ACK

Türk.
Learning Finance.
Professionally Banker // Essentially a Student.

[ACK @arslanidus]

@Barchart What do you think about ROIC or revenue growth?

[ACK @arslanidus]

Asya 1970'lerden itibaren bu sektörü Batı'dan kapmaya çalışıyor ve bunu başardı diyebiliriz. Şimdi de önümüzdeki 20 yıl için bir yatırım furyasıyla etkisini sürdürmeyi planlıyor. Türk ekonomisi geçmişte hiçbir devrimi yakalayamadığı gibi bunu da çoktan kaçırdı.

[Shay Boloor @StockSavvyShay]

Samsung and SK Hynix are reportedly preparing a ~$1.3T investment announcement focused on semiconductors.

The plans are expected to include 4 to 5 new fabs from both Samsung and SK Hynix plus additional packaging and NAND expansion projects.

[ACK @arslanidus]

Mart ayında hidroelektrik santrallerinin Türkiye’nin toplam elektrik üretimindeki payı, yoğun yağışların etkisiyle bir yıl öncesine göre yaklaşık iki kat artarak %40’a ulaştı. Doğal gaz santrallerinin payı ise Mart 2025’teki %20 seviyesinden Mart ayında %8’e düştü.

[ACK @arslanidus]

Israel will soon attack Iran (or Lebanon) again, and the U.S. will not be involved in that. The real question is whether will Iran strike U.S. bases in the Middle East? Trump just wants to end this trouble which has been a bad call from the beginning.

[Clash Report @clashreport]

Israeli Finance Minister Bezalel Smotrich:

The agreement with Iran is bad for Israel and for the entire free world. Period.

The joint campaign had many achievements in weakening Iran, and they will not go to waste.

We will have to continue the campaign to topple the regime ourselves and in creative ways, and ensure that Iran will never have nuclear weapons.

[ACK @arslanidus]

@korkmazali08 Shippers:

[ACK @arslanidus]

Six months after the Houthis stopped the attacks, and traffic has not normalized for shippers at the Red Sea.

The Strait of Hormuz handled 38% of the world’s seaborne crude oil trade in the week before war began so it will be normalized quickly after war?

I don't think so.

[ACK @arslanidus]

@yatirim Paylaşım için teşekkür ederim. Rusya-Ukrayna arasında imzalanacak bir barış anlaşmasına kadar temasını çizdiğiniz, 2030 hedefli bir portföy takip edilebilir. Elektrik faturaları gelecek yıllardaki ABD seçimleri mitinglerinde konuşulacak ana maddelerden biri olacak gibi duruyor.

[ACK @arslanidus]

We have been moving so fast that we have left our souls behind. Let them to catch us.

[ACK @arslanidus]

Automating production, making them more efficient are fine. However, politicians are gradually losing one of their most powerful political tools: unemployment propaganda. Not in the near future, but eventually the question arises: Who will have money to spend if there are no job?

[ACK @arslanidus]

According to The Economist, global growth was about 3% which was more than forecasts in 2025 even though protectionism has been ramping up among countries, especially Trump’s most aggressive levies to protect USA manufacturing industry since the 1930s.

[ACK @arslanidus]

Although all of these type of developments, global manufacturing has been behind growth for the past three years, calculates JPMorgan Chase as well as from 2019 to 2025 manufacturing jobs fell as a share of the workforce on every continent except Africa.

[ACK @arslanidus]

When people around the world begin generating millions, and then billions, of images, Chatbots will be hard-pressed to find enough computing power to meet the demand. For instance, the November launch of Gemini 3 triggered another bottleneck in computing capacity. $IREN $ORCL

[ACK @arslanidus]

WSJ shedded light on tariffs policy, revealed that tariff increases usually didn't cause to higher inflation. Actually, they slowed down price growth due to slowing economy and decreasing demand. As an evidence, The ISM Manufacturing PMI fell to 14-month low in December.