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

Warsh’s portfolio posts on X about bir, strong, $mrvl, $cmps 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 [------] +134%
- [--] Month [-------] +14%

### 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 [--] +1.10%
- [--] Month [---] +18%

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

- [--] Week [---] +3.40%
- [--] Month [---] +22%

### 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)  56.88% [technology brands](/list/technology-brands)  24.77% [finance](/list/finance)  21.1% [cryptocurrencies](/list/cryptocurrencies)  14.68% [travel destinations](/list/travel-destinations)  2.75% [exchanges](/list/exchanges)  2.75% [gaming](/list/gaming)  2.75% [countries](/list/countries)  2.75% [financial services](/list/financial-services)  1.83% [social networks](/list/social-networks)  1.83%

**Social topic influence**
[bir](/topic/bir) 11.01%, [strong](/topic/strong) 8.26%, [$mrvl](/topic/$mrvl) #53, [$cmps](/topic/$cmps) #28, [ai](/topic/ai) 6.42%, [$nbis](/topic/$nbis) #266, [daha](/topic/daha) 6.42%, [$app](/topic/$app) 5.5%, [in the](/topic/in-the) 5.5%, [microsoft](/topic/microsoft) #2577

**Top accounts mentioned or mentioned by**
[@korkmazali08](/creator/undefined) [@burakbesenk](/creator/undefined) [@profkayafinance](/creator/undefined) [@onestoploss](/creator/undefined) [@windycityjump23](/creator/undefined) [@sentinelone](/creator/undefined) [@billackman](/creator/undefined) [@buckberi](/creator/undefined) [@hearyou99](/creator/undefined) [@sametdastan1996](/creator/undefined) [@mustafa9343](/creator/undefined) [@dr_gesorge](/creator/undefined) [@mrderivatives](/creator/undefined) [@reuters](/creator/undefined) [@sergeycyw](/creator/undefined) [@valuesenseio](/creator/undefined) [@berkucmz](/creator/undefined) [@malibu789](/creator/undefined) [@drgesorge](/creator/undefined) [@boxlongs](/creator/undefined)

**Top assets mentioned**
[Marvell Technology Inc (MRVL)](/topic/$mrvl) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [AppLovin Corporation (APP)](/topic/$app) [Microsoft Corp. (MSFT)](/topic/microsoft) [Now Coin (NOW)](/topic/$now) [Rambus Inc (RMBS)](/topic/$rmbs) [Metadium (META)](/topic/$meta) [DIA (DIA)](/topic/$dia) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Atlassian Corporation PLC (TEAM)](/topic/$team) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Intuit Inc. (INTU)](/topic/$intu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Web3War (FPS)](/topic/$fps) [Broadcom, Inc. (AVGO)](/topic/$avgo) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Advanced Micro Devices (AMD)](/topic/$amd) [Salesforce Inc (CRM)](/topic/$crm) [EQT, Corp. (EQT)](/topic/$eqt) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [GE Vernova Inc. (GEV)](/topic/$gev) [Entergy Corporation (ETR)](/topic/$etr) [Vistra, Corp. (VST)](/topic/$vst) [Targa Resources Corp. (TRGP)](/topic/$trgp) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [SentinelOne, Inc. (S)](/topic/sentinelone-inc) [CLEAR Secure, Inc. (YOU)](/topic/$you)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"$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


"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


"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


"$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


"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


"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


"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/turkishwarsh/status/2021674011177234576)  2026-02-11T19:53Z [---] followers, [---] engagements


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


"$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


"$VKTX Viking Therapeutic PT Lowered to $118 at Raymond James"  
[X Link](https://x.com/turkishwarsh/status/2021938197073473906)  2026-02-12T13:23Z [---] 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/turkishwarsh/status/2022349577542660424)  2026-02-13T16:38Z [---] followers, [---] engagements


"$S SentinelOne Raymond James has added a new name to its Analyst Current Favorites list naming a cybersecurity group as the firms newest top pick. SentinelOne Inc. (S) is the new addition. It is said to reflect what the brokerage calls a significant disconnect between the companys absolute value and its current public market valuation. In a note Raymond James told investors it has long held the view that the absolute value of this asset is significantly disconnected from public market valuation adding that recent communication and expectations appear to be improving. The firm cited"  
[X Link](https://x.com/turkishwarsh/status/1992170212381061411)  2025-11-22T09:56Z [---] followers, [----] engagements


"$ASPI ASP Isotopes Role in Uranium Enrichment ASP Isotopes Inc. is a company that stands out with innovative technologies in the field of uranium enrichment particularly in the production of High Assay Low-Enriched Uranium (HALEU). Utilizing the Aerodynamic Separation Process (ASP) developed from South Africas nuclear program in the 1980s and the laser-based Quantum Enrichment (QE) technologies the company offers a more efficient lower-cost and environmentally friendly enrichment process compared to traditional gas centrifuge methods. ASP enriches U-235 by separating gaseous uranium with"  
[X Link](https://x.com/turkishwarsh/status/1992253106600505694)  2025-11-22T15:25Z [---] followers, [----] engagements


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


"$ASPI Paul Mann returns as CEO of ASP Isotopes"  
[X Link](https://x.com/turkishwarsh/status/1998401277408030731)  2025-12-09T14:36Z [---] followers, [----] engagements


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


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


"Still holding my $NFLX Call OptionπŸ™‹β™‚ $NFLX and $WBD Acquisition Move Netflix has signed a deal to acquire Warner Bros. Discovery's film and streaming divisions for an enterprise value of $82.7 billion marking a massive consolidation play in Hollywood that brings iconic franchises like Harry Potter Game of https://t.co/hxWc5Ic4bk $NFLX and $WBD Acquisition Move Netflix has signed a deal to acquire Warner Bros. Discovery's film and streaming divisions for an enterprise value of $82.7 billion marking a massive consolidation play in Hollywood that brings iconic franchises like Harry Potter Game"  
[X Link](https://x.com/turkishwarsh/status/2016525521467674679)  2026-01-28T14:55Z [---] followers, [---] engagements


"$ASPI has announced a production update on the Renergen Helium Project. You can read the full details in the announcement. I'd like to add a few comments. This is really bullishthey're guiding for positive operating cash flow in [----] (expected before year-end based on the progress outlined). They'll share more in the upcoming earnings report. The stock is down around 10% today. I'm basing this decline on general market weakness; otherwise the price would likely have surged on this news. https://twitter.com/i/web/status/2016942275977257041 https://twitter.com/i/web/status/2016942275977257041"  
[X Link](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 MarketcapπŸ€”πŸ€”πŸ€” Thats a real premium valuation"  
[X Link](https://x.com/turkishwarsh/status/2018011751787163767)  2026-02-01T17:21Z [---] followers, [----] engagements


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


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


"$IT ER crushed the markets Thats really bad I wouldnt like to lose Money just because of the Gartner. Its a trash company the worst SaaS company in the world"  
[X Link](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 resultsπŸ™ 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


"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/turkishwarsh/status/2018756936913793519)  2026-02-03T18:42Z [---] followers, [---] engagements


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


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


"$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


"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


"@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


"@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


"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


"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


"$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


"@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


"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 πŸ¦€πŸ¦€ Introducing ClawSec πŸ¦€πŸ¦€ 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 πŸ¦€πŸ¦€ Introducing ClawSec πŸ¦€πŸ¦€ 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


"@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 πŸ€·β™‚ 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 πŸ‘‹πŸ»πŸ‘‹πŸ»πŸ‘‹πŸ»"  
[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


"@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


"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


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


"$DIA retested $496. Is it ready for Launch"  
[X Link](https://x.com/turkishwarsh/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


"@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


"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


"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/turkishwarsh/status/2021675485143375946)  2026-02-11T19:59Z [---] 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/turkishwarsh/status/2021975083011518872)  2026-02-12T15:50Z [---] followers, [----] engagements


"$META 21x P/E 25% rev 26% EPSπŸ’―πŸ’―πŸ’― 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/turkishwarsh/status/2022971111055806651)  2026-02-15T09:47Z [---] followers, [--] engagements


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


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


"$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


"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/turkishwarsh/status/2012654066036355513)  2026-01-17T22:31Z [---] 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


"@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


"$BACQ (SPAC) Merlin Labs is an American pioneering autonomous aviation technology company aims to transform the airline and defense sectors with the vision of achieving fully autonomous flight of aircraft by developing artificial intelligence-based pilot systems; these systems reduce the burden on human pilots while increasing safety efficiency and cost optimization. IPO Process The public offering process that started in June [----] with ESGEN Acquisition Corp. evolved in August [----] into a renewed SPAC merger agreement with Bleichroeder Acquisition Corp. I (BACQ) preparing the company to"  
[X Link](https://x.com/turkishwarsh/status/1991537863100334295)  2025-11-20T16:03Z [---] followers, [----] engagements


"I might add this name $BACQ to my portfolio next week. But i wont buy with a big amount. This company is a small cap and risky. Be cautious $BACQ (SPAC) Merlin Labs is an American pioneering autonomous aviation technology company aims to transform the airline and defense sectors with the vision of achieving fully autonomous flight of aircraft by developing artificial intelligence-based pilot systems; these systems https://t.co/9gpkvzPP03 $BACQ (SPAC) Merlin Labs is an American pioneering autonomous aviation technology company aims to transform the airline and defense sectors with the vision"  
[X Link](https://x.com/turkishwarsh/status/1992173356175577096)  2025-11-22T10:08Z [---] followers, [---] engagements


"Marvell Tech has outperformed the other AI Chip Stocks. $MRVL is up %60 $NVDA is up only %5 $AMD is up %35 $AVGO is up %26 in the past [--] months Marvell will continue to outperform others. https://twitter.com/i/web/status/1996312566503522708 https://twitter.com/i/web/status/1996312566503522708"  
[X Link](https://x.com/turkishwarsh/status/1996312566503522708)  2025-12-03T20:16Z [---] followers, [---] engagements


"@SPAC_Infleqtion do you have any idea about $BACQ I have made a plan to add this to my portfolio"  
[X Link](https://x.com/turkishwarsh/status/1996970627731710104)  2025-12-05T15:51Z [---] followers, [---] engagements


"Ive sold all my $CWAN shares So probably Ill add more $RMBS and maybe $ASPI $CCCX $EOSE"  
[X Link](https://x.com/turkishwarsh/status/2003133497897271778)  2025-12-22T16:00Z [---] followers, [---] engagements


"πŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺ $CMPS $CMPS [--] week high https://t.co/AmDlaW97oC $CMPS [--] week high https://t.co/AmDlaW97oC"  
[X Link](https://x.com/turkishwarsh/status/2008978864626917548)  2026-01-07T19:07Z [---] followers, [---] engagements


"Ill prepare a report about $CDNS. $CDNS looks not fairly valued compared to $SNPS. Synopsys Inc. $SNPS is one of the two global leaders in Electronic Design Automation (EDA) providing essential tools and IP for designing advanced semiconductors and with the Ansys integration now offering engineering solutions from chip to full system. The company stands out https://t.co/pEJITm1AZL Synopsys Inc. $SNPS is one of the two global leaders in Electronic Design Automation (EDA) providing essential tools and IP for designing advanced semiconductors and with the Ansys integration now offering"  
[X Link](https://x.com/turkishwarsh/status/2009135680119812513)  2026-01-08T05:30Z [---] followers, [---] engagements


"@WallStDiaries $BACQ ya da bir gz atn hocam"  
[X Link](https://x.com/turkishwarsh/status/2012975981506482279)  2026-01-18T19:50Z [---] followers, [---] engagements


"@alphafinsocial En az %20sine de sahipler ClickHouseun. uanda dier veri merkezi irketlerine kyasla avantajlar bol Nebius Groupun. irketin gelir kaps ok ve yatrmlar da mthi. Clickhouse ilerleyen eyreklerde uanki Nebius Group kadar deerli bir irket olacaktr"  
[X Link](https://x.com/turkishwarsh/status/2013215050194882809)  2026-01-19T11:40Z [---] followers, [---] engagements


"@fkadev Ayn durum. 2022de almtm Magic Mouse un son versiyonunu. Trackpad bin basar sonra bir arkadaa sattm Magic Mouse u"  
[X Link](https://x.com/turkishwarsh/status/2016945343644958775)  2026-01-29T18:43Z [---] followers, [---] engagements


"I expect big things from $CMPS next year. And from other pyschedelics stocks as well. Many of them will get their FDA approval in the next quarters. $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"  
[X Link](https://x.com/turkishwarsh/status/2004670458852245526)  2025-12-26T21:47Z [---] followers, [---] engagements


"$RMBS Earnings Report is on Monday after close. I expect strong results and strong FY2026 Guidance from Rambus Board. And also SSD Demand is getting larger day by day. That can be a game changer. Rambus has guided around $188M revenue in Q4 they can easily report +$190M revenue and their margins will be so strong Like always it has been. Rambus Inc. $RMBS is a fabless semiconductor company providing high-performance memory interface chipsets IP licensing and security solutions. It targets hyperscalers (Amazon AWS Google Cloud Microsoft Azure) memory manufacturers (Samsung Micron SK Hynix) and"  
[X Link](https://x.com/turkishwarsh/status/2017316250762846627)  2026-01-30T19:17Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@turkishwarsh Avatar @turkishwarsh Warsh’s portfolio

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

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Engagements Line Chart

  • [--] Week [------] +134%
  • [--] Month [-------] +14%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +1.10%
  • [--] Month [---] +18%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +3.40%
  • [--] Month [---] +22%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 56.88% technology brands 24.77% finance 21.1% cryptocurrencies 14.68% travel destinations 2.75% exchanges 2.75% gaming 2.75% countries 2.75% financial services 1.83% social networks 1.83%

Social topic influence bir 11.01%, strong 8.26%, $mrvl #53, $cmps #28, ai 6.42%, $nbis #266, daha 6.42%, $app 5.5%, in the 5.5%, microsoft #2577

Top accounts mentioned or mentioned by @korkmazali08 @burakbesenk @profkayafinance @onestoploss @windycityjump23 @sentinelone @billackman @buckberi @hearyou99 @sametdastan1996 @mustafa9343 @dr_gesorge @mrderivatives @reuters @sergeycyw @valuesenseio @berkucmz @malibu789 @drgesorge @boxlongs

Top assets mentioned Marvell Technology Inc (MRVL) COMPASS Pathways plc (CMPS) Nebius Group N.V. Class A Ordinary Shares (NBIS) AppLovin Corporation (APP) Microsoft Corp. (MSFT) Now Coin (NOW) Rambus Inc (RMBS) Metadium (META) DIA (DIA) Alphabet Inc Class A (GOOGL) HUBSPOT, INC. (HUBS) Atlassian Corporation PLC (TEAM) ASP Isotopes Inc. (ASPI) Robinhood Markets, Inc. (HOOD) Cadence Design Systems Inc (CDNS) Synopsys, Inc. (SNPS) Amazon.com, Inc. (AMZN) Clearwater Analytics Holdings, Inc. (CWAN) Intuit Inc. (INTU) NVIDIA Corp. (NVDA) Web3War (FPS) Broadcom, Inc. (AVGO) SPDR S&P [---] ETF Trust (SPY) Eos Energy Enterprises, Inc. (EOSE) Advanced Micro Devices (AMD) Salesforce Inc (CRM) EQT, Corp. (EQT) Cheniere Energy, Inc. (LNG) GE Vernova Inc. (GEV) Entergy Corporation (ETR) Vistra, Corp. (VST) Targa Resources Corp. (TRGP) Duolingo, Inc. (DUOL) Viking Therapeutics, Inc (VKTX) SentinelOne, Inc. (S) CLEAR Secure, Inc. (YOU)

Top Social Posts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

"$NBIS Earnings Call is starting πŸ‘‹πŸ»πŸ‘‹πŸ»πŸ‘‹πŸ»"
X Link 2026-02-12T13:04Z [---] followers, [---] engagements

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

"$META 21x P/E 25% rev 26% EPSπŸ’―πŸ’―πŸ’― UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x https://t.co/ILYgW0MLSZ UPDATED MAG [--] MULTIPLES ON [----] EXPECTATIONS $NVDA 26x P/E 53% rev 56% EPS $META 21x P/E 25% rev 26% EPS $GOOGL 27x P/E 17% rev 6% EPS $MSFT 23x P/E 15% rev 11% EPS $AMZN 26x P/E 12% rev 8% EPS $TSLA 203x P/E 9% rev 32% EPS $AAPL 30x https://t.co/ILYgW0MLSZ"
X Link 2026-02-15T09:47Z [---] followers, [--] engagements

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

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

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

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

"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 2026-01-17T22:31Z [---] 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 2025-12-11T21:09Z [---] 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 2026-01-15T14:59Z [---] followers, [--] engagements

"$BACQ (SPAC) Merlin Labs is an American pioneering autonomous aviation technology company aims to transform the airline and defense sectors with the vision of achieving fully autonomous flight of aircraft by developing artificial intelligence-based pilot systems; these systems reduce the burden on human pilots while increasing safety efficiency and cost optimization. IPO Process The public offering process that started in June [----] with ESGEN Acquisition Corp. evolved in August [----] into a renewed SPAC merger agreement with Bleichroeder Acquisition Corp. I (BACQ) preparing the company to"
X Link 2025-11-20T16:03Z [---] followers, [----] engagements

"I might add this name $BACQ to my portfolio next week. But i wont buy with a big amount. This company is a small cap and risky. Be cautious $BACQ (SPAC) Merlin Labs is an American pioneering autonomous aviation technology company aims to transform the airline and defense sectors with the vision of achieving fully autonomous flight of aircraft by developing artificial intelligence-based pilot systems; these systems https://t.co/9gpkvzPP03 $BACQ (SPAC) Merlin Labs is an American pioneering autonomous aviation technology company aims to transform the airline and defense sectors with the vision"
X Link 2025-11-22T10:08Z [---] followers, [---] engagements

"Marvell Tech has outperformed the other AI Chip Stocks. $MRVL is up %60 $NVDA is up only %5 $AMD is up %35 $AVGO is up %26 in the past [--] months Marvell will continue to outperform others. https://twitter.com/i/web/status/1996312566503522708 https://twitter.com/i/web/status/1996312566503522708"
X Link 2025-12-03T20:16Z [---] followers, [---] engagements

"@SPAC_Infleqtion do you have any idea about $BACQ I have made a plan to add this to my portfolio"
X Link 2025-12-05T15:51Z [---] followers, [---] engagements

"Ive sold all my $CWAN shares So probably Ill add more $RMBS and maybe $ASPI $CCCX $EOSE"
X Link 2025-12-22T16:00Z [---] followers, [---] engagements

"πŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺπŸ’ͺ $CMPS $CMPS [--] week high https://t.co/AmDlaW97oC $CMPS [--] week high https://t.co/AmDlaW97oC"
X Link 2026-01-07T19:07Z [---] followers, [---] engagements

"Ill prepare a report about $CDNS. $CDNS looks not fairly valued compared to $SNPS. Synopsys Inc. $SNPS is one of the two global leaders in Electronic Design Automation (EDA) providing essential tools and IP for designing advanced semiconductors and with the Ansys integration now offering engineering solutions from chip to full system. The company stands out https://t.co/pEJITm1AZL Synopsys Inc. $SNPS is one of the two global leaders in Electronic Design Automation (EDA) providing essential tools and IP for designing advanced semiconductors and with the Ansys integration now offering"
X Link 2026-01-08T05:30Z [---] followers, [---] engagements

"@WallStDiaries $BACQ ya da bir gz atn hocam"
X Link 2026-01-18T19:50Z [---] followers, [---] engagements

"@alphafinsocial En az %20sine de sahipler ClickHouseun. uanda dier veri merkezi irketlerine kyasla avantajlar bol Nebius Groupun. irketin gelir kaps ok ve yatrmlar da mthi. Clickhouse ilerleyen eyreklerde uanki Nebius Group kadar deerli bir irket olacaktr"
X Link 2026-01-19T11:40Z [---] followers, [---] engagements

"@fkadev Ayn durum. 2022de almtm Magic Mouse un son versiyonunu. Trackpad bin basar sonra bir arkadaa sattm Magic Mouse u"
X Link 2026-01-29T18:43Z [---] followers, [---] engagements

"I expect big things from $CMPS next year. And from other pyschedelics stocks as well. Many of them will get their FDA approval in the next quarters. $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"
X Link 2025-12-26T21:47Z [---] followers, [---] engagements

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

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

creator/x::turkishwarsh
/creator/x::turkishwarsh