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Shopify Inc. (SHOP): A Bull Case Theory 

We came across a bullish thesis on Shopify Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on SHOP. Shopify Inc.'s share was trading at $138.92 as of January 28th. SHOP’s trailing and forward P/E were 102.15 and 72.99 respectively according to Yahoo Finance.

Shopify Inc., a commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States and internationally. Shopify’s Q3 2025 results reflected strong top-line momentum and continued execution,...