Ceymy

[Ceymy @VardalCem]

@cevikfinance 2500 😎

[Cuma Cevik @cevikfinance]

Parçala Behçet! 🚀🚀😂😂 $MU

[Ceymy @VardalCem]

@ulkser Aman batmasin Coreweave in musterilerinden :)

[Ceymy @VardalCem]

@Barbarossa_211 @paramuhendisim Helal :)

[Ceymy @VardalCem]

@BoraOzkent Bu 20milyar dolar icin kesin cok yakinda bir duyuru gelicek , muhtemelen $CRWV , $NBIS gibi firmalara nakit saglayacak yine…

[Ceymy @VardalCem]

@cevikfinance Ya bu Atif Nvidia PT sini dusurmus adam 2025 Nisanda hic unutmam, sonra yukselince yukseltti. Aynisini Micronada yapti.
Bu analistlerin cogu hisse hareket ettikten sonra target koyuyor sonra basarili gozukuyorlar, bunlari takip eden ayvayi yemis :)

[Ceymy @VardalCem]

@ulkser $SPCX adam wireless benim dedi , ustune cip uretimini kendim yapicam dedi ustune Ai da lider olacam dedi, zaten yari hyperscaler.
Herseyi gectim Nasdaq100 e giriyor otomatik alis gelecek, hisse full engineered

[Ceymy @VardalCem]

@cevikfinance Bu ruyayi bende gordum 🤓

[Sam Badawi @Sam_Badawi]

$MU appointed former $NVDA executive Alexis Black Björlin to its board of directors, adding deep expertise across AI infrastructure, cloud systems, semiconductors, and networking.

Björlin currently serves as Chief Strategy Officer at General Catalyst and previously led DGX Cloud at NVIDIA, with prior leadership roles at $META, $AVGO, and $INTC.

Micron said her experience scaling large technology platforms and driving AI innovation will help support the company's long-term growth strategy.

[Ceymy @VardalCem]

@McnallieM @APLDdigital Why names such $APLD and $CORZ way cheaper on valuation comparing to $IREN ?

[Ceymy @VardalCem]

@financialjuice Jensen always right 🤓

[Ceymy @VardalCem]

@ulkser Hah soyle yaa pazar pazar yuzumuz gulsun 😎

[Ceymy @VardalCem]

@cevikfinance Haha cok var benzeri

[Ceymy @VardalCem]

@BoraOzkent $MU ya iyi vurdular bakalim pazartesimi cosacak yoksa carsambami, earnings den once ATH kacinilmaz olmali 1100 u kirip 1200 u gorecegine olan inancim beni korluge itecek diye cok korkuyorum :)

[Ceymy @VardalCem]

@Brownmoose $MU

[Ceymy @VardalCem]

@ulkser Hadi bakalim $MU ya iki guzel haber birden 😎
Hem Trump amcam hem Elon abim yuru diyor
Sanirim Cuma gunu bireysel investoru yediler yine institutions…

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC ~2.2x
• $LRCX ~2.2x
• $KLAC ~2.0x
• $AMAT ~1.7x
• $ASML ~1.7x
• $ANET ~1.7x
• $TSM ~1.2x
• $LITE ~1.1x
• $COHR ~1.0x
• $CRDO ~0.9x
• $NVDA ~0.8x
• $AMD ~0.7x
• $AAOI ~0.7x
• $MRVL ~0.6x
• $ON ~0.6x
• $AVGO ~0.6x
• $SNDK ~0.4x
• $MU ~0.4x

[Ceymy @VardalCem]

@amitisinvesting Good so they can pay more to $MU :)

[Ceymy @VardalCem]

@ulkser Gebertmeyin yahu yaziktir bize 😂
$MU candir