We came across a bullish thesis on Shopify Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on SHOP. Shopify Inc.'s share was trading at $158.64 as of November 28th. SHOP’s trailing and forward P/E were 116.65 and 87.72 respectively according to Yahoo Finance. Shopify (SHOP) Shows GMV Strength, Prompts Canaccord to Lift Price Target Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, ...

Business Focus - Circle's business is poised for significant growth through transaction-based revenue [1] Market Observation - Transaction-based revenue represents a major opportunity for Circle [1] Data Resource - A chart is available for tracking relevant information [1]

Business Focus - Transaction-based revenue is the next significant growth opportunity for Circle's business [1] Market Observation - The provided chart is important for monitoring Circle's business [1]

Revenue Performance - Circle's CCTP transfer volume reached approximately $6.9 billion in July [1] - CCTP transfer volume increased by about 500% year-over-year [1] Strategic Focus - Circle's long-term dependency on rates & distribution partners is a key consideration [1]