Taylan

[Taylan @TaylanNasdaq]

Geri kalan 11 ay teknik hareketler, günlük haber akışları tabelayı yapıyor. Bu yüzden de olay günün sonunda sabretmeye kalıyor. Bu dinamiği kafada oturtursak bu tip fiyat hareketlerine gülüp geçeceğiz.

[Taylan @TaylanNasdaq]

#nbis %28 artıda. Bir şirketin değeri durup dururken kısa sürede %50 düşmez ya da yükselmez normal şartlarda. Piyasanın teknik dinamiklerinin şirketin gerçek değeriyle ilgisi olmuyor bazen hatta çoğu zaman. Sene boyu belki en fazla 1 ay şirket temel anlamda fiyatlanıyor

[Taylan @TaylanNasdaq]

Ben düşüşün daha ziyade teknik olduğunu düşünüyorum. Evet değerlemeler tüm yapay zeka hisselerinde şişmişti ama bu denli düşmeyi gerektiren herhangi bir temel sebep yok. Temel neden kaldıraçlı pozisyonların çözülmesi, margin yiyenlerin zorunlu satışları. Düzeliriz bence, umarım😵‍💫

[Taylan @TaylanNasdaq]

Ben düşüşün daha ziyade teknik olduğunu düşünüyorum. Evet değerlemeler tüm yapay zeka hisselerinde şişmişti ama bu denli düşmeyi gerektiren herhangi bir temel sebep yok. Temel neden kaldıraçlı pozisyonların çözülmesi, margin yiyenlerin zorunlu satışları. Düzeliriz bence, umarım😵‍💫

[b v e @belsnickell]

@TaylanNasdaq Nolcak böyle

[Taylan @TaylanNasdaq]

$nbis #nbis

https://t.co/pCaiQp3TnD

[Taylan @TaylanNasdaq]

Value of a company doesn't change drastically in a short time. Don't let forced sell-offs make you forget about fundamentals.

[Taylan @TaylanNasdaq]

As investors we have to distinguish between a forced technical sell-off and a fundamental sell-off. Most of the folks are too leveraged and when a negative sentiment hits we fall too hard, making us think fundamentals changed drastically. $nbis $qqq $nvida

[Taylan @TaylanNasdaq]

@EndicottInvests Don't agree with that. They deserve it. In 5 years they won't offer any different value above sector average and even no need to mention their huge debt load. That's why we both are bullish on $nbis bro. 🤚

[Taylan @TaylanNasdaq]

If folks say China is real threat and it will eventually become a real threat. You can't underestimate China when you are talking about business. We experienced this with solar panels and energy storage. China will eventually catch up and dominate the market. $nvidia $amd $qqq

[Taylan @TaylanNasdaq]

In the short term the market will be irrational and put $nbis in the same market with others. In the more long term, I believe the market will understand and price it differently. This is the bull thesis by the way. In the near case $nbis will be an ordinary utility provider 😅

[Taylan @TaylanNasdaq]

In the near future, 5 years from now, the bare metal providers like $iren and $crwv will be valued like utility companies. $nbis will be on a class of its own due to its software stack. China will eventually catch up to West in terms of technology and this will create oversupply.

[Taylan @TaylanNasdaq]

If the memory supply increases due to oversupply this is bullish for $nbis. Fundamentally $nbis is not in the same basket with chip makers. Oversupply of chips doesn't mean we have excess compute. Building a data center is a bottleneck in terms of energy, human labor.

[Taylan @TaylanNasdaq]

$nbis is the cheapest AI stock in the market. Every other name is way overvalued. So those valuations are unsustainable. I just trimmed my every other positions and just carrying $nbis.

[Taylan @TaylanNasdaq]

@MathiasTheus @mvcinvesting You can correct %20 percent, if you correct %40 percent then this is not correction this is something much serious.

[Taylan @TaylanNasdaq]

Started suspecting this sell off is more than a correction. Looks like AI trade is done forever and all the money is earned. Almost no Green days for 2 weeks. All the fundamental metrics tell otherwise (capex etf) but price doesn't say so. $nbis $tsm

[Taylan @TaylanNasdaq]

@rzayev7895 Fiyat şeytandır ama fiyatı şeytan olarak kullananlar fiyattan da şeytan. Her neyse sabretmekten ve mide ilacı kullanmaktan başka çare yok sanırım 😅

[Taylan @TaylanNasdaq]

The market is dumb as hell. They wake up and say we have to buy mag 7 and financials today and sell everything expect those. Seems like AI trade is done for a while. We are all cooked. I basically gave up at this point. Can't fight with a market idiots at full control. $nbis.

[Taylan @TaylanNasdaq]

$nbis is red now. Pure manipulation. Just gave it up.

[Taylan @TaylanNasdaq]

If the market has any kind of wisdom $nbis should at least be trading at 210 today.