Kerem After 5

🇹🇷 → 🇬🇧 | Helping complete beginners start investing
Simple steps • Real portfolio
Aiming for freedom by 45

[Kerem After 5 @KeremAfter5]

🧵 £200 a month for 10 years.

Most people think “I’ll just leave it in the bank, it’s safe.”

Here’s what actually happens to your money (in today’s pounds):

🟢 Nasdaq → £34,811 🔵 S&P 500 → £29,743
🟡 Bank savings → £20,752
🟣 Cash under the mattress → £17,858 (you quietly lose ~£6,142 of purchasing power)
Same £24,000 of your money. Wildly different outcomes.
I built a free interactive tool so you can see this for yourself in 10 seconds:

→ Change the monthly amount → Switch between inflation-adjusted and nominal → Toggle ISA vs taxable → Watch the lines in real time

Link in reply 👇

This is educational purpose only. No signups or purchases, just put your numbers and see the result.

[Kerem After 5 @KeremAfter5]

@crypt_shprd Love such long content analysis mate, great as always🫡

[Kerem After 5 @KeremAfter5]

@cleverhandeln When CFO buys, you know what that means...

[Kerem After 5 @KeremAfter5]

🚀 Super excited to share something I’ve been building!

A free tool that shows you exactly how much you could end up with by investing small amounts in different options over time.

Perfect if you’re just starting out (or haven’t started yet) and want to see the power of compounding without the overwhelm.

#Investing #Investing101 #PersonalFinance

[Kerem After 5 @KeremAfter5]

Great AI plays. Citadel will enjoy this trade a lot.

Not a big fan of them tho.

[Leopold Stock Tracker @LeopoldTracker_]

Breaking: Leopold Aschenbrenner just filed what he was holding BEFORE Citadel acquired the holdings

Here's what he was holding:

Top 10 positions:
• SanDisk $SNDK
• Micron Technology $MU
• Bloom Energy $BE
• Taiwan Semiconductor $TSM
• Nebius Group $NBIS
• CoreWeave $CRWV
• Core Scientific $CORZ
• STMicroelectronics $STM
• Applied Digital $APLD
• Riot Platforms $RIOT

New positions:
• $NBIS (Nebius Group, $1.23B)
• $STM (STMicroelectronics, $584M)
• Keel Infrastructure Corp ($152M)
• $VSH (Vishay Intertechnology, $20M)
• Cerebras Systems ($2.2M)

Full exits:
• VanEck Semiconductor ETF $SMH puts
• Nvidia $NVDA puts and equity, fully closed
• Oracle $ORCL puts
• Broadcom $AVGO puts
• $AMD puts and equity, fully closed
• ASML puts and equity, fully closed
• Intel $INTC puts and equity, fully closed
• Bitfarms $BITF
• Power Solutions International
• Corning $GLW puts and equity, fully closed

[Kerem After 5 @KeremAfter5]

He was a brave one that helped us to go higher.

We won't forget you @michaeljburry

[Stocktwits @Stocktwits]

MICHAEL BURRIED

[Kerem After 5 @KeremAfter5]

That FUD about memory stocks was one of the most ridiculous things I’ve seen.

We’re standing right at the edge of a new industrial revolution driven by AI, and people actually thought the USA would just sit back and let Apple start using Chinese chips from companies on the Pentagon blacklist?

- Hell no.

There’s no way Washington hands that kind of leverage to Beijing��s national champions like CXMT or YMTC when the whole game is about securing critical supply chains and keeping the technological edge. Apple can lobby all it wants — the reality is the US isn’t about to undercut its own memory industry or national security for short-term price relief.

Good for $MU. $SKHY can wait a bit since it's origin is Korean.

[Mariusz | Investing in the UK 🇬🇧 @Mariusz_Invest]

US government urges Apple $AAPL to stop buying memory chips from China.

Political pressure rather than a rule. Still bullish for $MU $SKHY $SNDK

My favourite video to celebrate the moment ⬇️🤣

[Kerem After 5 @KeremAfter5]

@DividendDrip For an long term ETF investor, that is a quite radical shift mate:)

[Kerem After 5 @KeremAfter5]

Loving the life ❤️

Have a great weekend folks!

[Kerem After 5 @KeremAfter5]

@DividendDrip When you don’t pay the dept, is it a dept? ahaha

[Kerem After 5 @KeremAfter5]

oh wait, why is that?

[Kalshi @Kalshi]

JUST IN: Michael Burry reportedly closed his Tesla short position

[Kerem After 5 @KeremAfter5]

$NOW is my fav over $META and $AMZN

Probably one of safest Al software play in the market.

Love to DCA soon.

[Venu @Venu_7_]

$NOW - Massive 8-month Stage 1 base, quality Software name, Jensen's blessings and now trading above the 200-day SMA for the first time in 8 months.

Hard for me to believe ServiceNow stays around these prices for much longer.

[Kerem After 5 @KeremAfter5]

@Willto1mill Legend…

[Kerem After 5 @KeremAfter5]

@Willto1mill @DividendDrip so true ;)

[Kerem After 5 @KeremAfter5]

@crypt_shprd There might be a chance to touch $650ish if we can’t break it now.

Do you have any solana:MUxEsUKSMACyw5fZf68wxf5FLnZVhtU9CwH8uNNGay1, mate?

[Kerem After 5 @KeremAfter5]

The best news for the Fin X community 👏

I always found it weird how so many people were flooding replies with effortless, aimless comments just to farm impressions for a few pennies.

Now the algo is shifting hard toward high-quality shares — and will probably reward them with better incentives.

Big day for X.

[Kerem After 5 @KeremAfter5]

That is how you answer Michael Burry 🫶

[Mariusz | Investing in the UK 🇬🇧 @Mariusz_Invest]

$NBIS lovers, one for you.

Added 100 shares yesterday.

[Kerem After 5 @KeremAfter5]

Stupid infograph but jsut wanted to share how last 2 months performance for Cyber Security companies $CRWD and $PANW vs $MU

Yes, there has been a rotation, great for people who got profit.

But I still believe AI's harware leg will comback and it will be so fast..

2-3 weeks would be enough.

[Kerem After 5 @KeremAfter5]

Imagine a guy shorting this 👇

[Michael Burry Stock Tracker ♟ @burrytracker]

Breaking: Michael Burry has opened a bearish position in Oracle and Nebius

He:
• Shorted Oracle $ORCL at $144.63
• Shorted Nebius $NBIS at $211.77

[Kerem After 5 @KeremAfter5]

Last pullback was %31 from Jan 26 to march 30
This pullback is so far %38 that started at 22 June

I think we already hit the bottom are about to hit it in 2 weeks.

I hope that will be a "V" shaped comeback rather than building a base.

Are you investing in $MU? What is your perspective guys?