Ali YILMAZ

In the
Village: Farmer,
Hospital: Technician,
Bachelor's Deg: MASTER’s Computer Engineering,
Bachelor's Deg: Information Security, phD: AI, STATE: CEO

[Ali YILMAZ @ali_shaki]

🚀 $BE hits $1B+ in quarterly revenue for the first time ever!

Q2 highlights: 🔹 Revenue: $1.065B (+166% YoY) 🔹 Non-GAAP EPS: $0.78 (beats $0.41 est.) 🔹 FY26 Revenue Guidance raised to $3.9B-$4.2B
AI data centers' surge in power demand keeps driving Bloom's growth. 🔋⚡️
#BloomEnergy #Earnings #Stocks #AIDataCenters #Energy

[Ali YILMAZ @ali_shaki]

@miradreaamy 70

[Ali YILMAZ @ali_shaki]

$AEHR Q4 Earnings Analysis: A massive beat that proves the AI optical transition is scaling rapidly! 🚀

EPS: $0.11 vs. -$0.01 expected (Huge beat!)

Revenue: $18.7M

FY27 Guidance: Strong $130M–$150M outlook driven by surging AI & datacenter demand.

Since testing/burn-in is the final step in production, Aehr’s blockbuster outlook confirms huge upcoming order volumes for transceiver giants $AAOI / $LITE and substrate supplier $AXTI.

The photonics value chain is in full breakout mode. 📈🌐

#AEHR #AAOI #AXTI #LITE #Stocks

[Ali YILMAZ @ali_shaki]

@BoraOzkent Yani dip seviyeler 60000 !!!

[Ali YILMAZ @ali_shaki]

Tebrikler . Gerçekten müthiş bir başarı . Meslektaşıma hayatta başarılar dilerim . Hep merak etmişimdir . 4 yılda bile bitirmenin çok zor olduğu bu bölüm . 4.0 ortalama ile nasıl bitirdin ? Matematiksel zeka bunun için yeterli olamaz ! Azim , çaba , hırs , tutku vs.. hepsi var . Peki hiç mi sosyal hayatta başına bişey gelmedi ?

[Ali YILMAZ @ali_shaki]

KOSPI fell 6% today. Here's why it matters for NASDAQ.

Samsung + SK Hynix = 52% of the entire index. Both dropped 10–12% on fears SK Hynix would slow AI chip production. $246B wiped out in a single session.

The panic spread instantly:
→ Nasdaq 100 futures: −1.6%
→ Micron, AMD, Qualcomm: all down 6–13%
→ Semiconductor ETF (SMH): −7%

Then Micron ($MU) reported earnings the next day.

Revenue: $41.5B (est. $35.8B) ✦ EPS: $25.11 (est. $20.49) ✦ Q4 guidance: $50B

The message was clear: AI memory demand isn't broken. Seoul had a leverage problem, not a fundamentals problem.

Two stocks. One trade. Zero diversification — that's the real risk.

#KOSPI #Semiconductors #NASDAQ #Micron #AIStocks

[Ali YILMAZ @ali_shaki]

$MU
$MU just reported the most insane earnings in memory chip history 🚀
• Revenue: $41.5B (+346% YoY) — crushed estimates by $6B
• EPS: $25.11 vs $20.28 est. (7th straight beat)
• Gross margin: 84.9% (was 37.7% a year ago)
• Q4 guide: $50B revenue, 86% GM, EPS $31

AI memory supercycle is very much alive. Supply shortages expected through 2027+. $MU is printing money. 🧠💾

[The Earnings Correspondent @earnings_guy]

$MU (Micron Technology) #earnings are out:

[Ali YILMAZ @ali_shaki]

Following the sharp decline in US stock markets, fears of a "collapse" are prevalent. But what's really happening? 🤔

✅ The decline is not rooted in a macroeconomic downturn. ✅ The leverage-driven sell-off and a technical correction in the South Korean market were the triggers. ✅ Claims of an AI bubble are unfounded; GPU rental data proves demand is increasing. ✅ The US economy is still strong (growth and employment data are stable).

In short: Panic is excessive for a technical correction. The inflation risk is temporary, and technical pressure could be an opportunity. It's time to focus on the data, not the market noise. 📈📉 #StockMarket #Investment #USA #AI #Economy

[Ali YILMAZ @ali_shaki]

https://t.co/Lt831uzvk8

[Ali YILMAZ @ali_shaki]

$MU
The magnitude framing. ~1,000% EPS growth is a headline-grabbing number, but context matters — it's coming off a historically weak year for memory pricing. The real story is whether guidance confirms the floor has been raised, not just lapsed.
HBM as the signal. The market isn't really pricing a semiconductor earnings report — it's pricing a confirmation vote on whether AI infrastructure demand is real and durable. If $MU raises HBM pricing/volume guidance, that's the quote everyone will clip.
The $NVDA read-through. Micron's HBM commentary is essentially forward guidance for NVIDIA's data center customers. Traders will be mapping $MU's HBM allocation directly to H100/H200/B200 shipment assumptions.
Options move context. A $1,200+ implied move on options pricing signals the market expects a binary event — either confirmation of the AI memory thesis or a guidance disappointment that resets the narrative.

[Ali YILMAZ @ali_shaki]

To understand $AVGO, you must understand Hock Tan. He’s not your typical Silicon Valley visionary selling a dream; he’s an uncompromising operator turning tech into a cash-generating machine. 🧵

1/ Management Philosophy Tan doesn't run a lab; he runs a system. He treats Broadcom like a private equity portfolio, not a startup. If a business unit doesn't deliver high margins and efficient capital returns, it gets fixed or cut. No fluff, just discipline.
2/ The "Optimizer" vs. The "Builder" Tan isn't chasing the next big narrative. His playbook: Buy dominant but inefficient "franchise" assets, strip out excess costs, maximize pricing power, and scale cash flow. He doesn't build the story—he extracts the value.

3/ Radical Cost Discipline In an industry known for "growth at any cost," Tan is the exception. He’s ruthless about bloat and inefficiency. His internal culture is intense, but the output is undeniable: cleaner balance sheets and some of the highest margins in the sector.
4/ M&A Mastery Many CEOs are great at buying; Tan is a genius at integrating. He targets companies with high "switching costs" and recurring revenue. Once acquired, he shifts them into high-margin cash machines through operational simplification and aggressive pricing.

5/ Infrastructure over Hype Broadcom doesn't need to be the "coolest" AI player to win. By owning the critical "picks and shovels"—custom chips, networking, and data infrastructure—Tan secures a position that makes the hype possible, generating steady cash while others burn it.
6/ Aligned Incentives Tan’s compensation is heavily performance-linked. When he wins, investors win. He’s not looking to inflate the stock with empty promises; he’s playing the long game of total returns, dividends, and disciplined growth.

Bottom line: $AVGO isn't a speculative play. It’s a bet on one of the most disciplined operators in tech who prioritizes profit over popularity and execution over excitement.
#Broadcom #Investing #StockMarket #HockTan #AVGO

For more on his outlook on the industry, you can watch this discussion: Broadcom CEO on AI Chips.
This video is relevant because it features Hock Tan directly discussing Broadcom’s scaling strategy, AI chip demand, and the company's long-term revenue outlook.

[Ali YILMAZ @ali_shaki]

Lumentum (LITE) is showing impressive margin expansion, with fiscal Q3 2026 revenue growing 90% YoY to a record $808M. With operating margins climbing 700 bps, the momentum in AI/cloud infrastructure is real. $LITE

[Ali YILMAZ @ali_shaki]

Every investor should know this information.

https://t.co/BhLDN7alfi

[Bora Özkent⎪ABD Borsası & Teknoloji Yatırımları @BoraOzkent]

19 Haziran'a dikkat: üçlü vade (triple witching) yaklaşıyor.

Hisse opsiyonları, endeks opsiyonları ve vadeli işlem sözleşmeleri aynı gün sona eriyor. Rapora göre 18 Haziran SPY max pain (opsiyon alıcılarının toplamda en çok zarar ettiği fiyat) seviyesi 720 — fiyatı mıknatıs gibi çekebilir.

Takvim yoğun: bugün PPI, 17 Haziran FOMC, 19 Haziran üçlü vade. Üç olay üst üste.

FOMC sonrası bu opsiyon pozisyonları dağılırsa vade haftasındaki hareketler abartılı kalabilir.

Yani: Önümüzdeki 6 günde fiyat hareketlerinin bir kısmı haber değil mekanik olacak. İkisini karıştırmayın.

$SPY #OPEX

[Ali YILMAZ @ali_shaki]

US CPI came in broadly in line with expectations with the headline inflation rising to 4.2%, its highest level in three years, while core inflation edged up to 2.9%.

[Ali YILMAZ @ali_shaki]

@BoraOzkent 15:30’da gelen veriye göre bir yorum daha yapabilir misin . Bildirimler açık ona göre Nasdaq pozisyonu alalım

[Ali YILMAZ @ali_shaki]

@BoraOzkent Ne dedi yine trump . Savaş bitti mi ? Tazminat vermeyi kabul etti mi

[Ali YILMAZ @ali_shaki]

$DELL time to buy

[Ali YILMAZ @ali_shaki]

@foy_cerensever Bu kadar yumuşak bir tokat değil ! Boksör yumruğu !

[Ali YILMAZ @ali_shaki]

@foy_cerensever Biraz abartı olmadı mı ? 350 de olsa alırım