@cevikfinance Ahahaha kimse bilemez abi haklısın. Sağ olasın cevapların için ❤️
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officer k
246 posts
@cevikfinance Peki kar satışlarının ardından önümüzdeki haftalarda bu fiyatlara kazık çakar mı yoksa eski haline döner mi ne diyorsun abi buna senin görüşün nedir?
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@extremalone Biraz dinlenir sonra yükseliş devam eder muhtemelen. Çünkü guidance epey iyi.
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@EchoAnalysis @AnesSaad8 When it was going up, I thought you were wrong. But now that it's going down, I remembered you bro and was like, "My guy knew it."
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$WYFI down 9% the next day
We have got this spot on
Echo Analysis@EchoAnalysis
$WYFI Be cautious here 👀 Price rejecting very cleanly off Wave B resistance. A test of the 50DMA is very likely and I am not ruling out a test of the 0.618 fib. Wave 3 target: 191% 🚀
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@_HalalTrader_ Yeah I learnt from bad way now. Thanks for the reply
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@extremalone No, that's a scammer. Lots of bots and scammers in replies, so be careful.
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If you’re not invested in fundamentally sound companies, good luck.
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@extremalone şirketin yapdığı iş oldukca kıymetli ama piyasa bakmak istemez ise bakmaz ondan şimdilik alımları durdurdum.
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Ekde paylaştığım arkadaş, $IREN konusunda o kadar körleşmiş ki şirketin neredeyse tamamen anlamsız bir reklam için 40–60 milyon dolar harcamasını, “belki” gelecek yıl kazanılacak bir ciro üzerinden (net gelir değil) haklı çıkarmaya çalışıyor.
Ama bugün o harcanan paranın hisse sulandırmasıyla finanse edildiğini söylemiyor.
Ayrıca neocloud sektöründe bu yıl açık ara en kötü performans gösteren şirketlerden birinin İREN olduğunu da görmezden geliyor.
7–8 ay önce İREN kendini NBIS ve CRWV ile kıyaslıyordu. Bunun ne kadar boş bir karşılaştırma olduğu zaten ortaya çıktı.
İREN’in olduğu klasman çok net: BTC madenciliğinden geçiş yapan şirketler.
Yani hala büyük ölçüde “çıplak metal” satışı.
Daha da komik tarafı şu — eğer İREN müşteri bulmak için bu seviyede reklama ihtiyaç duyuyorsa, o zaman eski BTC madencilerinden bile daha mı zayıf?
Gerçekten düşündürücü.
𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬@Agrippa_Inv
$IREN's new Warriors Sponsorship Investors are currently losing their minds over $IREN's new multi-year jersey patch deal with the Golden State Warriors, one of the most prominent teams in the NBA. Most seem to view this as wasteful spending, since the NBA caters to consumers. That may be great for B2C advertising, but the argument goes that it isn't as relevant for a B2B company like $IREN. Call it cope, but I completely disagree with that take. For one, B2B-focused advertising in sports is nothing new. CrowdStrike, AWS, Oracle, Salesforce, and Dell are all prominent F1 sponsors. Oracle also owns the naming rights to the San Francisco Giants' stadium (MLB), now called Oracle Park. Contrary to what investors seem to think right now, I believe $IREN's ad spend is highly targeted rather than random. They consistently sponsor global AI tech events, which is a direct way to get their branding in front of the exact customer base they want to reach, and they're increasingly layering in more alternative advertising channels in key markets on top of that. San Francisco is the undisputed AI and tech capital of the world. The vast majority of tech executives live and work here, which makes it an ideal market for an emerging cloud provider to advertise in. That's exactly what $IREN has been doing lately. Sponsoring one of the most prominent teams in the NBA, based right in San Francisco, is a genuinely clever way to get IREN's brand in front of the tech execs and Silicon Valley founders who attend home games and sit courtside. Every time Steph Curry hits a 3-pointer, people will see the $IREN logo, whether on television, courtside, or in local coverage. In a crowded market like SF, where the highways are plastered with tech ads from every company under the sun, this is a smart way to compete for the headspace of the key decision-makers living there. When you put it into perspective, $IREN is likely paying somewhere around $40-$60m per year for this sponsorship, which is fairly modest against the >$4b in revenue and multi-billion operating cash flow they'll generate next year. In any case, I think the bigger reason people are frustrated is that the stock isn't doing so hot right now, and $IREN hasn't signed a multi-hundred-megawatt deal since last November. The optics couldn't be worse against that backdrop, since it gives investors the impression that management is focused on all the wrong things. But I don't think this kind of thing diverts any real attention away from top management. You can execute on multiple fronts simultaneously. I also think investors should judge news like this on its own merit rather than letting price action sway their judgment. If $IREN had recently signed a big deal and was trading north of $100, I bet people would be calling this exact sponsorship a genius marketing play targeting the Bay Area. As for the lack of new deals, I have some thoughts that I'll get into in an upcoming post here on X. Don't get me wrong, $IREN is testing my patience, but I remain very optimistic that they'll deliver in Q3. You'll hear from me soon. Cheers!
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For those of you who have repeatedly asked me to do the Halal-Screening for SpaceX, this is what I found.
While I was doing my analysis, I stumbled upon a financial perspective that described this SpaceX IPO as the one where the math does not matter.
We are looking at an initial valuation of 1.77 trillion dollars that quickly surged past 2.6 trillion dollars before today's pullback. This is where your truth-wariness must come in, because it seems like normal financial metrics are being sidelined by market enthusiasm.
I understand how you might be pushed, but let me also point you to what I discovered.
I dug deeper into how Elon does his thing, and I used Tesla as an example. Let say you bought Tesla stock at the time it came on board in 2010 at its price of $17. The company adopted the split-adjusted price of each share sitting at about $1.2. When I checked the share price today, it sits at about $403. This means you would have compounded a 44% increase every year for 16 years. That is about $6,000 today. You would have been $6k richer today.
Experts say that one of the things that contributed to its success is that the investors bought the future: the future of electric vehicles and renewable energy.
Now think of SpaceX, where Aerospace, Communication, and AI are all wrapped into one. This puts SpaceX at the forefront of everything.
But don’t be surprised yet. When I checked, only one section—communication, is making money. Space exploration alone lost about $660 million dollars already in the first quarter. The AI, despite huge resource investment, does not have much positive net revenue. In short, there is a history of net losses, much like a galaxy of risk.
Normally, Elon is a guy who likes to hype his products. It’s a good strategy for him, but you should be wary of where you put your money. I also know that when buying stock, the behavioral tendencies of people mean they do not care about understanding how the company does its job. However, conscious investors are also concerned about how accountable the company will be to shareholders.
What Elon is currently selling are the Class A shares. The Class B shares, where you are entitled to 10 votes, are structured so that Elon still retains more than 82% of them even after the IPO.
And if we go by the company’s objective on its multi-planetary approach to understanding the true nature of the universe and to extend the light of consciousness to the stars, then we might say maybe Elon needs such a level of authoritarian control. In fact, it is written in the framework that Elon cannot be removed without his consent.
Nevertheless, SpaceX could be that opportunity you have to hold a critical piece in the tech industry, or it could also be a tech trap. A trillionaire gamble that needs the stars to align just right for it to pay off.
And no matter what the little me says, one thing is for sure: Many investors will not be able to avoid owning a stake in SpaceX. It is like a gravity well pulling investments towards itself, including the most passive types of investments that will bundle SpaceX into their portfolio.
It’s just that I am wary of it, and I genuinely believe you should be too. It’s not even only whether it passes the Halal screening here; it’s about your dividends.
If you are one of those investors, don’t expect to get rich quick. The company does not have any immediate plans to pay dividends. And the time has long passed to be an early investor unless you want to play the long game, not measured in quarters or even calendar years, but rather in decades.
Allah knows best.
Brew Markets@brewmarkets
SpaceX just erased $180 billion in value.
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officer k retweetledi
officer k retweetledi
Ademe eşyayı öğreten Allah diğer mahlukatı başıboş mu bıraktı sanırsın.
Sıradışı Bilim@siradisi_bilim
Basınç=Kuvvet/Alan (P= F/A) Ayı, A’yı artırarak ince bir buz kütlesini kırmadan geçebileceğini nasıl biliyor?
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officer k retweetledi
Ottoman Army: ‘We’re tired.’
Drummer: ‘Hold my janissary hat.’
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Libya’dan Sudan’a giden RSF ye ait mühimmat konvoylarına darbe indirildi.
Yerel ve açık kaynak raporlarına göre, Libya’dan Sudan istikametine geçen mühimmat yüklü birçok araç vuruldu; saldırılar TB2 İHA'lar ile yapıldı.
Bu adımlar, bölgedeki hava üsleri ve lojistik destek hatlarındaki değişimle aynı zamana denk düşüyor
Türk yapımı İHA’ların bölgedeki etki raporları daha önce gündeme gelmişti.
Ayrıca RSF ile çatışan güçlerin hava savunma ve drone karşı tedbirleri hızla tırmanıyor; sahada kontrolü ele almak isteyen aktörler, tedarik hatlarını hedef alıyor.
Kısacası:Lojistik her şeydir.RSF' nin Lojistik koridorları artık güvende değil.
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officer k retweetledi
Gazze'de bir Filistinli sağlık görevlisinin Kur'an okuduğu anlar tüyleri diken diken etti.
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@SevimSolma92544 @abdullahyuyucu Gece yatağındayken abdestini bozarsan bir daha sabah namazına kadar almana gerek yok. Ha lavaboya kalkarsan o zaman alabilirsin ama yatağında bozarsan abdestini bir daha alma.
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@abdullahyuyucu Bir şey sorucam ama gülmeyin .evet abdest alarak yatıyorum sonra insanız tabiki 💨 sorunsalı tekrar abdest alıyorum.yani demem o ki bazı geceler iki veya üç abdest alıp yatıyorum.yani ilk aldığımız da istemsiz ce bozulduğun da tkr abdest almama gerek varmı.
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Gece yatarken mutlaka abdestli yatın. Çünkü Peygamber Efendimiz (s.a.v) buyuruyor ki: "Kim abdestli olarak yatağına yatarsa, sabaha kadar bir melek ‘Allah’ım, bu kulunu affet’ diye dua eder.”
Hem yatmadan önce bir İhlâs, bir Felâk ve bir Nâs Suresi okuyun; avuçlarınıza üfleyip vücudunuzun her yerine meshedin. Ellerinizi başınızın altına koyun, ayaklarınızı karnınıza doğru çekin ve sağ tarafınıza doğru yatın ve şöyle dua edin:
“Rabbim! Senin isminle yatağıma yattım, yine Senin isminle kalkarım.
Eğer uykuda canımı alacaksan bana merhamet edip bağışla;
eğer beni hayatta bırakacaksan, iyi kullarını koruduğun gibi beni de koru.”
Bunları yaparsanız, uykunuzun her saniyesi ibadet olur.
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@SevimSolma92544 @abdullahyuyucu Ben de aylardır allahın izniyle abdestli yatıyorum ama bu kadar ayrıntılı düşünmek motoru bozar, yani aklını iradeni kaybeder bu sefer hiç abdest almadan yatarsın bıkarsın yani. Bir kez abdest al, uyku sünnetlerini yerine getir sonra da uyu.
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officer k retweetledi
Filistin artık milli meselemiz.
Conflict@ConflictTR
#SONDAKİKA 🚨 Türkiye, Gazze anlaşmasının garantör ülkesi oldu. — Jerusalem Post
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officer k retweetledi
Arkadaşlar size güveniyorum. Her fav 5 TL. Sormadım ama Observer abi kabul eder RT de 20 TL olsun. Haydi bakalım.
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@rimrimley Boydan tipten Şefkatten gönül zenginliğinden ve zekadan kaybettik olur mu yine de
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