# ![@ProfKayaFinance Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1889251650659106817.png) @ProfKayaFinance Kaya Finance

Kaya Finance posts on X about bir, $amzn, meta, $rbrk the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1889251650659106817/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889251650659106817/c:line/m:interactions.svg)

- [--] Week [-------] +145%
- [--] Month [-------] +420%
- [--] Months [---------] +189,319%

### Mentions: [--] [#](/creator/twitter::1889251650659106817/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889251650659106817/c:line/m:posts_active.svg)

- [--] Week [---] +209%
- [--] Month [---] +392%
- [--] Months [---] +5,883%

### Followers: [------] [#](/creator/twitter::1889251650659106817/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889251650659106817/c:line/m:followers.svg)

- [--] Week [------] -0.01%
- [--] Month [------] +16%
- [--] Months [------] +37,472%

### CreatorRank: [-------] [#](/creator/twitter::1889251650659106817/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889251650659106817/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5325 [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  #941 [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [agencies](/list/agencies)  [countries](/list/countries)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[bir](/topic/bir) #2460, [$amzn](/topic/$amzn) #90, [meta](/topic/meta) #2156, [$rbrk](/topic/$rbrk) #3, [$crwd](/topic/$crwd) #8, [$iren](/topic/$iren) #49, [$axon](/topic/$axon) #4, [$meta](/topic/$meta) #37, [$net](/topic/$net) #5, [$eose](/topic/$eose) #17

**Top accounts mentioned or mentioned by**
[@kamilsancakli](/creator/undefined) [@notpowellss](/creator/undefined) [@borsagunlgum](/creator/undefined) [@rauffatalizada](/creator/undefined) [@fatihsenel82](/creator/undefined) [@boraozkent](/creator/undefined) [@xtechinvestor](/creator/undefined) [@umitkirmizialan](/creator/undefined) [@kelimecuf](/creator/undefined) [@foundofund](/creator/undefined) [@pubnasdaq](/creator/undefined) [@finans009](/creator/undefined) [@milliyetcianka](/creator/undefined) [@fintat1](/creator/undefined) [@korkmazali08](/creator/undefined) [@tmrcskn](/creator/undefined) [@sametdastan1996](/creator/undefined) [@joshtradeoption](/creator/undefined) [@babyprofesor](/creator/undefined) [@shane13i](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Iris Energy Limited (IREN)](/topic/$iren) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Metadium (META)](/topic/$meta) [Cloudflare, Inc. (NET)](/topic/$net) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Snowflake Inc. (SNOW)](/topic/$snow) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Now Coin (NOW)](/topic/$now) [Tempus AI, Inc. (TEM)](/topic/$tem) [MercadoLibre Inc (MELI)](/topic/$meli) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Constellation Energy Corp (CEG)](/topic/$ceg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [Microsoft Corp. (MSFT)](/topic/$msft) [Zscaler Inc (ZS)](/topic/$zs) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [ServiceNow Inc (NOW)](/topic/servicenow) [Vistra, Corp. (VST)](/topic/$vst) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Oracle Corporation (ORCL)](/topic/$orcl) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Trade Desk, Inc. (TTD)](/topic/$ttd) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [MongoDB, Inc. (MDB)](/topic/$mdb) [Salesforce Inc (CRM)](/topic/$crm) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [IonQ, Inc. (IONQ)](/topic/$ionq) [retard to retired (R/R)](/topic/$rr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Micron Technology, Inc. (MU)](/topic/$mu) [Oklo Inc. (OKLO)](/topic/$oklo) [Broadcom, Inc. (AVGO)](/topic/$avgo) [AppLovin Corporation (APP)](/topic/$app) [Fastly, Inc. (FSLY)](/topic/$fsly) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [Arm Holdings plc (ARM)](/topic/$arm) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Richtech Robotics Inc. (RR)](/topic/richtech-robotics) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Apple, Inc. (AAPL)](/topic/$aapl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Dorumu @grok"  
[X Link](https://x.com/ProfKayaFinance/status/1918752747471462552)  2025-05-03T19:41Z [--] followers, [--] engagements


"$TTD The Trade Desk neden mi %5 yukseldi 👀"  
[X Link](https://x.com/ProfKayaFinance/status/1919462687949381743)  2025-05-05T18:42Z [--] followers, [--] engagements


"Takip ettiim irketlerin kapan kazanlarn bekliyorum. 👀🧐 $COIN Coinbase $RKLB Rocket Lab $TTD The Trade Desk $NET Cloudflare $TMDX TransMedics $AFRM Affrim $SERV Serve Robotics"  
[X Link](https://x.com/ProfKayaFinance/status/1920555391030632620)  2025-05-08T19:04Z [--] followers, [----] engagements


"NVIDIA $NVDA = 4T USD $META + $GOOGL = 4T USD"  
[X Link](https://x.com/ProfKayaFinance/status/1943335931076923646)  2025-07-10T15:46Z [--] followers, [--] engagements


"@OTCWhisperer The increasing energy consumption of AI grid insufficiencies and overheating are real issues; however Navitas addresses some of these with innovative solutions that reduce power usage and heat with its partnership with $NVDA NVIDIA being the most striking example"  
[X Link](https://x.com/ProfKayaFinance/status/1952782064790413733)  2025-08-05T17:21Z [--] followers, [--] engagements


"The investor wants to invest in companies whose CEOs they trust but unfortunately the CEO of $RDW doesnt meet that standard. That said I still like the company for now"  
[X Link](https://x.com/ProfKayaFinance/status/1954968634092363932)  2025-08-11T18:10Z [--] followers, [---] engagements


"Marvells lower demand and weaker software ecosystem compared to Broadcom are just one example even though ASIC and GPU markets are different. Sure Marvell has big names like Amazon and Microsoft as customers but Broadcoms got a wider lineup with Google Meta ByteDance and OpenAI giving it a bigger market share and influence. While ASICs being service-oriented reduces the need for a strong software ecosystem Marvells still struggling to keep up with Broadcoms diversity and scale"  
[X Link](https://x.com/ProfKayaFinance/status/1967830392431649041)  2025-09-16T05:58Z [---] followers, [---] engagements


"$CRWD $VKTX $CLPT $NVTS ve $RBRK 😎"  
[X Link](https://x.com/ProfKayaFinance/status/1968721611298599337)  2025-09-18T16:59Z [---] followers, [----] engagements


"@PubNasdaq Andruil ve Databricks sper olurdu"  
[X Link](https://x.com/ProfKayaFinance/status/1970016387180773688)  2025-09-22T06:44Z [---] followers, [---] engagements


"$RBRK Rubrik de kafa tutuyor 😎"  
[X Link](https://x.com/ProfKayaFinance/status/1971235793068011994)  2025-09-25T15:30Z [---] followers, [----] engagements


"$META grafigi 🧐"  
[X Link](https://x.com/ProfKayaFinance/status/1971988158339219619)  2025-09-27T17:19Z [----] followers, [---] engagements


"$ISRG grafigi🧐"  
[X Link](https://x.com/ProfKayaFinance/status/1971988162198347945)  2025-09-27T17:19Z [----] followers, [---] engagements


"@finans009 $INTC - Intel $MU - Micron ve $TNX Texas Instruments ilk etapta"  
[X Link](https://x.com/ProfKayaFinance/status/1971999603500429451)  2025-09-27T18:05Z [----] followers, [---] engagements


"@finans009 $TXN *"  
[X Link](https://x.com/ProfKayaFinance/status/1971999750519189787)  2025-09-27T18:05Z [---] followers, [---] engagements


"$NVTS Navitas Semiconductor %15 up 📈 😏"  
[X Link](https://x.com/ProfKayaFinance/status/1972660932548460911)  2025-09-29T13:53Z [----] followers, [----] engagements


"@SaulSohum $CIFR ve $IREN 💪 💯"  
[X Link](https://x.com/ProfKayaFinance/status/1973446305629483421)  2025-10-01T17:53Z [----] followers, [---] engagements


"@Dino6049 $IREN ve $AMPX 🫡"  
[X Link](https://x.com/ProfKayaFinance/status/1973449700666970119)  2025-10-01T18:07Z [----] followers, [---] engagements


"@sadin731 Favorim $IONQ 💪"  
[X Link](https://x.com/ProfKayaFinance/status/1973470412639281219)  2025-10-01T19:29Z [----] followers, [---] engagements


"@alisnkya $Oklo ve $FLY 💪😏"  
[X Link](https://x.com/ProfKayaFinance/status/1973479533492969605)  2025-10-01T20:06Z [----] followers, [---] engagements


"@FinCapMark $IREN $EOSE ve $IONQ yanaym 😏"  
[X Link](https://x.com/ProfKayaFinance/status/1973798330674393384)  2025-10-02T17:12Z [----] followers, [---] engagements


"@AlphabullYTB $RR ve $RKLB 👌"  
[X Link](https://x.com/ProfKayaFinance/status/1973993741108048237)  2025-10-03T06:09Z [----] followers, [---] engagements


"😏 $NVDA - Nvidia 🟢 $CRWD - CrowdStrike 🟢 $SNOW -Snowflake 🟢 Sabah ki yazmda dediim gibi geldi bilanolar [--] bilanoda gzeldi temellerini salam irketler. Dler alm frsatna dnecektir. Sabah ki yazmda dediim gibi geldi bilanolar [--] bilanoda gzeldi temellerini salam irketler. Dler alm frsatna dnecektir"  
[X Link](https://x.com/ProfKayaFinance/status/1961060345528623421)  2025-08-28T13:36Z [----] followers, [---] engagements


"Portfymde ki hisselerin geri ekilmelerde ki kritik seviyeleri 🌀 $NET Cloudflare 168$ 135$ 112$ $CRWD CrowdStrike 366$ 279$ 252$ $AMZN Amazon 209$ 191$ 161$ $RKLB Rocket Lab 39$ 35$ 28$ $DOCN DigitalOcean 34$ 32$ 31$ $SNOW Snowflake 200$ 189$ 182$ $ALAB Astera Labs 177$ 138$ 119$"  
[X Link](https://x.com/ProfKayaFinance/status/1968351745622331620)  2025-09-17T16:30Z [----] followers, [---] engagements


"$RR Richtech Robotics 5dolari grd😲"  
[X Link](https://x.com/ProfKayaFinance/status/1970129197852131390)  2025-09-22T14:12Z [----] followers, [--] engagements


"$AVGO up %13😳😅 BREAKING: Broadcom stock $AVGO surges over +13% after signing a "multi-billion dollar chip deal" with OpenAI. Broadcom will build custom data center chips for OpenAI and the deal covers 10GW of compute capacity. Broadcom now up +$200 BILLION of market cap today. https://t.co/NzktpbSmFo BREAKING: Broadcom stock $AVGO surges over +13% after signing a "multi-billion dollar chip deal" with OpenAI. Broadcom will build custom data center chips for OpenAI and the deal covers 10GW of compute capacity. Broadcom now up +$200 BILLION of market cap today. https://t.co/NzktpbSmFo"  
[X Link](https://x.com/ProfKayaFinance/status/1977724290653974655)  2025-10-13T13:13Z [----] followers, [----] engagements


"@milliyetci_anka Meta amzn axon ceg nvda bu liste uzadka uzar"  
[X Link](https://x.com/ProfKayaFinance/status/1979067278898405841)  2025-10-17T06:09Z [----] followers, [---] engagements


"$AMZN 😏💪 According to BloombergNEF AWS is planning to nearly quadruple its current 3GW+ capacity to more than 12GW. $AMZN $GOOG $MSFT $META According to BloombergNEF AWS is planning to nearly quadruple its current 3GW+ capacity to more than 12GW. $AMZN $GOOG $MSFT $META"  
[X Link](https://x.com/ProfKayaFinance/status/1979922012848947249)  2025-10-19T14:46Z [----] followers, [----] engagements


"$RGTI $QBTS $QUBT $IONQ 🔥 Matematik yalan sylemez. 😏"  
[X Link](https://x.com/ProfKayaFinance/status/1981002922281587193)  2025-10-22T14:21Z [----] followers, [--] engagements


"@inovation95 $AMD ⚠😶"  
[X Link](https://x.com/ProfKayaFinance/status/1982374470502277584)  2025-10-26T09:11Z [----] followers, [--] engagements


"$AMZN 😏 Amazon $AMZN is cutting [-----] corporate jobs in its latest restructuring push per Bloomberg. Leadership says the company is still bloated post-pandemic and is shifting resources toward AI automation and biggest bets ahead of earnings Thursday. https://t.co/jewUVz9SmX Amazon $AMZN is cutting [-----] corporate jobs in its latest restructuring push per Bloomberg. Leadership says the company is still bloated post-pandemic and is shifting resources toward AI automation and biggest bets ahead of earnings Thursday. https://t.co/jewUVz9SmX"  
[X Link](https://x.com/ProfKayaFinance/status/1983116086066196925)  2025-10-28T10:18Z [----] followers, [----] engagements


"@fintat1 It's very unlikely but 😶"  
[X Link](https://x.com/ProfKayaFinance/status/1983153771896287346)  2025-10-28T12:47Z [----] followers, [--] engagements


"@fintat1 There might be a rise but unfortunately they don't stand much chance against CrowdStrike.😏"  
[X Link](https://x.com/ProfKayaFinance/status/1983157304708227420)  2025-10-28T13:02Z [----] followers, [--] engagements


"@borsacipowell Sebebi Varonis Systems bilanosu"  
[X Link](https://x.com/ProfKayaFinance/status/1983538065256722526)  2025-10-29T14:15Z 17.3K followers, [---] engagements


"te buuuuu $AMZN $AMZN yap ovunu 🙏 $AMZN yap ovunu 🙏"  
[X Link](https://x.com/ProfKayaFinance/status/1983987965945901540)  2025-10-30T20:02Z [----] followers, [----] engagements


"Bir haberde $CIFR geldi. $AMZN Amazon 🤝 Cipher Mining ile ortaklk kurdu. 👀"  
[X Link](https://x.com/ProfKayaFinance/status/1985320490299187316)  2025-11-03T12:17Z 15.8K followers, [----] engagements


"@KamilSancakli Tabikide $CEG"  
[X Link](https://x.com/ProfKayaFinance/status/1986431908356436396)  2025-11-06T13:54Z 15.5K followers, [---] engagements


"@cevikfinance $BMNR $RKLB"  
[X Link](https://x.com/ProfKayaFinance/status/1987268634402517345)  2025-11-08T21:18Z 15.6K followers, [----] engagements


"😅😅 Two-thirds of Burry's portfolio in $PLTR puts is wild https://t.co/oTGXCfvu8C Two-thirds of Burry's portfolio in $PLTR puts is wild https://t.co/oTGXCfvu8C"  
[X Link](https://x.com/ProfKayaFinance/status/1988123403396472943)  2025-11-11T05:55Z 15.8K followers, [----] engagements


"ok gzel bir hamle $SNOW 😏 $SNOW is buying Datometry a startup that lets companies migrate off $ORCL without rebuilding their data pipelines. Snowflake says it cuts migration costs by 90% & makes the move 4x faster which opens the door for a lot more big-company workloads to land on Snowflake. https://t.co/9cbIC6GowA $SNOW is buying Datometry a startup that lets companies migrate off $ORCL without rebuilding their data pipelines. Snowflake says it cuts migration costs by 90% & makes the move 4x faster which opens the door for a lot more big-company workloads to land on Snowflake."  
[X Link](https://x.com/ProfKayaFinance/status/1988295031527272560)  2025-11-11T17:17Z 15.7K followers, [----] engagements


"$META - $MELI - $AXON - $RKLB"  
[X Link](https://x.com/ProfKayaFinance/status/1989597290886000683)  2025-11-15T07:32Z 15.9K followers, 10.3K engagements


"🗣 Mark Zuckerberg"  
[X Link](https://x.com/ProfKayaFinance/status/1990871687353557138)  2025-11-18T19:56Z 15.9K followers, [----] engagements


"@korayh $AMZN 😏 🎯"  
[X Link](https://x.com/ProfKayaFinance/status/1991022812186771500)  2025-11-19T05:56Z 15.8K followers, [----] engagements


"@Nigdelibalci @alperkonarx Databricks 😏"  
[X Link](https://x.com/ProfKayaFinance/status/1991467925769973804)  2025-11-20T11:25Z 15.8K followers, [---] engagements


"Dn sebebini arayan arkadalar iin 👀 WHY are markets crashing Our logical explanation: There is quite literally only ONE headline that can even be partially blamed for such a sudden market crash. At 11:20 AM ET the US Labor Department said the November and October employment "situation" will be released on https://t.co/zubNQstd5l WHY are markets crashing Our logical explanation: There is quite literally only ONE headline that can even be partially blamed for such a sudden market crash. At 11:20 AM ET the US Labor Department said the November and October employment "situation" will be released"  
[X Link](https://x.com/ProfKayaFinance/status/1991565464611524866)  2025-11-20T17:53Z 15.8K followers, 58.8K engagements


"$AMZN Amazon'da inovasyonlar bitmiyor. 😅😏 Excited to share new @Amazonleo Ultra is fastest satellite internet antenna ever built delivering simultaneous download speeds up to [--] Gbps and upload speeds up to [---] Mbps all powered by custom Leo silicon. Plus some more details on our network which will offer https://t.co/FOE7pRgyH9 Excited to share new @Amazonleo Ultra is fastest satellite internet antenna ever built delivering simultaneous download speeds up to [--] Gbps and upload speeds up to [---] Mbps all powered by custom Leo silicon. Plus some more details on our network which will offer"  
[X Link](https://x.com/ProfKayaFinance/status/1992988324517044348)  2025-11-24T16:06Z 15.9K followers, [----] engagements


"$NVDA %7 📉 $AMD %10 📉 $NBIS 📉 ve $IREN %7📉 😳"  
[X Link](https://x.com/ProfKayaFinance/status/1993331831794545105)  2025-11-25T14:51Z 16K followers, 13.5K engagements


"@notpowellss___ It must be purchased immediately or the administration will ruin the beautiful company. Tomer 🤦"  
[X Link](https://x.com/ProfKayaFinance/status/1993357529628262586)  2025-11-25T16:34Z 15.9K followers, [---] engagements


"@notpowellss___ I don't think CRWD but it will either buy PANW or MSFT"  
[X Link](https://x.com/ProfKayaFinance/status/1993362489732743577)  2025-11-25T16:53Z 15.9K followers, [---] engagements


"😅😅😅 Explain the $GOOGL x $META TPU deal with one meme. https://t.co/Q4BB1AMLpk Explain the $GOOGL x $META TPU deal with one meme. https://t.co/Q4BB1AMLpk"  
[X Link](https://x.com/ProfKayaFinance/status/1994844500561465644)  2025-11-29T19:02Z 16K followers, [----] engagements


"$RR Richtech Robotics son [--] haftada %26 🔥 👀"  
[X Link](https://x.com/ProfKayaFinance/status/1996612000269684871)  2025-12-04T16:06Z 17.3K followers, [----] engagements


"$RBRK Rubrik 🔥🫡"  
[X Link](https://x.com/ProfKayaFinance/status/1996951123383537985)  2025-12-05T14:33Z 16.3K followers, [----] engagements


"$PLAB %43 🔥😳"  
[X Link](https://x.com/ProfKayaFinance/status/1998778446806147439)  2025-12-10T15:34Z 16.9K followers, [----] engagements


"$ORCL Oracle 👀"  
[X Link](https://x.com/ProfKayaFinance/status/1998816637353603262)  2025-12-10T18:06Z 16.5K followers, [----] engagements


"$TTD - $ZETA - $APP"  
[X Link](https://x.com/ProfKayaFinance/status/1999377740039094293)  2025-12-12T07:16Z 17.1K followers, [----] engagements


"@mck190501 @neolight11 😅"  
[X Link](https://x.com/ProfKayaFinance/status/1999387824655630351)  2025-12-12T07:56Z 16.5K followers, [--] engagements


"@korkmazali08 $CEG Constellation Energy 🤦"  
[X Link](https://x.com/ProfKayaFinance/status/1999483648677232667)  2025-12-12T14:17Z 17.1K followers, [---] engagements


"$QQQ 613$ 👀"  
[X Link](https://x.com/ProfKayaFinance/status/1999519493886755173)  2025-12-12T16:39Z 16.5K followers, [----] engagements


"$NOW ServiceNow 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2000576686497091838)  2025-12-15T14:40Z 16.9K followers, [----] engagements


"👀 $AMZN Amazon $META Meta $MSFT Microsoft ve $AAPL Apple Nasdaq ve S&P [---] gerisinde kalyor anlik.😳 $GOOGL Ik gibi parlyor. Bu bile balon tartmasn bitirmek iin yeterli bence. Uan kaan yokhepsi yerli yerinde"  
[X Link](https://x.com/ProfKayaFinance/status/2001005660209881176)  2025-12-16T19:05Z 16.9K followers, [----] engagements


"@abigubifooty Sana zahmet 🙏"  
[X Link](https://x.com/ProfKayaFinance/status/2001068096761594273)  2025-12-16T23:13Z 16.5K followers, [---] engagements


"@PubNasdaq Favorim CEG Constellation Energy 🫡"  
[X Link](https://x.com/ProfKayaFinance/status/2004838392648151175)  2025-12-27T08:54Z 17.3K followers, [---] engagements


"$AMZN Amazon - Anthropic $ORCL Oracle - OpenAI $NBIS Nebius - Copilot $CIFR Cipher - Gemini $IREN Iren - xAI Bence byle ok gzel duruyor. htimali bile gzel.💯"  
[X Link](https://x.com/ProfKayaFinance/status/2006468407546556543)  2025-12-31T20:52Z 17.1K followers, 11.9K engagements


"$CLPT ClearPoint Neuro u sunumunu bi inceleyin. 🤠 https://d1io3yog0oux5.cloudfront.net/_758725a9c458914ef16f96518fe4603b/clearpointneuro/db/77/2912/pdf/CLPT+Investor+Deck_11.2025.pdf https://d1io3yog0oux5.cloudfront.net/_758725a9c458914ef16f96518fe4603b/clearpointneuro/db/77/2912/pdf/CLPT+Investor+Deck_11.2025.pdf"  
[X Link](https://x.com/ProfKayaFinance/status/2007366610991100375)  2026-01-03T08:21Z 17.2K followers, [----] engagements


"$AMKR Amkor Tech. Up %10 🔥😏"  
[X Link](https://x.com/ProfKayaFinance/status/2008555211254886718)  2026-01-06T15:04Z 17.3K followers, 15.4K engagements


"@TmrCskn YouTube videosu var 🤫"  
[X Link](https://x.com/ProfKayaFinance/status/2009379360411623763)  2026-01-08T21:39Z 17.1K followers, [--] engagements


"$HIMS 32.88$ 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2009732381054321063)  2026-01-09T21:01Z 17.2K followers, [----] engagements


"🚨 Haftalk Portfy Gncellemesi -- [--] Ocak [----] $SPY - %1.22 📈 $QQQ - %1.06 📈 Kaya Finance: %7.86 📈 $AMZN $RBRK $AXON $NET $CRWD $EOSE $META $SNOW $RKLB $DOCN $TEM $ASTS $NBIS $IREN $MELI Put: $SPY $QQQ $ARKK"  
[X Link](https://x.com/ProfKayaFinance/status/2010264957066367220)  2026-01-11T08:18Z 17.2K followers, 10K engagements


"Bi kulamz kalmt. 😅 Teknoloji bambaka yerlere gidiyor. Adamlar neler yapyor neler 👀 A recent leak shows OpenAI building an always-on on-body AI device called Sweatpea designed to capture intent & execute actions without an iPhone. Thats why Sam Altman sees $AAPL as the real competitor since whoever owns the assistant at moment of intent owns the platform. https://t.co/4Zx71byj8p A recent leak shows OpenAI building an always-on on-body AI device called Sweatpea designed to capture intent & execute actions without an iPhone. Thats why Sam Altman sees $AAPL as the real competitor since whoever"  
[X Link](https://x.com/ProfKayaFinance/status/2010771929242759490)  2026-01-12T17:52Z 17.1K followers, [----] engagements


"@norveclifinans $AMD 'nin hikyesini canl tutan en nemli iki irketten biri Meta ikincisi OpenAI.😏"  
[X Link](https://x.com/ProfKayaFinance/status/2011052871668941198)  2026-01-13T12:29Z 17.1K followers, [---] engagements


"🧿 $TMDX TransMedics up %8 🔥"  
[X Link](https://x.com/ProfKayaFinance/status/2011125887727489393)  2026-01-13T17:19Z 17.3K followers, [----] engagements


"$IREN iin byle bir yol haritas iin ne dersiniz. A simple 8/21 EMA cross kept you on the right side of this $IREN run. Rules emotions https://t.co/FUcOMq06gW A simple 8/21 EMA cross kept you on the right side of this $IREN run. Rules emotions https://t.co/FUcOMq06gW"  
[X Link](https://x.com/ProfKayaFinance/status/2012233040592802278)  2026-01-16T18:38Z 17.2K followers, 12.9K engagements


"🚨 Haftalk Portfy Gncellemesi -- [--] Ocak [----] $SPY - %0.87 📈 $QQQ - %0.19 📈 Kaya Finance: %10.78 📈 $AMZN $META $AXON $RKLB $RBRK $NET $CRWD $EOSE $META $SNOW $DOCN $TEM $ASTS $NBIS $IREN $MELI Put: $SPY $QQQ $ARKK"  
[X Link](https://x.com/ProfKayaFinance/status/2012769238763618368)  2026-01-18T06:09Z 17.3K followers, [----] engagements


"$AMZN Amazon 🤝 $META Meta"  
[X Link](https://x.com/ProfKayaFinance/status/2013199761701032418)  2026-01-19T10:40Z 17.4K followers, [----] engagements


"$AMPX Amprius Tech. Up %6 🔥😏"  
[X Link](https://x.com/ProfKayaFinance/status/2013645256969933139)  2026-01-20T16:10Z 17.3K followers, [----] engagements


"$IOVA up %30 🔥😎"  
[X Link](https://x.com/ProfKayaFinance/status/2013684115447410701)  2026-01-20T18:44Z 17.3K followers, [----] engagements


"@angloturkishlaw Meta 😏 🙏"  
[X Link](https://x.com/ProfKayaFinance/status/2013694906556883314)  2026-01-20T19:27Z 17.3K followers, [---] engagements


"@levent_turer META & EOSE ❤"  
[X Link](https://x.com/ProfKayaFinance/status/2013706046099857523)  2026-01-20T20:11Z 17.3K followers, [--] engagements


"@SametDastan1996 Crowdstrike cybersecurity sektrnn dinamosu 💯"  
[X Link](https://x.com/ProfKayaFinance/status/2013914040884474038)  2026-01-21T09:58Z 17.3K followers, [--] engagements


"$TTD minimum 40$-45$ yl sonu iin iyidir. 😏 Paramount is rolling out programmatic ad buying for some live sports commercials on Paramount+ starting with UFC [---] on Jan. [--]. Real time guaranteed placements will run through Amazon DSP Google DV360 The Trade Desk $TTD and Yahoo Note: $MGNI is a core partner of Paramount Paramount is rolling out programmatic ad buying for some live sports commercials on Paramount+ starting with UFC [---] on Jan. [--]. Real time guaranteed placements will run through Amazon DSP Google DV360 The Trade Desk $TTD and Yahoo Note: $MGNI is a core partner of Paramount"  
[X Link](https://x.com/ProfKayaFinance/status/2014199194169348539)  2026-01-22T04:51Z 17.3K followers, [----] engagements


"Buradaki ka hisseye sahipsiniz UPDATED GROWTH PORTFOLIO WATCHLIST [--]. $LMND AI-native insurance stack [--]. $OKLO modular nuclear power for AI data centers [--]. $HOOD retail finance OS with embedded growth levers [--]. $PI item-level RFID platform for global inventory tracking [--]. $KTOS autonomous defense systems for https://t.co/DM75HrrkNB UPDATED GROWTH PORTFOLIO WATCHLIST [--]. $LMND AI-native insurance stack [--]. $OKLO modular nuclear power for AI data centers [--]. $HOOD retail finance OS with embedded growth levers [--]. $PI item-level RFID platform for global inventory tracking [--]. $KTOS autonomous defense"  
[X Link](https://x.com/ProfKayaFinance/status/2014347556965298526)  2026-01-22T14:40Z 17.4K followers, 24.4K engagements


"@hidrella Cybersecurity 2027-2028 gibi anaca parlar ama net kazananlar CrowdStrike Rubrik Zscaler ve Cloudflare olur"  
[X Link](https://x.com/ProfKayaFinance/status/2011668172844515625)  2026-01-15T05:14Z 17.5K followers, [--] engagements


"Hisselerin token haline getirilmesi iyi mi kt m 😅 JUST IN: Robinhood to enable 24/7 trading with tokenized stocks JUST IN: Robinhood to enable 24/7 trading with tokenized stocks"  
[X Link](https://x.com/ProfKayaFinance/status/2016530412319744483)  2026-01-28T15:14Z 17.4K followers, [----] engagements


"Ilk kurban $MSFT Microsoft 😅😅 $MSFT FROM THE TOP ROPE https://t.co/v4FnlrK7u7 $MSFT FROM THE TOP ROPE https://t.co/v4FnlrK7u7"  
[X Link](https://x.com/ProfKayaFinance/status/2016618174133702808)  2026-01-28T21:03Z 17.4K followers, 16.1K engagements


"@MertTiras9 CrowdStrike"  
[X Link](https://x.com/ProfKayaFinance/status/2016848079886881069)  2026-01-29T12:17Z 17.4K followers, [---] engagements


"@sandzakbega 😅🫡"  
[X Link](https://x.com/ProfKayaFinance/status/2016986691492343887)  2026-01-29T21:27Z 17.4K followers, [---] engagements


"@ibrahim93185241 lgin ve gzel bir teknoloji ama elle tutulur bir irket gremedim varsa bildiiniz bizimlede paylan 😊🙏"  
[X Link](https://x.com/ProfKayaFinance/status/2003902051450081305)  2025-12-24T18:54Z 19.9K followers, [---] engagements


"$EOSE Eos Energy iin biri ok srar ediyordu galiba. [----] gireli [--] gn oldu ve getirisi %38. 🤫😏"  
[X Link](https://x.com/ProfKayaFinance/status/2010826047625818618)  2026-01-12T21:27Z 19.9K followers, [----] engagements


"$EOSE Eos Energy iin asil hikye [----] ylnda. [----] tohum ektik [----] hasat zaman.😏"  
[X Link](https://x.com/ProfKayaFinance/status/2011870830070743412)  2026-01-15T18:39Z 19.9K followers, 30K engagements


"@JoshTradeOption I'm betting on Eos Energy reaching $40-50 as they ramp up manufacturing"  
[X Link](https://x.com/ProfKayaFinance/status/2012133877805187090)  2026-01-16T12:04Z 19.9K followers, [---] engagements


"$ARKK Kt gn dostu.🥹"  
[X Link](https://x.com/ProfKayaFinance/status/2013622388387160181)  2026-01-20T14:39Z 19.5K followers, [----] engagements


"$RBRK Rubrik 🤝 McLaren ortaklk kurdu. 🔥🔥 $CRWD CrowdStrike 🤝 Mercedes-AMG $S SentinelOne 🤝 Aston Martin Champions work with champions. Calling all racing fans Rubrik has joined forces with @McLarenF1 to become an Official Partner of the McLaren Mastercard Formula [--] Team and the Arrow McLaren IndyCar Team in a multi-year collaboration. Learn more 👉 https://t.co/c5cP1qKoNE https://t.co/4ljokEKJpT Champions work with champions. Calling all racing fans Rubrik has joined forces with @McLarenF1 to become an Official Partner of the McLaren Mastercard Formula [--] Team and the Arrow McLaren"  
[X Link](https://x.com/ProfKayaFinance/status/2016527244227686673)  2026-01-28T15:02Z 19.9K followers, [----] engagements


"$ORCL Oracle 150$ gel artk 🙏 Bloomberg: Blackstone is weighing a debt investment for Oracles $ORCL Michigan data center after earlier talks about putting in equity. The report says some other investors have passed on the project over perceived risks so the financing structure is still being worked out. https://t.co/9czY9eb6Iz Bloomberg: Blackstone is weighing a debt investment for Oracles $ORCL Michigan data center after earlier talks about putting in equity. The report says some other investors have passed on the project over perceived risks so the financing structure is still being worked"  
[X Link](https://x.com/ProfKayaFinance/status/2016574048390512768)  2026-01-28T18:08Z 19.9K followers, [----] engagements


"En iyi bakr yatrmn nasl yapabilirim Emtiadan anlamyorum bakrda yeni bir frsat var anladm kadaryla. Varsa fikrinizi almak isterim.🫡"  
[X Link](https://x.com/ProfKayaFinance/status/2017638265487065597)  2026-01-31T16:37Z 19.9K followers, 22K engagements


"🚨 Haftalk Portfy Gncellemesi -- [--] ubat [----] (YTD) $SPY - %0.91 📈 $QQQ - %0.29 📈 Kaya Finance: %2.10 📈 $AMZN $META $AXON $RKLB $RBRK $NET $CRWD $EOSE $META $SNOW $DOCN $NOW $TEM $ASTS $NBIS $IREN $MELI Put: $SPY $QQQ $ARKK"  
[X Link](https://x.com/ProfKayaFinance/status/2017855514298781815)  2026-02-01T07:00Z 19.8K followers, [----] engagements


"@borsagunlgum Ana paray karana kadar gzel kr etmisem sat yaparm kademeli. Ana paray kardm m artk pek oral olmuyorum brakyorum gidebildii yere kadar. Tez bozulmadka tutuyorum. DigitalOcean Eos Energy Rocket Lab ASTS sfr maliyetli ve yksek krl olanlar benimle"  
[X Link](https://x.com/ProfKayaFinance/status/2018715428046979285)  2026-02-03T15:57Z 19.9K followers, [---] engagements


"@fatihsenel82 Soitec bilmiyorum ama dierleri uzun vadede iyidir.😏"  
[X Link](https://x.com/ProfKayaFinance/status/2019087400706679270)  2026-02-04T16:35Z 19.9K followers, [---] engagements


"Gncel tablo 😅😅"  
[X Link](https://x.com/ProfKayaFinance/status/2019437957762203964)  2026-02-05T15:48Z 19.9K followers, [----] engagements


"Ekim aynda Raymond Jamesin AI Cloud iin yaynlad ngrnn yanl olduunu sylemitim. zellikle Google ve Amazon tarafndaki byk hatay bu haftaki iki bilano ile hep birlikte grm olduk. Google ve Amazonun bulut tarafndaki byme ivmesini artk hep beraber grebiliyoruz. stne bir de talep tarafnda RPOda patlama var. Gncel tabloda AI altyaps iin hl net bir ngrde bulunmak byk bir yanllk. Beklentinin zerinde byyor altyap. zellikle son paragraf bi okuyun. Bazen gerek gzmzn nnde duruyor sadece biz grmek istemiyoruz. Raymond Jamesin yaynlad [----] AI bulut gelir tahminine biraz daha derin baktm ve akas bana"  
[X Link](https://x.com/ProfKayaFinance/status/2019827482405306705)  2026-02-06T17:36Z 19.9K followers, [----] engagements


"Kabaca evet ama robotlarn ve otomasyonun katksn unutmayn. stikrarl bir geri dn iin 2027'den nce bir veri vermeyecek gibiler. Talep tarafnda 240B RPO var o ynden sknt yok ama ip fiyatlar inaat maliyetleri vb. art gsteriyor. Riskli alan talep deil maliyet.🫡"  
[X Link](https://x.com/ProfKayaFinance/status/2020569909281841178)  2026-02-08T18:46Z 19.9K followers, [--] engagements


"Srekli bir miktar hedge pozisyonunuz olsun. imdilik hedge oranm %3 ama %5'e karacam byk ihtimalle.🫡"  
[X Link](https://x.com/ProfKayaFinance/status/2021903688458285341)  2026-02-12T11:06Z 19.9K followers, 13.8K engagements


"$FSLY Fastly Up %65 🚀🔥😏 $FSLY Fastly bilanosu ilgin olacak 👀😅 $FSLY Fastly bilanosu ilgin olacak 👀😅"  
[X Link](https://x.com/ProfKayaFinance/status/2021959075123331139)  2026-02-12T14:46Z 19.9K followers, 10.5K engagements


"Rubrik sadece bir siber gvenlik irketi deil; veri anda dayanklln yeni adresi. Bunu anlamak iin Rubriki klasik yedekleme kalbna sktrmaya almak byk hata olur. nk Rubrikin yapt ey fidye yazlmn ve veri saldrlarn nemsiz hale getirmek. Geleneksel gvenlik modelleri saldrlar nlemeye odaklanrken Rubrik nasl engelleriz sorusunu bir kenara brakp nasl toparlarz sorusunun cevab oluyor. Yani bu bir fidye yazlm kart silah deil dorudan bir paradigma deiimi. Veriler kilitlendi mi $RBRK sayesinde sorun yok annda kurtarma var. te bu kadar basit. Rubrikin emsiyesi altndaki dev rn paketi bu paradigma kaymasnn"  
[X Link](https://x.com/anyuser/status/1973805637185224944)  2025-10-02T17:41Z 19.9K followers, 22K engagements


"$CEG Constellation Energy Constellation Energy u an ABD enerji piyasasnda sessiz ama ok byk bir oyuncu. Hani baz irketler srekli yeil enerjiye geiyoruz diye reklam yapar ya $CEG onlardan deil. O daha ok sahnede deil ama sahnenin altndaki btn kablolar o dyor. Yani sistemin grnmeyen ama vazgeilmez ksm. u anda Amerikada elektrik talebi patlama yayor. AI veri merkezleri elektrikli aralar yeni fabrikalar hepsi deli gibi enerji ekiyor. Fakat sorun u: temiz ve kesintisiz enerji salayacak kapasite snrl. te Constellation tam burada devreye giriyor. nk bu irket ABDnin en byk nkleer enerji reticisi."  
[X Link](https://x.com/anyuser/status/1976509068844945666)  2025-10-10T04:44Z 19.9K followers, 25.8K engagements


"$IREN Iris Energy (65.88$) $PRCT Procept Biorobotics Corp.(33$) $TWST Twist Bioscience Corp. (29.50$) 5'er adet alm yaptm. Ama bunlar uzun vadeli portfymde bulunmayacak sadece takip amal pozisyon atm"  
[X Link](https://x.com/anyuser/status/1977795806490210651)  2025-10-13T17:57Z 19.9K followers, 12.4K engagements


"⚠ $AXON Axon Enterprise 646$ maliyetle alm yaptm. 😊 u an almak iin can attm bir hisse varsa o da budur. Sadece deerleme istediim seviyelerde deil bekliyorum 👀 $AXON https://t.co/c56oD3peJH u an almak iin can attm bir hisse varsa o da budur. Sadece deerleme istediim seviyelerde deil bekliyorum 👀 $AXON https://t.co/c56oD3peJH"  
[X Link](https://x.com/ProfKayaFinance/status/1978529251969187967)  2025-10-15T18:31Z 19.9K followers, 15.1K engagements


"$AXON Axon Enterprise byle bir gnde yzmz gldryor. 😏 ⚠ $AXON Axon Enterprise 646$ maliyetle alm yaptm. 😊 ⚠ $AXON Axon Enterprise 646$ maliyetle alm yaptm. 😊"  
[X Link](https://x.com/ProfKayaFinance/status/1979249814547186043)  2025-10-17T18:15Z 19.9K followers, [----] engagements


"$GRAB Grab Holdings Grab artk Gneydou Asyada dijital ekonominin tam merkezinde. Taksi arma yemek teslimat ve finansal hizmetleri tek bir uygulamada birletiren devasa bir sper uygulama haline geldi. $UBER bile bu pazara tutunamad ama Grab yerel kltre o kadar iyi entegre oldu ki adeta blgenin dijital altyapsna dnt. stelik yllarca zarar yazan bir byme makinesiyken imdi artk krl ve kendi kendini finanse edebilen bir irket. Ama asl soru u: Grab gerekten gelecei dntrecek kadar iddial m yoksa sadece bulunduu pazarda gl kalmaya m oynuyor Rakamlar ilk bakta etkileyici. Gelirler yllk %17 artt (sabit"  
[X Link](https://x.com/ProfKayaFinance/status/1979597361207980419)  2025-10-18T17:16Z 19.9K followers, [----] engagements


"Byle bir bymesi olan bir irkete yatrm yaplr m"  
[X Link](https://x.com/ProfKayaFinance/status/1983211380149727577)  2025-10-28T16:36Z 19.9K followers, [----] engagements


"$AXON Enterprise kolluk kuvvetleri teknolojisi alannda faaliyet gsteriyor; vcut kameralar (body-worn cameras) dijital delil ynetimi sistemleri ve daha az ldrc silahlar gibi olduka rekabeti pazarlarda yer alyor. Buna ramen zellikle TASER rnleri tarafnda rekabet olduka snrl. Ana rakipler $BYRN Byrna Tech. ve PhaZZer gibi daha kk oyuncular olsa da Axon TASER kategorisinde kresel anlamda ak ara lider konumunu koruyor. u anda [---] lkede 18.000den fazla kolluk kuvvetine datlm TASER cihaz var ve bu Axonn bu segmente ne kadar hkim olduunu ok net gsteriyor."  
[X Link](https://x.com/ProfKayaFinance/status/1990716993687650727)  2025-11-18T09:41Z 19.9K followers, [----] engagements


"En byk [--] pozisyonunuz nedir Me: $RBRK - $AXON - $AMZN"  
[X Link](https://x.com/ProfKayaFinance/status/1994718769428787420)  2025-11-29T10:43Z 19.9K followers, 14K engagements


"Radarmda bulunan ilk [--] irket. 👀 $NOW ServiceNow $ORCL Oracle $NFLX Netflix $CEG Constellation Energy"  
[X Link](https://x.com/ProfKayaFinance/status/1998452851970904302)  2025-12-09T18:01Z 19.9K followers, 10.7K engagements


"Ayn rakamlara bakan iki kii Oracle hakknda tamamen farkl iki hikye gryor. Birinci kii hl 2000lerin Oraclen izliyor: lisans satan %40-50 marj koruyan dk capexle giden olgun bir yazlm irketi. Bu gzle baknca tablo gerekten korkun grnyor: 20+ milyar dolar sermaye harcamas [---] milyar dolar bor eksiye dnen FCF %45 artan bulut maliyetleri Klasik yazlm mantyla baknca batyoruz alarm alyor. kinci kii ise 2030larn Oraclen gryor: dnyadaki en byk 2-3 AI altyap salaycsndan biri olma yolunda koan bir dev. Bu gzle baknca ayn rakamlar tamamen farkl bir hikye anlatyor. Gelirin dk gelmesinin nedeni satlarn zayf"  
[X Link](https://x.com/ProfKayaFinance/status/1999015198477209901)  2025-12-11T07:15Z 19.9K followers, 88.2K engagements


"Dnya ayn anda her eyi elektrikle altrmaya alyor. AI veri merkezleri sanayi ve retim tesisleri gelimekte olan lkelerde hzla artan snmasoutma ihtiyac Hepsi ayn anda devreye giriyor. te yandan hkmetler kmrden kmak istiyor Rus gazna bamll azaltmaya alyor ve elektrik fiyatlarnn kontrolden kmasn da engellemek zorunda. Drst olalm 2030a kadar sadece rzgr gne ve batarya ile bu denklemi zmek mmkn deil. Yenilenebilirler ok iyi ilerliyor ama yetmiyor. te doal gaz burada gei dneminin kpr yakt olarak devreye giriyor. Kmre gre daha temiz fiyat daha ynetilebilir LNG olarak gemilerle tanabiliyor ve en nemlisi"  
[X Link](https://x.com/ProfKayaFinance/status/2000470670640099837)  2025-12-15T07:39Z 19.9K followers, [----] engagements


"Byme portfym her gn dzenli olarak paylayorum. Alm yaptmda ya da pozisyon kapattmda da mmkn mertebe sizlere haber veriyorum. Birok arkada small-cap portfym de dzenli paylamam istiyor ancak bu srdrlebilir bir ey deil. Tam zamanl altm bir iim var. Akamlar genellikle [----] arasnda zorunlu dil derslerim teknik analiz ve opsiyon ilemleriyle ilgili eitimlerim oluyor. Akas vaktimin byk ksm bunlarla geiyor. Herhangi bir cretli abonelik sistemim de yok; yani bunu yapmak zorundaym diyeceim bir getiri sz konusu deil. Bir de iin u taraf var: Small-cap portfymde u anda baz hisseleri yeni alyorum bazlarn ise"  
[X Link](https://x.com/ProfKayaFinance/status/2002641985597853843)  2025-12-21T07:27Z 19.9K followers, 12.3K engagements


"$ASTS Ast SpaceMobile seriye balad. 😏 BlueBird [--] has left the factory and is headed to space Next stop: Cape Canaveral Florida🚀🚀🚀🚀🚀🚀🚀 Identical to BlueBird [--] BlueBird [--] will also be the largest commercial communications satellite ever launched into low Earth orbit. This marks another milestone as we https://t.co/VWtY8LbibL BlueBird [--] has left the factory and is headed to space Next stop: Cape Canaveral Florida🚀🚀🚀🚀🚀🚀🚀 Identical to BlueBird [--] BlueBird [--] will also be the largest commercial communications satellite ever launched into low Earth orbit. This marks another milestone as"  
[X Link](https://x.com/ProfKayaFinance/status/2002753360563462605)  2025-12-21T14:49Z 19.9K followers, 12.8K engagements


"Uranyum ve yakt tarafnda grdmz arz skmas zincirin alt halkasnda ok daha somut bir probleme dnyor elektrik. Bugn tartma artk nkleer gerekli mi noktasnda deil nerede ne zaman ve kimle noktasnda. nk elektrik talebi zellikle ABDde uzun yllar sonra ilk kez yapsal bir krlma yayor. Bunun ana nedeni klasik sanayi ya da nfus art deil; veri merkezleri AI ve srekli yk ihtiyac. Buradaki temel gerek basit: Kesintisizlik. Veri merkezleri saatlik deil dakikalk deil; her saniye elektrik istiyor. Bu talep ne yeil olsun diye bekliyor ne de ucuz olsun. almas yeterli. Bu noktada nkleer ne kyor. nk bugn ABD"  
[X Link](https://x.com/ProfKayaFinance/status/2004805927556235760)  2025-12-27T06:45Z 19.9K followers, 10.1K engagements


"$D Dominion Energy ve $PEG PSEG daha snrl reaktr saylarna sahip olsalar da bu santrallerin bulunduu corafyalar son derece stratejik. zellikle Virginia gibi veri merkezi youn blgelerde yer alan nkleer santraller artk sadece elektrik retim varl deil talep kilitleyen altyap haline geliyor. $VST Vistra Energy ve $TLN Talen Energy bu grubun biraz dnda duruyor. Daha ok merchant power modelinde alan bu irketler piyasa fiyatlamasna daha duyarl. Ancak Talenin Susquehanna gibi byk lekli nkleer santralleri veri merkezleriyle yaplabilecek zel anlamalar sayesinde yksek kaldral deer yaratma potansiyeline"  
[X Link](https://x.com/ProfKayaFinance/status/2004806146117263508)  2025-12-27T06:46Z 19.9K followers, [----] engagements


"$NBIS Nebius 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2006411186724634680)  2025-12-31T17:04Z 19.9K followers, 10.5K engagements


"Yapay zeka katmanlar 🧐 [--]. Enerji: $CEG Constellation Energy $VST Vistra [--]. Veri Merkezi $AMZN AWS $MSFT AZURE [--]. Semiconductor $NVDA Nvidia $AMD Advanced Micro Devices [--]. Uygulama $PLTR Palantir $SNOW Snowflake"  
[X Link](https://x.com/ProfKayaFinance/status/2008841904960704575)  2026-01-07T10:03Z 19.9K followers, [----] engagements


"@ENT192289 @notpowellss___ Varolusal sanclar bunlar.🫡😅"  
[X Link](https://x.com/ProfKayaFinance/status/2009376102096032249)  2026-01-08T21:26Z 19.9K followers, [--] engagements


"Daha nce buna benzer bir yaz yazmtm. Temelde be yazlm temasnda yer alan irkete sahibim: $NET Cloudflare $CRWD CrowdStrike $RBRK Rubrik $SNOW Snowflake ve $TEM Tempus AI. Buna ek olarak takip listemde $ZS Zscaler $NOW ServiceNow ve $MDB MongoDB bulunuyor. Hepsi birbirinden kaliteli hangi ligde oynadklar net olan irketler. Piyasa bugn Enerji Veri Merkezi ip (hesaplama) Uygulama eklinde ilerliyor ve enerji veri merkezi ile ip taraf byk lde ekillenmi durumda. Peki uygulama tarafnda $PLTR Palantir dnda kendini gerekten kantlam bir irket var m Benim cevabm net: u aamada hayr. Bu yzden ben iin o"  
[X Link](https://x.com/ProfKayaFinance/status/2009509452005666952)  2026-01-09T06:16Z 19.9K followers, [----] engagements


"👀 $PSTG Pure Storage up %5 🔥"  
[X Link](https://x.com/ProfKayaFinance/status/2010723729484169356)  2026-01-12T14:41Z 19.9K followers, [----] engagements


"$ZS Zscaler byle bir durum var. 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2011412187978608828)  2026-01-14T12:16Z 19.9K followers, [----] engagements


"@SametDastan1996 @notpowellss___ 😅🤷♂"  
[X Link](https://x.com/ProfKayaFinance/status/2011814202101350490)  2026-01-15T14:54Z 19.9K followers, [--] engagements


"$CFIR Cipher Mining'in %5 Google'a ait ve gnn birinde $GOOGL TPU'larn kullansa acaba ne olur diye dndm sizce byle bir ey mmkn m"  
[X Link](https://x.com/ProfKayaFinance/status/2011873120425296043)  2026-01-15T18:48Z 19.9K followers, [----] engagements


"Bu yazy paylatmda $CEG 357$ seviyesindeydi. Dn bir ara $300$ grd. Trump'n bunu poplerlik iin yapaca belliydi. Yazda belirttiim yeni frsatlardan bir tanesi $CEG Constellation Energy. Bu seviyeler uzun vadeli yatrmclar iin fena seviyeler deil. Yapay zeka iin ana sorun ip ktl deil enerji darboaz ve bunun stesinden gelebilecek en byk nkleer enerji devi Constellation Energy. 😏 Son 2-3 gndr 2026'da ne yapabiliriz hangi yolu izleyebiliriz diye youn bir ekilde aratryorum. Okuduum tm siyasi kaynaklar istisnasz bir ekilde Trump'n onay oranlarnn olduka dtn gsteriyor. Bu durum ister istemez Trump'"  
[X Link](https://x.com/ProfKayaFinance/status/2012483883174949226)  2026-01-17T11:15Z 19.9K followers, 15K engagements


"$APP AppLovin Byle bir durumda olsayd geenlerde S&P500 alrlar myd Hi sanmyorum. 🤷♂ CapitalWatch claims its forensic report makes serious allegations around AppLovin $APP saying the companys ad network could be used as an ad-spend-as-laundering loop tied to Tuandai .com (253.5B RMB allegedly raised) and Cambodias Prince Group. It also cites alleged silent https://t.co/KvTD1OIyrN CapitalWatch claims its forensic report makes serious allegations around AppLovin $APP saying the companys ad network could be used as an ad-spend-as-laundering loop tied to Tuandai .com (253.5B RMB allegedly raised)"  
[X Link](https://x.com/ProfKayaFinance/status/2013506906585813077)  2026-01-20T07:00Z 19.9K followers, [----] engagements


"$ZS Zscaler [---] haftalk EMA destek bulursa alm yapmay planlyorum. Destek bulamazsa [---] haftalk SMA olan 190$ kadar yolu var. 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2013850160619512224)  2026-01-21T05:44Z 19.9K followers, [----] engagements


"👀 Seeking Alpha Verilerine Gre u An Alnabilecek En yi [--] Teknoloji Hissesi $MU Micron $LITE Lumentum $APP AppLovin $CRDO Credo"  
[X Link](https://x.com/ProfKayaFinance/status/2013998303541707114)  2026-01-21T15:33Z 19.9K followers, 19K engagements


"👀 95$-100$ gzel bir seviye $ARM iin. Semiconductor tarafnda en sevdiim daha dorusu anladm [--] irketten biri. 😊 ABD enerji retimi gncel talebi karlayamyorsa Semiconductor irketlerinin yapaca tek ey daha dk enerji harcayan ipler bunun yoluda dnp dolap $ARM ve $NVTS kyor ve biz bunu zamanla daha iyi anlayacaz. 👀 ABD enerji retimi gncel talebi karlayamyorsa Semiconductor irketlerinin yapaca tek ey daha dk enerji harcayan ipler bunun yoluda dnp dolap $ARM ve $NVTS kyor ve biz bunu zamanla daha iyi anlayacaz. 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2014212162055471345)  2026-01-22T05:42Z 19.9K followers, 12.6K engagements


"@WallStDiaries Bu tabloyu dzeltmedikleri srece benim iin $LEU Centrus Energy sadece takip edilmesi gereken bir irket fazlas deil.🫡"  
[X Link](https://x.com/ProfKayaFinance/status/2014751094543364428)  2026-01-23T17:24Z 19.9K followers, [----] engagements


"@alimammadzadeh Evet [--] ayin sonunda. Bilanosunda renk vermesini bekliyorum 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2016246200425447429)  2026-01-27T20:25Z 19.9K followers, [---] engagements


"@babyprofesor 🤷♂🤷♂"  
[X Link](https://x.com/ProfKayaFinance/status/2016261911268974741)  2026-01-27T21:27Z 19.9K followers, [--] engagements


"Tamam $Axon 'u $CRWD CrowdStrike ve $RBRK Rubrik'i yapay zeka SaaS yok ediyor diye satyorsunuz. Peki $CEG Constellation Energy ve $VST Vistra'y neden satyorsunuz Doru ya yapay zeka enerji ihtiyacn yok ediyor unutmuum. 🤦 Neye neden yatrm yaptnz bilin"  
[X Link](https://x.com/ProfKayaFinance/status/2017123183426482586)  2026-01-30T06:30Z 19.9K followers, [----] engagements


"500$ maliyetle $AXON alm yaptm artk en byk pozisyonum.😎"  
[X Link](https://x.com/ProfKayaFinance/status/2017245417621127558)  2026-01-30T14:36Z 19.9K followers, [----] engagements


"$AXON 'da bunu yayorum 😅 Software investors these days: https://t.co/R1se84sSc8 Software investors these days: https://t.co/R1se84sSc8"  
[X Link](https://x.com/ProfKayaFinance/status/2017264239459594350)  2026-01-30T15:50Z 19.9K followers, [----] engagements


"Ne altna ne de gme sndm put opsiyonlaryla bu kargaadan syrldm. 😎 ⚠ Opsiyonlar olmasayd ok kt bir gn olurdu benim iin. ABD ve AB'den gelen haberler bugn yarn ran'a bir saldr olaca ynnde. Asl enlii siz o zaman grn. Ne olursa olsun sabrl ve disiplinli olun.👀 https://t.co/IT6H4L4mwG ⚠ Opsiyonlar olmasayd ok kt bir gn olurdu benim iin. ABD ve AB'den gelen haberler bugn yarn ran'a bir saldr olaca ynnde. Asl enlii siz o zaman grn. Ne olursa olsun sabrl ve disiplinli olun.👀 https://t.co/IT6H4L4mwG"  
[X Link](https://x.com/ProfKayaFinance/status/2017315839767105639)  2026-01-30T19:15Z 19.9K followers, 23.8K engagements


"@babyprofesor Ne ki bu"  
[X Link](https://x.com/ProfKayaFinance/status/2017324181369598369)  2026-01-30T19:48Z 19.9K followers, [---] engagements


"$AXON'da d olsa da beni rahat ettiren bir ka ey var irket karmak ve rekabeti bir sektrde sessiz sedasz altyap kuruyor. Polislerin ii artk sadece olay yerinde kamera amak deil. O grnty saklamak etiketlemek raporlamak savcya sunmak gerekiyor. Yllardr bu iler dank manuel hataya ak yaplyordu. Axon bunu tek at altnda topluyor. Yava yava ama emin admlarla. Vcut kameras ya da elektrook silah satmalar iin grnen taraf insanlarn gzden kard ey o cihazlarla birlikte tm i ak da Axon'a balanyor. Evidencecom'a giriyorsun veriler orada duruyor raporlar oradan kyor videolar oradan dzenleniyor. Bir sre sonra"  
[X Link](https://x.com/ProfKayaFinance/status/2017525593227628560)  2026-01-31T09:09Z 19.9K followers, 10.3K engagements


"Popler SaaS irketleri ve bu irketlere deerleme bakarken en nem verdiim metrikler. zellikle EV/FCF ve SBC baklmas gerekiyor. $CRWD $NET $RBRK $PLTR $NOW $SNOW $MDB ve $ZS favorilerim.😎"  
[X Link](https://x.com/ProfKayaFinance/status/2017896763961581610)  2026-02-01T09:44Z 19.9K followers, [----] engagements


"Portfymn temel metriklerle grnm bu ekilde. 😏"  
[X Link](https://x.com/ProfKayaFinance/status/2018294877952397412)  2026-02-02T12:06Z 19.9K followers, 10.2K engagements


"Artk opsiyonlar araclyla $TTD yatrmcsym.😅 son derece risklidir"  
[X Link](https://x.com/ProfKayaFinance/status/2018374258519429294)  2026-02-02T17:21Z 19.9K followers, [----] engagements


"🚨 Gnlk Portfy Gncellemesi -- [--] ubat [----] Gnlk Deiim: -(%1.29) 📉 [----] YTD: %0.78 📈 $AMZN $RKLB $AXON $META $RBRK $NET $CRWD $EOSE $SNOW $DOCN $ASTS $NBIS $NOW $IREN $TEM $MELI"  
[X Link](https://x.com/ProfKayaFinance/status/2018434547650642024)  2026-02-02T21:21Z 19.9K followers, 158.8K engagements


"@shane13i @havasogutmali $AXON yeil bir gnn bekliyorum.😅"  
[X Link](https://x.com/ProfKayaFinance/status/2018438426618425775)  2026-02-02T21:36Z 19.9K followers, [---] engagements


"$AMD Advanced Micro Devices Q4 AMD'nin bu akamki bilanosunda benim grmek istediim ey veri merkezi tarafnda MI350'nin artk pilot deil gerekten leklenen ve hacimli retimde bir rn olduunu kantlamalar lazm. Yani [----] Q4 sonularnda ve zellikle [----] Q1 rehberliinde veri merkezi geliri eyreklik bazda en az %15-20 bymeli ki bu MI350'nin sadece sevkiyat deil hacimli retimde olduunu gstersin. Eer orada yatay bir rakam ya da dk tek haneli byme grrsem leklendirme sorunu var demektir. Brt kr marj meselesinde %55 benim minimum beklentim nk [----] nc eyreinde %53.6 civarndaydlar ve eer MI350 karmas gerekten"  
[X Link](https://x.com/ProfKayaFinance/status/2018588510488256848)  2026-02-03T07:32Z 19.9K followers, [----] engagements


"$ZS Zscaler yapay zek ile yok olmayacak zamanla daha da glenecek bir siber gvenlik zero trust irketidir. Kabaca nmzdeki [--] senede %19-20 byme bekleniyor. 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2018646004984406074)  2026-02-03T11:21Z 19.9K followers, [----] engagements


"Uzun bu sreden sonra ilk defa $NET Cloudflare alm yaptm . 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2018712190769922350)  2026-02-03T15:44Z 19.9K followers, [----] engagements


"Perembe gn $AMZN AWS bymesi %25'e yakn olacak birisi bunu piyasaya anlatsn. 😏"  
[X Link](https://x.com/ProfKayaFinance/status/2018729298513781068)  2026-02-03T16:52Z 19.9K followers, 16K engagements


"🚨 Gnlk Portfy Gncellemesi -- [--] ubat [----] Gnlk Deiim: -(%1.27) 📉 [----] YTD: -(%0.49) 📉 $AMZN $RKLB $AXON $META $RBRK $NET $CRWD $EOSE $SNOW $DOCN $ASTS $NBIS $NOW $IREN $TEM $MELI"  
[X Link](https://x.com/ProfKayaFinance/status/2018796623619608625)  2026-02-03T21:19Z 19.9K followers, 10.2K engagements


"$NVDA Jensen yazlm tarafndaki satlarn derinlemesi zere yapay zekanin yazlm aralarnn yerini alaan dnmyor. Ksmen katlyorum. Ama $CRWD $NET $RBRK $SNOW $NOW ve $ZS yapay zekann hem gvenliini hem de ajanlarnn ileyiini dzeltiyorlar. https://www.reuters.com/business/nvidias-huang-dismisses-fears-ai-will-replace-software-tools-stock-selloff-2026-02-04/ https://www.reuters.com/business/nvidias-huang-dismisses-fears-ai-will-replace-software-tools-stock-selloff-2026-02-04/"  
[X Link](https://x.com/ProfKayaFinance/status/2019056488455524723)  2026-02-04T14:32Z 19.9K followers, 44.8K engagements


"@fatihsenel82 Hocam nakit aknz varsa DCA yapmak iyidir yoksa biraz daha bekleyip dnn nereye varacan grmek daha iyi olabilir. 😊"  
[X Link](https://x.com/ProfKayaFinance/status/2019085403446272239)  2026-02-04T16:27Z 19.9K followers, [---] engagements


"04.02.2026 aramba nmzdeki [--] ylda piyasay domine edecekler. [--]. $AXON Axon Enterprise [--]. $CRWD CrowdStrike [--]. $NET Cloudflare [--]. $RBRK Rubrik [--]. $ZS Zscaler [--]. $SNOW Snowflake* [--]. $NOW ServiceNow*"  
[X Link](https://x.com/ProfKayaFinance/status/2019102522015904164)  2026-02-04T17:35Z 19.9K followers, 21.5K engagements


"Bugn sadece [--] ilem yaptm: 2'si ana portfym iin [--] tanesi small-cap portfy iin. 😎 $RBRK $AXON"  
[X Link](https://x.com/ProfKayaFinance/status/2019122629148360889)  2026-02-04T18:55Z 19.9K followers, [----] engagements


"$NOW ServiceNow imdilik tek yeil hisse. 😳"  
[X Link](https://x.com/ProfKayaFinance/status/2019138792721150288)  2026-02-04T19:59Z 19.9K followers, [----] engagements


"@BoraOzkent Hepsi evlatlarm gibi ama byk ihtimalle CrowdStrike 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2019151643250700430)  2026-02-04T20:50Z 19.9K followers, 10.1K engagements


"🚨 Gnlk Portfy Gncellemesi -- [--] ubat [----] Gnlk Deiim: -(%4.80) 📉 [----] YTD: -(%5.27) 📉 $AMZN $RKLB $AXON $META $RBRK $NET $CRWD $EOSE $SNOW $DOCN $ASTS $NBIS $NOW $IREN $TEM $MELI"  
[X Link](https://x.com/ProfKayaFinance/status/2019157515557032208)  2026-02-04T21:14Z 19.9K followers, 11.8K engagements


"Google'n bilanosunu ve Earnings calln bir dinleyin ufkunuz alacak. Google $META $MSFT Microsoft ve $AMZN Amazon'dan daha fazla CapEx harcamas yapacak. [--]. Aama: Donanm ve Enerji [--]. Aama: Veri Altyaps ve Gvenlik [--]. Aama: Uygulamalar"  
[X Link](https://x.com/ProfKayaFinance/status/2019301030706704651)  2026-02-05T06:44Z 19.9K followers, [----] engagements


"$AXON ve $RBRK ekledim. 🤠"  
[X Link](https://x.com/ProfKayaFinance/status/2019434138831630418)  2026-02-05T15:33Z 19.9K followers, [----] engagements


"Neden $AXON ve $RBRK Rubrik eklediimi anlataym size. Rubrik'in Q4 sonular CFO ayrld iin erken akland ve tahmin edeceiniz zere mkemmel bir bilano getirdi. Bunu resimi bilano gnnde de ekstra olarak greceksiniz. Rubrik zelinde bilano yatrm tezimin glendiini gsteriyor ve ben buna her gn 5-10 alm yapyorum. irketin byme momentumu karllk yolu ve pazar penetrasyonu beklentilerimin zerinde geliiyor. Bu nedenle portfy arln artrmak iin gnlk bazda kk almlar yaparak hem ortalama maliyetimi dk tutuyorum hem de volatiliteden faydalanarak pozisyonumu bytyorum. imdi gelelim Axon'a. Axon'un gelirinin yaklak"  
[X Link](https://x.com/ProfKayaFinance/status/2019450432217837622)  2026-02-05T16:37Z 19.9K followers, [----] engagements


"$CRWD CrowdStrike gncel EV/FCF 84x oran ile ilem gryor. irketin 2021'den sonraki dnemlerde ortalama EV/FCF'i 81x seviyesinde. 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2019468832276959656)  2026-02-05T17:51Z 19.9K followers, [----] engagements


"$AMZN Amazon bu actt ite. 🥲"  
[X Link](https://x.com/ProfKayaFinance/status/2019518824396079280)  2026-02-05T21:09Z 19.9K followers, 13.1K engagements


"🚨 Gnlk Portfy Gncellemesi -- [--] ubat [----] Gnlk Deiim: -(%5.67) 📉 [----] YTD: -(%10.64) 📉 $AMZN $RKLB $AXON $META $RBRK $NET $CRWD $EOSE $SNOW $DOCN $ASTS $NBIS $NOW $IREN $TEM $MELI"  
[X Link](https://x.com/ProfKayaFinance/status/2019525111557104084)  2026-02-05T21:34Z 19.9K followers, [----] engagements


"$AMZN Amazon'un Q4 sonularna baknca oumuzun kafan karyor dimi . AWS tarafinda mkemmel sonular geldi %24 byme daha iki eyrek nce %18 seviyesindeydi ve bu son yln en iyi rakam. Kar marj %35 civarnda rekor kryor. Ama hisse ne oldu Dibe vurdu. Sebebi talep yok dedii iin deil tam tersi talep ok yksek dedii iin. Asl mesele Amazon'un 2026'da harcamay planlad [---] milyar dolarlk yatrm. Bu kadar para harcaynca kasada kalan para azalyor tabii yatrmclar da bunu sevmiyor. Piyasa artk sadece "iyi gidiyoruz" lafna bakmyor. Para kazanp kazanmadna bakyor. Amazon'un anlatt hikayeyi dn $GOOGL Alphabet anlattyla"  
[X Link](https://x.com/ProfKayaFinance/status/2019721501247705419)  2026-02-06T10:35Z 19.9K followers, [----] engagements


"$AXON ve $RBRK zararlar 😅 Small-cap portfyndeler imdilik nce burann nakdini harcadm"  
[X Link](https://x.com/ProfKayaFinance/status/2019847496147816757)  2026-02-06T18:55Z 19.9K followers, [----] engagements


"🚨 Gnlk Portfy Gncellemesi -- [--] ubat [----] Gnlk Deiim: %4.04 📈 [----] YTD: -(%7.03) 📉 $AMZN $RKLB $AXON $META $RBRK $NET $CRWD $EOSE $SNOW $DOCN $ASTS $NBIS $NOW $IREN $TEM $MELI"  
[X Link](https://x.com/ProfKayaFinance/status/2019881874215301374)  2026-02-06T21:12Z 19.9K followers, [----] engagements


"🚨 Haftalk Portfy Gncellemesi -- [--] ubat [----] (YTD) $SPY - %0.72 📈 $QQQ - %1.68 📉 Kaya Finance: %7.03 📉 $AMZN $META $AXON $RKLB $RBRK $NET $CRWD $EOSE $META $SNOW $DOCN $NOW $TEM $ASTS $NBIS $IREN $MELI Put: $ARKK"  
[X Link](https://x.com/ProfKayaFinance/status/2020436434172420148)  2026-02-08T09:55Z 19.9K followers, 10.7K engagements


"$CRWD CrowdStrike u anda 81x EV/FCF oran ile ilem gryor bu da hissenin 78x EV/FCF ortalamasnn ok az zerinde. 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2020784216682766443)  2026-02-09T08:57Z 19.9K followers, [---] engagements


"$CRWD CrowdStrike u anda 81x EV/FCF oran ile ilem gryor bu da hissenin 78x EV/FCF ortalamasnn ok az zerinde. 👀"  
[X Link](https://x.com/ProfKayaFinance/status/2020786178614599827)  2026-02-09T09:05Z 19.9K followers, [----] engagements


"Goldman Sachs: $RBRK Rubrik iin al tavsiyesini koruyarak fiyat hedefini nceki 120$ hedefinden 80$ drd"  
[X Link](https://x.com/ProfKayaFinance/status/2020834399638687914)  2026-02-09T12:17Z 19.9K followers, [----] engagements


"$CRWD CrowdStrike 👀 Cantor Fitzgerald: Bu hafta CrowdStrike (CRWD OW) Suudi Arabistan'n yapay zeka giriimlerini gvence altna almak ve leklendirmek iin uzun vadeli siber gvenlik yatrmlarn desteklemek amacyla Aramco (2222 NC) ile bir mutabakat zapt (MoU) imzalad." CrowdStrike Suudi Arabistan'da bir genel merkez kurmay planlyor ve lke iinde blgesel bir bulut datmn zaten duyurdu; bu da ortakln leklendirilmesi iin bir n koul gibi grnyor. Aramco nemli bir platform frsat sunuyor ancak mutabakat zapt balayc deil ve pilot projeler veya dier deer kantlarn arayacaz. Bu Suudi Arabistan'n petrole baml"  
[X Link](https://x.com/ProfKayaFinance/status/2020869237405777926)  2026-02-09T14:35Z 19.9K followers, [----] engagements


"$PATH iin halen ayni fikirdeyim. 🤷♂ $PATH UiPath ne yeni Palantir nede yapay anda ayakta kalacak bir oyuncu. Ben AI kar savunmasz olduunu dnyorum. Bu arada bu benim ahsi fikrim. https://t.co/teohLl9lv9 $PATH UiPath ne yeni Palantir nede yapay anda ayakta kalacak bir oyuncu. Ben AI kar savunmasz olduunu dnyorum. Bu arada bu benim ahsi fikrim. https://t.co/teohLl9lv9"  
[X Link](https://x.com/ProfKayaFinance/status/2020877437865799783)  2026-02-09T15:08Z 19.9K followers, [----] engagements


"2026 ve Sonras kurumsal teknoloji yatrmlarmn yapay zeka andaki stratejik konumlandrmas zerine yaptm tm karmlar bu ekilde sadece gelecei birde benim bakm la bi grn istedim. Kurumsal yazlm ve siber gvenlik sektrnde yaanan dnm sadece teknolojik bir evrim deil ayn zamanda i modellerinin ve deer yaratma mekanizmalarnn kkl bir deiimi anlamna geliyor. 2026'e girerken portfymdeki irketleri deerlendirirken artk geleneksel byme metriklerinin tesine bakmam gerekiyor diye baya dndm. Yapay zeka devrimi hangi irketlerin sadece hayatta kalacan deil hangi irketlerin bir sonraki on yln altyap omurgasn"  
[X Link](https://x.com/ProfKayaFinance/status/2020906991787630698)  2026-02-09T17:05Z 19.9K followers, [----] engagements


"@xTechInvestor ServiceNow ayakta duramazsa PATH ayakta kalamazd bu belliydi 🫡😊"  
[X Link](https://x.com/ProfKayaFinance/status/2020911694440984688)  2026-02-09T17:24Z 19.9K followers, [--] engagements


"Hedge amal $ARKK put opsiyonlar almamn en nemli sebeplerinden biriside bu.😅 Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a"  
[X Link](https://x.com/ProfKayaFinance/status/2020914814965493921)  2026-02-09T17:36Z 19.9K followers, [----] engagements


"👀 AI tm SaaS sektrn yok ediyorsa bu rakamlara nasl ulaabiliyor Databricks bir dnmek gerekiyor. Yapay zeka tm SaaS' yok etmiyor AI ile entegre olan irketler daha da glenecek. Tpk $SNOW Snowflake gibi Databricks kadar iyi ve gl deil ama pte de deil. 🤞 Today we announced Databricks Q4 results: * Surpassing $5.4B revenue run-rate growing 65% year-over-year * Delivering positive free cash flow over the last [--] months * Crossing $1.4 billion revenue run-rate for our AI products Databricks is also completing investments in the https://t.co/FcVv0qiNff Today we announced Databricks Q4 results: *"  
[X Link](https://x.com/ProfKayaFinance/status/2020943703989477441)  2026-02-09T19:31Z 19.9K followers, [----] engagements


"@enes1050392 Amazon AWS ve Robotik iin portfymde. Ayrca UPS eleman azalmas Amazonun baarsndan kaynakl.😊"  
[X Link](https://x.com/ProfKayaFinance/status/2020947922997870882)  2026-02-09T19:48Z 19.9K followers, [--] engagements


"🚨 Gnlk Portfy Gncellemesi -- [--] ubat [----] Gnlk Deiim: %3.60 📈 [----] YTD: -(%3.68) 📉 $AMZN $RKLB $AXON $META $RBRK $NET $CRWD $EOSE $SNOW $DOCN $ASTS $NBIS $NOW $IREN $TEM $MELI"  
[X Link](https://x.com/ProfKayaFinance/status/2020969540902060207)  2026-02-09T21:14Z 19.9K followers, [----] engagements


"@Umitkirmizialan 😏"  
[X Link](https://x.com/ProfKayaFinance/status/2020974097501651107)  2026-02-09T21:32Z 19.9K followers, [---] engagements


"$NVDA NVIDIA'nn yapay zeka alanndaki hakimiyeti sadece stn donanm performansyla aklanamaz. irketin gerek gc ekosistem kontrolnden geliyor. CUDA yazlm platformu on yllar boyunca gelitirildi ve bugn neredeyse tm yapay zeka aratrmaclar ve gelitiricileri bu ekosistemde alyor. Bir yapay zeka modelini CUDA'dan baka bir platforma tamak aylar sren mhendislik almas gerektiriyor ve bu NVIDIA'ya muazzam bir rekabet avantaj salyor. H100 ve H200 GPU'lar veri merkezlerinde yapay zeka eitimi iin altn standart haline geldi. Ancak asl oyun deitirici Blackwell mimarisi olacak. GB200 sistemleri nceki nesle gre"  
[X Link](https://x.com/ProfKayaFinance/status/2021087026733350992)  2026-02-10T05:01Z 19.9K followers, [----] engagements


"$DDOG Datadog Soran olursa AI tm SaaS' yok edecek. 😅 Evet ou yok olacak ama hepsi deil sadece seici olmak gerekiyor. $DDOG Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $953M (Est. $917.01M) 🟢; +29% YoY 🔹 Adj. EPS: $0.59 (Est. $0.55) 🟢 🔹 $1M+ ARR Customers: [---] (vs. [---] YoY) FY Guide: 🔹 Revenue: $4.06B$4.10B (Est. $4.11B) 🟡 🔹 Adj. EPS: $2.08$2.16 (Est. $2.41) 🔴 🔹 Non-GAAP Operating Income: https://t.co/eVI0aqDCed $DDOG Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $953M (Est. $917.01M) 🟢; +29% YoY 🔹 Adj. EPS: $0.59 (Est. $0.55) 🟢 🔹 $1M+ ARR Customers: [---] (vs. [---] YoY) FY Guide: 🔹 Revenue:"  
[X Link](https://x.com/ProfKayaFinance/status/2021195312753209448)  2026-02-10T12:11Z 19.9K followers, [----] engagements


"Morgan Stanley halka ak bulut bymesinin hzlanmasnn $SNOW Snowflake $MDB MongoDB ve $DDOG Datadog gibi nemli irket iin 2026'da daha gl bir yl hazrladn belirtiyor. Analistlere gre son dnemde yaanan fiyat dleri talep sinyallerinin glenmesiyle eliiyor. Morgan Stanley analisti Sanjit Singh'e gre hiperscaler'larn (byk bulut salayclarnn) genilemesi "nc eyrek st ste +%33'e hzland". Bu ivme AI i ykleri bulut gleri ve daha geni dijital dnm projeleriyle destekleniyor. Banka Google Cloud'un en keskin iyilemeyi gsterdiini vurguluyor: Q4'te yllk %48 byme (Q3'teki %335'e kyasla) AWS ise sabit kur baznda"  
[X Link](https://x.com/ProfKayaFinance/status/2021219692514287798)  2026-02-10T13:48Z 19.9K followers, [----] engagements


"$NET Cloudflare'i portfymde tutmamn nedeni aslinda ok basit internet altyapsnn demokratiklemesinde ve yapay zeka uygulamalarnn kresel lekte datmnda kritik bir rol oynuyor. irket geleneksel CDN (erik Datm A) ve gvenlik hizmetlerinin ok tesine gemi durumda. Bugn Cloudflare edge computing platformu olarak kendini yeniden konumlandryor ve bu yapay zeka anda muazzam bir avantaj salyor. Yapay zeka uygulamalarnn en byk zorluklarndan biri gecikme (latency) sorunudur. Merkezi bulut altyapsnda alan yapay zeka modelleri kullanclara yant vermek iin veriyi uzak veri merkezlerine gndermek ve geri almak"  
[X Link](https://x.com/ProfKayaFinance/status/2021259857567916377)  2026-02-10T16:27Z 19.9K followers, [----] engagements


"Piyasa bugn SaaS'n lmediini dnyor. $AXON $NET UP %5 🔥📈"  
[X Link](https://x.com/ProfKayaFinance/status/2021282974927360511)  2026-02-10T17:59Z 19.9K followers, [----] engagements


"🚨 Gnlk Portfy Gncellemesi -- [--] ubat [----] Gnlk Deiim: - %0.24 📉 [----] YTD: - %3.92 📉 $AMZN $RKLB $AXON $META $RBRK $NET $CRWD $EOSE $SNOW $DOCN $ASTS $NBIS $NOW $IREN $TEM $MELI"  
[X Link](https://x.com/ProfKayaFinance/status/2021329936007692589)  2026-02-10T21:06Z 19.9K followers, [----] engagements


"$NET Cloudflare 🔥🔥 $NET (Cloudflare) #earnings are out: https://t.co/jXlizaGYjI $NET (Cloudflare) #earnings are out: https://t.co/jXlizaGYjI"  
[X Link](https://x.com/ProfKayaFinance/status/2021333080154440177)  2026-02-10T21:18Z 19.9K followers, [----] engagements


"@Umitkirmizialan Son [--] saat olmasayd %1 📈zerindeydi hocam kapan houma gitmedi. 😊🙏"  
[X Link](https://x.com/ProfKayaFinance/status/2021337344100675695)  2026-02-10T21:35Z 19.9K followers, [---] engagements


"⚠ $QQQ iki gndr [--] ve [--] EMA ret yiyor bu hi houma gitmiyor"  
[X Link](https://x.com/ProfKayaFinance/status/2021342659592544398)  2026-02-10T21:56Z 19.9K followers, [----] engagements


"$NET Cloudflare Bilano incelemesi 🔥🔥 Cloudflare'n neredeyse %50'lik ACV (yllk szleme deeri) bymesi yazdrmas piyasaya tm yazlmlarn AI tarafndan yok edilmediini hatrlatmas iin yeterliydi baz irketler tam anlamyla AI a iin ina ediliyor ve Cloudflare muhtemelen piyasadaki en net "Agentic internet neye benziyor" hissesi. Buradaki temel ivmelenme inkar edilemez: gelir bymesi art arda nc eyrekte %34'e ykselirken yeni ACV rezervasyonu yllk neredeyse %50 byd - 2021'den bu yana en hzl byme. Asl gsterge mteri genilemesinde: $1M+ ARR mterileri 174'ten 269'a srad (%55 art) $100K+ ARR mterileri 3498'den"  
[X Link](https://x.com/ProfKayaFinance/status/2021460854349152411)  2026-02-11T05:46Z 19.9K followers, [----] engagements


"$AMD Nvidia'nn glgesinde kalm olsa da yapay zeka pazarnda ciddi ilerleme kaydediyor imdilik. irketin MI300 serisi GPU'lar zellikle byk dil modelleri iin rekabeti bir alternatif sunuyor. $MSFT Microsoft ve $META gibi irketler Nvidia bamlln azaltmak iin AMD chiplerini deerlendiriyor ve bu AMD iin devasa bir frsat. AMD'nin en byk avantaj bellek kapasitesi ve bant genilii. MI300X [---] GB HBM3 bellek sunuyor ve bu Nvidia H100'n [--] GB'sine kyasla nemli bir avantaj. Byk modeller altrrken bellek darboazlar performans snrlad iin AMD'nin bu stnl kritik hale gelebilir. Ancak AMD'nin en byk zorluu yazlm"  
[X Link](https://x.com/ProfKayaFinance/status/2021536831611761000)  2026-02-11T10:48Z 19.9K followers, [----] engagements


"Semiconductor sektr ve enerji uanda en byk dar boaz ondan sonra bu veriyi ileyecek Databricks Snowflake Palantir gibi irketler lazm birde bunlarn kabaca datmn yapan Cloudflare gerekli birde bu kadar veriyi koruyacak CrowdStrike Rubrik gibi irketler lazm onun dnda kod yazan ve klasik SaaS hepsi yok olacak 🫡💯 https://twitter.com/i/web/status/2021541456452730965 https://twitter.com/i/web/status/2021541456452730965"  
[X Link](https://x.com/ProfKayaFinance/status/2021541456452730965)  2026-02-11T11:06Z 19.9K followers, [---] engagements


"@AtaCoskun7 @ersn @BoraOzkent Bilano klmesi ve son olarak satn alnacaklar veya birleecekler. zellikle GitLab Asana Monday gibi irketler bunu yaayacak"  
[X Link](https://x.com/ProfKayaFinance/status/2021548884632453337)  2026-02-11T11:36Z 19.9K followers, [---] engagements


"@ErmanErol9285 Fintech pek anlamyorum ne desem yanl olur.🙏😊"  
[X Link](https://x.com/ProfKayaFinance/status/2021569830105612368)  2026-02-11T12:59Z 19.9K followers, [--] engagements


"Bugn $ALAB Astera Labs alan var m lgimi ekmeye balyor.😏🤞"  
[X Link](https://x.com/ProfKayaFinance/status/2021605994925613487)  2026-02-11T15:23Z 19.9K followers, 10.1K engagements


"@ercumendd Daha deil akam detayl inceleyeceim o.dan sonra 🫡"  
[X Link](https://x.com/ProfKayaFinance/status/2021620666861281290)  2026-02-11T16:21Z 19.9K followers, [---] engagements


"@kelimecuf Veri platformlari Snowflake Databricks Palantir Cloudflare gibi bir de bir ka cybersecurity irketi CrowdStrike Zscaler Rubrik gibi. tahminimce"  
[X Link](https://x.com/ProfKayaFinance/status/2021684984637956409)  2026-02-11T20:37Z 19.9K followers, [--] engagements


"$FSLY Fastly bilanosu ilgin olacak 👀😅"  
[X Link](https://x.com/ProfKayaFinance/status/2021689013216723270)  2026-02-11T20:53Z 19.9K followers, 20K engagements


"🚨 Gnlk Portfy Gncellemesi -- [--] ubat [----] Gnlk Deiim: - %1.38 📉 [----] YTD: - %5.25 📉 $AMZN $RKLB $AXON $META $RBRK $NET $CRWD $EOSE $SNOW $DOCN $ASTS $NBIS $NOW $IREN $TEM $MELI"  
[X Link](https://x.com/ProfKayaFinance/status/2021692157556339180)  2026-02-11T21:05Z 19.9K followers, [---] engagements

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