Hakkunin

[Hakkunin @hakkunin77]

@BloombergHT Ne kadar iddali konusursan o kadar mansetsin

[Hakkunin @hakkunin77]

@Mr_Derivatives Everybody is talking according to their own positions , shut up and watch ai trends ,

[Hakkunin @hakkunin77]

@unusual_whales 3 years later will be the highest, 5 years later will be more highest ,

[Hakkunin @hakkunin77]

$AMD The market has fully priced in a "perfect execution" scenario. it leaves zero margin for error.

[Hakkunin @hakkunin77]

@business @DivesTech Why bloomberg , ft , wsj are calculating the ai caoex everyday ???? And hoping that ai capex will fail

[Hakkunin @hakkunin77]

@TomCainsStocks Just .6 mile

[Hakkunin @hakkunin77]

@DiogoRa94469018 @oguzerkan Yes, at first the market will probably think the way you described. But since the demand for data centers will continue (as long as technological progress doesn’t stop), the operation will simply continue with new players entering the market.

[Hakkunin @hakkunin77]

@unusual_whales Just before the reverse rotation , GS is smart :))) yes yes, i am going to buy at the highest purchaing level semi and sell mag 7 at low price :))

[Hakkunin @hakkunin77]

@DiogoRa94469018 @oguzerkan Even if OpenAI were to fail in this business, couldn’t Oracle⁠ still very easily lease its data center capacity to other customers? It could simply replace the customer. AI seems likely to expand into areas that we cannot even anticipate today.

[Hakkunin @hakkunin77]

@Sony What about your stock price ?????
İt is going down everyday and you are behind the ai / tech / just sitting and playing games

[Hakkunin @hakkunin77]

@CNET What about the sony stock? It is going to zero and they are playing tennis , they are watching.

[Hakkunin @hakkunin77]

@CNET What about the stock , it is going to zero and they are playing tennis

[Hakkunin @hakkunin77]

@unusual_whales Yes, I agree a bubble is forming, but most people have already made money, except for those who opposed it from the beginning.

[Hakkunin @hakkunin77]

@FT We have to stop this crazy things , one of them is killing the orbit with 1 million satellite , others are trying to do datacenter in the ocean, they are behaving as if their own properties. They dont care about us, we are living too

[Hakkunin @hakkunin77]

@SemiAnalysis_ Everybody knew it and bought it , :)) it is not new

[Hakkunin @hakkunin77]

@PatrickMoorhead How would Oracle be affected by this situation?

[Hakkunin @hakkunin77]

As a Bloomberg columnist, you’re either surprisingly out of touch with what’s happening in technology and the broader news cycle — or deliberately choosing to ignore it. Writing pieces like this feels disconnected from reality. Major techs are actively developing their own TPU.

[Hakkunin @hakkunin77]

Source: https://t.co/nHlpU2A6B9 https://t.co/edtO1ELpPR

[Hakkunin @hakkunin77]

@amitisinvesting Dont worry they will change their view 3 months later

[Hakkunin @hakkunin77]

@amitisinvesting Because WS is looking very short term