@turkishwarsh Avatar @turkishwarsh Warsh’s portfolio

Warsh’s portfolio posts on X about strong, bir, $mrvl, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 55.65% technology brands 23.48% finance 20.87% cryptocurrencies 14.78% countries 2.61% exchanges 2.61% gaming 2.61% travel destinations 1.74% financial services 1.74% social networks 1.74%

Social topic influence strong 8.7%, bir 7.83%, $mrvl #11, $nbis #325, ai 6.09%, daha 6.09%, in the 5.22%, $now 5.22%, $rmbs 5.22%, $meta 5.22%

Top accounts mentioned or mentioned by @sergeycyw @korkmazali08 @burakbesenk @onestoploss @windycityjump23 @profkayafinance @sentinelone @billackman @buckberi @hearyou99 @muhcvse @mrderivatives @bartuhelvaci @stocksavvyshay @vanquishtrader @mustafa9343 @valuesenseio @berkucmz @malibu789 @drgesorge

Top assets mentioned Marvell Technology Inc (MRVL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Now Coin (NOW) Rambus Inc (RMBS) Metadium (META) HUBSPOT, INC. (HUBS) Atlassian Corporation PLC (TEAM) AppLovin Corporation (APP) DIA (DIA) Microsoft Corp. (MSFT) COMPASS Pathways plc (CMPS) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL) ASP Isotopes Inc. (ASPI) Intuit Inc. (INTU) Amazon.com, Inc. (AMZN) Synopsys, Inc. (SNPS) Cadence Design Systems Inc (CDNS) SPDR S&P [---] ETF Trust (SPY) Web3War (FPS) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) SOLV Energy, Inc. Class A Common Stock (MWH) SentinelOne, Inc. (S) CLEAR Secure, Inc. (YOU) Clearwater Analytics Holdings, Inc. (CWAN) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Take-Two Interactive Software, Inc. (TTWO) Snowflake Inc. (SNOW) Klarna Group plc (KLAR) Affirm Holdings, Inc. (AFRM) RAI Finance (SOFI) Gartner Inc (IT) Broadcom, Inc. (AVGO) Coherent Inc (COHR)

Top Social Posts

Top posts by engagements in the last [--] hours

"SOLV Energy $MWH is a leading engineering procurement and construction (EPC) service provider for large-scale solar power plants in North America. The company has completed projects exceeding [--] GW in solar capacity and generates revenue diversity through operations and maintenance (O&M) services. (NEW IPO) Business Model SOLV Energy's revenue primarily comes from fixed-price or cost-plus contracts for project-based EPC work covering the design procurement and construction of large-scale solar and battery storage projects. It also creates recurring predictable revenue streams through"
X Link 2026-02-11T19:59Z [---] followers, [---] engagements

"$S SentinelOne Raymond James has added a new name to its Analyst Current Favorites list naming a cybersecurity group as the firms newest top pick. SentinelOne Inc. (S) is the new addition. It is said to reflect what the brokerage calls a significant disconnect between the companys absolute value and its current public market valuation. In a note Raymond James told investors it has long held the view that the absolute value of this asset is significantly disconnected from public market valuation adding that recent communication and expectations appear to be improving. The firm cited"
X Link 2025-11-22T09:56Z [---] followers, [----] engagements

"$ASPI ASP Isotopes Role in Uranium Enrichment ASP Isotopes Inc. is a company that stands out with innovative technologies in the field of uranium enrichment particularly in the production of High Assay Low-Enriched Uranium (HALEU). Utilizing the Aerodynamic Separation Process (ASP) developed from South Africas nuclear program in the 1980s and the laser-based Quantum Enrichment (QE) technologies the company offers a more efficient lower-cost and environmentally friendly enrichment process compared to traditional gas centrifuge methods. ASP enriches U-235 by separating gaseous uranium with"
X Link 2025-11-22T15:25Z [---] followers, [----] engagements

"Clear Secure $YOU founded in [----] is a U.S.-based biometric identity verification technology company listed on NYSE under the symbol YOU. The company is known for its CLEAR Plus subscription service which provides fast and secure passage at airports stadiums and events by using biometric data such as fingerprints iris scans and facial recognition to expedite traditional identity checks. Its platform consists of a front-end (enrollment verification connectivity) and back-end infrastructure expanded with a mobile app reservation tools and B2B solutions. Products and Revenue Sources: The primary"
X Link 2025-12-08T19:59Z [---] followers, [----] engagements

"$ASPI Paul Mann returns as CEO of ASP Isotopes"
X Link 2025-12-09T14:36Z [---] followers, [----] engagements

"An annual review from Kabir Nath CEO of $CMPS. $CMPS Compass Pathways is based in London and its CEO Kabir Nath is a highly respected figure in the healthcare sector. The company is working to develop a drug that is many times more effective than existing depression drugs and as harmless as possible based on https://t.co/RCiSbB7Few $CMPS Compass Pathways is based in London and its CEO Kabir Nath is a highly respected figure in the healthcare sector. The company is working to develop a drug that is many times more effective than existing depression drugs and as harmless as possible based on"
X Link 2025-12-29T16:34Z [---] followers, [----] engagements

"$CDNS looks undervalued compared to its peer $SNPS. Actually its not cheaper than Synopsys but Cadense has fallen down %10 in the past month And i think there is almosy any difference between them. Even Cadence has a better profitability Im not taking position none of them just my opinions And theyre not financial advices https://twitter.com/i/web/status/2008252677684425128 https://twitter.com/i/web/status/2008252677684425128"
X Link 2026-01-05T19:02Z [---] followers, [---] engagements

"$CMPS Stifel on Compass Pathways (COMP360 Event)"
X Link 2026-01-09T11:42Z [---] followers, [----] engagements

"@SergeyCYW $CWAN 😢 why has this company been sold"
X Link 2026-01-18T13:24Z [---] followers, [---] engagements

"Still holding my $NFLX Call Option🙋♂ $NFLX and $WBD Acquisition Move Netflix has signed a deal to acquire Warner Bros. Discovery's film and streaming divisions for an enterprise value of $82.7 billion marking a massive consolidation play in Hollywood that brings iconic franchises like Harry Potter Game of https://t.co/hxWc5Ic4bk $NFLX and $WBD Acquisition Move Netflix has signed a deal to acquire Warner Bros. Discovery's film and streaming divisions for an enterprise value of $82.7 billion marking a massive consolidation play in Hollywood that brings iconic franchises like Harry Potter Game"
X Link 2026-01-28T14:55Z [---] followers, [---] engagements

"$ASPI has announced a production update on the Renergen Helium Project. You can read the full details in the announcement. I'd like to add a few comments. This is really bullishthey're guiding for positive operating cash flow in [----] (expected before year-end based on the progress outlined). They'll share more in the upcoming earnings report. The stock is down around 10% today. I'm basing this decline on general market weakness; otherwise the price would likely have surged on this news. https://twitter.com/i/web/status/2016942275977257041 https://twitter.com/i/web/status/2016942275977257041"
X Link 2026-01-29T18:31Z [---] followers, [----] engagements

"Im gonna post a update about these SaaS companies. Some of them are looking very cheap. But there can be still more downside I cant really refuse this possibility. $HUBS $TEAM $APP $NOW $INTU HubSpot $HUBS 1) What is the company what does it do HubSpot offers a CRM and marketing automation platform focused on SMBs consolidating sales marketing customer service and website management under one cloud roof. Simply put it's an "all-in-one" digital marketing https://t.co/BUT3EsEtkK HubSpot $HUBS 1) What is the company what does it do HubSpot offers a CRM and marketing automation platform focused"
X Link 2026-01-30T23:33Z [---] followers, [----] engagements

"@ValueSense_io If $TTWO drops more that would make me feel happy because i wanna take a position before GTA [--] Launch"
X Link 2026-01-31T00:07Z [---] followers, [---] engagements

"BULLISH *TRUMP ON GREENLAND: STARTED A NEGOTIATION; THINK IT'S PRETTY WELL AGREED TO https://t.co/RZcJo0k6GF *TRUMP ON GREENLAND: STARTED A NEGOTIATION; THINK IT'S PRETTY WELL AGREED TO https://t.co/RZcJo0k6GF"
X Link 2026-02-01T17:17Z [---] followers, [---] engagements

"$SNOW looks not cheap. I think There is more downside than upside in the Short Term. $4.4B Revenue and $65B Marketcap🤔🤔🤔 Thats a real premium valuation"
X Link 2026-02-01T17:21Z [---] followers, [----] engagements

"Gimme some short squeeze Put volume jumped on Friday. Prior spikes in Put volume were close to marking bottoms in the S&P [---] https://t.co/rUcfrg0TR8 Put volume jumped on Friday. Prior spikes in Put volume were close to marking bottoms in the S&P [---] https://t.co/rUcfrg0TR8"
X Link 2026-02-01T19:24Z [---] followers, [---] engagements

"Actually $KLAR $AFRM and $SOFI dont looking bad. Are they undervalued in your view I dont have any investments in Fintech and Finance. And also $HOOD has to be lower for getting cheaper. Its not looking so cheap for now at least in my view"
X Link 2026-02-02T16:46Z [---] followers, [----] engagements

"$IT ER crushed the markets Thats really bad I wouldnt like to lose Money just because of the Gartner. Its a trash company the worst SaaS company in the world"
X Link 2026-02-03T14:45Z [---] followers, [----] engagements

"$AVGO and $MRVL has their Earnings Reports at the same day. 5th March will be funny"
X Link 2026-02-03T17:19Z [---] followers, [---] engagements

"Were flat since September $QQQ and $SPY. Thats for real but many of us are down from its top levels. Still watching the indices maybe im waiting for a better opportunity. Im not really sure what is gonna happen in the next weeks. My only wish is $MRVL and $S report good results🙏 https://twitter.com/i/web/status/2018746090695041196 https://twitter.com/i/web/status/2018746090695041196"
X Link 2026-02-03T17:59Z [---] followers, [---] engagements

"Here is my $RMBS Q4 [----] Earnings Report Review: Rambus has really announced strong FY2025 Results. They have generated $348M Product Revenue (YoY %41) and $360M OCF (YoY %56). And their DDR5 RCD Leadership has continued during FY2025. But they're expecting some supply chain disruption in Q1 [----]. Because of that their Guidance is on line. Many Investors are seeing Rambus as a cyclical memory producer/designer like Micron but they're not. Rambus is an IP Designer Company with premium margins and with the FY2025 their product revenue growth has started to accelarate because of the Memory"
X Link 2026-02-03T18:42Z [---] followers, [---] engagements

"In Q4 they have generate around $190M Total Revenue and nearly $100M cash from operations. Their margins are really as premium as Nvidia. Their Net Income Margin is around %35. That explains why $RMBS has a premium valuation"
X Link 2026-02-03T18:42Z [---] followers, [---] engagements

"Their Q1 [----] Outlook is horrible in my view but they have some problems with supply chain. CFO has commented that the Revenue Growth will accelarate after Q1 [----]. Memory Demand is really huge and suppliers delivers firstly to companies like Micron Western Digital etc. And new products are incoming after Q2 they will help to accelarate Product Revenue Growth. I think there is any big problem. https://twitter.com/i/web/status/2018756945881035103 https://twitter.com/i/web/status/2018756945881035103"
X Link 2026-02-03T18:42Z [---] followers, [---] engagements

"$S will probably hit the All Time Low If the indices continues to its correction. But I have some good news about the biggest problem of SentinelOne. Here are my SBC projections for FY27 and FY28. I have calculated the revenue growth as %20. That's the base case. And their FY27 EPS Growth projection is around %75. First Calculation for the Fiscal Year [----] and the second one is for the Fiscal Year [----]. SentinelOne could reach %19 SBC/Revenue in FY28. Just a Hopium I think we'll bounce for a while because we hit the strong resistance point. SentinelOne $S https://t.co/D8aBOqzrXn Just a Hopium"
X Link 2026-02-03T19:29Z [---] followers, [----] engagements

"Whats wrong with $APP Its down %10. Retest of the lows from April 2025"
X Link 2026-02-04T13:53Z [---] followers, [---] engagements

"@korkmazali08 Ayn ekilde Broadcom'un da bilano sonras dmesini bekliyorum piyasa yksek arpan sevmiyor bir sredir. Bu arkadalarda da dk arpan hak getire. Forwardlar bile 50-60x'lerdeydi. Nvidia 25-30x'ken bu arkadalarn 50-60x'te olmas srdrlebilir deil"
X Link 2026-02-04T17:34Z [---] followers, [---] engagements

"$COHR is %15 down Thats a good ER $COHR (Coherent) #earnings are out: https://t.co/eFymuwqOHO $COHR (Coherent) #earnings are out: https://t.co/eFymuwqOHO"
X Link 2026-02-04T21:08Z [---] followers, [----] engagements

"$APP doesnt look too good. Probably it will retest of the lows from April [----]. Im watching that Stock"
X Link 2026-02-04T21:20Z [---] followers, [---] engagements

"@_BurakBesenk Direkt olarak TPUlarin tasarimcilari olduklar iin bence. Yoksa tm cipcilere ve data centercilar iin olumlu. Zaman gelince gzel gzel fiyatlarz"
X Link 2026-02-04T21:28Z [---] followers, [---] engagements

"$META has just got cheaper after Earnings Report. So here is my Review. You have to take a look again these results. And new AI Model Avocado will come out in the next weeks I conducted research on $Meta's Q4 [----] earnings report. Overall results exceeded expectations despite significant CapEx spending. However free cash flow declined year-over-year. That's a key highlight and Zuckerberg indicated that Reality Labs operating losses are probably https://t.co/tFiiBhOUIR I conducted research on $Meta's Q4 [----] earnings report. Overall results exceeded expectations despite significant CapEx"
X Link 2026-02-05T17:05Z [---] followers, [---] engagements

"CapEx $200 Billions Oh my god BULLISH $MRVL $AMZN Amazon Q4 [----] Earnings Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) 🟢 Operating Income: $25.0B (Adj. $27.4B ex charges) Net Income: $21.2B (+6% YoY) FY2025 Revenue: $716.9B (+12% YoY) FY2025 EPS: $7.17 $AMZN Amazon Q4 [----] Earnings Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) 🟢 Operating Income: $25.0B (Adj. $27.4B ex charges) Net Income: $21.2B (+6% YoY) FY2025 Revenue: $716.9B (+12% YoY) FY2025 EPS: $7.17"
X Link 2026-02-05T21:03Z [---] followers, [---] engagements

"@BerkUcmz Yeni halka arz grdn m $FPS https://x.com/turkishwarsh/status/2019503284889981118s=46 Forgent Power Solutions NYSE: $FPS a recently public electrical equipment manufacturer shows strong growth potential driven by data center demand grid upgrades and industrial expansion. Its recent financials highlight accelerating revenue and a massive backlog signaling https://t.co/LIEfV2L1cD https://x.com/turkishwarsh/status/2019503284889981118s=46 Forgent Power Solutions NYSE: $FPS a recently public electrical equipment manufacturer shows strong growth potential driven by data center demand grid"
X Link 2026-02-05T21:27Z [---] followers, [---] engagements

"@malibu789 @ProfKayaFinance FUD yayiyorlar desek yeridir"
X Link 2026-02-06T08:40Z [---] followers, [---] engagements

"@Dr_Gesorge $S $NBIS $EOSE and probably $ETH. Not gonna buy $MRVL AWS CapEx has rescued Marvell"
X Link 2026-02-06T10:14Z [---] followers, [---] engagements

"I'm not gonna buy any SaaS stock. I don't rely on them in the mid term. And I'm not really liking their jobs but don't get that wrong. I still think SaaS companies will be alive in the next years. Just I don't wanna play that tiring game I have already owned $S SentinelOne and with that I can benefit from a possible SaaS positive trend. ( $NOW $TEAM $HUBS $APP $INTU I'm still watching them.) https://twitter.com/i/web/status/2019807468470018096 https://twitter.com/i/web/status/2019807468470018096"
X Link 2026-02-06T16:16Z [---] followers, [---] engagements

"@BoxLongs trash like Hims&Hers"
X Link 2026-02-07T17:54Z [---] followers, [--] engagements

"@TheLongInvest You cant say that $NVO and $HIMS will both go to the Moon. Thats a big lie. $HIMS will just go to ZERO"
X Link 2026-02-08T09:56Z [---] followers, [----] engagements

"$NBIS has its earnings report next week Revenue Estimate: $243M EBITDA Estimate: $40.4M GAAP EPS Estimate: -$0.44 Total Revenue Expectations are around $550M $NBIS It just trades around 10x Forward P/Sales. And just trades 2.75x Forward P/ARR. https://t.co/AcWGXIpXTJ $NBIS It just trades around 10x Forward P/Sales. And just trades 2.75x Forward P/ARR. https://t.co/AcWGXIpXTJ"
X Link 2026-02-08T20:10Z [---] followers, [---] engagements

"$DIA is looking good"
X Link 2026-02-10T14:55Z [---] followers, [---] engagements

"$S is up %11 from the yesterdays low. I hope the market has started to realize its GenAI Market opportunity. And yesterday @prompt_security has launched its AI Agent designed for Clawdbot. Their technological basis was ready for Clawdbot. (Prompt Security is a SentinelOne company.) https://twitter.com/i/web/status/2021240901645807965 https://twitter.com/i/web/status/2021240901645807965"
X Link 2026-02-10T15:12Z [---] followers, [---] engagements

"@_BurakBesenk Mmkndr bellek endstrisi hep undervalued bir sektrd son dnemde. Dongusel ileri krlmak zere hatta krld denebilir. Bu yzden de normal cip tasarimcilari gibi fiyatlamalar mmkn hale geldi. Hala daha devam ediyor inili cikisli olacak tabi ki"
X Link 2026-02-10T15:52Z [---] followers, [---] engagements

"@onestoploss @alc2022 Hayal dnyasnda yayor Antonio Duolingo ve Himsin CEOlari bile [--] trilyon olacaklarn akllarnn ucundan bile geirmezler"
X Link 2026-02-10T17:33Z [---] followers, [---] engagements

"2-) PsiQuantum: A company developing fault-tolerant utility-scale quantum computers using silicon photonics technology. They are building data center-scale quantum computing facilities in Brisbane and Chicago. https://twitter.com/i/web/status/2021293698256879917 https://twitter.com/i/web/status/2021293698256879917"
X Link 2026-02-10T18:42Z [---] followers, [---] engagements

"3-) DetectionsAI: An AI-native detection engineering platform that combines threat intelligence detection content and generative AI. It empowers security analysts and SOC teams with modern AI capabilities. https://twitter.com/i/web/status/2021293709355073859 https://twitter.com/i/web/status/2021293709355073859"
X Link 2026-02-10T18:42Z [---] followers, [--] engagements

"$S SentinelOne 🦀🦀 Introducing ClawSec 🦀🦀 My amazing team at Prompt Security moved fast and is already shipping - today we are releasing a security package for OpenClaw Agents. It detects drift across all built-in skills runs security audits verifies skill integrity and provides https://t.co/mhabftVgkv 🦀🦀 Introducing ClawSec 🦀🦀 My amazing team at Prompt Security moved fast and is already shipping - today we are releasing a security package for OpenClaw Agents. It detects drift across all built-in skills runs security audits verifies skill integrity and provides https://t.co/mhabftVgkv"
X Link 2026-02-10T20:09Z [---] followers, [---] engagements

"$HOOD will probably touch to $50. Growth Rate is slowing down faster than expected. Nobody can say that the earnings Report looks good. $HOOD Robinhood Markets Inc. Q4-2025 Earning Report https://t.co/alHvgH1fau $HOOD Robinhood Markets Inc. Q4-2025 Earning Report https://t.co/alHvgH1fau"
X Link 2026-02-10T21:09Z [---] followers, [----] engagements

"@windyCityJump23 Yes thats right but a Revenue miss around %4.5 is really much for Robinhood"
X Link 2026-02-10T21:12Z [---] followers, [--] engagements

"$MRVL XConn will start to generate Revenue after Q2 in this year"
X Link 2026-02-11T04:46Z [---] followers, [---] engagements

"$S SentinelOne was deserving this attention Its good to see that JPMorgan has realized the potential of SentinelOnes GenAI basis. Here are the [--] latest Investments of S Ventures @SentinelOne 1-) Reco AI SaaS Company: An AI-powered SaaS security platform that protects sensitive data shared in collaboration tools like Slack Microsoft [---] and Google Workspace while ensuring secure use of AI applications. https://t.co/fPrbT9WUbN Here are the [--] latest Investments of S Ventures @SentinelOne 1-) Reco AI SaaS Company: An AI-powered SaaS security platform that protects sensitive data shared in"
X Link 2026-02-11T09:56Z [---] followers, [---] engagements

"Zayifligi almak ou zaman mantkl eer temelleri ve gelecei dzgn olan bir irketse. Robinhood da phesiz gayet gl dzgn bir irket. Ancak birka ceyreklik bozulmalar byk geri ekilmelere sebep olabilir zaten oldu da. Biraz daha srebilir diyorum $70in altna derse deerlendirmeyi planlarim. https://twitter.com/i/web/status/2021609457252250020 https://twitter.com/i/web/status/2021609457252250020"
X Link 2026-02-11T15:37Z [---] followers, [--] engagements

"@StockMarketNerd Really @BillAckman has invested in $META"
X Link 2026-02-11T15:57Z [---] followers, [---] engagements

"Welcome @BillAckman BILL ACKMAN DISCLOSES NEW POSITION IN $META https://t.co/Ql4ktHmApx BILL ACKMAN DISCLOSES NEW POSITION IN $META https://t.co/Ql4ktHmApx"
X Link 2026-02-11T16:00Z [---] followers, [---] engagements

"@onestoploss $50-60 bandn bekliyorum illa pozisyon aacaksam oradan amay isterim"
X Link 2026-02-11T17:22Z [---] followers, [---] engagements

"@buckberi Amazon yllardr benzerini yapyor Turkiyede. Her eyin bir yolu var ama bunu da engellemezlerse yeridir"
X Link 2026-02-11T20:21Z [---] followers, 49.7K engagements

"@HearYou99 @buckberi 🤷♂ Hayrls diyelim baska diyecek bir ey yok. Gl tepki karamadk maalesef olan oldu diyeceiz"
X Link 2026-02-11T20:42Z [---] followers, [----] engagements

"Turkiyeden hala daha Amazon Germany gibi sarclardan alveri yaplabiliyor. En son baktmda yleydi zellikle gmrk muhabbetinden sonra da baktm. Amazon Turkiye hala listeliyor Almanyadan ou eyi. Tabi ki teknolojik alet getiremezsiniz ancak 1000-2000 TL bandnda rnler mevcuttu. https://twitter.com/i/web/status/2021693293063753950 https://twitter.com/i/web/status/2021693293063753950"
X Link 2026-02-11T21:10Z [---] followers, [----] engagements

"Here is the details about $META and $MSFT Deals. $NBIS Call is still continuing"
X Link 2026-02-12T13:18Z [---] followers, [---] engagements

"@nsfsjw Bir eyler derdim ancak susma hakkm kullanmak istiyorum. Bouna ugrasmayalim kendisiyle. Eskiden cok daha iyiydi diyeyim o kadar"
X Link 2026-02-12T13:44Z [---] followers, [----] engagements

"Dow Jones opsiyonum var arl az da olsa portfyde. O biraz rahatlatiyor portfyde radikal rotasyonlar yapmam. Belliydi petrol irketlerinin tketim sektrnn ve benzerlerinin artaca ancak elim biraz da olsa Nebius satp McDonalds almaya gitmedi ve gitmez de. O yzden bat ayamz bassn diye Dow Jones opsiyonu almtm geen paylatm hatta hafif hafif de ekleme de yaptm geen gn. Benlik sikinti yok portfy kontroll gayet. https://twitter.com/i/web/status/2021962588913885341 https://twitter.com/i/web/status/2021962588913885341"
X Link 2026-02-12T15:00Z [---] followers, [--] engagements

"@dr_otker VistaShares iyi gerekten gzel ETFleri var baya"
X Link 2026-02-12T16:26Z [---] followers, [--] engagements

"@muh_cvs_e Mmkndr kesinlikle ve yarn CPI var. Ondan once sat doal gibi ama yormaya balad bu dusus. Prensiplere sadk kalp buradan daha fazla almak istemiyorum ama bu seyir devam ettike almak istiyor insan"
X Link 2026-02-12T16:39Z [---] followers, [--] engagements

"Yani kimseyle kiisel sorunum yok. Zaten kiisel muhabbetim de yok buradan kimseyle. Ancak gerekten arkadan yapt benzetme biraz doru eskiden cok daha iyi grnyordu bana. uan biraz nlenme sonucu bir eyler olmu gibi. Belki de bana yle geliyordur bilemem. Herkes znde iyi insandr genelde nemli olan burada toplulukta yararl eyler sunmak. https://twitter.com/i/web/status/2021993055490855224 https://twitter.com/i/web/status/2021993055490855224"
X Link 2026-02-12T17:01Z [---] followers, [---] engagements

"$NDX $SPY down US10Y US02Y down $DXY flat 🤔🤔🤔"
X Link 2026-02-12T17:32Z [---] followers, [---] engagements

"$DIA retested $496. Is it ready for Launch"
X Link 2026-02-12T19:16Z [---] followers, [---] engagements

"CEOnun kendine ve irkete gvendigi ortada yapt aciklamalari gormussundur. Piyasa pek takmad bu dnemki muhabbetlerden dolay. 3-5 ay once olsa 1000lerdeydi hisse. Buralardan girmek gvenlik marji brakmak anlamna gelebilir bence. Benim planm yok suanlik izliyorum sadece. https://twitter.com/i/web/status/2022035404044878003 https://twitter.com/i/web/status/2022035404044878003"
X Link 2026-02-12T19:49Z [---] followers, [---] engagements

"@_BurakBesenk Birok SaaS irketinin de marjlar batmad zaten veya ktye gitme emareleri gstermiyor ou. $NOW bata olmak zere azimsanmayacak bir ksm iyi durumda temel olarak. Konu temelden baya tede bence"
X Link 2026-02-12T19:56Z [---] followers, [---] engagements

"@cevikfinance Gecen cuma olan dipte %7-8 olmutu en zirveden d. Yarna gre belli olacak bence"
X Link 2026-02-12T21:06Z [---] followers, [---] engagements

"@ulkser Geen seneki gibi tarifeler muhabbeti dozunda bir olay ksa cok felaket dokulur her yer. O zaman ubat tepesini brak daha da alt gelir. Sentiment rezil durumda"
X Link 2026-02-12T21:12Z [---] followers, [---] engagements

"$CMPS Compass Pathways is based in London and its CEO Kabir Nath is a highly respected figure in the healthcare sector. The company is working to develop a drug that is many times more effective than existing depression drugs and as harmless as possible based on psilocybin mushroom primarily for depression and other psychiatric disorders. They are currently in Phase [--] and Department of Health Secretary Kennedy is quite favorably views psilocybin-derived drugs. Therefore FDA approval is not a difficult target. Some analysts (especially the HC Wainwright side which trusts the company the most)"
X Link 2025-11-22T15:19Z [---] followers, [----] engagements

"JPMorgan has released its updated U.S. Analyst Focus List for the energy sector highlighting six companies that represent their analysts highest conviction investment ideas. $VST $EQT $TRGP $LNG $GEV $ETR https://twitter.com/i/web/status/2006344159418786294 https://twitter.com/i/web/status/2006344159418786294"
X Link 2025-12-31T12:38Z [---] followers, [---] engagements

"Here is my review about Cadence Design $CDNS and comparison with Synopsys $SNP. "The Architect of the AI Era: The Invisible Backbone of Silicon" [--]. Executive Summary & Market Positioning Cadence Design Systems is the "operating system" of the semiconductor and electronic system design world. Operating in a high-barrier-to-entry duopoly with Synopsys Cadence provides the Electronic Design Automation (EDA) software essential for designing the worlds most advanced chips. Market Position: Holds approximately 36% market share in a mission-critical industry. Economic Moat: Switching costs are"
X Link 2026-01-15T13:36Z [---] followers, [----] engagements

"$CMPS RBC Capital on Compass Pathways (Psychedelics Symposium) $CMPS Stifel on Compass Pathways (COMP360 Event) https://t.co/R03BpFNfPb $CMPS Stifel on Compass Pathways (COMP360 Event) https://t.co/R03BpFNfPb"
X Link 2026-01-24T12:18Z [---] followers, [----] engagements

"Guys probably I'll add this name to my portfolio in the next weeks. Nobody is talking about Merlin Labs $BACQ. And Acquisition will be completed in the upcoming months. Here is my review about Merlin Labs. https://x.com/turkishwarsh/status/1991537863100334295s=46 Merlin has been working with Northrop Grumman to integrate the Merlin Pilot onto their next-generation testbed ecosystem Beacon. Together we're accelerating the validation of autonomous mission capabilities reducing risk & advancing next-generation uncrewed systems at scale. https://t.co/QlAavldgOs"
X Link 2026-02-01T20:00Z [---] followers, [----] engagements

"Here are the [--] latest Investments of S Ventures @SentinelOne 1-) Reco AI SaaS Company: An AI-powered SaaS security platform that protects sensitive data shared in collaboration tools like Slack Microsoft [---] and Google Workspace while ensuring secure use of AI applications. https://twitter.com/i/web/status/2021293686449967186 https://twitter.com/i/web/status/2021293686449967186"
X Link 2026-02-10T18:42Z [---] followers, [----] engagements

"Clear Street Group $CLRS is a fintech company offering a cloud-based brokerage and clearing platform for institutional investors in modern financial markets. The company provides fast trading and clearing for equities options and fixed-income securities through its API-driven technology. (Its IPO is in February 13.) Business Model Clear Street's core model integrates brokerage clearing custody and prime brokerage services on a single cloud-native platform. Revenues primarily come from net financing (margin balances) commissions clearing fees securities lending investment banking and data"
X Link 2026-02-11T19:53Z [---] followers, [---] engagements

"$VKTX Viking Therapeutic PT Lowered to $118 at Raymond James"
X Link 2026-02-12T13:23Z [---] followers, [---] engagements

"Why have all the Nebius employees bad English Accent Where did you all learn english Did they use $DUOL to learn english😂😂😂 $NBIS"
X Link 2026-02-12T13:29Z [---] followers, [---] engagements

"@Mr_Derivatives $AMZN is a good company but unfortunately its not a good stock"
X Link 2026-02-12T14:08Z [---] followers, [----] engagements

"$NBIS Earnings Call is starting 👋🏻👋🏻👋🏻"
X Link 2026-02-12T13:04Z [---] followers, [---] engagements

"Shareholders of $CCCX Churchill Capital Corp X have approved the companys business combination with Infleqtion Inc. a global leader in quantum sensing and quantum computing powered by neutral-atom technology. The deal which received overwhelming support from Churchill X shareholders is expected to close on February [--] [----]. via @Reuters https://twitter.com/i/web/status/2022349577542660424 https://twitter.com/i/web/status/2022349577542660424"
X Link 2026-02-13T16:38Z [---] followers, [---] engagements

"$META 21x P/E 25% rev 26% EPS💯💯💯 UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x https://t.co/ILYgW0MLSZ UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x https://t.co/ILYgW0MLSZ"
X Link 2026-02-15T09:47Z [---] followers, [---] engagements

"Forgent Power Solutions NYSE: $FPS a recently public electrical equipment manufacturer shows strong growth potential driven by data center demand grid upgrades and industrial expansion. Its recent financials highlight accelerating revenue and a massive backlog signaling sustained momentum. Revenue Growth Trajectory Fiscal [----] revenue hit $753.2 million up 56% from 2024's $482.7 million pro forma figure. Q1 FY2026 (ended September [--] 2025) delivered $283.3 million a sharp 84% year-over-year jump fueled by custom products for data centers (42% of revenue) and grid projects (23%). Backlog"
X Link 2026-02-05T20:07Z [---] followers, [----] engagements

"Im looking for a mid term call option. Probably on $DIA or $QQQ. $DIA looks ready for a breakout and $QQQ is very oversold. Also $QQQ has bounced back from the strong support level"
X Link 2026-02-06T12:07Z [---] followers, [---] engagements

"$DIA has broke out $496 resistance. Ill take profit after it reaches $510-515 levels. not a financial advice https://twitter.com/i/web/status/2019794329347162199 https://twitter.com/i/web/status/2019794329347162199"
X Link 2026-02-06T15:24Z [---] followers, [---] engagements

"$DIA $DIA has broke out $496 resistance. Ill take profit after it reaches $510-515 levels. not a financial advice https://t.co/kgxmykW2z9 $DIA has broke out $496 resistance. Ill take profit after it reaches $510-515 levels. not a financial advice https://t.co/kgxmykW2z9"
X Link 2026-02-06T21:16Z [---] followers, [---] engagements

"And he added also $MRVL Harry Burn - Sound Shore fund bought bunch of $CRM added $GOOG and $BRK Software is not dead 😱 https://t.co/kLciJVtgH8 Harry Burn - Sound Shore fund bought bunch of $CRM added $GOOG and $BRK Software is not dead 😱 https://t.co/kLciJVtgH8"
X Link 2026-02-11T18:52Z [---] followers, [---] engagements

"$HUBS $TEAM and the rest are hated by many Investors. They loved $NOW $APP etc. But $NOW $APP are down after their ER. $HUBS is a face ripper right now Worth to watch and worth to take a look again at the all SaaS companies"
X Link 2026-02-12T14:53Z [---] followers, [---] engagements

"$NBIS Here is my FY2025 Q4 ER Review There is no need to talk about the Q4 Revenue in this stage but I don't want to pass these hyper growth speed. I want to start with the strong ARR and ARR Guidance. The ARR in [----] was above expectations with $1.25B. Nebius has guided the FY26 ARR between $7B and $9B. (ARR is a better metric according to Nebius Executives.) In Q4 Total Revenue was around $228M (547% YoY) and Core AI Business Revenue was $214M (802% YoY). Adj. EBITDA Margin came out 24% (under expectations) but just in the [--] Quarters it has doubled. And They expect adj. EBITDA Margin 40% in"
X Link 2026-02-12T15:50Z [---] followers, [----] engagements

"@AhmetSunelcan1 Sektr zorlu rakibi $BAH ok kt durumdaydi"
X Link 2026-02-13T20:20Z [---] followers, [---] engagements

"@korkmazali08 Bundan sonra endekslere bakarak dzeltme oluyor mu olmuyor mu belli olmayacak bence"
X Link 2026-02-13T22:16Z [---] followers, [----] engagements

"Forbess latest news about $MRVL https://www.forbes.com/sites/stevemcdowell/2026/01/13/marvells-38b-play-for-next-gen-ai-data-center-market/ https://www.forbes.com/sites/stevemcdowell/2026/01/13/marvells-38b-play-for-next-gen-ai-data-center-market/"
X Link 2026-02-15T10:44Z [---] followers, [---] engagements

"So guys Kevin Warsh is the new FED Chair To be honest I'll probably miss Jerome Powell🤣🤣🤣 Warsh is a known person in FED so he won't create more problem. He could cut the rates if it's really necessary. I'm not so happy but Warsh won't make me cry pretty sure about that. Rick Rieder would be the best choice for us probably he didn't want to leave its position at BlackRock. https://twitter.com/i/web/status/2017212105380737483 https://twitter.com/i/web/status/2017212105380737483"
X Link 2026-01-30T12:23Z [---] followers, [---] engagements

"Mac Revenue has declined year-over-year. That's a bad thing for $AAPL. And probably low-cost Macbook could help to boost revenue growth. To be honest no one was expecting iPhone Revenue Growth so strong. Apple can turn itself to a real AI Device Company there is still a lot of time to do it Thanks a lot to @SergeyCYW for the detailed Revenue Graphics $AAPL Apple Revenue by Segment: iPhone $85269M rev (+23.3% YoY)🟢 Mac $8386M rev (-6.7% YoY)🔴 ➡iPad $8595M rev (+6.3% YoY)🟡 Wearables Home and Accessories $11493M rev (-2.2% YoY)🔴 https://t.co/IOwKPPpYXJ $AAPL Apple Revenue by Segment: iPhone"
X Link 2026-01-30T13:01Z [---] followers, [---] engagements

"@berkdemirkiran_ @foy_cerensever 💯💯💯 Ben burdayim🤣🤣🤣"
X Link 2026-01-30T13:07Z [---] followers, [--] engagements

"@muh_cvs_e 😂😂😂 Kevin Warsha yazar"
X Link 2026-01-30T18:31Z [---] followers, [--] engagements

"@bartuhelvaci_ So you must have thought that the correction wont be deeper"
X Link 2026-01-30T18:33Z [---] followers, [--] engagements

"$RMBS Earnings Report is on Monday after close. I expect strong results and strong FY2026 Guidance from Rambus Board. And also SSD Demand is getting larger day by day. That can be a game changer. Rambus has guided around $188M revenue in Q4 they can easily report +$190M revenue and their margins will be so strong Like always it has been. Rambus Inc. $RMBS is a fabless semiconductor company providing high-performance memory interface chipsets IP licensing and security solutions. It targets hyperscalers (Amazon AWS Google Cloud Microsoft Azure) memory manufacturers (Samsung Micron SK Hynix) and"
X Link 2026-01-30T19:17Z [---] followers, [----] engagements

"Many SaaS names are trading under 20x Forward EV/FCF. For example $TEAM $HUBS $NOW and $INTU. SaaS will bottom at 20x FCF btw (We are at 25x right now) https://t.co/c9tKoqpuuU SaaS will bottom at 20x FCF btw (We are at 25x right now) https://t.co/c9tKoqpuuU"
X Link 2026-01-30T23:29Z [---] followers, [---] engagements

"These are the original Charts from Samuel Banners Book. The other graphics for the modern years are expanded by others. And @Barchart posts that Chart as the original one drawn by Samuel Banner Samuel Benner a farmer from the 1800s published a book with market analysis on periods of panic good times to buy and good times to sell. [---] years later his analysis has proven to be remarkably accurate. https://t.co/0QXLct1fYO Samuel Benner a farmer from the 1800s published a book with market analysis on periods of panic good times to buy and good times to sell. [---] years later his analysis has"
X Link 2026-01-30T23:50Z [---] followers, [---] engagements

"$NBIS It just trades around 10x Forward P/Sales. And just trades 2.75x Forward P/ARR. Let's take a look again at Nebius Q3 Earnings Report $NBIS Q3 Results Sales: $146 million (Estimate: $156 million) 355% Increase YoY Earnings Per Share (EPS): -$0.40 (Estimate: -$0.52) EBITDA: -$5.2 million (Estimate: -$5.8 million) Core Artificial Intelligence https://t.co/tVVrJJrCsf Let's take a look again at Nebius Q3 Earnings Report $NBIS Q3 Results Sales: $146 million (Estimate: $156 million) 355% Increase YoY Earnings Per Share (EPS): -$0.40 (Estimate: -$0.52) EBITDA: -$5.2 million (Estimate: -$5.8"
X Link 2026-01-31T00:19Z [---] followers, [----] engagements

"@zoomyzoomm Duolingo is a dead Company"
X Link 2026-01-31T10:23Z [---] followers, [--] engagements

"@StockSavvyShay @VanquishTrader Thats really unbelievable. And also $TEAM and $HUBS are trading at 20x FCF"
X Link 2026-01-31T18:10Z [---] followers, [---] engagements

"@ScarlettJDN @StockSavvyShay @VanquishTrader Theyre all SaaS companies. If $NOW was a real premium Company it would have a bigger multiple"
X Link 2026-01-31T20:04Z [---] followers, [--] engagements

"@SergeyCYW Which is the cheapest for you and delivers the best service for its clients"
X Link 2026-02-01T17:06Z [---] followers, [---] engagements

"Everything is fine but Q1 [----] Guidance is horrible. $RMBS %13 down Ill decide tomorrow for holding this name for Long Term or not. Because I was expecting a better Q4 revenue and a better Q1 Guidance. Probably revenue growth is gonna slow down $RMBS Rambus Q4 Beat Record Product Rev +41% FY25; Strong Cash Generation Revenue: $190.2M (vs. $161.1M YoY) 🟢 Product Revenue: $96.8M (record quarter) 🟢 Royalties: $71.6M EPS: $0.58 GAAP / $0.68 Non-GAAP Margins: 37% GAAP op margin 46% Non-GAAP op margin $RMBS Rambus Q4 Beat Record Product Rev +41% FY25; Strong Cash Generation Revenue: $190.2M (vs."
X Link 2026-02-02T21:13Z [---] followers, [----] engagements

"@mathlonning Probably im gonna be a buyer"
X Link 2026-02-03T04:31Z [---] followers, [--] engagements

"Ill hold $RMBS during this year. Because the Revenue growth will accelarate after Q1. And added more from $97. Everything is fine but Q1 [----] Guidance is horrible. $RMBS %13 down Ill decide tomorrow for holding this name for Long Term or not. Because I was expecting a better Q4 revenue and a better Q1 Guidance. Probably revenue growth is gonna slow down Everything is fine but Q1 [----] Guidance is horrible. $RMBS %13 down Ill decide tomorrow for holding this name for Long Term or not. Because I was expecting a better Q4 revenue and a better Q1 Guidance. Probably revenue growth is gonna slow down"
X Link 2026-02-03T10:40Z [---] followers, [---] engagements

"@Mr_Derivatives It will See $50"
X Link 2026-02-03T17:25Z [---] followers, [---] engagements

"$MRVL is under its SMA200. And There is just one month left to its Earnings Report"
X Link 2026-02-03T18:06Z [---] followers, [---] engagements

"Thats a thing that I was expecting Bullish for $META $META CFO: New U.S. tax law brings [----] cash tax savings We expect substantial cash tax savings from the new U.S. tax laws given the significant investments that were making in infrastructure and R&D. $META CFO: New U.S. tax law brings [----] cash tax savings We expect substantial cash tax savings from the new U.S. tax laws given the significant investments that were making in infrastructure and R&D"
X Link 2026-02-03T19:03Z [---] followers, [---] engagements

"@bartuhelvaci_ $S has bounced from [----] lows"
X Link 2026-02-03T21:06Z [---] followers, [---] engagements

"@ProfKayaFinance $S ve $RMBS bendekiler"
X Link 2026-02-04T20:03Z [---] followers, [---] engagements

"$MSFT needs a miracle. Stifel Downgrades $MSFT to Hold from Buy Lowers PT to $392 from $540 Analyst comments: "We downgrade Microsoft to Hold as we believe Street FY/CY27 revenue and EPS expectations are too optimistic. Given the well-documented Azure supply issues coupled with Googles strong https://t.co/1q1dlhNSy6 Stifel Downgrades $MSFT to Hold from Buy Lowers PT to $392 from $540 Analyst comments: "We downgrade Microsoft to Hold as we believe Street FY/CY27 revenue and EPS expectations are too optimistic. Given the well-documented Azure supply issues coupled with Googles strong"
X Link 2026-02-05T10:55Z [---] followers, [---] engagements

"19x forward 🤣🤣🤣 No one has declared its Q1 FY2026 Reports. So because of that you have to calculate forward Ratios according to this year. Not to [----]. Youre trying to show that stock so cheap. But its not. Im an ex AMD Investor i have bought in April [----] and sold in October [----]. $NVDA is cheaper than $AMD https://twitter.com/i/web/status/2019396558723186700 https://twitter.com/i/web/status/2019396558723186700"
X Link 2026-02-05T13:03Z [---] followers, [--] engagements

"$NBIS could drop to the Price that before the Microsoft Deal Announcement. So that means it could drop to $65. Of course Ill be a buyer. And im really excited for the Earnings Report"
X Link 2026-02-05T21:45Z [---] followers, [---] engagements

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