Bill Bulent Kahraman 🇦🇺🇹🇷

Passionate about basketball & Sports lover...
Industrial Engineer...

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@yatirim * Siber Guvenlik: $CRWD, $ZS, $PANW, $NET, $RBRK
* Uzay Ekonomisi: $RKLB, $ASTS, $LUNR, $RDW, $PL
* AI Altyapisi: $MSFT, $AMZN, $GOOGL, $DOCN
* Kuantum Bilgisayar: $IONQ, $RGTI, $GOOGL
* Data | $SNOW, $MDB, $PLTR, $DDOG, $CFLT, $ESTC

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@Sam_Badawi @amitisinvesting We're building 400Mw Huntingwood data centre in Australia🇦🇺

Construction costs $932 million Aud so how come 800Mw data centre cost $250💲US billion?

Could you please someone explain to me?

1Mw solar farm costs $1.5 million Aud~ $1 million US💲

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@okankocabiyik @BerkUcmz 100Mwlik bir veri merkezi dersek bu yillik tuketimi demektir. Gunluk 100MW/365 diyebiliriz.

350 MW'lik Microsoft Wagga Wagga projesi icin 700,000 solar panel kullanilmisti.

1 MW solar tarlasinin Au maliyeti $1.5 milyon AUD ~ $1 milyon US
1Mw veri merkezi maliyet $13m US~$22mAud

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@BerkUcmz Microsoft $25 Aud yatirim yapacakmis Au'da. Tum hyperscalerlar 50-100 yapabilr mi derken.

Iceriden birkac not: Silent Aire-Johnsons Control Sogutma,
Simdilik benzin yakiyorlar enerji icin. Samsung un kucuk batarya (akü tarzi) odalari var. Siemens, Fuji, Avron bazi tedarikciler.

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@BerkUcmz Bu ay calistigim Microsoft Kemps Creek veri merkezindeki genc elektrikci arkadaslar bize soylenen onumuzdeki 6-7 sene dolu olduklari ve is problemlerinin olmayacagi.

Bu kadar kabloyu gorunce, gencken muhendislik yerine elektrikcilik mi okusaymisim dusuncesi geliyor🤔

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@korkmazali08 @cevikfinance in uzun vade konservatif tahmini $351, Shay’in 2030 tahmini $850. Ikisinin ortalamasi $600 diyelim :)

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@cevikfinance Shay'in $NBIS icin 2030 fiyat tahmini $850 🤘😎

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@korkmazali08 Brown nose diyoruz boylelerine😅😅

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@vanadu Spotify ve Rheinmetal'in Helsing'de yatirimi var.

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@cevikfinance Spotify da savunma sanayi icin dron ureten start-up Helsing e 600m euro yatirim yapmis ve degerlemesi 12 milyar euroya ulasmis. 4 yil onceki degerlemesi 450m euro. Saab ve Rheinmetall ile isbirlikleri var.
https://t.co/W9v0C98HD9

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@cevikfinance Rakamlari karsilastirmak adina fikir vermesi icin. Diger siparisleri yok sayarsak en az 250 gun fabrikanin tam kapasite ile calismasi demek. 2.5 Gw buyuk anlasma.

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@cevikfinance Peter Beck deyince bizim aklimiza gelen: " Mars is a friendly place for us"😎 $RKLB

[Shay Boloor @StockSavvyShay]

$RKLB IS ON JUST ABOUT EVERY MISSION ON MARS

That’s how deep their tech footprint runs in the space economy -- truly becoming the space logistics company of the future.

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@ShamsCharania $64 million or $6.4 million ???

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@cevikfinance Sydney'de veri merkezi insaatlari tam gaz devam ediyor. Sadece Sydney'de 22 tane yeni onay almis proje var.

Bu hafta Microsoft Kemps Creek projesindeydim. 2030'a kadar $25 milyar Aud yatirim yapacakmis. Iceriden bilgi🤘

Hyperscalerlar toplam 50-100 yapabilir derken 25'i $MSFT

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@Speculator_io What about $TEM ?

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@KevinOConnor Enough reason to fire Gm Pelinka😡

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@AhmetSunelcan1 @berkdemirkiran_ UBTech'den yeni modeller gelmis. Robot manita pazari😅 145K ya sattiklari modelden 13K kusur siparis almislar bile😁 Sapik ama sattigim malin parasini zamaninda oduyor hesabi😅😅

[Serenity @aleabitoreddit]

I told you making the robots look hot might be a bottleneck:

Today, UBTech has now announced its first full-size hyper realistic humanoid robot girlfriend.

For adults only to purchase for only ~$145,717.90.

-"The U1 series emphasizes attractive appearance and is only available for adults to purchase."

- "It Can Imitate Most Human Movements and Expressions, and Also Has Long-Term Memory"

- "U1’s surface uses bionic materials and a gel structure to simulate skin texture, elasticity, and a warm touch."

UBTECH founder, chairman, and CEO Zhou Jian said on stage that just before going up, he learned that orders had exceeded 11,000 units.

Half an hour later, UBtech said the number had been updated to more than 13,361 units.

Demand for attractive robots is uncomfortably high.

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@AhmetSunelcan1 @berkdemirkiran_ Otomasyon ve robotik devrim sadece warehouselara, data centrelara mi geldi saniyorsunuz🤣
FIGURE out dur bu robot calisiyor diye🤣
https://t.co/aJNsoExECt

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@alphanmanas 2017'de Barcelona'da acilmis silikon robotlardan olusan bir genel ev varmis. Baska bi tane de Almanya'da acilmis. Birilerinin sapkinliklarini ya da aptalliklarini paraya donusturmeye calisan girisimcilarin cikmasi da sasirtici degil.
https://t.co/pH6vBsAvA3

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@cevikfinance Shay'in $NBIS icin 2030 fiyat tahmini $850 🤘😎

[Shay Boloor @StockSavvyShay]

MY 2030 $NBIS TARGET PRICE

I initiated a position in Nebius last year around $30 as one of my favorite ways to play the next stage of AI where the focus shifts from scaling compute to delivering reliable AI outcomes at the right cost.

As agentic AI continues to scale the infrastructure, utilization and cost per token become far more important which is exactly where I think Nebius is positioned.

Thats why my 2030 base case can look aggressive at first glance because it assumes demand is moving structurally toward high-volume inference workloads where capacity, utilization and efficiency matter more than ever:

Revenue
• 2026 ~$3.3B (+505% YoY)
• 2027 ~$9.8B (+199% YoY)
• 2028 ~$16.9B (+72% YoY)
• 2029 ~$23.4B (+39% YoY)
• 2030 ~$26.9B (+15% YoY)

EBITDA
• 2026 ~$1.4B (+2300% YoY)
• 2027 ~$4.9B (+252% YoY)
• 2028 ~$8.9B (+82% YoY)
• 2029 ~$13.9B (+57% YoY)
• 2030 ~$16.4B (+18% YoY)

Nebius would be worth ~$250B or around $850 per share (4% annual dilution) if stock trades at 15x 2030 EBITDA.

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@korkmazali08 $SOFI da 2024'den beri Nba in resmi sponsorlarindan biri bu arada.

$IREN Melbourne'de de bos durmuyor. Ilk kez evinde bi veri merkezi yapiyor:)

Bizim Aussie 🇦🇺 aksaniyla konustuklari icin sempati duyuyoruz ama pozum yok.
Iren yerine $WULF ve $CIFR almistim😎🤘

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@berkdemirkiran_ Aynen alkolluyken 2 senedir $70 maliyeli $MRVL de $128 da sifir maliyet stratejisine geceyim demisim, birkac hafta icinde $320 lara cikti:( Topu topu 5 adetti, zararda degilim diye avunuyorum:)
Almanlar “schnapsidee” der: Sadece alkolluyken mantikli gelen sacma fikir :))

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@berkdemirkiran_ $HIMS in bekledigi olumlu haberlerden biri geliyor yakinda😎

[First Squawk @FirstSquawk]

TRUMP ADMINISTRATION MOVES TO EASE TESTOSTERONE PRESCRIBING RESTRICTIONS: NYP

TRUMP ADMIN WEIGHS ROLLBACK OF TESTOSTERONE RULES, REPORT SAYS

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@berkdemirkiran_ 11-12 milyonluk testosteron ignesi pazarina yonelik bi urun bekliyorum. Andrew da yenilikci, girisimci bir CEO. Baska bir urun de cikabilir tabii.
https://t.co/XXggp5Kp5r

[Bill Bulent Kahraman 🇦🇺🇹🇷 @goandgun]

@BerkUcmz 11-12m luk testoteron ignesi pazarindan alabilecekleri payda onemli bir fark yaratabilir cok bahsedilmese de.
https://t.co/rp59XsdSs8