpen its focus on core segments. In 2024"  
[X Link](https://x.com/Stock_Opine/status/1927619694103589330) [@Stock_Opine](/creator/x/Stock_Opine) 2025-05-28T06:55Z 8267 followers, 1104 engagements


"🚨 Deep Dive on Straumann 🦷 $STMN The global leader in dental implants & the challenger in clear aligners. Is this best-in-class business a buy in 2025 Heres why this compounder deserves your attention👇 Straumann is the undisputed leader in implant dentistry a space benefiting from powerful structural tailwinds: - Aging global population - Rising middle class in Asia & Latin America - Low implant penetration = long growth runway - The business has outpaced peers in growth margins and returns for over a decade. From Swiss watchmaking to world-class implants 🕰 Founded in the 1950s Straumann"  
[X Link](https://x.com/Stock_Opine/status/1939924605256270145) [@Stock_Opine](/creator/x/Stock_Opine) 2025-07-01T05:50Z 8265 followers, 2669 engagements


"Thoughts on $EVO.ST"  
[X Link](https://x.com/Stock_Opine/status/1946319055159201886) [@Stock_Opine](/creator/x/Stock_Opine) 2025-07-18T21:19Z 8267 followers, 1976 engagements


"Good to see Buffett loading his $POOL position. Additionally the $ALLE purchase (a boring compounder) is also interesting"  
[X Link](https://x.com/Stock_Opine/status/1956316408926609786) [@Stock_Opine](/creator/x/Stock_Opine) 2025-08-15T11:25Z 8265 followers, 1403 engagements


"Another 219000 shares were bought back by $EVO.ST"  
[X Link](https://x.com/Stock_Opine/status/1962404203764334736) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-01T06:36Z 8267 followers, 1510 engagements


"Portfolio News by StockOpine 🎙 Were testing an AI-generated audio format: would you find it useful as part of your morning routine Let us know Todays episode covers: Adobe earnings plus news on $PYPL $ALLE & $AMZN"  
[X Link](https://x.com/Stock_Opine/status/1966438469997035668) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-12T09:47Z 8268 followers, 1001 engagements


"Our Ashtead $AHT.L valuation update will reach your inbox in a few hours"  
[X Link](https://x.com/Stock_Opine/status/1966481446798840274) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-12T12:38Z 8257 followers, XXX 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](https://x.com/Stock_Opine/status/1966718647990104110) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-13T04:20Z 8265 followers, 1120 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](https://x.com/Stock_Opine/status/1967240429906346386) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-14T14:54Z 8266 followers, XXX engagements


"Terence Reilly does what he does best Sydney Sweeney poses with HeyDude and $CROX price is up by 4%"  
[X Link](https://x.com/Stock_Opine/status/1971632214967570511) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-26T17:45Z 8267 followers, 2495 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](https://x.com/Stock_Opine/status/1976650601992769554) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-10T14:06Z 8268 followers, 2592 engagements


"$ASML s Q3 showed strength. Some China softness but EUV demand & AI investments tell a different story. Progress in High-NA advanced packaging & Mistral AI partnership deepen its moat. 🔍 Our ASML earnings review:"  
[X Link](https://x.com/Stock_Opine/status/1979070481236975816) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-17T06:22Z 8267 followers, XXX engagements


"A critical signal from $LVMH earnings for the luxury sector: The Chinese consumer is buying again but they're buying at home. Mainland China Local Demand: Growing again (+MSD to +HSD). Chinese Tourist Spending (Offshore): Still weak (-DD)"  
[X Link](https://x.com/Stock_Opine/status/1979073791381627002) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-17T06:35Z 8268 followers, XXX engagements


"Waymo $GOOGL expands deliveries with DoorDash Amazon $AMZN pushes pediatric telehealth LVMH rebounds $MC.PA Heres the full analysis 👇"  
[X Link](https://x.com/Stock_Opine/status/1979117328705945971) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-17T09:28Z 8268 followers, XXX engagements


"Signs of optimism $MC.PA"  
[X Link](https://x.com/Stock_Opine/status/1979119920500621582) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-17T09:38Z 8268 followers, XXX engagements


"Full review 👇"  
[X Link](https://x.com/Stock_Opine/status/1979870888184127943) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-19T11:22Z 8264 followers, XXX engagements


"In 2020 United Technologies $RTX spun off two incredible companies. Carrier Global $CARR and Otis Worldwide $OTIS"  
[X Link](https://x.com/Stock_Opine/status/1875100250412871867) [@Stock_Opine](/creator/x/Stock_Opine) 2025-01-03T08:41Z 8265 followers, 1829 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](https://x.com/Stock_Opine/status/1957706155427262484) [@Stock_Opine](/creator/x/Stock_Opine) 2025-08-19T07:28Z 8265 followers, 1314 engagements


"@HeBrewed Good clarification. The post is less about $HUBS being at risk and more about the warning they provided in the call for the entire market"  
[X Link](https://x.com/Stock_Opine/status/1978085490667491708) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-14T13:08Z 8265 followers, XX engagements


"$Meta and Blue Owl Capital have formed an $27B joint venture to develop the Hyperion Data Center campus. 🔹 Blue Owl owns XX% Meta XX% 🔹 Meta contributes land + construction-in-progress 🔹 Project powers Metas long-term AI infrastructure build-out"  
[X Link](https://x.com/Stock_Opine/status/1980730731375833542) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-21T20:19Z 8265 followers, XXX 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](https://x.com/Stock_Opine/status/1963534361979982255) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-04T09:27Z 8264 followers, XXX engagements


"OpenAI launches Atlas AI Browser: ChatGPT Atlas allows chat-based web browsing & task automation. Competes with Googles AI search integration. Key differentiator: Agent Mode but faces potential regulatory scrutiny. $GOOGL"  
[X Link](https://x.com/Stock_Opine/status/1980979548498829521) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-22T12:48Z 8264 followers, XXX engagements


"The Dodge Momentum Index (a key construction lead indicator) jumped XX% YoY in July. If non-residential construction rebounds Ashtead is well positioned"  
[X Link](https://x.com/Stock_Opine/status/1967240476836426236) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-14T14:54Z 8265 followers, XX 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](https://x.com/Stock_Opine/status/1967240487863202006) [@Stock_Opine](/creator/x/Stock_Opine) 2025-09-14T14:54Z 8265 followers, XXX engagements


"2025 Gartner Magic Quadrant for Security Information and Event Management $FTNT is a challenger while $MSFT and $GOOGL are leaders"  
[X Link](https://x.com/Stock_Opine/status/1980954730961498416) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-22T11:09Z 8265 followers, XXX engagements


"Consensus estimated EBITDA margin for $EVO.ST in Q3 stands at 65.9%. If the company is to meet its full-year target of 66%68% it will need to deliver a stronger margin. Stabilisation in the EU and continued acceleration in Asia could give us a nice uptick in the share price tomorrow especially after yesterdays news about Playtech hiring Black Cube for the well-known report which might revive interest and restore some trust in the company. Lets see"  
[X Link](https://x.com/Stock_Opine/status/1980988385729646987) [@Stock_Opine](/creator/x/Stock_Opine) 2025-10-22T13:23Z 8265 followers, XXX engagements