EnesInvestUS

PORTFOLIO UPDATE YTD +81.26% | TODAY +5.48% $DOCN - DigitalOcean $ALAB - Astera Labs $NBIS - Nebius Group $IONQ - IonQ $ARM - Arm Holdings $TSLA - Tesla $RKLB - Rocket Lab $AEVA - Aeva Technologies $MU - Micron Technology $MELI - MercadoLibre $FPS - Forgent Power Solutions $TEM - Tempus AI $CGNX - Cognex Corporation $ANET - Arista Networks

$RKLB completes acquisition of Motiv Space Systems → rebranded Rocket Lab Robotics Mars-proven robotics (NASA Perseverance + CADRE lunar rovers) Solar array drive systems & spacecraft mechanisms now in-house Targets Mars Sample Return + national security programs +50-person Pasadena team & manufacturing facility Another step in full vertical integration: launch + spacecraft + robotics + components

$CEVA

$ZS Q3 Earnings Results (Est.): • Revenue: $850M ($836M) — beat • EPS: $1.08 ($1.01) — beat • Operating Income: $196M ($188M) — beat • ARR: $3.53B ($3.51B) — beat Q4 Guidance (Est.): • Revenue: $877M ($879M) — slightly below • EPS: $1.09 ($1.04) — above • Operating Income: $207M ($205M) — above A clean beat across the board this quarter. The only soft spot: Q4 revenue guidance came in just under estimates.

@barisdaghan0707 Called this stock 5 days ago — unbelievable surge ever since.🚀

@enes1050392 Bunun şerefine FLY da bir Moonshot yapar gibi :)

NASA JPL has selected Firefly $FLY to transport the first drones to the Moon. The Elytra Dark spacecraft will carry the “Moonfall” drones into lunar orbit, from where the drones will descend to the surface. This marks a new milestone in autonomous lunar exploration.

@Kuzey2044884 Adım adım 1000$

$MU daha ne yapsın 🧿🧿🧿

Starlink has taken contracts with three of the four largest airlines in the U.S.: United, Southwest, and now American Airlines. That’s over 2,300 aircraft in total. Only Delta remains (and it’s tied to Amazon Leo). This is no longer just a “Wi-Fi deal” — it looks like the formation of an infrastructure monopoly in aviation. $SPCX

OpenAI is quietly scaling up its advertising game. ChatGPT ads are no longer limited to big brands like Adobe, Ford, and Target — with the new self-serve Ads Manager, even small businesses like car washes and dry cleaners can now participate. The $50K minimum spend is gone. CPC is in. Target: $2.5B in ad revenue by 2026, $100B by 2030. The business model behind free AI is becoming clear.

@yegeinal Let’s see how it develops.

@enes1050392 Tempus it is

Added two new positions to the portfolio: Tempus AI $TEM and Cognex Corporation $CGNX 🚀

@aloinvesting I’ve liked this company for a long time. My entry isn’t ideal, but given its strong YTD performance, I wanted to diversify my risk a bit.

@enes1050392 I was waiting another pullback to 125 to increase my position bur no luck so far :) started position in 140-145 range after earnings pullback

Added $ANET to the portfolio.

@aloinvesting Hahahahaha 😅

@enes1050392 Welcome to the club again 🚀

@aloinvesting Appreciate it! Let’s goooo 🚀

@enes1050392 Welcome to the $TEM team :)

Micron Technology $MU has officially reached a $1T market capitalization.

Yes, Nasdaq-100 (US Tech 100) has reached 30,000 — a record zone. The main driver is still the AI theme and strong earnings season; honestly, the recent rally has a bit of a FOMO/momentum feel, with nearly 8 straight weeks of uninterrupted gains. Still, I’m not looking at it one-sided. Long-term bond yields remain elevated (the 30-year around the 5% level), and geopolitical risks are still on the table — especially around the Middle East and the Strait of Hormuz. Recent easing headlines have supported the rally, but this type of news flow can reverse quickly. We also have key data this week, such as PCE inflation, so I expect short-term volatility. At these levels, I’m not rushing to open new positions — I prefer waiting for pullbacks. On the Fed side, my expectation is clear: I don’t expect any change at the June 16–17 meeting. The market is almost fully pricing in a hold (%95+), with rates expected to stay in the 3.5–3.75% range. Inflation is still sticky, so the Fed remains in wait-and-see mode; the base case is one rate cut this year, but timing is still uncertain. The scenarios point in this direction, but personally I expect a slightly more aggressive rate-cut path than what the market is currently pricing in.

@enes1050392 Nasdaq 30.000'i gördü ne düşünüyorsun piyasa için ve fed toplantısı beklentin var mıdır?

32% in 5 days😏 $FLY