Core Thesis - Opera Limited is viewed positively due to its strong growth, innovative products, and attractive valuation, presenting a compelling investment opportunity in the mid-cap software sector [1][4]. Company Overview - Opera Limited is a global software and internet company founded in 1995, listed on Nasdaq, and focuses on delivering browsers and AI-driven products [2]. - The company has a diversified portfolio including Opera One, Opera GX, Opera Mini, and Opera Neon, catering to various user segments [2]. - As of Q2 2025, Opera reported 289 million monthly active users, with 206 million on mobile and 83 million on desktop, including 58 million in high-value Western markets [2]. Financial Performance - In Q2 2025, Opera's advertising revenue increased by 44% year-over-year, while search revenue grew by 11%, leading to an annualized ARPU of $1.97 [3]. - The company's MiniPay stablecoin wallet saw a 255% increase in activations, and VPN Pro upgrades contributed to monetization efforts [3]. - Opera has returned $477 million to shareholders since 2020 through buybacks and dividends, and holds $392 million in cash and investments, including a $258 million stake in OPay [3]. Valuation and Market Position - Despite facing challenges such as declining gross margins and rising operating expenses, Opera's valuation remains attractive, trading below five-year averages with a PEG ratio of 0.93 [4]. - The stock offers a 42% upside to its fair value of $33.32, supported by strong solvency, diversified revenue streams, and high ARPU growth [4]. - The company has maintained 17 consecutive quarters above the Rule of 40, indicating scalable and profitable growth [3][4]. Recent Developments - The bullish thesis on Opera has been reinforced by its core browser strength, user growth in Opera GX, and disciplined shareholder returns, with the stock appreciating approximately 10% since March 2025 [5]. - The emphasis on AI integration, MiniPay growth, and consistent performance under the Rule of 40 highlights the company's ongoing potential [5].

We came across a bullish thesis on Ouster, Inc. on Daniel Romero’s Substack. In this article, we will summarize the bulls’ thesis on OUST. Ouster, Inc.'s share was trading at $28.97 as of September 15th. Mobileye Global (MBLY) Tumbles 6.8% as EU Free Trade Deal Pause With Israel Photo by Samuele Errico Piccarini on Unsplash Automation is poised to transform industries on a global scale, and Ouster stands at the forefront of this shift as a Physical AI company. The firm specializes in digital lidar senso ...

We came across a bullish thesis on SharpLink Gaming, Inc. on Rittik’s Substack by Anand Capital. In this article, we will summarize the bulls’ thesis on SBET. SharpLink Gaming, Inc.'s share was trading at $16.79 as of September 15th. SBET’s  forward P/E was 147.06 according to Yahoo Finance. Jim Cramer Just Couldn't Stop Gushing About DraftKings Inc. (DKNG)'s Deals Ahead Of The NFL Season SharpLink Gaming Inc. (NASDAQ: SBET) has undergone a dramatic transformation from a struggling sports betting affilia ...

Core Insights - The AI-driven rally in big tech stocks, particularly the Magnificent Seven, has significant potential for further growth, with historical data suggesting that bubbles can rise an average of 244% from start to peak [2][3] - The Magnificent Seven stocks have increased by approximately 225% since March 10, 2023, and currently have a price-to-earnings (P/E) ratio of 39, indicating that they have not yet reached peak bubble levels [3][6] Group 1: Market Performance - The Magnificent Seven stocks have risen about 60% since early April, driven by optimism surrounding AI, strong earnings, and expectations of lower interest rates [5][6] - Despite warnings of a tech bubble, investors continue to invest in the Magnificent Seven due to their competitive advantages and leadership in AI [4][6] Group 2: Investment Strategies - Bank of America strategists recommend a barbell strategy for hedging against a potential tech bubble, suggesting that investors go long on cheap, distressed equities while shorting the debt of overvalued tech companies [6][7] - The analysts highlight that asset bubbles can stimulate economic growth, benefiting undervalued stocks, with examples including Brazilian stocks trading at a P/E of 9 [7]

We came across a bullish thesis on Sea Limited on Rittik’s Substack by Anand Capital. In this article, we will summarize the bulls’ thesis on SE. Sea Limited's share was trading at $190.46 as of September 15th. SE’s trailing and forward P/E were 101.06 and 45.87 respectively according to Yahoo Finance. Sea Limited represents a compelling investment in Southeast Asia’s rapidly digitizing economy, having evolved from a gaming company into a diversified digital ecosystem spanning e-commerce, gaming, and fin ...

Group 1: Apple iPhone 17 Launch - The tech sector reached a record high with the official sale of Apple's iPhone 17 lineup, resulting in a 2.5% increase in Apple stock [1][6] - There is significant consumer interest, with long lines observed for the new iPhone models, particularly the Pro versions, which are more expensive and contribute more to Apple's revenue growth [2][3] - JP Morgan raised its price target for Apple based on early demand signals indicating stronger performance compared to the previous year's iPhone 16 [4] Group 2: Future Expectations and Market Sentiment - Apple is expected to sell 10% more phones next year, driven by the new models and upcoming redesigns, indicating optimism in the market [4] - Tim Cook expressed enthusiasm about the demand for the new iPhone lineups during an interview, reinforcing positive sentiment around the product launch [5] - Apple's earnings report showed a 12% increase in earnings and a 10% increase in revenue, highlighting strong financial performance [15] Group 3: Competitive Landscape and AI Integration - There is ongoing discussion about the integration of AI in Apple's products, with Tim Cook mentioning AI features in the new iPhones, although skepticism remains about its impact [10][11] - The excitement around the iPhone 17 is seen as a shift from previous concerns about a lack of innovation, with expectations for future models to include more advanced AI capabilities [19][20] - The overall sentiment is that while Apple remains a hardware company, the recent product launches and future innovations are generating renewed interest and excitement among consumers and investors [16][18]

We came across a bullish thesis on TransMedics Group, Inc. on Natan’s Substack. In this article, we will summarize the bulls’ thesis on TMDX. TransMedics Group, Inc.'s share was trading at $114.29 as of September 15th. TMDX’s trailing and forward P/E were 57.57 and 51.55 respectively according to Yahoo Finance. Tempus AI (TEM) Initiated at ‘Buy’ with $60 Price Target by BTIG Sergey Nivens/Shutterstock.com TransMedics (TMDX) has experienced significant share volatility in recent months, with the stock re ...

We came across a bullish thesis on Tutor Perini Corporation on Monte Independent Investment Research’s Substack by Monte Investments. In this article, we will summarize the bulls’ thesis on TPC. Tutor Perini Corporation's share was trading at $64.22 as of September 15th. TPC’s forward P/E was 13.33 according to Yahoo Finance. youssef-abdelwahab-qyzo7TDSVQs-unsplash Tutor Perini Corporation (NYSE: TPC) has faced a tumultuous history, grappling with legal disputes, cost overruns, supply chain issues, and ...

We came across a bullish thesis on American Eagle Outfitters, Inc. on Valueinvestorsclub.com by dsteiner84. In this article, we will summarize the bulls’ thesis on AEO. American Eagle Outfitters, Inc.'s share was trading at $19.63 as of September 15th. AEO’s trailing and forward P/E were 17.98 and 20.16 respectively according to Yahoo Finance. George Rudy/Shutterstock.com American Eagle Outfitters (AEO) presents an attractive entry point following a sharp decline in its stock after the high-profile Sydn ...

ToplineJimmy Kimmel’s late-night show was pulled earlier this week by Nexstar Media, the largest television station owner and operator in the U.S., founded by Perry Sook, who has remained largely out of the spotlight over nearly four decades as chairman of the local media giant. Nexstar executives announced the late-night show would be pulled after Kimmel’s “offensive and insensitive” comments about Charlie Kirk.Associated PressKey FactsSook, an alumnus of Ohio University in 1980, founded Nexstar in 1996 af ...