serdar

[serdar @_serdar]

@terrariste lahmacun, iyi bir etli ekmeğin ancak getir götürünü yapar ✌️

[serdar @_serdar]

@yelsiz only god can judge me 🤣

[serdar @_serdar]

@obodur 😔

[serdar @_serdar]

@ilkeratamer buna “size ne?” demekten başka bir şey yazılamaz…

[serdar @_serdar]

@onur_mutlu iki şezlong için 1500 tl istiyorlar ki burası halk plajı / milli park… inanılmaz, arkasında kim var, şirket mi var, varsa kira için devlete ne kadar ödüyor muamma??

[serdar @_serdar]

@coffeelovery @Brn035 @goldenejderya @ankara_cevirme değil… bagaj altı yasak, içeriye alınması gerekiyor ama komple yasaklanmalı, riske değmiyor.

[serdar @_serdar]

@clockworksantos yavastan yazilmaya basladi.. https://t.co/BCPlCHvZEd

[CK Capital @CKCapitalxx]

New stock for the full port challenge that i think gets a very nice re rate soon.

$ADEA

This might be the most underestimated company in the entire AI supply chain.

$ADEA owns foundational tech patents and charges the biggest companies on earth to use them. AMD. Google. Disney. Samsung. Kioxia. SanDisk.

The model is beautiful. Own the patent, collect the fee, keep nearly all of it. That is how you run a business at 60% EBITDA margins throwing off cash every quarter.

But the real story is what they own going into the AI buildout.

Hybrid bonding. The chip stacking technology that advanced AI processors increasingly require. $ADEA picked up the foundational patents for $39 million a decade ago and now controls over 1,100 patents around it.

AMD just signed as their first major logic license and the CEO called it a seminal deal. He said Broadcom, Intel, and Marvell already have it on their roadmaps and NVIDIA adopting it is a matter of when, not if.

Every advanced chipmaker on earth becomes a future customer. They built a toll booth on the exact road the entire industry is driving down.

Then there is memory. $ADEA licenses roughly 90% of the 3D NAND market, a market headed toward $78 billion by 2030. They get paid a fixed fee per chip, so as AI drives chip volumes higher the royalties scale regardless of pricing.

And the buried catalyst sits in 2027, when the per-unit royalties on the Kioxia and SanDisk deals start flowing on top of the minimum guarantees right as NAND volume explodes.

The fundamentals are already strong. Revenue up 20% year over year. Non-cable recurring revenue compounding at 28%. Debt being paid down. Credit upgraded to BB. Strong Buy consensus.

And here is the kicker. Pure IP licensing peers like Rambus and InterDigital trade at multiples 6 to 7 times richer than $ADEA for the exact same royalty model.

The only thing holding $ADEA back is the market still seeing a legacy media company.

As the semiconductor mix grows that perception breaks and the multiple snaps higher.

A 60% margin cash machine sitting on the foundational IP of the entire AI chip and memory buildout, with the AI option priced at basically zero.

[serdar @_serdar]

@DSAkdag looks like so :)

[serdar @_serdar]

Marvelous

[Berk Demirkıran @berkdemirkiran_]

$MRVL

21 günde %96 kar, devam.

[serdar @_serdar]

@punto_haber fethiye halk plajında şezlong 750 lira…

[serdar @_serdar]

@trevorvercetti7 @KndisiOlmayan @turkcedusunuyor gülüşü arttırmak istedim :)))

[serdar @_serdar]

@KaptanBaha747 agree

[serdar @_serdar]

@AliYatirimci helal olsun, 43 yaşında biri olarak çok doğru yolda olduğunu söylemeliyim.

[serdar @_serdar]

Ölüdeniz “halk” plajında 2 şezlong 30€, hamburger kola 20€. Fırsatını yaratıp yunanistana gidenlere laf etmeyin bence…

[serdar @_serdar]

@Karavandaborsa almanyada yaşıyorum, ezine bulamadığımız için hep bunlarla idare ediyoruz:)

[serdar @_serdar]

@ozgurhabermedya rafine chpliler….

[serdar @_serdar]

@EmreToygar8 @Baris5678899 öyle… bilmeyen, vakti olmayan için zor borsa.

[serdar @_serdar]

@EmreToygar8 @Baris5678899 yok etmedim, bist zamanlamanın, haberlerin vs çok iyi takip edilmesi gereken bir yer, zor “bence”. uzun vade al yat yeri değil…

[serdar @_serdar]

@EmreToygar8 @Baris5678899 “sanırım” mı? koc holding, 2013 dolar bazlı $6.4 - üzerinden 13 koca yıl geçmiş, dolar enflasyonunu saymıyorum bile, şu an $4…