# ![@cevikfinance Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::938701335456833537.png) @cevikfinance Cuma Cevik

Cuma Cevik posts on X about bir, daha, gibi, diye the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::938701335456833537/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::938701335456833537/c:line/m:interactions.svg)

- [--] Week [-------] +100%
- [--] Month [-------] +535%
- [--] Months [---------] +122%
- [--] Year [---------] +8,845%

### Mentions: [--] [#](/creator/twitter::938701335456833537/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::938701335456833537/c:line/m:posts_active.svg)

- [--] Week [--] +410%
- [--] Month [--] +277%
- [--] Months [---] +161%
- [--] Year [---] +10,850%

### Followers: [------] [#](/creator/twitter::938701335456833537/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::938701335456833537/c:line/m:followers.svg)

- [--] Week [------] +1.30%
- [--] Month [------] +3.70%
- [--] Months [------] +62%
- [--] Year [------] +215%

### CreatorRank: [-------] [#](/creator/twitter::938701335456833537/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::938701335456833537/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4873 [technology brands](/list/technology-brands)  19% [finance](/list/finance)  12% [countries](/list/countries)  5% [financial services](/list/financial-services)  #923 [exchanges](/list/exchanges)  #1059 [currencies](/list/currencies)  3% [social networks](/list/social-networks)  2% [celebrities](/list/celebrities)  1% [fashion brands](/list/fashion-brands)  1%

**Social topic influence**
[bir](/topic/bir) #3735, [daha](/topic/daha) #1743, [gibi](/topic/gibi) #794, [diye](/topic/diye) #4700, [bu](/topic/bu) 6%, [$mu](/topic/$mu) #72, [$amzn](/topic/$amzn) #711, [$googl](/topic/$googl) 5%, [$sofi](/topic/$sofi) 4%, [nasdaq](/topic/nasdaq) #109

**Top accounts mentioned or mentioned by**
[@korkmazali08](/creator/undefined) [@noesferat](/creator/undefined) [@emreebeperi](/creator/undefined) [@arda75nft](/creator/undefined) [@balkan_gurkan](/creator/undefined) [@theupperhuman](/creator/undefined) [@strattoninco](/creator/undefined) [@pegasusizmirtr](/creator/undefined) [@aligoktasali](/creator/undefined) [@narkozcudede](/creator/undefined) [@grswxlynlmz](/creator/undefined) [@okansenx](/creator/undefined) [@selahattinkoc60](/creator/undefined) [@berkdemirkiran](/creator/undefined) [@behcetsureyya](/creator/undefined) [@sleepwastro](/creator/undefined) [@mattaktas](/creator/undefined) [@gustavterrano](/creator/undefined) [@pauloverholt82](/creator/undefined) [@onurrekrem](/creator/undefined)

**Top assets mentioned**
[Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [SPX6900 (SPX)](/topic/$spx) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AppLovin Corporation (APP)](/topic/$app) [Microsoft Corp. (MSFT)](/topic/$msft) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Vistra, Corp. (VST)](/topic/vistra-corp) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Goldman Sachs (GS)](/topic/goldman-sachs) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Arista Networks Inc (ANET)](/topic/$anet) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Her irketin olduu gibi Google'un da mrnn sonu bir gn elbette gelecek. Ama $GOOGL'u Motorola'ya benzetmek ancak bu palyaonun aklna gelirdi. 🤡"  
[X Link](https://x.com/cevikfinance/status/2020966491701772623)  2026-02-09T21:02Z 29.6K followers, 13.8K engagements


"Doru. Ald yerden hep ykselsin hi dmesin satt yerden de annda %50-60 dsn ki geri ucuza hemen alsn istiyor ou kii. Ancak borsa her isteyenin paa keyfine gre hareket eden bir yer deil maalesef. 🤷🏻♂ @cevikfinance twitter dakilere gre her zaman market in para getirmesi lazm her zaman herkesin para kazanmas lazm lol @cevikfinance twitter dakilere gre her zaman market in para getirmesi lazm her zaman herkesin para kazanmas lazm lol"  
[X Link](https://x.com/cevikfinance/status/2022043008338997566)  2026-02-12T20:19Z 29.6K followers, [----] engagements


"Ben ahsen yapmyorum. Bir ka ay teknoloji hisselerinde zararda beklerim gerekirse benim iin nemli deil. Ama gidipte srf rotasyon var diye kr marj dar irketleri en pahal fiyattan almak benim stratejime uymuyor. Sert sat yiyen salam teknoloji irketlerini ucuza toplamak daha mantkl. https://twitter.com/i/web/status/2022044264398508102 https://twitter.com/i/web/status/2022044264398508102"  
[X Link](https://x.com/cevikfinance/status/2022044264398508102)  2026-02-12T20:24Z 29.6K followers, [--] engagements


"Akll adam Jensen. Sam Altman dolandrcsna para kaptracak gz var m onda Jensen is too kind with his response what he meant to say is Sam and OpenAI invited me to invest up to $100B in the company but Id rather put that $ into xAI. I think theres a very high chance that OpenAI loses to Elons xAI so yea I dont want to invest anymore into https://t.co/vR3yOFJimn Jensen is too kind with his response what he meant to say is Sam and OpenAI invited me to invest up to $100B in the company but Id rather put that $ into xAI. I think theres a very high chance that OpenAI loses to Elons xAI so yea I dont"  
[X Link](https://x.com/cevikfinance/status/2018431236851614120)  2026-02-02T21:08Z 29.4K followers, 36K engagements


"$SOFI JPMorgan analisti Reginald Smith SoFi Technologies hisselerinin [---] bilanosunun ardndan %10 dmesiyle irketin notunu Neutraldan Overweighte ykseltti ve hedef fiyat [--] dolar olarak aklad. Smith bu dn uzun sredir bekledikleri cazip bir giri noktas yarattn belirtti. SoFinin 4de rekor sonular aklamasna ve FY26 iin beklenenden gl bir dzeltilmi FAVK ngrs sunmasna ramen hisse performansnn S&P [---] endeksine kyasla zayf kald vurguland. Analist SoFinin hzla artan ye says ve mevduat hacmiyle sektrn geri kalanndan pozitif ayrtn dier fintechlerin mevduat kayb yaad bir dnemde gl byme ivmesini"  
[X Link](https://x.com/cevikfinance/status/2018629621256774015)  2026-02-03T10:16Z 29.6K followers, 12.4K engagements


"$RKLB oluyor gibi sanki ha 🙂 $RKLB yle bir eyler bekliyorum. Yaparsa gzel olur. 🙂 https://t.co/RVC6ZG6zxR $RKLB yle bir eyler bekliyorum. Yaparsa gzel olur. 🙂 https://t.co/RVC6ZG6zxR"  
[X Link](https://x.com/cevikfinance/status/2018632059414315119)  2026-02-03T10:26Z 29.5K followers, 21.7K engagements


"Bugnk d aka bir risk off gstergesi arkadalar. Sat sadece belli bir sektre zg deil. Consumer defensive ve enerji hari dier btn sektrlerde sat olmas piyasann risk off yaptn gsteriyor. $SPX $NDX"  
[X Link](https://x.com/cevikfinance/status/2018760011930067429)  2026-02-03T18:54Z 29.6K followers, 49.3K engagements


"@aligoktasali ASML %4.5 MU %6 dt. Sence ZETA'nn bu ortamda %9 dmesi gayet normal deil mi 🙂"  
[X Link](https://x.com/cevikfinance/status/2018765031731560828)  2026-02-03T19:14Z 29.6K followers, [----] engagements


"$SPX buradan %17-20 d yapsa bile [----] ylnda balayan [--] yllk gl boa trendini yine de bozmam oluyor. Yani endeks baznda %20'ye varan dzeltmeler grmemiz gayet normal olur arkadalar. nemli olan bu dlere dayanabilecek sabrnz ve cesaretiniz olacak m"  
[X Link](https://x.com/cevikfinance/status/2018779832524697674)  2026-02-03T20:13Z 29.6K followers, 13K engagements


"Bundan bir yl kadar nce $TLT ile hedge alyorum ne kadar da zekiyim" diyen baz ok bilmi makrocu arkadalar vard. Ne oldu hedgeler duruyor mu bari 🙃"  
[X Link](https://x.com/cevikfinance/status/2019045496191615222)  2026-02-04T13:48Z 29.6K followers, 10.3K engagements


"@inankigercekk Hodl ve buy the dip. YTD"  
[X Link](https://x.com/cevikfinance/status/2019458568156492285)  2026-02-05T17:10Z 29.4K followers, [--] engagements


"@Mercury_Freddy1 https://www.tradingview.com/news/gurufocus:53ce30d6e094b:0-arm-stock-jumps-5-analysts-downplay-smartphone-demand-risks/ https://www.tradingview.com/news/gurufocus:53ce30d6e094b:0-arm-stock-jumps-5-analysts-downplay-smartphone-demand-risks/"  
[X Link](https://x.com/cevikfinance/status/2019496424912617755)  2026-02-05T19:40Z 29.5K followers, [---] engagements


"Sanmayn ki JP Morgan bizden farkl bir ey yapyor dostlar. 😅 Endeksi %6 yendik diye vnyorlarm. Biz onu gz kapal yaptk. 😎"  
[X Link](https://x.com/cevikfinance/status/2019865436075204972)  2026-02-06T20:07Z 29.5K followers, 15.6K engagements


"ok gzel bir blten yazs hazrladm. [--] saattir yazmakla urayorum. Ltfen okuyun arkadalar. 🙏🏻 HAFTALIK PYASA BLTEN - [--] ubat [----] https://open.substack.com/pub/cumacevik/p/haftalik-piyasa-bulteni-08-subatr=2uc2ah&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cumacevik/p/haftalik-piyasa-bulteni-08-subatr=2uc2ah&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/cevikfinance/status/2020552009359708509)  2026-02-08T17:35Z 29.5K followers, 13.4K engagements


"@tr_mrforex Evde hal flex olduu iin tozdan rahatszm. grr o zaman bunlar galiba"  
[X Link](https://x.com/cevikfinance/status/2020588090637869178)  2026-02-08T19:58Z 29.5K followers, [----] engagements


"@NarkozcuDede Hangi marka tavsiye edersiniz"  
[X Link](https://x.com/cevikfinance/status/2020588505282560380)  2026-02-08T20:00Z 29.5K followers, [----] engagements


"@Noesferat Hangisini tavsiye edersiniz marka model olarak"  
[X Link](https://x.com/cevikfinance/status/2020588789551554808)  2026-02-08T20:01Z 29.5K followers, [----] engagements


"@korkmazali08 Valla olabilir. [--] marka ismi vermi Dyson en sonda. phelendim o yzden. 😂"  
[X Link](https://x.com/cevikfinance/status/2020589679918432532)  2026-02-08T20:04Z 29.5K followers, [----] engagements


"Japonya'da bugn yaplan erken genel seimlerde Sanae Takaichi liderliindeki Liberal Demokrat Parti ve koalisyonu ezici bir zafer kazand. LDP Temsilciler Meclisi'nde [---] sandalyeden yaklak 316'sn alarak sper ounluk elde etti. Bu Takaichi'nin muhafazakar politikalarna (in'e sert tavr savunma harcamalar art gmenlik kstlamalar ve potansiyel mali tevikler) gl bir halk destei anlamna geliyor. Peki yarn piyasalara etkisi olabilir mi Evet etkisi olabilir ama byk olaslkla snrl ve olumlu ynde olur. nk: Beklenmedik bir srpriz yok. Takaichi'nin zaferi zaten bekleniyordu ve ksmen fiyatlanm durumdayd. Siyasi"  
[X Link](https://x.com/cevikfinance/status/2020595870023254402)  2026-02-08T20:29Z 29.5K followers, 21.4K engagements


"$SOFI kurumsal yatrmclar elindeki pozisyonu artrmaya devam ediyor"  
[X Link](https://x.com/cevikfinance/status/2020840439230914730)  2026-02-09T12:41Z 29.5K followers, [----] engagements


"$HIMS u anda tarihinin en byk snavn veriyor. FDAnn sert uyars ve Novo Nordiskin davas irketi sadece bir rnn deil tm i modelini savunmaya zorluyor. Ne Oldu Hatrlayalm: irket ynetimi GLP-1 (zayflama) pazarnda pazar pay kapmak iin [--] dolarlk oral semaglutide kopyasn piyasaya srerek stratejik bir hata yapt. Sonu: Bu hamle FDAy uyandrd. Kurum HIMSi dorudan hedef alarak "kitlesel pazarlama" yapan irketlere kar harekete geeceini duyurdu. Geri Adm: irket hap sattan kaldrd ancak dzenleyicilerin ve Byk la (Big Pharma) firmalarnn dikkatini zerine ekmi oldu. Ay Senaryosu: [--]. Yasal Kuatma: Novo Nordisk"  
[X Link](https://x.com/cevikfinance/status/2020865529771176204)  2026-02-09T14:21Z 29.5K followers, 15.4K engagements


"$MU Bu analize katlmyorum. Micron iin uzun vadede neden olumsuz etkisi olmaz Nvidia oklu tedariki stratejisi izliyor yani Samsung ne gese de Micron ve SK Hynix de sonunda qualified olacak. Micron u anda HBM3Ede gl bir konumda ve genel AI kaynakl DRAM talebi hl ok yksek (Analist tahminlerine gre [----] Q1de DRAM kontrat fiyatlar eyreklik %90-95 artabilir). Bu tr gecikmeler sektrde zaten sk grlyor ve talep o kadar gl ki birka aylk kayma toplam pazar payn ciddi veya kalc olarak etkilemez. Yani ksa vadede evet MU iin kt (sat basks ve potansiyel dzeltme olabilir) ama uzun vadede AI talebinin gc"  
[X Link](https://x.com/cevikfinance/status/2020910812802568408)  2026-02-09T17:20Z 29.5K followers, 50.1K engagements


"$CRDO sevdiim irketlerden. irket bilano n sonularn aklad ve gelir beklentilerini nemli lde at. eyrek dnem gelirini [---] ila [---] milyon dolar arasnda aklad. Bu rakam Bloomberg anketine gre [----] milyon dolarlk ortalama analist tahmininin olduka zerinde. irket aklamasnda [----] mali ylnn sonuna ve [----] mali ylna doru gelirlerde eyrek bazda orta tek haneli oranlarda art beklediini ayrca mevcut mali ylda yllk bazda %200n zerinde byme ngrdn belirtti. 🚀 nc eyrek mali yl [----] finansal sonularnn ayrntl olarak [--] Martta duyurulaca ifade edildi. https://twitter.com/i/web/status/2020973814285468080"  
[X Link](https://x.com/cevikfinance/status/2020973814285468080)  2026-02-09T21:31Z 29.6K followers, [----] engagements


"@grswxlynlmz Bu kadar ok eyi takip etmiyorum. Sadece sevdiim baz Amerikal irketlerin hisselerini takip ediyorum. Emtia altcoin Bist vs pek takip etmem"  
[X Link](https://x.com/cevikfinance/status/2020995844002992529)  2026-02-09T22:58Z 29.5K followers, [---] engagements


"@okansenx smi Mango. En favori hissesi $AMZN nk mamalar ordan geliyor. 😂"  
[X Link](https://x.com/cevikfinance/status/2021204542054940759)  2026-02-10T12:48Z 29.6K followers, [---] engagements


"Kt gnler geride kald daha kt gnler bizi bekliyor. 😑 $AMZN"  
[X Link](https://x.com/cevikfinance/status/2019529012884709546)  2026-02-05T21:50Z 29.6K followers, 12.8K engagements


"$GOOGL yatrmclar anlk. Before the day is over I want to reiterate that think Google is the best value now of the big guys. Before the day is over I want to reiterate that think Google is the best value now of the big guys"  
[X Link](https://x.com/cevikfinance/status/2019843954519470213)  2026-02-06T18:41Z 29.6K followers, 12.5K engagements


"Goldman Sachs ABD borsalarnda satlarn henz bitmediini sylyor: CTA ve dier sistematik fonlar yksek volatilite nedeniyle sat yapmaya devam edebilir. Zayf likidite opsiyon pozisyonlar ve yatrmc yorgunluu piyasa oynakln artryor. 👇 STOCK SELL-OFF NOT OVER GOLDMAN TRADERS SAY Goldman Sachs warns that US stocks could face more selling this week driven by trend-following funds known as CTAs which have already hit sell triggers in the S&P [---]. The bank estimates CTAs could dump up to $33 billion this week STOCK SELL-OFF NOT OVER GOLDMAN TRADERS SAY Goldman Sachs warns that US stocks could face more"  
[X Link](https://x.com/cevikfinance/status/2020558911212810391)  2026-02-08T18:02Z 29.6K followers, 19.2K engagements


"Anlalan $AMZN hisse fiyat bir sre daha srnmeye devam edecek. 👇 Amazon is currently spending 94% of its operating cash flow on capital expenditures. TTM Operating Cash Flow: $140B TTM Capital Expenditures: $132B $AMZN https://t.co/PFVfxncbqL Amazon is currently spending 94% of its operating cash flow on capital expenditures. TTM Operating Cash Flow: $140B TTM Capital Expenditures: $132B $AMZN https://t.co/PFVfxncbqL"  
[X Link](https://x.com/cevikfinance/status/2020602410515980623)  2026-02-08T20:55Z 29.6K followers, 13.9K engagements


"u mthi bilanoyu satacak neyi beenmedin be Wall Street 🤦🏻♂ $APP Applovin with a strong quarter on paper: EPS: $3.24 vs $2.95 est REV: $1.66B vs $1.60B est Sees Q1 Rev $1.75B-$1.78B vs $1.69B est https://t.co/Pdomg0uHK4 $APP https://t.co/KToPKpjdkf Applovin with a strong quarter on paper: EPS: $3.24 vs $2.95 est REV: $1.66B vs $1.60B est Sees Q1 Rev $1.75B-$1.78B vs $1.69B est https://t.co/Pdomg0uHK4 $APP https://t.co/KToPKpjdkf"  
[X Link](https://x.com/cevikfinance/status/2021707818630324439)  2026-02-11T22:08Z 29.6K followers, 13.2K engagements


"Zuckerberg zamannda Trump'n Facebook hesabn banlamt. imdi savunduu demokrat politikaclarn ynetiminden kayor. Etme bulma dnyas. 🤷🏻♂ JUST IN: Mark Zuckerberg officially leaves California relocates to Florida to avoid new "wealth tax." https://t.co/KwUTULXadp JUST IN: Mark Zuckerberg officially leaves California relocates to Florida to avoid new "wealth tax." https://t.co/KwUTULXadp"  
[X Link](https://x.com/cevikfinance/status/2021711389954355661)  2026-02-11T22:22Z 29.6K followers, 12.2K engagements


"imdi bu Orkun gibi iftirac utanmaz insanlara ne demeli $HOOD ilk konumaya baladmda [--] dolard oradan [---] dolara gitti $IREN ilk konutuumda [--] dolard [--] dolara gitti $NBIS ilk konutuumda [--] dolard [---] dolara gitti. $RGTI her zaman shortlanacak hisse dedim [--] dolarken short atm syledim ve [--] ksur dolarda kapattm u an [--] dolar. Beni uzun sredir takip edenler hepsine ahit. Ama senin derdin dorular deil. amur at izi kalsn nasl olsa inanan olur. 🤷🏻♂ @cevikfinance HOOD RGTI IREN NBIS leri millete kitledikten sonra aaa trafoya kedi mi kat :D @cevikfinance HOOD RGTI IREN NBIS leri millete kitledikten"  
[X Link](https://x.com/cevikfinance/status/2022034924295848408)  2026-02-12T19:47Z 29.6K followers, 18.4K engagements


"Ayrca son 1-2 aydr srekli huzursuz olduumu ve endeks baznda %10-15'lik bir dzeltme beklediimi videolarmda srekli dile getirdim. Kenarda mutlaka %15-30 aras nakit tutmak gerektiini de dile getirdim. Videolarm izleyen herkes ahit. Buna ramen bilmeden utanmadan yazyorsun"  
[X Link](https://x.com/cevikfinance/status/2022035959739473927)  2026-02-12T19:51Z 29.6K followers, [----] engagements


"@SelahattinKoc60 Kald ki mutlaka decek yani seim ylnda o dzeltme yle veya byle olacak diye defalarca syledim. 🤷🏻♂"  
[X Link](https://x.com/cevikfinance/status/2022037390198784269)  2026-02-12T19:57Z 29.6K followers, [---] engagements


"@berkdemirkiran_ Maalesef. Hi dmeyecek hep kacak diyelim istiyorlar. Dnce de millete mal kitledin diyorlar ite bu Orkun gibi. 😂"  
[X Link](https://x.com/cevikfinance/status/2022044596604436756)  2026-02-12T20:26Z 29.6K followers, [---] engagements


"@EMREEBEPERI Kenarda nakiti olan veya dzenli nakit ak olanlar iin sevinilecek bir durum bence. Servet yaratma zamanlar byle sert d zamanlar oluyor nk"  
[X Link](https://x.com/cevikfinance/status/2022044897046663435)  2026-02-12T20:27Z 29.6K followers, [---] engagements


"@EMREEBEPERI Sfr nakit tutun ralliyi %100 pozisyonda srn diyen arlatanlar dikkate almaynz efendim. Piyasada frsatlar bitmez nk"  
[X Link](https://x.com/cevikfinance/status/2022045538443772120)  2026-02-12T20:29Z 29.6K followers, [--] engagements


"$NDX Dnk videoda bahsettiim diren (beyaz izgi ve [--] EMA) seviyesinden sat yedi. Orann stne geemedi. Dolaysyla yn bir sre daha aa kalmaya devam edecek gibi grnyor. Biliyorum tatsz bir durum ancak nasdaq endeksi baznda dzeltme daha yeni %6 seviyelerine ulat. Daha %10 kadar da derse armamak lazm"  
[X Link](https://x.com/cevikfinance/status/2022049614065451213)  2026-02-12T20:46Z 29.6K followers, [----] engagements


"@theupperhuman %14 daha derse ayya girdi demektir"  
[X Link](https://x.com/cevikfinance/status/2022052998718119981)  2026-02-12T20:59Z 29.6K followers, [---] engagements


"@behcetsureyya neri aamasn geeli ok oldu. 2-3 hafta nce piyasa zirvedeyken uyarlarm yapmtm ama baz hesaplar beni hedef gsterip dalga gemiti. 🤷🏻♂"  
[X Link](https://x.com/cevikfinance/status/2022053272866238575)  2026-02-12T21:00Z 29.6K followers, [---] engagements


"Gelenei bozmayp bu ayki swing portfy performansm da paylaaym. Piyasa testere yapmasna ramen $10k kazanabildim. Benim iin ok iyi saylmaz ama ok kt de saylmaz. Bazen ancak bu kadar oluyor. 🤷🏻♂ Gelenei bozmayalm. Son [--] gnlk swing trade kazancmz yine paylaalm. Seviyorum bu ii. Sistem ve disiplin kazandryor. 😎💪 https://t.co/XzH9XbcjKn Gelenei bozmayalm. Son [--] gnlk swing trade kazancmz yine paylaalm. Seviyorum bu ii. Sistem ve disiplin kazandryor. 😎💪 https://t.co/XzH9XbcjKn"  
[X Link](https://x.com/cevikfinance/status/2022054138797056301)  2026-02-12T21:04Z 29.6K followers, 18.2K engagements


"@korkmazali08 Finfluencer savalar ne zaman balar tahmini O zaman dip kesin olarak geldi demektir. 🤣"  
[X Link](https://x.com/cevikfinance/status/2022054300089016436)  2026-02-12T21:04Z 29.6K followers, [----] engagements


"Bu iler byle. 🙂"  
[X Link](https://x.com/cevikfinance/status/2022058766494228780)  2026-02-12T21:22Z 29.6K followers, 12.4K engagements


"$ANET ok iyi bilano getirdi. 👇 $ANET Arista Networks Beklentileri At Arista Networks (ANET) drdnc eyrek finansal sonularnda piyasa beklentilerini aarak hisse bana [---] dolar dzeltilmi kr (Non-GAAP EPS) aklad; bu rakam beklentilerin [---] dolar zerinde gerekleti. irketin geliri [---] https://t.co/32ejv920gl $ANET Arista Networks Beklentileri At Arista Networks (ANET) drdnc eyrek finansal sonularnda piyasa beklentilerini aarak hisse bana [---] dolar dzeltilmi kr (Non-GAAP EPS) aklad; bu rakam beklentilerin [---] dolar zerinde gerekleti. irketin geliri [---] https://t.co/32ejv920gl"  
[X Link](https://x.com/cevikfinance/status/2022059568344576266)  2026-02-12T21:25Z 29.6K followers, [----] engagements


"@sleepwastro Yok maalesef olmayacak"  
[X Link](https://x.com/cevikfinance/status/2022069860428394525)  2026-02-12T22:06Z 29.6K followers, [--] engagements


"$MSFT Azure vs $GOOGL Cloud. Bakalm yarn $AMZN AWS nasl gelecek. 🤔"  
[X Link](https://x.com/cevikfinance/status/2019165008865751507)  2026-02-04T21:43Z 29.6K followers, 10.3K engagements


"$AAPL neden son de elik etmedi ve aksine %7 kadar ykseldi Cevap bu tabloda"  
[X Link](https://x.com/cevikfinance/status/2019756669115277530)  2026-02-06T12:54Z 29.6K followers, 19.9K engagements


"Deutsche Bank Micron Technology Hissesi in Hedef Fiyat [---] Dolara Ykseltti Micron Technology $MU yapay zeka odakl bellek talebinin etkisiyle dikkat eken gl bir performans sergilemeye devam ediyor. Deutsche Bank analistleri irket hissesi iin Al tavsiyesini korurken hedef fiyat [---] dolardan [---] dolara revize etti. Analiste gre sektrde grlen ei benzeri grlmemi bellek arz-talep skkl ve zellikle Yksek Bant Genilikli Bellek (HBM) rnlerinin hzl bymesi Micronun fiyatlama gcn artryor. Bu dinamikler irketin [----] takvim yl (CY2026) iin hisse bana kazancn (EPS) yaklak [----] dolar seviyesine tayabilecek"  
[X Link](https://x.com/cevikfinance/status/2021276023585751096)  2026-02-10T17:32Z 29.6K followers, 13.6K engagements


"2026 bandan beri ngiltere'de her gn kesintisiz yamur yad. Tam [--] gn boyunca st ste. En son [----] ylnda byle olmu. 😵💫"  
[X Link](https://x.com/cevikfinance/status/2021318211333992492)  2026-02-10T20:19Z 29.6K followers, [----] engagements


"@MattAktas Orda da kar yayor ama 😅"  
[X Link](https://x.com/cevikfinance/status/2021353093829623974)  2026-02-10T22:38Z 29.6K followers, [---] engagements


"$MU 🤷🏻♂ $MU Bu analize katlmyorum. Micron iin uzun vadede neden olumsuz etkisi olmaz Nvidia oklu tedariki stratejisi izliyor yani Samsung ne gese de Micron ve SK Hynix de sonunda qualified olacak. Micron u anda HBM3Ede gl bir konumda ve genel AI kaynakl DRAM talebi $MU Bu analize katlmyorum. Micron iin uzun vadede neden olumsuz etkisi olmaz Nvidia oklu tedariki stratejisi izliyor yani Samsung ne gese de Micron ve SK Hynix de sonunda qualified olacak. Micron u anda HBM3Ede gl bir konumda ve genel AI kaynakl DRAM talebi"  
[X Link](https://x.com/cevikfinance/status/2021662563734601918)  2026-02-11T19:08Z 29.6K followers, 19.8K engagements


"@berkdemirkiran_ Temett yerine covered call yapn dedik yemediimiz kfr kalmad. Hayr ne yapsam yaranamyorum. 😂"  
[X Link](https://x.com/cevikfinance/status/2022043698046132624)  2026-02-12T20:22Z 29.6K followers, [----] engagements


"$MU CEO'su HBM4 retimindeki gecikme iddialarn yalanlam. [----] iin tm HBM tedariinin komple satldn da bir kez daha teyit etmi. Aynen beklediim gibi. 👇 $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes ramping in Q1. We have sold out our calendar year [----] HBM supply." https://t.co/rzkjuOJS1k $MU CEO: "THERE HAS BEEN SOME INACCURATE REPORTING ABOUT OUR HBM4 POSITION." "We have been in high-volume production of HBM4. We have commenced customer shipments and see volumes"  
[X Link](https://x.com/cevikfinance/status/2021727795529855367)  2026-02-11T23:27Z 29.6K followers, [----] engagements


"@GustavTerrano almay seviyorum. nsanlara bir eyler retmek beni motive ediyor. 🙂"  
[X Link](https://x.com/cevikfinance/status/2022075616699592897)  2026-02-12T22:29Z 29.6K followers, [---] engagements


"@ProfDemirtas Hocam Apple' direkt elemisiniz ama Pro Display XDR'n nano-texture glass olann kullanyorum. Dediiniz gibi kk olduu iin iki tanesini yanyana koyarak sorunu zdm. Dier nerilen monitrleri beenmezseniz belki bu da bir zm olur diye paylamak istedim"  
[X Link](https://x.com/cevikfinance/status/1979303444411486489)  2025-10-17T21:48Z 29.6K followers, [----] engagements


"$AXON after markette neden ykseldi diye merak ediyorsanz 👇 *FEDERAL AGENTS TO USE BODY CAMERAS IN MINNEAPOLIS NOEM SAYS *FEDERAL AGENTS TO USE BODY CAMERAS IN MINNEAPOLIS NOEM SAYS"  
[X Link](https://x.com/cevikfinance/status/2018439187267977508)  2026-02-02T21:39Z 29.6K followers, 13.1K engagements


"Bu akam $GOOGL bilanosu da yan izerse komple yandk. 😅"  
[X Link](https://x.com/cevikfinance/status/2019138093694218579)  2026-02-04T19:56Z 29.6K followers, [----] engagements


"$GOOGL [----] yl iin [---] ila [---] milyar dolar arasnda Capex harcamas yapmay planlyor. Piyasa beklentisi [---] milyar dolard. u anda $GOOGL $META $AMZN $MSFT gibi byk teknoloji irketleri devasa miktarda capex (sermaye) harcamas yapyorlar. zellikle yapay zeka iin GPU ve veri merkezi altyapsna yz milyarlarca dolar aktyorlar. Ama sorun u ki yeterince veri merkezi yok ve bunlarn ina edilmesi yle hemen bir gnde olmuyor. Ne kadar GPU alsalar da bunlar koyacak altracak soutacak elektriini karlayacak fiziksel veri merkezi kapasitesi yetimiyor. Yani milyarlarca dolarlk GPUlar alnacak ama bunlar fie takacak"  
[X Link](https://x.com/cevikfinance/status/2019177545942380967)  2026-02-04T22:33Z 29.6K followers, 42K engagements


"$NVDA Grnen ky klavuz istemez. Bu yl sonunda [---] dolar greceini dnyorum. Umarm yanlmam. 🙂"  
[X Link](https://x.com/cevikfinance/status/2020230417136386535)  2026-02-07T20:17Z 29.6K followers, 22.6K engagements


"Sanrm yarn $ADBE daha fazla decek. 🤨 I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software"  
[X Link](https://x.com/cevikfinance/status/2020571601285095435)  2026-02-08T18:53Z 29.6K followers, 16.7K engagements


"Bu aletler evin havasn gerekten temizliyor mu ya Var m kullanan"  
[X Link](https://x.com/cevikfinance/status/2020584369954676788)  2026-02-08T19:43Z 29.6K followers, 32.4K engagements


"$APP Demitim bu olaydan bir ey kmaz diye. Wall Street gzel irketleri ucuzdan almak iin zaman zaman byle korkutucu raporlar yaynlar. Dmedik neyseki tutmaya devam ediyoruz. 🙂 $APP Hakknda akl d rapor yaynlayan CapitalWatch zr diledi. Capitalwatch [--] Ocak 2026da yaymlanan Gneydou Asya Kara Para Aklama ebekesinin NASDAQ amarhanesi balkl aratrma raporunda nemli dzeltmeler yapldn duyurur. Bu kapsamda raporda Bay Tang Hao https://t.co/OMxPcW9tri $APP Hakknda akl d rapor yaynlayan CapitalWatch zr diledi. Capitalwatch [--] Ocak 2026da yaymlanan Gneydou Asya Kara Para Aklama ebekesinin NASDAQ amarhanesi"  
[X Link](https://x.com/cevikfinance/status/2020896548863795546)  2026-02-09T16:24Z 29.6K followers, 11.1K engagements


"Beni kovirmisen lordum 🙂 lord kelimesinin hakiki trke karlnn aa olmasn yeterince haval bulmayanlar efendi diye eviriyor yzklerin aas diyeceksiniz lord kelimesinin hakiki trke karlnn aa olmasn yeterince haval bulmayanlar efendi diye eviriyor yzklerin aas diyeceksiniz"  
[X Link](https://x.com/cevikfinance/status/2021189936200798473)  2026-02-10T11:50Z 29.6K followers, 10.3K engagements


"JP Morgan analistlerine gre yapay zekaya dayankl [--] yazlm irketi"  
[X Link](https://x.com/cevikfinance/status/2021500867988578667)  2026-02-11T08:25Z 29.6K followers, 13.1K engagements


"$SPX [----] ylndan beri ilk defa bu kadar uzun sre yatay kalm. yice bktrd artk. Deceksen d kacaksan k da iimize bakalm yahu. 😅 What's the old saying about a dull market The S&P [---] has gone an incredible [--] weeks in a row with weekly gains between 0.5% and -0.5%. Hasn't hit [--] in a row since [----]. https://t.co/bP9JbqGsMx What's the old saying about a dull market The S&P [---] has gone an incredible [--] weeks in a row with weekly gains between 0.5% and -0.5%. Hasn't hit [--] in a row since [----]. https://t.co/bP9JbqGsMx"  
[X Link](https://x.com/cevikfinance/status/2021525093860745499)  2026-02-11T10:01Z 29.6K followers, 11.5K engagements


"$HOOD Robinhood: SuperApp Hikayesi Gleniyor Ama Gelir Kalitesi Hala Piyasa Dngsne Baml Robinhood bu eyrekte genel olarak gl bir bilano aklad. 4Q25te $1.28B net gelir ve $0.66 EPS retti; 2025in tamamnda net gelir $4.5Bye diluted EPS $2.05e kt. Asl kritik nokta irket bydke giderlerin gelire orannn dmesi ve krlln hzla artmas. 4Q25te GAAP iletme giderleri gelirin %49u seviyesinde kald; bu kabaca %51 iletme krllna iaret ediyor. Adjusted EBITDA marj da %59a geldi. Yani lek bydke faaliyet kaldrac alt ve i modeli daha olgun bir yapya doru gitti. Bu tabloyu destekleyen dier sinyal gelir kaynaklarnn"  
[X Link](https://x.com/cevikfinance/status/2021533340587770167)  2026-02-11T10:34Z 29.6K followers, 11.8K engagements


"Nasdaq Direnleri Geemiyor - Piyasa Analizi https://youtu.be/wX5AsDENWzEsi=yPD_KhnVMv740Vft https://youtu.be/wX5AsDENWzEsi=yPD_KhnVMv740Vft"  
[X Link](https://x.com/cevikfinance/status/2021647429347741968)  2026-02-11T18:08Z 29.6K followers, [----] engagements


"Nasdaq trafosuna kedi mi kat arkada ne oldu 😅"  
[X Link](https://x.com/cevikfinance/status/2021979363043160146)  2026-02-12T16:07Z 29.6K followers, 16.1K engagements


"@Arda75nft Beenmeye ve tutmaya devam ediyorum. Grmde bir deiiklik yok. YTD"  
[X Link](https://x.com/cevikfinance/status/2021984616618578244)  2026-02-12T16:27Z 29.6K followers, [---] engagements


"@Arda75nft 1-2 eyrek sonra ancak sanrm"  
[X Link](https://x.com/cevikfinance/status/2022032663264342035)  2026-02-12T19:38Z 29.6K followers, [--] engagements


"X kullanclar yaknda ana sayfalarn lkeye gre filtreleme seeneine sahip olacaklar. Hangi lkeleri kapatrsnz X users will soon have the option to filter their timeline by country. Follow: @AFpost https://t.co/N5Sw32Aaj2 X users will soon have the option to filter their timeline by country. Follow: @AFpost https://t.co/N5Sw32Aaj2"  
[X Link](https://x.com/cevikfinance/status/2022290466478186781)  2026-02-13T12:43Z 29.6K followers, [----] engagements


"@pauloverholt82 @onurrekrem @korkmazali08 Thanks for the correction Jeff Main revenue still comes from mining though. Appreciate the detail 🙏🏻"  
[X Link](https://x.com/cevikfinance/status/2012624710090010882)  2026-01-17T20:34Z 28.8K followers, [---] engagements


"@pauloverholt82 @onurrekrem @korkmazali08 Thank you for the clarification. 🙏🏻"  
[X Link](https://x.com/cevikfinance/status/2012632427412205635)  2026-01-17T21:05Z 28.8K followers, [---] engagements


"Daily Mail haberine gre ran'daki molla rejimi u ana kadar [-----] protestocuyu katletmi. 👇 Iran 'killed [-----] protesters and injured more than 300000' in brutal crackdown report claims - as regime accused of 'genocide under cover of digital darkness' https://t.co/x5P0kUiuTe Iran 'killed [-----] protesters and injured more than 300000' in brutal crackdown report claims - as regime accused of 'genocide under cover of digital darkness' https://t.co/x5P0kUiuTe"  
[X Link](https://x.com/cevikfinance/status/2012962003967480085)  2026-01-18T18:55Z 28.8K followers, 10.7K engagements


"@Kuzey2044884 @yyuuguyduf @kylewhitegoat Buy the dip 🤣"  
[X Link](https://x.com/cevikfinance/status/2013223355361464728)  2026-01-19T12:13Z 28.8K followers, [---] engagements


"Trump dipleri aln diyor. 🙂👇 JUST IN: President Trump calls the stock market dip 'peanuts' and says the market will double. https://t.co/MT3oLBTA6a JUST IN: President Trump calls the stock market dip 'peanuts' and says the market will double. https://t.co/MT3oLBTA6a"  
[X Link](https://x.com/cevikfinance/status/2013980910010421265)  2026-01-21T14:24Z 28.9K followers, 35.4K engagements


"Nkleer hisseleri iin ok nemli. 🚀🚀 Trump on Nuclear Energy: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy. We can have Nuclear energy now at good prices." https://t.co/NsjJNBxD94 Trump on Nuclear Energy: "The US is going heavy into nuclear. I wasn't a fan of nuclear but the safety progress they've made with nuclear is unbelievable. We are very much into the world of nuclear energy. We can have Nuclear energy now at good prices." https://t.co/NsjJNBxD94"  
[X Link](https://x.com/cevikfinance/status/2013984165322969531)  2026-01-21T14:36Z 29K followers, 18.8K engagements


"Bunu anlamanz [--] yl m srd Gnaydn Merz efendi. 😅 German Chancellor Merz said Germany and Europe have wasted years of economic growth due to stalled reforms and excessive regulation. He said that the EU has become the worlds leading champion of overregulation. https://t.co/cT30vyectj German Chancellor Merz said Germany and Europe have wasted years of economic growth due to stalled reforms and excessive regulation. He said that the EU has become the worlds leading champion of overregulation. https://t.co/cT30vyectj"  
[X Link](https://x.com/cevikfinance/status/2014301465976754260)  2026-01-22T11:37Z 28.9K followers, 10.8K engagements


"@MuratDa94087761 https://www.ark-invest.com/articles/analyst-research/tesla-launched-its-robotaxi-now-what https://www.ark-invest.com/articles/analyst-research/tesla-launched-its-robotaxi-now-what"  
[X Link](https://x.com/cevikfinance/status/2014649892921090227)  2026-01-23T10:42Z 28.9K followers, [---] engagements


"Hangi savunma sanayi hisseleri alnabilir diye soran arkadalar iin gzel liste: [--] WAYS TO CAPTURE A $1.5T U.S. DEFENSE BUDGET IN [----] [--]. $PLTR powers command control & real-time decision-making by fusing data into actionable battlefield intelligence. [--]. $ONDS builds the secure jam-resistant communication networks drones need as autonomous fleets scale https://t.co/W7WhemuxpD [--] WAYS TO CAPTURE A $1.5T U.S. DEFENSE BUDGET IN [----] [--]. $PLTR powers command control & real-time decision-making by fusing data into actionable battlefield intelligence. [--]. $ONDS builds the secure jam-resistant"  
[X Link](https://x.com/cevikfinance/status/2009319371982930237)  2026-01-08T17:40Z 29.1K followers, 42K engagements


"@FelixStrye Hodl"  
[X Link](https://x.com/cevikfinance/status/2016833032653557844)  2026-01-29T11:17Z 29.1K followers, [----] engagements


"@Kuzey2044884"  
[X Link](https://x.com/cevikfinance/status/2016911945643770118)  2026-01-29T16:30Z 29.1K followers, [----] engagements


"Rusya bile personelini ran'dan ekiyorsa bir eyler olacak demektir. JUST IN: Russia says it is ready to evacuate its staff from Iran's Bushehr nuclear plant. https://t.co/u3WoYAU2ia JUST IN: Russia says it is ready to evacuate its staff from Iran's Bushehr nuclear plant. https://t.co/u3WoYAU2ia"  
[X Link](https://x.com/cevikfinance/status/2016912747124945075)  2026-01-29T16:34Z 29.1K followers, 15.8K engagements


"Hkmetin kapanmas tehlikesi rafa kalkt. Gzel haber. 🙌 JUST IN: Senate reaches spending deal to avoid US government shutdown. JUST IN: Senate reaches spending deal to avoid US government shutdown"  
[X Link](https://x.com/cevikfinance/status/2017145853253673069)  2026-01-30T08:00Z 29.1K followers, 16.9K engagements


"$RKLB Roket oldu. 🚀"  
[X Link](https://x.com/cevikfinance/status/1938234054698041708)  2025-06-26T13:53Z 29.2K followers, 11.2K engagements


"@ZekaiOzan Zaman zaman izliyorum evet. Neden"  
[X Link](https://x.com/cevikfinance/status/1996293284369506376)  2025-12-03T18:59Z 29.5K followers, [--] engagements


"$EOSE [--] gn nce [-----] dolarken "buradan alnr gzel seviyede" demitim. Ordan beri %47 ykseldi. 🚀"  
[X Link](https://x.com/cevikfinance/status/2010743907617751136)  2026-01-12T16:01Z 29.5K followers, 11.6K engagements


"$EOSE Eos Energy dn sabah yapt duyuruda enerji depolama alannda imdiye kadar grlmemi byk lekli bir mimari sistemi tantt. irketin gelitirdii yeni sistem sessiz yanc olmayan ve tamamen modler bir yapya sahip olup lityum bazl bataryalarn yasakland veya gvenli bulunmad ortamlarda kullanlmak zere tasarland. Bu yenilik youn ehir blgeleri gkdelenler yeralt otoparklar apartman bodrumlar nkleer tesisler hastaneler havaalanlar retim merkezleri ve enerji altyaplar gibi alanlarda gvenli enerji depolama zmleri sunacak. Ayrca askeri sler donanma gemileri veri merkezleri ip retim tesisleri ve niversite"  
[X Link](https://x.com/cevikfinance/status/2011872124730761416)  2026-01-15T18:44Z 29.5K followers, 18.9K engagements


"$SOFI I put my money where my mouth is. 💪 $SOFI Uzun vadeli yatrmclar iin bu dler bulunmaz bir frsat. Bu twiti kaydedin. Bir gn dedi dersiniz. 🙂 https://t.co/GR5m0qbO7i $SOFI Uzun vadeli yatrmclar iin bu dler bulunmaz bir frsat. Bu twiti kaydedin. Bir gn dedi dersiniz. 🙂 https://t.co/GR5m0qbO7i"  
[X Link](https://x.com/cevikfinance/status/2017325383729750525)  2026-01-30T19:53Z 29.1K followers, 25.5K engagements


"$NEE'nin ykseliinin ana sebebi PJM ihalesi ve Trump'n big tech desin sylemiyle dorudan alakal deil. $NEE'nin regle edilmi utility blm zaten ok stabil ve ngrlebilir nakit ak retiyor. Ama asl ykseli motoru NextEra Energy Resources (NEER) tarafndan geliyor: Dnyann en byk yenilenebilir enerji gelitiricisi konumunda. Son aylarda Meta Google Microsoft gibi devlerle ard ardna GW leinde yeni PPA (g satn alma anlamas) imzalyor. Veri merkezi talebi patlamas yznden 2026-2028 aras devreye girecek projeler ok fazla. irket zaten 10% yllk temett art politikasna sadk ve bunu [----] sonras da srdrebileceini"  
[X Link](https://x.com/cevikfinance/status/2012550797679108538)  2026-01-17T15:41Z 29.5K followers, [----] engagements


"$LULU neymi efendim Michael Burry'nin yatrm yapt tek hisseymi ne kadar mthimi uacak kaacakm da bilmem ne Ald yerden beri dyor. 😂"  
[X Link](https://x.com/cevikfinance/status/2016952921611440205)  2026-01-29T19:13Z 29.5K followers, 22K engagements


"imdi bu paylama bakp $SOFI sevmiyorum anlam karanlar olabilir. Ama yle deil. [--] dolarken de beendiimi sylemitim ve bugn [--] dolar hedefini vurduk. 🤷🏻♂ Robinhood'u daha ok beeniyorum sadece hepsi bu. Bakn bu arkadan portfyndeki tek hisse $SOFI ama o bile yatrm platformu olarak $HOOD kullanyor. Diyeceklerim bu kadar. 🤷🏻♂ Bakn bu arkadan portfyndeki tek hisse $SOFI ama o bile yatrm platformu olarak $HOOD kullanyor. Diyeceklerim bu kadar. 🤷🏻♂"  
[X Link](https://x.com/cevikfinance/status/1942653775375749370)  2025-07-08T18:35Z 29.6K followers, 11.6K engagements


"Gnaydn Portfynzdeki en byk pozisyon hangi hisse"  
[X Link](https://x.com/cevikfinance/status/1967484430605562159)  2025-09-15T07:03Z 29.5K followers, 51.5K engagements


"$VST Vistra Corp META ile toplamda [----] gigavat kapsayan [--] yllk elektrik alm anlamalar (PPA) imzaladn aklad. Elektrik teslimatlarnn 2026nn sonlarnda balamas ve 2034e kadar kademeli olarak artmas planlanyor"  
[X Link](https://x.com/cevikfinance/status/2009591596220854354)  2026-01-09T11:42Z 29.6K followers, 12.3K engagements


"Madem gndemin en popler konusu ben de kafanzda daha iyi netletirebilmeniz iin enerji irketlerini i modellerine gre ana kategoriye ayrdm. Listenin byk blm yapay zeka (AI) veri merkezlerinin artan enerji talebi ve nkleer enerji rnesansna odaklanm durumda. [--]. Bamsz Enerji reticileri (Independent Power Producers - IPPs) Bu irketlerin ana ii enerji retip toptan veya perakende pazarda satmaktr. Genelde dzenlenmi kamu hizmetlerinden (Utilities) farkl olarak serbest piyasa fiyatlarndan kr ederler. $CEG (Constellation Energy): ABD'nin en byk nkleer enerji operatr. $VST (Vistra Corp): Nkleer ve doal"  
[X Link](https://x.com/cevikfinance/status/2012563349263749422)  2026-01-17T16:31Z 29.6K followers, 19K engagements


"Wall Street'e olan tepkim ektedir"  
[X Link](https://x.com/anyuser/status/1978207839962202449)  2025-10-14T21:14Z 29.6K followers, 10.8K engagements


"$CEG Constellation Energy Calpine Satn Almn Tamamlad Constellation Energy [--] Ocak 2026da Energy Capital Partnerstan Calpine Corporation [--] milyar dolar nakit ve [--] milyon yeni ihra edilmi hisse karlnda satn alarak ilemi tamamlad. Bylece Calpine tamamen Constellationa ait bir yan kurulu haline geldi ve irket ABDnin en byk zel elektrik reticisi konumuna ykseldi. Birleme sonucunda Calpine hissedarlar Constellationn %138lik hissesine sahip olurken birleik irket [--] gigawattlk byk lde temiz ve esnek enerji retim kapasitesini kontrol ediyor. Bu kapasite zellikle Teksas ve Kaliforniya gibi hzl byyen"  
[X Link](https://x.com/cevikfinance/status/2009267649906200823)  2026-01-08T14:15Z 29.6K followers, [----] engagements


"Haber $CEG'e de pozitif yansd. Ayrca TD Cowen Constellation Energy iin [---] dolar hedef fiyatla al tavsiyesi verdi. Analist dzenleyici risklerin yksek seyretmeye devam ettiine dikkat ekiyor ancak Calpine entegrasyonunun szleme ve anlamalar asndan gl bir frsat sunduunu dnyor. 2026ya kadar vadeli fiyat erilerinin zerinde yeni anlamalarn imzalanmaya devam etmesi bekleniyor. Gaz bazl PPA anlamalar ise Constellationn mevcut nkleer portfyne ek olarak cazip bir yukar ynl potansiyel sunuyor. $VST Vistra Corp META ile toplamda [----] gigavat kapsayan [--] yllk elektrik alm anlamalar (PPA) imzaladn aklad."  
[X Link](https://x.com/cevikfinance/status/2009593145374265801)  2026-01-09T11:48Z 29.6K followers, [----] engagements


"$AXON - Bugn [---] dolar st kapan yaparsa ok gzel olacak"  
[X Link](https://x.com/cevikfinance/status/2011166461075820671)  2026-01-13T20:00Z 29.6K followers, [----] engagements


"$MU Micron Technology CEOsu Sanjay Mehrotra CNBCye yapt aklamada yapay zekann hzla yaygnlamasyla birlikte bellek zmlerinin neminin giderek arttn vurgulad. Mehrotra Bu yalnzca bellek arzndaki yetersizlikle ilgili deil; bellek artk ok daha deerli hale geldi. Yapay zeka her yerde ve bellek yapay zekann temel bir etkinletiricisidir dedi. CEO ayrca Tpk insan beyni gibi daha fazla ve daha hzl bellee ihtiya duyuluyor. Yapay zeka hzlandrclarnda da tam olarak bu gerekleiyor ifadelerini kulland. https://twitter.com/i/web/status/2014355327932662017 https://twitter.com/i/web/status/2014355327932662017"  
[X Link](https://x.com/cevikfinance/status/2014355327932662017)  2026-01-22T15:11Z 29.6K followers, [----] engagements

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