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Opera Limited (OPRA): A Bull Case Theory
Opera Limited (OPRA): A Bull Case Theory

Yahoo

time2 days ago

  • Business
  • Yahoo

Opera Limited (OPRA): A Bull Case Theory

We came across a bullish thesis on Opera Limited on Shareholdersunite Essentials' Substack by Shareholders unite. In this article, we will summarize the bulls' thesis on OPRA. Opera Limited's share was trading at $18.17 as of June 24th. OPRA's trailing P/E was 19.54 according to Yahoo Finance. A wide angle view of a bustling cityscape, capturing the potential of the consumer internet. Opera (OPRA), a Norwegian browser innovator majority-owned by China's Kulun Tech, has built a compelling niche in a highly competitive market through constant innovation, product diversification, and a sharp focus on AI integration and user engagement. While much smaller than rivals, Opera has carved out a significant global presence, with over 293 million average monthly active users (MAUs) across its suite of products. Flagship offerings include Opera One, a desktop browser redesigned around AI with the Aria assistant at its core; Opera GX, a gamer-focused browser with deep customization and high engagement; Opera Mini, a lightweight data-efficient browser thriving in emerging markets; and Opera Air, a mindfulness-centric product targeting Western audiences. Opera's strategy has emphasized early adoption of transformative technologies like AI and Web3, embedding features such as crypto wallets and stablecoin-based MiniPay directly into its platforms. Aria, built on Opera's modular Composer AI engine, connects to multiple large language models (LLMs) and enables on-device local LLM use, supporting privacy and versatility. Opera is also developing the Browser Operator—an AI agent that automates web tasks on users' behalf. Meanwhile, Opera Gaming (via GameMaker and GX Games), Opera News (a personalized AI-driven content platform), and Opera Ads (a growing in-house advertising network) complement the core browser ecosystem. Revenue growth has been driven by advertising, notably in e-commerce, and ARPU has surged due to a strategic pivot to high-monetization Western markets. Supported by major partners like Google, ASUS, and regional OEMs, Opera combines solid financials, shareholder returns, and expanding AI infrastructure, positioning it for sustained growth in browser-based digital ecosystems. Previously, we covered a on Opera Limited by Welfare Capital in March 2025, which highlighted the company's strong browser business, Opera GX growth, and capital returns. The company's stock price has depreciated by approximately 1% since our coverage. This is because the thesis has yet to fully play out. Shareholdersunite shares a similar view but emphasizes Opera's AI and Web3 integration. Opera Limited is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge fund portfolios held OPRA at the end of the first quarter, which was 16 in the previous quarter. While we acknowledge the risk and potential of OPRA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Connectez-vous pour accéder à votre portefeuille

Apple must steal these 3 tab features to make Safari truly irresistible
Apple must steal these 3 tab features to make Safari truly irresistible

Digital Trends

time2 days ago

  • Digital Trends

Apple must steal these 3 tab features to make Safari truly irresistible

When Apple took to the stage at WWDC 2025 a few weeks ago, I was expecting some key improvements to Safari. Instead, what the company served was a redesign and the promise of faster performance. Now, Safari isn't a devastating laggard. For a lot of users in the Apple ecosystem, it gets the job done. But over the past few years, rivals — both established and upstarts — have come up with features that make Safari feel as if it were stuck in the past. When Arc came out, it reimagined what a browser can offer, despite being built atop the same engine as Chrome. Of particular interest was its intuitive tab management system. Recommended Videos Safari's take on how tabs are managed beyond syncing across devices remains stagnant. Over the past few months, I've tried a host of browsers, especially underrated gems like Opera and new-age AI-powered options such as Dia, which reimagine how you interact with browser tabs. Here's a list of the most innovative tab tricks that Safari must draw a few inspirations from: Talk with tabs Dia is an AI-focused browser, but it's not exactly stuffing it down every user's throat. It serves a meaningful kind of tab action powered by AI. Let's say you are scrolling a webpage and select a word or passage. As soon as you do it, the text as well as the entire tab content is automatically copied to the AI assistant's chat feed. You just go ahead and type in your query to get the answer without any copy-paste chore or even opening another tab. For example, if I merely highlight a technical term such as '10GBE Ethernet' on a webpage, all I need to type in the sidebar is 'Explain' and hit enter. The AI will crawl the web, find answers from reliable sources, and present them in a well-formatted structure. Alternatively, you can just chat about the webpage without ever highlighting a word, passage, or image. It's a low-friction, high-reward tactic for getting work done without opening a dedicated tab each time you need some background info. On a similar note, Dia lets you pull information from across multiple tabs and pull a report out of it. For example, if you have opened eight shopping tabs for earbuds on Amazon, you can simply use the '@' command in the search box, type the tab name (the letters you see on the tab card) or pick them from the drop-down list, and type your query, like: 'Compare these sweaters, create a table with their pros and cons, and their price in a sorted manner.' Doing so will pull information from all the tabs in the background, and it will be neatly presented to you as a table detailing everything you asked for. It's like pulling intelligence from across multiple tabs, without doing the manual back and forth. Tab control made easy Opera browser offers one of the most forward-looking approaches to tab management. It sticks with the traditional route of handling tabs with cursor movement or keyboard shortcuts, but for users who want an extra dash of convenience, it offers a chat-like system, as well. Think of it as talking to Siri or Gemini to handle your basic browser chores. Opera browser comes with an assistant that can understand your natural language commands for handling tabs. For example, you can ask it to perform chores such as 'put all my IEEE tabs in a group,' 'close all the background tabs,' 'bookmark my Reuters and MIT tabs,' and more. Just like Dia, Opera's assistant can also handle in-tab chores, such as summarizing an article or asking queries about content on the page, even if it requires web research in the background. It works flawlessly, and as a journalist, it saves me a lot of time while doing research and keeping things in order. All of it is paired with the thoughtfully designed tab island system in Opera, which is color-coded, collapsible, and supports drag/drop gestures. Furthermore, thanks to workspaces, all your tabs and tab groups can be neatly arranged across different browsing profiles without any overlap. Saving and sharing tabs There can only be so many tabs you can keep active at a time before the browser starts slowing things down. But more than just keeping tabs alive, one needs a system where they can be saved, like a neat digital notebook, in a presentable fusion. And in a shareable format, as well. Unfortunately, Safari doesn't deliver on this promise. On the other hand, Microsoft and Opera offer a fantastic solution. In Opera, you get Pinboards. Think of it as Pinterest, but for your web browser. You can create and organize as many pinboards as you want, and save your browser notes, complete with an active web preview and personal notes, custom images, and wallpapers. Pinboards let you play with how the tab previews look, like a notebook or a vertically-scrolling social media-inspired content feed. And when you share it, the pinboard is tuned into a URL that opens in the same format as you created it. For the recipient, there is no log-in hassle or Opera browser requirement. Similar to Opera, Microsoft's Edge browser has also offered a similar system called Collections. It also lives in the sidebar, lets you add custom notes, and assign a name to each tab cluster. With a single click, you can copy all the contents of a collection to the clipboard and share it. The sharing system for Edge Collections is not as elegant as Opera Pinboards, but it gets the job done. I just hope Apple pays attention to these meaningful tab interactions that rivals have adopted and delivers its own take in Safari down the road. I am hopeful, but at the moment, I am sticking to browsers that do it better.

US got ‘absolutely nothing in return' for appeasing Putin, says former Swedish PM
US got ‘absolutely nothing in return' for appeasing Putin, says former Swedish PM

CNN

time2 days ago

  • General
  • CNN

US got ‘absolutely nothing in return' for appeasing Putin, says former Swedish PM

When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.

Opera Limited (OPRA): A Bull Case Theory
Opera Limited (OPRA): A Bull Case Theory

Yahoo

time3 days ago

  • Business
  • Yahoo

Opera Limited (OPRA): A Bull Case Theory

We came across a bullish thesis on Opera Limited on Shareholdersunite Essentials' Substack by Shareholders unite. In this article, we will summarize the bulls' thesis on OPRA. Opera Limited's share was trading at $18.17 as of June 24th. OPRA's trailing P/E was 19.54 according to Yahoo Finance. A wide angle view of a bustling cityscape, capturing the potential of the consumer internet. Opera (OPRA), a Norwegian browser innovator majority-owned by China's Kulun Tech, has built a compelling niche in a highly competitive market through constant innovation, product diversification, and a sharp focus on AI integration and user engagement. While much smaller than rivals, Opera has carved out a significant global presence, with over 293 million average monthly active users (MAUs) across its suite of products. Flagship offerings include Opera One, a desktop browser redesigned around AI with the Aria assistant at its core; Opera GX, a gamer-focused browser with deep customization and high engagement; Opera Mini, a lightweight data-efficient browser thriving in emerging markets; and Opera Air, a mindfulness-centric product targeting Western audiences. Opera's strategy has emphasized early adoption of transformative technologies like AI and Web3, embedding features such as crypto wallets and stablecoin-based MiniPay directly into its platforms. Aria, built on Opera's modular Composer AI engine, connects to multiple large language models (LLMs) and enables on-device local LLM use, supporting privacy and versatility. Opera is also developing the Browser Operator—an AI agent that automates web tasks on users' behalf. Meanwhile, Opera Gaming (via GameMaker and GX Games), Opera News (a personalized AI-driven content platform), and Opera Ads (a growing in-house advertising network) complement the core browser ecosystem. Revenue growth has been driven by advertising, notably in e-commerce, and ARPU has surged due to a strategic pivot to high-monetization Western markets. Supported by major partners like Google, ASUS, and regional OEMs, Opera combines solid financials, shareholder returns, and expanding AI infrastructure, positioning it for sustained growth in browser-based digital ecosystems. Previously, we covered a on Opera Limited by Welfare Capital in March 2025, which highlighted the company's strong browser business, Opera GX growth, and capital returns. The company's stock price has depreciated by approximately 1% since our coverage. This is because the thesis has yet to fully play out. Shareholdersunite shares a similar view but emphasizes Opera's AI and Web3 integration. Opera Limited is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 14 hedge fund portfolios held OPRA at the end of the first quarter, which was 16 in the previous quarter. While we acknowledge the risk and potential of OPRA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Hollywood Minute: Innovative cameras used in ‘F1: The Movie'
Hollywood Minute: Innovative cameras used in ‘F1: The Movie'

CNN

time5 days ago

  • General
  • CNN

Hollywood Minute: Innovative cameras used in ‘F1: The Movie'

When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.

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