# ![@turkishwarsh Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1990468500125855746.png) @turkishwarsh Warsh’s portfolio

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

### Engagements: [-------] [#](/creator/twitter::1990468500125855746/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990468500125855746/c:line/m:interactions.svg)

- [--] Week [---------] +3,663%
- [--] Month [---------] +749%

### Mentions: [--] [#](/creator/twitter::1990468500125855746/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990468500125855746/c:line/m:posts_active.svg)

- [--] Week [---] +42%
- [--] Month [---] +28%

### Followers: [-----] [#](/creator/twitter::1990468500125855746/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990468500125855746/c:line/m:followers.svg)

- [--] Week [---] +3%
- [--] Month [---] +21%

### CreatorRank: [---------] [#](/creator/twitter::1990468500125855746/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990468500125855746/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51.45% [technology brands](/list/technology-brands)  24.64% [finance](/list/finance)  21.01% [cryptocurrencies](/list/cryptocurrencies)  16.67% [countries](/list/countries)  2.9% [exchanges](/list/exchanges)  2.17% [gaming](/list/gaming)  2.17% [social networks](/list/social-networks)  2.17% [automotive brands](/list/automotive-brands)  2.17% [financial services](/list/financial-services)  1.45%

**Social topic influence**
[strong](/topic/strong) 10.14%, [$rmbs](/topic/$rmbs) #4, [in the](/topic/in-the) 7.25%, [$mrvl](/topic/$mrvl) 6.52%, [bir](/topic/bir) 6.52%, [ai](/topic/ai) 5.8%, [$now](/topic/$now) 5.8%, [$nbis](/topic/$nbis) 5.8%, [$meta](/topic/$meta) 5.8%, [meta](/topic/meta) 5.8%

**Top accounts mentioned or mentioned by**
[@sentinelone](/creator/undefined) [@korkmazali08](/creator/undefined) [@burakbesenk](/creator/undefined) [@onestoploss](/creator/undefined) [@windycityjump23](/creator/undefined) [@profkayafinance](/creator/undefined) [@sergeycyw](/creator/undefined) [@boxlongs](/creator/undefined) [@billackman](/creator/undefined) [@buckberi](/creator/undefined) [@hearyou99](/creator/undefined) [@mrderivatives](/creator/undefined) [@reuters](/creator/undefined) [@sametdastan1996](/creator/undefined) [@turkishwarsh](/creator/undefined) [@mustafa9343](/creator/undefined) [@valuesenseio](/creator/undefined) [@thelonginvest](/creator/undefined) [@promptsecurity](/creator/undefined) [@alc2022](/creator/undefined)

**Top assets mentioned**
[Rambus Inc (RMBS)](/topic/$rmbs) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Now Coin (NOW)](/topic/$now) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [AppLovin Corporation (APP)](/topic/$app) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Atlassian Corporation PLC (TEAM)](/topic/$team) [DIA (DIA)](/topic/$dia) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Intuit Inc. (INTU)](/topic/$intu) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Snowflake Inc. (SNOW)](/topic/$snow) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Novo-Nordisk (NVO)](/topic/$nvo) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Web3War (FPS)](/topic/$fps) [Salesforce Inc (CRM)](/topic/$crm) [SOLV Energy, Inc. Class A Common Stock (MWH)](/topic/$mwh) [Elastic N.V. (ESTC)](/topic/$estc) [CLEAR Secure, Inc. (YOU)](/topic/$you) [EQT, Corp. (EQT)](/topic/$eqt) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [GE Vernova Inc. (GEV)](/topic/$gev) [Entergy Corporation (ETR)](/topic/$etr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Here is my review about Cadence Design $CDNS and comparison with Synopsys $SNP. "The Architect of the AI Era: The Invisible Backbone of Silicon" [--]. Executive Summary & Market Positioning Cadence Design Systems is the "operating system" of the semiconductor and electronic system design world. Operating in a high-barrier-to-entry duopoly with Synopsys Cadence provides the Electronic Design Automation (EDA) software essential for designing the worlds most advanced chips. Market Position: Holds approximately 36% market share in a mission-critical industry. Economic Moat: Switching costs are"  
[X Link](https://x.com/turkishwarsh/status/2011794667776442406)  2026-01-15T13:36Z [---] followers, [----] engagements


"Clear Secure $YOU founded in [----] is a U.S.-based biometric identity verification technology company listed on NYSE under the symbol YOU. The company is known for its CLEAR Plus subscription service which provides fast and secure passage at airports stadiums and events by using biometric data such as fingerprints iris scans and facial recognition to expedite traditional identity checks. Its platform consists of a front-end (enrollment verification connectivity) and back-end infrastructure expanded with a mobile app reservation tools and B2B solutions. Products and Revenue Sources: The primary"  
[X Link](https://x.com/turkishwarsh/status/1998120276681429347)  2025-12-08T19:59Z [---] followers, [----] engagements


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


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


"$CMPS Stifel on Compass Pathways (COMP360 Event)"  
[X Link](https://x.com/turkishwarsh/status/2009591664172773879)  2026-01-09T11:42Z [---] followers, [----] engagements


"@SergeyCYW $CWAN 😢 why has this company been sold"  
[X Link](https://x.com/turkishwarsh/status/2012878678179336607)  2026-01-18T13:24Z [---] followers, [---] engagements


"$CMPS RBC Capital on Compass Pathways (Psychedelics Symposium) $CMPS Stifel on Compass Pathways (COMP360 Event) https://t.co/R03BpFNfPb $CMPS Stifel on Compass Pathways (COMP360 Event) https://t.co/R03BpFNfPb"  
[X Link](https://x.com/turkishwarsh/status/2015036544436879860)  2026-01-24T12:18Z [---] followers, [----] engagements


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


"Im gonna post a update about these SaaS companies. Some of them are looking very cheap. But there can be still more downside I cant really refuse this possibility. $HUBS $TEAM $APP $NOW $INTU HubSpot $HUBS 1) What is the company what does it do HubSpot offers a CRM and marketing automation platform focused on SMBs consolidating sales marketing customer service and website management under one cloud roof. Simply put it's an "all-in-one" digital marketing https://t.co/BUT3EsEtkK HubSpot $HUBS 1) What is the company what does it do HubSpot offers a CRM and marketing automation platform focused"  
[X Link](https://x.com/turkishwarsh/status/2017380626177872165)  2026-01-30T23:33Z [---] followers, [----] engagements


"@ValueSense_io If $TTWO drops more that would make me feel happy because i wanna take a position before GTA [--] Launch"  
[X Link](https://x.com/turkishwarsh/status/2017389346978955645)  2026-01-31T00:07Z [---] followers, [---] engagements


"BULLISH *TRUMP ON GREENLAND: STARTED A NEGOTIATION; THINK IT'S PRETTY WELL AGREED TO https://t.co/RZcJo0k6GF *TRUMP ON GREENLAND: STARTED A NEGOTIATION; THINK IT'S PRETTY WELL AGREED TO https://t.co/RZcJo0k6GF"  
[X Link](https://x.com/turkishwarsh/status/2018010888515506280)  2026-02-01T17:17Z [---] followers, [---] engagements


"$SNOW looks not cheap. I think There is more downside than upside in the Short Term. $4.4B Revenue and $65B Marketcap🤔🤔🤔 Thats a real premium valuation"  
[X Link](https://x.com/turkishwarsh/status/2018011751787163767)  2026-02-01T17:21Z [---] followers, [----] engagements


"Guys probably I'll add this name to my portfolio in the next weeks. Nobody is talking about Merlin Labs $BACQ. And Acquisition will be completed in the upcoming months. Here is my review about Merlin Labs. https://x.com/turkishwarsh/status/1991537863100334295s=46 Merlin has been working with Northrop Grumman to integrate the Merlin Pilot onto their next-generation testbed ecosystem Beacon. Together we're accelerating the validation of autonomous mission capabilities reducing risk & advancing next-generation uncrewed systems at scale. https://t.co/QlAavldgOs"  
[X Link](https://x.com/turkishwarsh/status/2018051868522340622)  2026-02-01T20:00Z [---] followers, [----] engagements


"$IT ER crushed the markets Thats really bad I wouldnt like to lose Money just because of the Gartner. Its a trash company the worst SaaS company in the world"  
[X Link](https://x.com/turkishwarsh/status/2018697463742288273)  2026-02-03T14:45Z [---] followers, [----] engagements


"$AVGO and $MRVL has their Earnings Reports at the same day. 5th March will be funny"  
[X Link](https://x.com/turkishwarsh/status/2018736140363166023)  2026-02-03T17:19Z [---] followers, [---] engagements


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


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


"$S will probably hit the All Time Low If the indices continues to its correction. But I have some good news about the biggest problem of SentinelOne. Here are my SBC projections for FY27 and FY28. I have calculated the revenue growth as %20. That's the base case. And their FY27 EPS Growth projection is around %75. First Calculation for the Fiscal Year [----] and the second one is for the Fiscal Year [----]. SentinelOne could reach %19 SBC/Revenue in FY28. Just a Hopium I think we'll bounce for a while because we hit the strong resistance point. SentinelOne $S https://t.co/D8aBOqzrXn Just a Hopium"  
[X Link](https://x.com/turkishwarsh/status/2018768750028198272)  2026-02-03T19:29Z [---] followers, [----] engagements


"Whats wrong with $APP Its down %10. Retest of the lows from April 2025"  
[X Link](https://x.com/turkishwarsh/status/2019046574035460570)  2026-02-04T13:53Z [---] followers, [---] engagements


"@korkmazali08 Ayn ekilde Broadcom'un da bilano sonras dmesini bekliyorum piyasa yksek arpan sevmiyor bir sredir. Bu arkadalarda da dk arpan hak getire. Forwardlar bile 50-60x'lerdeydi. Nvidia 25-30x'ken bu arkadalarn 50-60x'te olmas srdrlebilir deil"  
[X Link](https://x.com/turkishwarsh/status/2019102178473046212)  2026-02-04T17:34Z [---] followers, [---] engagements


"$COHR is %15 down Thats a good ER $COHR (Coherent) #earnings are out: https://t.co/eFymuwqOHO $COHR (Coherent) #earnings are out: https://t.co/eFymuwqOHO"  
[X Link](https://x.com/turkishwarsh/status/2019156214651740382)  2026-02-04T21:08Z [---] followers, [----] engagements


"$APP doesnt look too good. Probably it will retest of the lows from April [----]. Im watching that Stock"  
[X Link](https://x.com/turkishwarsh/status/2019159077746798879)  2026-02-04T21:20Z [---] followers, [---] engagements


"@_BurakBesenk Direkt olarak TPUlarin tasarimcilari olduklar iin bence. Yoksa tm cipcilere ve data centercilar iin olumlu. Zaman gelince gzel gzel fiyatlarz"  
[X Link](https://x.com/turkishwarsh/status/2019161140597600575)  2026-02-04T21:28Z [---] followers, [---] engagements


"CapEx $200 Billions Oh my god BULLISH $MRVL $AMZN Amazon Q4 [----] Earnings Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) 🟢 Operating Income: $25.0B (Adj. $27.4B ex charges) Net Income: $21.2B (+6% YoY) FY2025 Revenue: $716.9B (+12% YoY) FY2025 EPS: $7.17 $AMZN Amazon Q4 [----] Earnings Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) 🟢 Operating Income: $25.0B (Adj. $27.4B ex charges) Net Income: $21.2B (+6% YoY) FY2025 Revenue: $716.9B (+12% YoY) FY2025 EPS: $7.17"  
[X Link](https://x.com/turkishwarsh/status/2019517360588386332)  2026-02-05T21:03Z [---] followers, [---] engagements


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


"@BoxLongs trash like Hims&Hers"  
[X Link](https://x.com/turkishwarsh/status/2020194400606003333)  2026-02-07T17:54Z [---] followers, [--] engagements


"@TheLongInvest You cant say that $NVO and $HIMS will both go to the Moon. Thats a big lie. $HIMS will just go to ZERO"  
[X Link](https://x.com/turkishwarsh/status/2020436649558323300)  2026-02-08T09:56Z [---] followers, [----] engagements


"$NBIS has its earnings report next week Revenue Estimate: $243M EBITDA Estimate: $40.4M GAAP EPS Estimate: -$0.44 Total Revenue Expectations are around $550M $NBIS It just trades around 10x Forward P/Sales. And just trades 2.75x Forward P/ARR. https://t.co/AcWGXIpXTJ $NBIS It just trades around 10x Forward P/Sales. And just trades 2.75x Forward P/ARR. https://t.co/AcWGXIpXTJ"  
[X Link](https://x.com/turkishwarsh/status/2020591001597857822)  2026-02-08T20:10Z [---] followers, [---] engagements


"$DIA is looking good"  
[X Link](https://x.com/turkishwarsh/status/2021236674617864313)  2026-02-10T14:55Z [---] followers, [---] engagements


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


"@_BurakBesenk Mmkndr bellek endstrisi hep undervalued bir sektrd son dnemde. Dongusel ileri krlmak zere hatta krld denebilir. Bu yzden de normal cip tasarimcilari gibi fiyatlamalar mmkn hale geldi. Hala daha devam ediyor inili cikisli olacak tabi ki"  
[X Link](https://x.com/turkishwarsh/status/2021250964313833675)  2026-02-10T15:52Z [---] followers, [---] engagements


"@onestoploss @alc2022 Hayal dnyasnda yayor Antonio Duolingo ve Himsin CEOlari bile [--] trilyon olacaklarn akllarnn ucundan bile geirmezler"  
[X Link](https://x.com/turkishwarsh/status/2021276416969458027)  2026-02-10T17:33Z [---] followers, [---] engagements


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


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


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


"$S SentinelOne 🦀🦀 Introducing ClawSec 🦀🦀 My amazing team at Prompt Security moved fast and is already shipping - today we are releasing a security package for OpenClaw Agents. It detects drift across all built-in skills runs security audits verifies skill integrity and provides https://t.co/mhabftVgkv 🦀🦀 Introducing ClawSec 🦀🦀 My amazing team at Prompt Security moved fast and is already shipping - today we are releasing a security package for OpenClaw Agents. It detects drift across all built-in skills runs security audits verifies skill integrity and provides https://t.co/mhabftVgkv"  
[X Link](https://x.com/turkishwarsh/status/2021315674279145568)  2026-02-10T20:09Z [---] followers, [---] engagements


"$HOOD will probably touch to $50. Growth Rate is slowing down faster than expected. Nobody can say that the earnings Report looks good. $HOOD Robinhood Markets Inc. Q4-2025 Earning Report https://t.co/alHvgH1fau $HOOD Robinhood Markets Inc. Q4-2025 Earning Report https://t.co/alHvgH1fau"  
[X Link](https://x.com/turkishwarsh/status/2021330742295273542)  2026-02-10T21:09Z [---] followers, [----] engagements


"@windyCityJump23 Yes thats right but a Revenue miss around %4.5 is really much for Robinhood"  
[X Link](https://x.com/turkishwarsh/status/2021331359990677920)  2026-02-10T21:12Z [---] followers, [--] engagements


"$MRVL XConn will start to generate Revenue after Q2 in this year"  
[X Link](https://x.com/turkishwarsh/status/2021445823067041978)  2026-02-11T04:46Z [---] followers, [---] engagements


"$S SentinelOne was deserving this attention Its good to see that JPMorgan has realized the potential of SentinelOnes GenAI basis. Here are the [--] latest Investments of S Ventures @SentinelOne 1-) Reco AI SaaS Company: An AI-powered SaaS security platform that protects sensitive data shared in collaboration tools like Slack Microsoft [---] and Google Workspace while ensuring secure use of AI applications. https://t.co/fPrbT9WUbN Here are the [--] latest Investments of S Ventures @SentinelOne 1-) Reco AI SaaS Company: An AI-powered SaaS security platform that protects sensitive data shared in"  
[X Link](https://x.com/turkishwarsh/status/2021523656338554995)  2026-02-11T09:56Z [---] followers, [---] engagements


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


"@StockMarketNerd Really @BillAckman has invested in $META"  
[X Link](https://x.com/turkishwarsh/status/2021614602438475799)  2026-02-11T15:57Z [---] followers, [---] engagements


"Welcome @BillAckman BILL ACKMAN DISCLOSES NEW POSITION IN $META https://t.co/Ql4ktHmApx BILL ACKMAN DISCLOSES NEW POSITION IN $META https://t.co/Ql4ktHmApx"  
[X Link](https://x.com/turkishwarsh/status/2021615353055289710)  2026-02-11T16:00Z [---] followers, [---] engagements


"@onestoploss $50-60 bandn bekliyorum illa pozisyon aacaksam oradan amay isterim"  
[X Link](https://x.com/turkishwarsh/status/2021636081158942928)  2026-02-11T17:22Z [---] followers, [---] engagements


"Clear Street Group $CLRS is a fintech company offering a cloud-based brokerage and clearing platform for institutional investors in modern financial markets. The company provides fast trading and clearing for equities options and fixed-income securities through its API-driven technology. (Its IPO is in February 13.) Business Model Clear Street's core model integrates brokerage clearing custody and prime brokerage services on a single cloud-native platform. Revenues primarily come from net financing (margin balances) commissions clearing fees securities lending investment banking and data"  
[X Link](https://x.com/anyuser/status/2021674011177234576)  2026-02-11T19:53Z [---] followers, [----] engagements


"@buckberi Amazon yllardr benzerini yapyor Turkiyede. Her eyin bir yolu var ama bunu da engellemezlerse yeridir"  
[X Link](https://x.com/turkishwarsh/status/2021680923855442178)  2026-02-11T20:21Z [---] followers, 49.7K engagements


"@HearYou99 @buckberi 🤷♂ Hayrls diyelim baska diyecek bir ey yok. Gl tepki karamadk maalesef olan oldu diyeceiz"  
[X Link](https://x.com/turkishwarsh/status/2021686220963676399)  2026-02-11T20:42Z [---] followers, [----] engagements


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


"$NBIS Earnings Call is starting 👋🏻👋🏻👋🏻"  
[X Link](https://x.com/turkishwarsh/status/2021933385636040720)  2026-02-12T13:04Z [---] followers, [---] engagements


"Here is the details about $META and $MSFT Deals. $NBIS Call is still continuing"  
[X Link](https://x.com/turkishwarsh/status/2021936865562223075)  2026-02-12T13:18Z [---] followers, [---] engagements


"$VKTX Viking Therapeutic PT Lowered to $118 at Raymond James"  
[X Link](https://x.com/turkishwarsh/status/2021938197073473906)  2026-02-12T13:23Z [---] followers, [---] engagements


"@nsfsjw Bir eyler derdim ancak susma hakkm kullanmak istiyorum. Bouna ugrasmayalim kendisiyle. Eskiden cok daha iyiydi diyeyim o kadar"  
[X Link](https://x.com/turkishwarsh/status/2021943567720268223)  2026-02-12T13:44Z [---] followers, [----] engagements


"@Mr_Derivatives $AMZN is a good company but unfortunately its not a good stock"  
[X Link](https://x.com/turkishwarsh/status/2021949430329749593)  2026-02-12T14:08Z [---] followers, [----] engagements


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


"@dr_otker VistaShares iyi gerekten gzel ETFleri var baya"  
[X Link](https://x.com/turkishwarsh/status/2021984362070434186)  2026-02-12T16:26Z [---] followers, [--] engagements


"@muh_cvs_e Mmkndr kesinlikle ve yarn CPI var. Ondan once sat doal gibi ama yormaya balad bu dusus. Prensiplere sadk kalp buradan daha fazla almak istemiyorum ama bu seyir devam ettike almak istiyor insan"  
[X Link](https://x.com/turkishwarsh/status/2021987465675125054)  2026-02-12T16:39Z [---] followers, [--] engagements


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


"$DIA retested $496. Is it ready for Launch"  
[X Link](https://x.com/anyuser/status/2022027110253310280)  2026-02-12T19:16Z [---] followers, [---] engagements


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


"@_BurakBesenk Birok SaaS irketinin de marjlar batmad zaten veya ktye gitme emareleri gstermiyor ou. $NOW bata olmak zere azimsanmayacak bir ksm iyi durumda temel olarak. Konu temelden baya tede bence"  
[X Link](https://x.com/turkishwarsh/status/2022037156806766746)  2026-02-12T19:56Z [---] followers, [---] engagements


"@cevikfinance Gecen cuma olan dipte %7-8 olmutu en zirveden d. Yarna gre belli olacak bence"  
[X Link](https://x.com/turkishwarsh/status/2022054757167509559)  2026-02-12T21:06Z [---] followers, [---] engagements


"@ulkser Geen seneki gibi tarifeler muhabbeti dozunda bir olay ksa cok felaket dokulur her yer. O zaman ubat tepesini brak daha da alt gelir. Sentiment rezil durumda"  
[X Link](https://x.com/turkishwarsh/status/2022056307340239298)  2026-02-12T21:12Z [---] followers, [---] engagements


"An annual review from Kabir Nath CEO of $CMPS. $CMPS Compass Pathways is based in London and its CEO Kabir Nath is a highly respected figure in the healthcare sector. The company is working to develop a drug that is many times more effective than existing depression drugs and as harmless as possible based on https://t.co/RCiSbB7Few $CMPS Compass Pathways is based in London and its CEO Kabir Nath is a highly respected figure in the healthcare sector. The company is working to develop a drug that is many times more effective than existing depression drugs and as harmless as possible based on"  
[X Link](https://x.com/turkishwarsh/status/2005678752844452048)  2025-12-29T16:34Z [---] followers, [----] engagements


"Actually $KLAR $AFRM and $SOFI dont looking bad. Are they undervalued in your view I dont have any investments in Fintech and Finance. And also $HOOD has to be lower for getting cheaper. Its not looking so cheap for now at least in my view"  
[X Link](https://x.com/turkishwarsh/status/2018365431778525363)  2026-02-02T16:46Z [---] followers, [----] engagements


"In Q4 they have generate around $190M Total Revenue and nearly $100M cash from operations. Their margins are really as premium as Nvidia. Their Net Income Margin is around %35. That explains why $RMBS has a premium valuation. https://twitter.com/i/web/status/2018756941686706682 https://twitter.com/i/web/status/2018756941686706682"  
[X Link](https://x.com/turkishwarsh/status/2018756941686706682)  2026-02-03T18:42Z [---] followers, [---] engagements


"@ProfKayaFinance $S ve $RMBS bendekiler"  
[X Link](https://x.com/turkishwarsh/status/2019139812968808746)  2026-02-04T20:03Z [---] followers, [---] engagements


"Forgent Power Solutions NYSE: $FPS a recently public electrical equipment manufacturer shows strong growth potential driven by data center demand grid upgrades and industrial expansion. Its recent financials highlight accelerating revenue and a massive backlog signaling sustained momentum. Revenue Growth Trajectory Fiscal [----] revenue hit $753.2 million up 56% from 2024's $482.7 million pro forma figure. Q1 FY2026 (ended September [--] 2025) delivered $283.3 million a sharp 84% year-over-year jump fueled by custom products for data centers (42% of revenue) and grid projects (23%). Backlog"  
[X Link](https://x.com/turkishwarsh/status/2019503284889981118)  2026-02-05T20:07Z [---] followers, [----] engagements


"@BerkUcmz Yeni halka arz grdn m $FPS https://x.com/turkishwarsh/status/2019503284889981118s=46 Forgent Power Solutions NYSE: $FPS a recently public electrical equipment manufacturer shows strong growth potential driven by data center demand grid upgrades and industrial expansion. Its recent financials highlight accelerating revenue and a massive backlog signaling https://t.co/LIEfV2L1cD https://x.com/turkishwarsh/status/2019503284889981118s=46 Forgent Power Solutions NYSE: $FPS a recently public electrical equipment manufacturer shows strong growth potential driven by data center demand grid"  
[X Link](https://x.com/turkishwarsh/status/2019523214880215411)  2026-02-05T21:27Z [---] followers, [---] engagements


"Im looking for a mid term call option. Probably on $DIA or $QQQ. $DIA looks ready for a breakout and $QQQ is very oversold. Also $QQQ has bounced back from the strong support level"  
[X Link](https://x.com/turkishwarsh/status/2019744824115552381)  2026-02-06T12:07Z [---] followers, [---] engagements


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


"$DIA $DIA has broke out $496 resistance. Ill take profit after it reaches $510-515 levels. not a financial advice https://t.co/kgxmykW2z9 $DIA has broke out $496 resistance. Ill take profit after it reaches $510-515 levels. not a financial advice https://t.co/kgxmykW2z9"  
[X Link](https://x.com/turkishwarsh/status/2019883035366420618)  2026-02-06T21:16Z [---] followers, [---] engagements


"And he added also $MRVL Harry Burn - Sound Shore fund bought bunch of $CRM added $GOOG and $BRK Software is not dead 😱 https://t.co/kLciJVtgH8 Harry Burn - Sound Shore fund bought bunch of $CRM added $GOOG and $BRK Software is not dead 😱 https://t.co/kLciJVtgH8"  
[X Link](https://x.com/turkishwarsh/status/2021658543951425586)  2026-02-11T18:52Z [---] followers, [---] engagements


"Why have all the Nebius employees bad English Accent Where did you all learn english Did they use $DUOL to learn english😂😂😂 $NBIS"  
[X Link](https://x.com/turkishwarsh/status/2021939810290872751)  2026-02-12T13:29Z [---] followers, [---] engagements


"$HUBS $TEAM and the rest are hated by many Investors. They loved $NOW $APP etc. But $NOW $APP are down after their ER. $HUBS is a face ripper right now Worth to watch and worth to take a look again at the all SaaS companies"  
[X Link](https://x.com/turkishwarsh/status/2021960945715839376)  2026-02-12T14:53Z [---] followers, [---] engagements


"$NBIS Here is my FY2025 Q4 ER Review There is no need to talk about the Q4 Revenue in this stage but I don't want to pass these hyper growth speed. I want to start with the strong ARR and ARR Guidance. The ARR in [----] was above expectations with $1.25B. Nebius has guided the FY26 ARR between $7B and $9B. (ARR is a better metric according to Nebius Executives.) In Q4 Total Revenue was around $228M (547% YoY) and Core AI Business Revenue was $214M (802% YoY). Adj. EBITDA Margin came out 24% (under expectations) but just in the [--] Quarters it has doubled. And They expect adj. EBITDA Margin 40% in"  
[X Link](https://x.com/anyuser/status/2021975083011518872)  2026-02-12T15:50Z [---] followers, [----] engagements


"$NDX $SPY down US10Y US02Y down $DXY flat 🤔🤔🤔"  
[X Link](https://x.com/turkishwarsh/status/2022000818711560333)  2026-02-12T17:32Z [---] followers, [---] engagements


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


"@AhmetSunelcan1 Sektr zorlu rakibi $BAH ok kt durumdaydi"  
[X Link](https://x.com/turkishwarsh/status/2022405532276134274)  2026-02-13T20:20Z [---] followers, [---] engagements


"@korkmazali08 Bundan sonra endekslere bakarak dzeltme oluyor mu olmuyor mu belli olmayacak bence"  
[X Link](https://x.com/turkishwarsh/status/2022434644206010715)  2026-02-13T22:16Z [---] followers, [----] engagements


"$CMPS Compass Pathways is based in London and its CEO Kabir Nath is a highly respected figure in the healthcare sector. The company is working to develop a drug that is many times more effective than existing depression drugs and as harmless as possible based on psilocybin mushroom primarily for depression and other psychiatric disorders. They are currently in Phase [--] and Department of Health Secretary Kennedy is quite favorably views psilocybin-derived drugs. Therefore FDA approval is not a difficult target. Some analysts (especially the HC Wainwright side which trusts the company the most)"  
[X Link](https://x.com/turkishwarsh/status/1992251656201752833)  2025-11-22T15:19Z [---] followers, [----] engagements


"Here is my $RMBS Q4 [----] Earnings Report Review: Rambus has really announced strong FY2025 Results. They have generated $348M Product Revenue (YoY %41) and $360M OCF (YoY %56). And their DDR5 RCD Leadership has continued during FY2025. But they're expecting some supply chain disruption in Q1 [----]. Because of that their Guidance is on line. Many Investors are seeing Rambus as a cyclical memory producer/designer like Micron but they're not. Rambus is an IP Designer Company with premium margins and with the FY2025 their product revenue growth has started to accelarate because of the Memory"  
[X Link](https://x.com/anyuser/status/2018756936913793519)  2026-02-03T18:42Z [---] followers, [----] engagements


"And Bonus $CCCX To be honest I like S Ventures they have invested in $INFQ in the past summer. Thats really big almost no one was talking about this company. SentinelOnes investments are looking so good 6-) Infleqtion: A pioneering quantum technology company focused on neutral atom quantum systems for computing sensing and precision timing. The company provides quantum-enabled solutions to protect against emerging quantum threats and delivers products like advanced quantum clocks inertial navigation systems and quantum communication solutions primarily serving national defense and government"  
[X Link](https://x.com/turkishwarsh/status/2021294978471964730)  2026-02-10T18:47Z [---] followers, [----] engagements


"And Rambus Announces Departure of Chief Financial Officer. $RMBS $RMBS Rambus Q1 [----] Financial Outlook (Reaffirmed) Q1 Guidance (Reaffirmed): 🔹 Licensing Billings: $66M to $72M (GAAP & Non-GAAP) 🔹 Product Revenue: $84M to $90M (GAAP & Non-GAAP) 🔹 Contract and Other Revenue: $21M to $27M (GAAP & Non-GAAP) Operating Costs & Expenses: $RMBS Rambus Q1 [----] Financial Outlook (Reaffirmed) Q1 Guidance (Reaffirmed): 🔹 Licensing Billings: $66M to $72M (GAAP & Non-GAAP) 🔹 Product Revenue: $84M to $90M (GAAP & Non-GAAP) 🔹 Contract and Other Revenue: $21M to $27M (GAAP & Non-GAAP) Operating Costs"  
[X Link](https://x.com/turkishwarsh/status/2021334779036336228)  2026-02-10T21:25Z [---] followers, [---] engagements


"$RMBS Very grateful Rambus let me publish the full transcript of our converastion with Steven Woo. Excellent insights on memory trends Memory Infrastructure in the AI Era: An Expert Perspective - An Interview with Steven Woo Fellow Rambus Labs https://t.co/nrz9hxwGHR Very grateful Rambus let me publish the full transcript of our converastion with Steven Woo. Excellent insights on memory trends Memory Infrastructure in the AI Era: An Expert Perspective - An Interview with Steven Woo Fellow Rambus Labs https://t.co/nrz9hxwGHR"  
[X Link](https://x.com/turkishwarsh/status/2021625580811178014)  2026-02-11T16:41Z [---] followers, [---] engagements


"I still like this name despite the latest News about CFO. Theres nothing changed on the Company. $RMBS Here is my $RMBS Q4 [----] Earnings Report Review: Rambus has really announced strong FY2025 Results. They have generated $348M Product Revenue (YoY %41) and $360M OCF (YoY %56). And their DDR5 RCD Leadership has continued during FY2025. But they're expecting some supply chain https://t.co/SUqTcsdChg Here is my $RMBS Q4 [----] Earnings Report Review: Rambus has really announced strong FY2025 Results. They have generated $348M Product Revenue (YoY %41) and $360M OCF (YoY %56). And their DDR5 RCD"  
[X Link](https://x.com/turkishwarsh/status/2021659372850704569)  2026-02-11T18:55Z [---] followers, [---] engagements


"SOLV Energy $MWH is a leading engineering procurement and construction (EPC) service provider for large-scale solar power plants in North America. The company has completed projects exceeding [--] GW in solar capacity and generates revenue diversity through operations and maintenance (O&M) services. (NEW IPO) Business Model SOLV Energy's revenue primarily comes from fixed-price or cost-plus contracts for project-based EPC work covering the design procurement and construction of large-scale solar and battery storage projects. It also creates recurring predictable revenue streams through"  
[X Link](https://x.com/anyuser/status/2021675485143375946)  2026-02-11T19:59Z [---] followers, [----] engagements


"$META 21x P/E 25% rev 26% EPS💯💯💯 UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x https://t.co/ILYgW0MLSZ UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x https://t.co/ILYgW0MLSZ"  
[X Link](https://x.com/anyuser/status/2022971111055806651)  2026-02-15T09:47Z [---] followers, [---] engagements


"Forbess latest news about $MRVL https://www.forbes.com/sites/stevemcdowell/2026/01/13/marvells-38b-play-for-next-gen-ai-data-center-market/ https://www.forbes.com/sites/stevemcdowell/2026/01/13/marvells-38b-play-for-next-gen-ai-data-center-market/"  
[X Link](https://x.com/anyuser/status/2022985477553545723)  2026-02-15T10:44Z [---] followers, [---] engagements


"@ScarlettJDN @StockSavvyShay @VanquishTrader Theyre all SaaS companies. If $NOW was a real premium Company it would have a bigger multiple"  
[X Link](https://x.com/turkishwarsh/status/2017690580428468387)  2026-01-31T20:04Z [---] followers, [--] engagements


"@SergeyCYW Which is the cheapest for you and delivers the best service for its clients"  
[X Link](https://x.com/turkishwarsh/status/2018008030382571665)  2026-02-01T17:06Z [---] followers, [---] engagements


"Gimme some short squeeze Put volume jumped on Friday. Prior spikes in Put volume were close to marking bottoms in the S&P [---] https://t.co/rUcfrg0TR8 Put volume jumped on Friday. Prior spikes in Put volume were close to marking bottoms in the S&P [---] https://t.co/rUcfrg0TR8"  
[X Link](https://x.com/turkishwarsh/status/2018042772968616067)  2026-02-01T19:24Z [---] followers, [---] engagements


"Everything is fine but Q1 [----] Guidance is horrible. $RMBS %13 down Ill decide tomorrow for holding this name for Long Term or not. Because I was expecting a better Q4 revenue and a better Q1 Guidance. Probably revenue growth is gonna slow down $RMBS Rambus Q4 Beat Record Product Rev +41% FY25; Strong Cash Generation Revenue: $190.2M (vs. $161.1M YoY) 🟢 Product Revenue: $96.8M (record quarter) 🟢 Royalties: $71.6M EPS: $0.58 GAAP / $0.68 Non-GAAP Margins: 37% GAAP op margin 46% Non-GAAP op margin $RMBS Rambus Q4 Beat Record Product Rev +41% FY25; Strong Cash Generation Revenue: $190.2M (vs."  
[X Link](https://x.com/turkishwarsh/status/2018432539287843099)  2026-02-02T21:13Z [---] followers, [----] engagements


"@mathlonning Probably im gonna be a buyer"  
[X Link](https://x.com/turkishwarsh/status/2018542781191655754)  2026-02-03T04:31Z [---] followers, [--] engagements


"@Mr_Derivatives It will See $50"  
[X Link](https://x.com/turkishwarsh/status/2018737674786636128)  2026-02-03T17:25Z [---] followers, [---] engagements


"$MRVL is under its SMA200. And There is just one month left to its Earnings Report"  
[X Link](https://x.com/turkishwarsh/status/2018748035262538024)  2026-02-03T18:06Z [---] followers, [---] engagements


"Thats a thing that I was expecting Bullish for $META $META CFO: New U.S. tax law brings [----] cash tax savings We expect substantial cash tax savings from the new U.S. tax laws given the significant investments that were making in infrastructure and R&D. $META CFO: New U.S. tax law brings [----] cash tax savings We expect substantial cash tax savings from the new U.S. tax laws given the significant investments that were making in infrastructure and R&D"  
[X Link](https://x.com/turkishwarsh/status/2018762236236341365)  2026-02-03T19:03Z [---] followers, [---] engagements


"@bartuhelvaci_ $S has bounced from [----] lows"  
[X Link](https://x.com/turkishwarsh/status/2018793280541200720)  2026-02-03T21:06Z [---] followers, [---] engagements


"$MSFT needs a miracle. Stifel Downgrades $MSFT to Hold from Buy Lowers PT to $392 from $540 Analyst comments: "We downgrade Microsoft to Hold as we believe Street FY/CY27 revenue and EPS expectations are too optimistic. Given the well-documented Azure supply issues coupled with Googles strong https://t.co/1q1dlhNSy6 Stifel Downgrades $MSFT to Hold from Buy Lowers PT to $392 from $540 Analyst comments: "We downgrade Microsoft to Hold as we believe Street FY/CY27 revenue and EPS expectations are too optimistic. Given the well-documented Azure supply issues coupled with Googles strong"  
[X Link](https://x.com/turkishwarsh/status/2019364127194677449)  2026-02-05T10:55Z [---] followers, [---] engagements


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


"$META has just got cheaper after Earnings Report. So here is my Review. You have to take a look again these results. And new AI Model Avocado will come out in the next weeks I conducted research on $Meta's Q4 [----] earnings report. Overall results exceeded expectations despite significant CapEx spending. However free cash flow declined year-over-year. That's a key highlight and Zuckerberg indicated that Reality Labs operating losses are probably https://t.co/tFiiBhOUIR I conducted research on $Meta's Q4 [----] earnings report. Overall results exceeded expectations despite significant CapEx"  
[X Link](https://x.com/turkishwarsh/status/2019457351116267822)  2026-02-05T17:05Z [---] followers, [---] engagements


"$NBIS could drop to the Price that before the Microsoft Deal Announcement. So that means it could drop to $65. Of course Ill be a buyer. And im really excited for the Earnings Report"  
[X Link](https://x.com/turkishwarsh/status/2019527717339721953)  2026-02-05T21:45Z [---] followers, [---] engagements


"@malibu789 @ProfKayaFinance FUD yayiyorlar desek yeridir"  
[X Link](https://x.com/turkishwarsh/status/2019692685528035390)  2026-02-06T08:40Z [---] followers, [---] engagements


"@Dr_Gesorge $S $NBIS $EOSE and probably $ETH. Not gonna buy $MRVL AWS CapEx has rescued Marvell"  
[X Link](https://x.com/turkishwarsh/status/2019716295676301755)  2026-02-06T10:14Z [---] followers, [---] engagements


"@SametDastan1996 @ProfKayaFinance Gaza gelip ok yklenmeyince zorluu pek kalmyor. irketin onay bekleyen ilac varsa ve iler rutin gidiyorsa ara sra sert dlerde eklemelerle gidilebilir misal. Compass Pathwayste [--] buuk senedir bunu uyguluyorum %60-70 kr yazd. Arl olsa olsa %3tur"  
[X Link](https://x.com/turkishwarsh/status/2011815455837602120)  2026-01-15T14:59Z [---] followers, [--] engagements


"Ill hold $RMBS during this year. Because the Revenue growth will accelarate after Q1. And added more from $97. Everything is fine but Q1 [----] Guidance is horrible. $RMBS %13 down Ill decide tomorrow for holding this name for Long Term or not. Because I was expecting a better Q4 revenue and a better Q1 Guidance. Probably revenue growth is gonna slow down Everything is fine but Q1 [----] Guidance is horrible. $RMBS %13 down Ill decide tomorrow for holding this name for Long Term or not. Because I was expecting a better Q4 revenue and a better Q1 Guidance. Probably revenue growth is gonna slow down"  
[X Link](https://x.com/turkishwarsh/status/2018635753874755943)  2026-02-03T10:40Z [---] followers, [---] engagements


"@Umitkirmizialan Bende de $S ve $RMBS yeil. En artcs $S"  
[X Link](https://x.com/turkishwarsh/status/2019130386950107278)  2026-02-04T19:26Z [---] followers, [---] engagements


"Compass Pathways looks so strong in the last days. We touched 7$ today. Im predicting that we may reach +15$ in [----]. Because were going to have Phase [--] data in Q1 [----]. Im holding $CMPS for [--] years and Ill keep holding [--] more years. Oppenheimer on $CMPS https://t.co/wRgMBpets6 Oppenheimer on $CMPS https://t.co/wRgMBpets6"  
[X Link](https://x.com/turkishwarsh/status/1999225001946341421)  2025-12-11T21:09Z [---] followers, [---] engagements


"Im not seeing a big problem after this comment of CFO. But they should give us a sign for a recovery after Q1. Despite that everything is okay margins are as strong as Nvidia. $RMBS @turkishwarsh CFO just cited "supply chain issues that should be remedied by Q2" @turkishwarsh CFO just cited "supply chain issues that should be remedied by Q2""  
[X Link](https://x.com/turkishwarsh/status/2018546171975995774)  2026-02-03T04:44Z [---] followers, [---] engagements


"@joedab12 It doesnt really matter for me. The indices are looking bad until Summer for now. They will probably rally after q2. If we get strong numbers from $RMBS After q2 that would be fine also for me too"  
[X Link](https://x.com/turkishwarsh/status/2019052808935244207)  2026-02-04T14:17Z [---] followers, [--] engagements


"$RMBS is looking stronger than its peers like $MU. And I think it might have dipped after Earnings Report. But i dont really know. There is many weeks ahead of us. I just expect something better from next week"  
[X Link](https://x.com/turkishwarsh/status/2019132591371403727)  2026-02-04T19:34Z [---] followers, [---] engagements


"$NBIS Here is my FY2025 Q4 ER Review There is no need to talk about the Q4 Revenue in this stage but I don't want to pass these hyper growth speed. I want to start with the strong ARR and ARR Guidance. The ARR in [----] was above expectations with $1.25B. Nebius has guided the FY26 ARR between $7B and $9B. (ARR is a better metric according to Nebius Executives.) In Q4 Total Revenue was around $228M (547% YoY) and Core AI Business Revenue was $214M (802% YoY). Adj. EBITDA Margin came out 24% (under expectations) but just in the [--] Quarters it has doubled. And They expect adj. EBITDA Margin 40% in"  
[X Link](https://x.com/anyuser/status/2021975083011518872)  2026-02-12T15:50Z [---] followers, [----] engagements


"Compass Pathways to Announce New Clinical Data from Two Ongoing Phase [--] Trials https://www.businesswire.com/news/home/20260216193669/en/Compass-Pathways-to-Announce-New-Clinical-Data-from-Two-Ongoing-Phase-3-Trials https://www.businesswire.com/news/home/20260216193669/en/Compass-Pathways-to-Announce-New-Clinical-Data-from-Two-Ongoing-Phase-3-Trials"  
[X Link](https://x.com/anyuser/status/2023392263238287706)  2026-02-16T13:41Z [----] followers, [----] engagements


"RT @PsychedVantage: "The company will be disclosing new clinical data from Part A and Part B from COMP005 and Part A from COMP006. The resu"  
[X Link](https://x.com/anyuser/status/2023510554909044784)  2026-02-16T21:31Z [---] followers, [--] engagements


""The company will be disclosing new clinical data from Part A and Part B from COMP005 and Part A from COMP006. The results are scheduled for release on February 17th at 6:30 am ET followed by a webinar hosted by Compass management at 8:00 am ET." $CMPS Compass Pathways to Announce New Clinical Data from Two Ongoing Phase [--] Trials https://t.co/vklZ5OAf4i Compass Pathways to Announce New Clinical Data from Two Ongoing Phase [--] Trials https://t.co/vklZ5OAf4i"  
[X Link](https://x.com/anyuser/status/2023393132193165595)  2026-02-16T13:44Z [----] followers, [----] engagements


"BREAKING: US job numbers revised down by over a million jobs last year the biggest annual revision in decades"  
[X Link](https://x.com/anyuser/status/2023120481725870217)  2026-02-15T19:41Z 3.1M followers, 1.4M engagements


"Here is my $RMBS Q4 [----] Earnings Report Review: Rambus has really announced strong FY2025 Results. They have generated $348M Product Revenue (YoY %41) and $360M OCF (YoY %56). And their DDR5 RCD Leadership has continued during FY2025. But they're expecting some supply chain disruption in Q1 [----]. Because of that their Guidance is on line. Many Investors are seeing Rambus as a cyclical memory producer/designer like Micron but they're not. Rambus is an IP Designer Company with premium margins and with the FY2025 their product revenue growth has started to accelarate because of the Memory"  
[X Link](https://x.com/anyuser/status/2018756936913793519)  2026-02-03T18:42Z [---] followers, [----] engagements


"RT @turkishwarsh: HubSpot $HUBS 1) What is the company what does it do HubSpot offers a CRM and marketing automation platform focused o"  
[X Link](https://x.com/anyuser/status/2023010842317603207)  2026-02-15T12:25Z [---] followers, [--] engagements


"HubSpot $HUBS 1) What is the company what does it do HubSpot offers a CRM and marketing automation platform focused on SMBs consolidating sales marketing customer service and website management under one cloud roof. Simply put it's an "all-in-one" digital marketing office that helps small/medium businesses find customers track them and manage email/social media campaigns via SaaS. 2) Financials and future expectations HubSpot has shown 20-30% annual growth in recent years with high gross margins but aggressive growth investments. Future growth is expected to continue in the CRM market"  
[X Link](https://x.com/anyuser/status/2012938038872047872)  2026-01-18T17:20Z [---] followers, [----] engagements


"Tomorrow i will post about this research $APP $NOW $ESTC $INTU $HUBS and maybe $TEAM I recently did a search on the SaaS Sector. Here are the companies that I have analyzed: $APP $NOW $INTU $ESTC $HUBS For now; ServiceNow Intuit and AppLovin are looking as my best picks in the SaaS companies. I'm upset that $CWAN is bought by Warburg Pincus. Clearwater I recently did a search on the SaaS Sector. Here are the companies that I have analyzed: $APP $NOW $INTU $ESTC $HUBS For now; ServiceNow Intuit and AppLovin are looking as my best picks in the SaaS companies. I'm upset that $CWAN is bought by"  
[X Link](https://x.com/anyuser/status/2012654066036355513)  2026-01-17T22:31Z [---] followers, [----] engagements


"Clear Street Group $CLRS is a fintech company offering a cloud-based brokerage and clearing platform for institutional investors in modern financial markets. The company provides fast trading and clearing for equities options and fixed-income securities through its API-driven technology. (Its IPO is in February 13.) Business Model Clear Street's core model integrates brokerage clearing custody and prime brokerage services on a single cloud-native platform. Revenues primarily come from net financing (margin balances) commissions clearing fees securities lending investment banking and data"  
[X Link](https://x.com/anyuser/status/2021674011177234576)  2026-02-11T19:53Z [---] followers, [----] engagements


"SOLV Energy $MWH is a leading engineering procurement and construction (EPC) service provider for large-scale solar power plants in North America. The company has completed projects exceeding [--] GW in solar capacity and generates revenue diversity through operations and maintenance (O&M) services. (NEW IPO) Business Model SOLV Energy's revenue primarily comes from fixed-price or cost-plus contracts for project-based EPC work covering the design procurement and construction of large-scale solar and battery storage projects. It also creates recurring predictable revenue streams through"  
[X Link](https://x.com/anyuser/status/2021675485143375946)  2026-02-11T19:59Z [---] followers, [----] engagements


"Forbess latest news about $MRVL https://www.forbes.com/sites/stevemcdowell/2026/01/13/marvells-38b-play-for-next-gen-ai-data-center-market/ https://www.forbes.com/sites/stevemcdowell/2026/01/13/marvells-38b-play-for-next-gen-ai-data-center-market/"  
[X Link](https://x.com/anyuser/status/2022985477553545723)  2026-02-15T10:44Z [---] followers, [---] engagements


"$META 21x P/E 25% rev 26% EPS💯💯💯 UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x https://t.co/ILYgW0MLSZ UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x https://t.co/ILYgW0MLSZ"  
[X Link](https://x.com/anyuser/status/2022971111055806651)  2026-02-15T09:47Z [---] followers, [---] engagements


"UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x P/E 8% rev 9% EPS FUTURUM EQUITIES PODCAST EPISODE #30 Daniel & I dove into four big themes: Our take on Michael Burrys short on $PLTR Software check-in: $NOW $MDB $SNOW $ADBE $MNDY $RBRK $CRM $TEAM $ZETA Updated thoughts on Mag 7: $GOOGL $AMZN $AAPL $META $MSFT $NVDA https://t.co/Z6U8vdbAbC FUTURUM EQUITIES PODCAST EPISODE #30 Daniel & I dove into four big"  
[X Link](https://x.com/anyuser/status/2022714225442066567)  2026-02-14T16:47Z 348.7K followers, 63.9K engagements


"$CCCX to trade as $INFQ starting Tuesday Are you in"  
[X Link](https://x.com/StoryTrading/status/2022405109335101526)  2026-02-13T20:18Z 13.9K followers, [----] engagements


"🤔🤔🤔 OpenAI has partnered with two defense technology companies that the Pentagon has selected to compete to develop voice-controlled drone swarming software for the US military - Bloomberg https://t.co/EdHzZyESdv OpenAI has partnered with two defense technology companies that the Pentagon has selected to compete to develop voice-controlled drone swarming software for the US military - Bloomberg https://t.co/EdHzZyESdv"  
[X Link](https://x.com/anyuser/status/2022402311616893142)  2026-02-13T20:07Z [---] followers, [---] engagements


"OpenAI has partnered with two defense technology companies that the Pentagon has selected to compete to develop voice-controlled drone swarming software for the US military - Bloomberg"  
[X Link](https://x.com/anyuser/status/2022391502450852346)  2026-02-13T19:24Z 709.3K followers, 47.3K engagements


"@TheCaprockGroup $S @sentinelone Okay - that' s pretty significant % of book. Confident eh $S ain't no where near the marketcap of those others"  
[X Link](https://x.com/anyuser/status/2022382489403306424)  2026-02-13T18:48Z [---] followers, [---] engagements


"RT @BoxLongs: $S beat numbers. Q4 accelerators. Back to $15 by next Friday. never should have been at $13. then after the beat we go gapp"  
[X Link](https://x.com/anyuser/status/2022396705552122063)  2026-02-13T19:45Z [---] followers, [--] engagements


"$S beat numbers. Q4 accelerators. Back to $15 by next Friday. never should have been at $13. then after the beat we go gappy gappy up $S MS SECURITY SURVEY OUT THIS AM - SENTINELONE 100% OF RESELLERS AT OR ABOVE TARGETS DONT OVER THINK IT. WHO THE FCK IS GONNA PROTECT U FROM UR CLAUDEBOT WHEN IT GOES ROUGE SENTINELONE THATS WHO. SentinelOne will go to $20 in a flash on the first agentic security worm that https://t.co/DkFy5YcAj3 $S MS SECURITY SURVEY OUT THIS AM - SENTINELONE 100% OF RESELLERS AT OR ABOVE TARGETS DONT OVER THINK IT. WHO THE FCK IS GONNA PROTECT U FROM UR CLAUDEBOT WHEN IT"  
[X Link](https://x.com/anyuser/status/2022390074630136058)  2026-02-13T19:19Z [----] followers, [----] engagements


"$S MS SECURITY SURVEY OUT THIS AM - SENTINELONE 100% OF RESELLERS AT OR ABOVE TARGETS DONT OVER THINK IT. WHO THE FCK IS GONNA PROTECT U FROM UR CLAUDEBOT WHEN IT GOES ROUGE SENTINELONE THATS WHO. SentinelOne will go to $20 in a flash on the first agentic security worm that nails $BAC https://twitter.com/i/web/status/2022324059560706094 https://twitter.com/i/web/status/2022324059560706094"  
[X Link](https://x.com/anyuser/status/2022324059560706094)  2026-02-13T14:56Z [----] followers, [----] engagements


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


"$NVO seeing big demand for its GLP Pill. Makes the $VKTX story even better given its efficacy. Can't imagine the buyout offers aren't mounting here"  
[X Link](https://x.com/anyuser/status/2022341165069279275)  2026-02-13T16:04Z 74.3K followers, 23.1K engagements


"I was expecting these results 🚨 Just In: January US CPI annual inflation rises 2.4% below expectations of 2.5%. Core CPI inflation increased 2.5% Y/Y compared to forecasts for a 2.5% print. https://t.co/QxRH1sTNeH 🚨 Just In: January US CPI annual inflation rises 2.4% below expectations of 2.5%. Core CPI inflation increased 2.5% Y/Y compared to forecasts for a 2.5% print. https://t.co/QxRH1sTNeH"  
[X Link](https://x.com/anyuser/status/2022302506328412361)  2026-02-13T13:31Z [---] followers, [---] engagements


"🚨 Just In: January US CPI annual inflation rises 2.4% below expectations of 2.5%. Core CPI inflation increased 2.5% Y/Y compared to forecasts for a 2.5% print"  
[X Link](https://x.com/anyuser/status/2022302381791215781)  2026-02-13T13:30Z 166.9K followers, 22.4K engagements


"Here are the expectations. I think monthly CPI could come out as 0.2%. But i dont really know🤷♂ And There is no certainity that the indices will return if CPI comes out under the expectations. Im ready for a Crash. CPI Data will be reported tomorrow before open https://t.co/xkS8QVkxy2 CPI Data will be reported tomorrow before open https://t.co/xkS8QVkxy2"  
[X Link](https://x.com/anyuser/status/2022203135515910281)  2026-02-13T06:56Z [---] followers, [---] engagements


"CPI Data will be reported tomorrow before open"  
[X Link](https://x.com/anyuser/status/2022019849611100172)  2026-02-12T18:47Z [---] followers, [----] engagements


"$DIA retested $496. Is it ready for Launch"  
[X Link](https://x.com/anyuser/status/2022027110253310280)  2026-02-12T19:16Z [---] followers, [---] engagements

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