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@Arya__Deniz "5 years ago I would double probably quadruple down on $SLG and $VNO. Today I'm so happy that I have shifted my mindset to double down on $NVDA and $AMD"
@Arya__Deniz on X 2025-07-09 15:12:45 UTC 1298 followers, XXX engagements

"$TPL is crashing - I am not sure why apart from valuation which is as good of a reason as any. $TPL vs. $XLE ratio hit oversold conditions"
@Arya__Deniz on X 2025-07-16 15:08:25 UTC 1298 followers, 2067 engagements

"@bgurley I feel like even as a venture capitalist instead of allocating to these companies and at best getting 20-25% IRR over 5-years the right move is to allocate the capital to $NVDA $AMD $TSM $BABA Xiaomi et al. Not a VC move but still especially with whats going on at $META"
@Arya__Deniz on X 2025-07-15 04:18:50 UTC 1282 followers, 4123 engagements

"$AXON - July 2025 has been rough. Since 2020 July was a weak month followed by a decent August and September. The YTD performance of the stock closely tracks (0.85+ corr.) 2003 (+1950%+) and 2015 (-34%) so no signal there. Monthly chart looks good to me - $XXX is key"
@Arya__Deniz on X 2025-07-24 12:04:52 UTC 1298 followers, XXX engagements

"$RBLX is a good tactical short. Weekly RSI is at XX performance has been weak in August and September and price trades at 20+ P/S with XX% gross margin. It's a great company but I don't get the rally - whether I understand it or not is irrelevant the stock is extended"
@Arya__Deniz on X 2025-07-14 14:15:48 UTC 1282 followers, 3837 engagements

"Damn $KKR to the stratosphere along with $BX $CG $APO et al"
@Arya__Deniz on X 2025-07-15 21:57:52 UTC 1287 followers, XXX engagements

"@JaredKubin I think $GOOGL is a great long the only issue I have is - in a fund when you own all the Mag X names you essentially turn the portfolio into Nasdaq XXX But I think the way you laid out. To me some of the tickers that make sense with that perspective are $TPL $UNH and $FICO"
@Arya__Deniz on X 2025-07-19 16:28:19 UTC 1285 followers, XXX engagements

"$AEO easy double from here. Trading at XX P/E close to 25-year support at $XX. Also the ad was really really cool you know it when you see it - hard to underwrite"
@Arya__Deniz on X 2025-07-24 14:36:34 UTC 1298 followers, 2877 engagements

"Revisiting Advanced Micro Devices - $AMD AMD is up X% pre-market on 7/15/2025. It is one of the core portfolio positions. I wanted to revisit the stock after noticing some interesting trends on the charts I track and positive news flow this week. AMD is entering a new growth inflection driven by data-center dominance and AI accelerators. Roughly half of its revenue now comes from server CPUs/GPUs where AMD is rapidly gaining share and recent U.S. export-license approvals reopened the vast China market for its MI300-series AI chips. AMDs chiplet-enabled cost leadership and broadening product"
@Arya__Deniz on X 2025-07-15 12:36:15 UTC 1290 followers, XXX engagements

"Deep Dive: Fair Isaac Corporation $FICO Fair Isaac Corporation (FICO) has achieved what few companies ever do its become practically synonymous with the service it provides. The ubiquitous FICO Score underpins the vast majority of consumer lending decisions in the U.S. giving FICO a tollbooth-like position in the credit ecosystem. This entrenched role coupled with savvy management and a high-margin business model has turned FICO into a profit machine for long-term shareholders"
@Arya__Deniz on X 2025-03-23 22:50:20 UTC 1286 followers, XXX engagements

"Investing is a power-law game. Venture capital is already a 50-plus-year-old industry hedge funds have existed for over XX years and the first private-equity firms only emerged in the late 1970s. If you tried to list the players in each field you wouldnt get past fifty - especially among newer funds. Like any business some firms are good a few are great and most are bad; you could make the same case for oil companies real-estate developers et al"
@Arya__Deniz on X 2025-07-18 16:04:10 UTC 1298 followers, XXX engagements

"@RecoveryTrade Oh to avoid currency risk I just entered $AIPUY - didn't want to carry Thai Baht in the fund. That's why I think I had a tough time"
@Arya__Deniz on X 2025-06-25 19:22:46 UTC 1297 followers, XXX engagements

"The $HYG / $IEF ratio has been steadily rising since early 2021 punctuated by shallow corrections. This signals persistent risk appetite - credit markets have consistently favored riskier (high yield) paper over risk-free Treasuries"
@Arya__Deniz on X 2025-07-15 02:07:47 UTC 1282 followers, XXX engagements

"$UNH is down XXXX% pre-market but this is very good news. The company is simply a battleground stock now eventually the resolution will be to the upside matching the cashflows"
@Arya__Deniz on X 2025-07-24 12:35:06 UTC 1289 followers, 2223 engagements

"$VIX broke $XX Things seem way too good I dont know - a quick 5-7% correction across the board for S&P XXX Nasdaq and Russell 2000 would be healthy in my opinion. That said a lot of investors would agree with my claim above. So more pain to the upside"
@Arya__Deniz on X 2025-07-24 14:54:29 UTC 1295 followers, XXX engagements

"@kiantrades Panamera is the move especially if you have a family - you need to chop legs off to sit in the back in those cars"
@Arya__Deniz on X 2025-07-16 21:06:01 UTC 1277 followers, XXX engagements

"@jbulltard1 $OSCR is a good company man cant talk about other shitcos but for Oscar Health think about it this way. EPS growth will be 100%+ (by a big margin) multiples are below market and health insurer comps CEO comes from Cigna and top share holders include Kushner family"
@Arya__Deniz on X 2025-07-15 11:11:35 UTC 1286 followers, 2333 engagements

"@jasonfurman You are not wrong but the positive effects from tariffs (both quantifiable and arcane) outweighs the de minimis impact on CPI (so far) - core CPI came below expectations. We should all be humble about underwriting this macro environment"
@Arya__Deniz on X 2025-07-15 13:11:53 UTC 1284 followers, 1509 engagements

"In my opinion $AXON an industrial stock in the $XLI has only one publicly traded comp - $PLTR. Completely different businesses but similar investor base (in my opinion) Check out the $AXON / $XLI (oversold) and $AXON / $PLTR charts (oversold)"
@Arya__Deniz on X 2025-07-17 21:54:36 UTC 1288 followers, XXX engagements

"$META performance is overwhelmingly better than that of $GOOGL year-to-date. That said RSI (7) for $META is at XX and for $GOOGL at 100"
@Arya__Deniz on X 2025-07-19 14:58:12 UTC 1298 followers, 1357 engagements