Ozan Canan

@UygEv2015 @grkn Bir fikrim yok. Ben aralık ayında almıştım. Daha önce aldıklarımda bir sorun yaşamadım

@ozzcanan @grkn Ben de ABD'den çok yaptım ama bana hiç olmadı.. Bazı bilgiler mi sızmış sadece?

Booking saglam patlamis. Paris’te tuttugum otel odasi icin Brezilya numarasindan Whatsapp mesaji geldi, odemeyi suraya aliyoruz diye. Ad soyad, email, telefon, otelin adi, kalacagim tarihler hepsi dogruydu.

@grkn @UygEv2015 Ben bir kaç ay önce Amerika’dan yaptım, bana da oldu.

@UygEv2015 Ben UK’den yaptim

@damienvermande5 @joecarlsonshow Every other chart on earth looks like this too. Have you ever heard of excel?

@joecarlsonshow funny that your go to example here is the charting tool, coincidentally also the one feature that has been looking more and more like ours recently UI wise. (now displaying "powered by" in the bottom right corner like we've had for a while).

Crazy levels of insecurity on display here. You didn't invent a chart-builder Braden. Literally every stock website has that, most of them before you. Qualtrim pre-dates Fiscal AI (or finchat) by like 4 years. And it's largely stayed the same with small enhancements. Anyone that tries out Qualtrim and Fiscal AI can see that they're very different (I recommend everyone try out both). But crazy that you're this fixated on me. I'm a YouTuber that has one developer and I offer the website and exclusive content for 10 dollars a month. This was something I built specifically for fans of my channel so they can have a reasonably priced investment tool. Best of luck in the future.

@Thijs_Wuytens @Cashflowfarming @odynamite @DimitryNakhla My bad

@Cashflowfarming @ozzcanan @odynamite @DimitryNakhla Correct

One of the more interesting things about $FICO is that, as long-term shareholders, a lower short-term stock price can be beneficial in the long-run. How? Because $FICO is a cannibal. Shares outstanding down ~22% over the last 10 years. In the last 12 months alone, $FICO spent ~$1.54B on buybacks. That reduced share count by roughly 0.16M shares (160K). Now let’s look at why price matters: Assume $FICO allocates another $1.54B to repurchases. ___ 𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐀: Market cap = $31.65B $1.54B / $31.65B ≈ 4.86% of the company → 𝟓.𝟏𝟏% 𝐛𝐨𝐨𝐬𝐭 𝐭𝐨 𝐄𝐏𝐒 𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐁: Market cap = ~$47.47B $1.54B / $47.47B ≈ 3.24% of the company → 𝟑.𝟑𝟒% 𝐛𝐨𝐨𝐬𝐭 𝐭𝐨 𝐄𝐏𝐒 ___ Same dollars. Different outcome. 𝘛𝘩𝘦 𝘭𝘰𝘸𝘦𝘳 𝘵𝘩𝘦 𝘱𝘳𝘪𝘤𝘦, 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘦𝘢𝘤𝘩 𝘳𝘦𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘦 𝘥𝘰𝘭𝘭𝘢𝘳 𝘳𝘦𝘵𝘪𝘳𝘦𝘴 — 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘮𝘰𝘳𝘦 𝘧𝘶𝘵𝘶𝘳𝘦 𝘦𝘢𝘳𝘯𝘪𝘯𝘨𝘴 𝘱𝘰𝘸𝘦𝘳 𝘢𝘤𝘤𝘳𝘶𝘦𝘴 𝘵𝘰 𝘳𝘦𝘮𝘢𝘪𝘯𝘪𝘯𝘨 𝘴𝘩𝘢𝘳𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴. 𝙏𝙝𝙞𝙨 𝙞𝙨 𝙬𝙝𝙮 𝙛𝙤𝙧 𝙝𝙞𝙜𝙝-𝙦𝙪𝙖𝙡𝙞𝙩𝙮 𝙘𝙖𝙣𝙣𝙞𝙗𝙖𝙡𝙨, 𝙥𝙚𝙧𝙞𝙤𝙙𝙨 𝙤𝙛 𝙥𝙧𝙞𝙘𝙚 𝙬𝙚𝙖𝙠𝙣𝙚𝙨𝙨 𝙦𝙪𝙞𝙚𝙩𝙡𝙮 𝙚𝙣𝙝𝙖𝙣𝙘𝙚 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙘𝙤𝙢𝙥𝙤𝙪𝙣𝙙𝙞𝙣𝙜. 𝘉𝘶𝘺𝘣𝘢𝘤𝘬𝘴 𝘥𝘰𝘯’𝘵 𝘫𝘶𝘴𝘵 𝘳𝘦𝘵𝘶𝘳𝘯 𝘤𝘢𝘱𝘪𝘵𝘢𝘭. 𝘛𝘩𝘦𝘺 𝘳𝘦𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘦 𝘰𝘸𝘯𝘦𝘳𝘴𝘩𝘪𝘱 𝘵𝘰𝘸𝘢𝘳𝘥 𝘱𝘢𝘵𝘪𝘦𝘯𝘵 𝘴𝘩𝘢𝘳𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴 — 𝘮𝘰𝘴𝘵 𝘦𝘧𝘧𝘦𝘤𝘵𝘪𝘷𝘦𝘭𝘺 𝘸𝘩𝘦𝘯 𝘱𝘳𝘪𝘤𝘦𝘴 𝘢𝘳𝘦 𝘥𝘦𝘱𝘳𝘦𝘴𝘴𝘦𝘥.

@odynamite @DimitryNakhla It can if it has the data. Since FICO owns the data, it will be FICO’s AI that generating the score.

@DimitryNakhla Can AI be more reliable in generating a score than the FICO score?

Just add the damn lidar already!

@luimoreg @QualityInvest5 Yes, average PE of my portfolio is relatively high compared to the market. I am fine with missing the next Palantir as long as I get consistent return a little above the market.

@ozzcanan @QualityInvest5 Completely understandable way of thinking. "Just be comfortable in your own pants". Just one thing I may add on your opinion is that if you evaluate every stock in that way, you will always pay more for a stock. The price is always expensive if we just think in the present.

REMINDER: $TSLA has precisely ZERO unsupervised robo-taxi miles

@luimoreg @QualityInvest5 Yeah I get it. I just don’t prefer to invest in hope. There is chance that those numbers might not come to reality or might be disappointing with the current valuation.

@ozzcanan @QualityInvest5 I just think it seem more hope for the future. Just imagine $TSLA businesses with actual great numbers. If that was possible, actual validation is really underpriced.

@luimoreg @QualityInvest5 It seems more hype than business with these numbers.

@QualityInvest5 At the end of the day: $TSLA has 0 unsupervised robo-taxi miles. $TSLA has years of bad sales results. $TSLA has 0 robots. It’s not the results, it’s de business.

@plantmath1 @OzMaliphant Some fanboys will sure do it to get impressions until a drunk passenger throw up in it. I think at the end it will be like Atlas browser. Everybody was using it until a few months ago if you look at X, yet no one was actually using it.

@OzMaliphant How many Tesla customers both purchased FSD and are willing to put it on the robotaxi network?

Gotta love people comparing Waymo’s cost from 5 years ago to Tesla’s cost 5 years from now. This cannot be a post in good faith. Waymo next gen = Hyundai Ionic 5 for ~$30k, $5-10k for sensors & rigging. If they can bribe Trump for Zeekr exemptions then even lower. $GOOG $TSLA

@kua62888 @joecarlsonshow Google also went into language learning but it didn’t change Duol’s dominance.

@joecarlsonshow Strongly agree with your GOOG take and strongly disagree with your duo take. There is no compelling reason to put money into duo imo. Duo is not AI enough. If duo goes into chess, what’s stopping GOOG to go into chess???

Duolingo will likely close out the year being down -50% I think there is a market and need for a consolidated winner in AI-Driven Ed-Tech. A global platform that teaches language, math, science, music, chess, etc. Duolingo is best set up to accomplish that goal. They have the addiction-factor down and leverage that into learning. If you actually look at the financials of the company, it looks very strong. I'm not betting the farm on it. I put 2% of my port in, added a little more after it dropped. But I'm going to hold and slowly add unless the fundamentals give me a solid reason to sell.

My $DUOL investment.

@WallStreetYolu @Technologi87126 @BoraOzkent Düştü ama kötü bilanço muydu?

@ozzcanan @Technologi87126 @BoraOzkent Ozan bir önceki bilançoda -12 düştü. Bora hocam zaten orda almamıştı ama bil yani her bilançoda her hisse artmaz öyle bir şey yok

Dün 13 adet 31 Ekim Vadeli Amazon opsiyonu alıp bugün sattık. Karı görselleden siz hesaplayın. Altcoin bataklığında boğulmayın. Kulübe bekleriz.

@BoraOzkent Kiralarda geçen yıla kıyasla düşüş var. En azından benim olduğum bölgede düştüler ki yüksek talep olan bir bölgedeyim.

Hem üyelerime hem bugünkü genele açık canlı yayın sırasında enflasyonun kira kaleminde hile yapacaklarını söylemiştim. Tam da öyle oldu. Bence sakıncası yok:)

$AMZN it’s really not that scary to buy $AMZN in this market - everyone chasing stocks that are up 4-5x, Amazon is -3% YTD - you can sleep well at night buying one of the most important companies on Earth trading at its lowest ever EV/EBITDA multiple - PT’s of $275-$300 across the board - AI is a massive tailwind for them - if it drops another 10%, you are bagholding….Amazon. Not some random quantum nuclear name…Amazon. Not saying this a pound the table moment on the name but this is not something that I personally am afraid of buying as it could become a cornerstone of a portfolio for the next decade…even with little movement on the stock, knowing that you are buying a company on a path to $1T in revenues likely means you will see the overall value of it increase even if it’s not up 5% everyday. Also, if you are up nicely this year on taking more risks in growth plays, diversifying into a Mag 7 that hasn’t moved and is continuing to compound while allowing you to take less risk, just doesn’t sound like the worst idea. Bought more at $214

The current bull market, beginning in October 2022, has lasted only 36 months with gains of approximately 78% The 1990s technology boom lasted 113 months with 417% gains, while the post-2008 recovery extended 131 months with 401% returns Current projections indicate over $2.8 trillion in AI-related infrastructure spending through 2029, with annual capital expenditures reaching $490 billion by 2026 reuters.com/world/china/ci… @Deloitte estimates U.S. AI data center power demand will grow from 4 gigawatts in 2024 to 123 gigawatts by 2035 Individual hyperscale facilities are being designed for 1-2 gigawatts of capacity, equivalent to powering 800,000 to 1.6 million homes deloitte.com/us/en/insights… Unlike the 1990s telecom overbuilding that created “dark fiber,” current AI infrastructure investments are backed by immediate demand Unlike dot-com companies with minimal revenues, today’s AI leaders generate substantial cash flows Today’s AI infrastructure faces immediate capacity constraints, with Google reporting a $106 billion cloud services backlog due to supply limitations fortune.com/2025/09/28/ai-… Mark Spitznagel’s “roundabout production” accepting immediate costs for greater future gains precisely describes the hyperscaler investment strategy Rather than seeking immediate profits, they are investing in intermediate goods (data centers, chips, infrastructure) that will provide superior positioning for future AI monetization Current AI infrastructure appears undervalued relative to its long-term productive capacity, creating the “intermediate positional advantage” I keep saying it but It really does feel like the true leg up hasn’t started yet, Q3-Q4 2025 and 2026 has the chance to melt faces off Two things I learned so far this year, 1.) Don’t rely on leverage 2.) Don’t be a doomer bear during one of the greatest transitions in human history

Trump konuştu piyasalar karıştı. Biz bunları yaşamıştık. Hikayenin sonu belli.

@QualityInvest5 @pravesdal It’s a big businesses in Turkey. Tap water is not drinkable.

@pravesdal lol idk 😂

on the ground research of the new $UBER acquisition

@verizonsteve @hoomansv The date on the news is 2021. So only 3-1 split. Basically, $TSLA price is flat since that news.

@hoomansv Without splits ChatGPT says $TSLA would be $5,000 right now.

Well that aged like dogsh*t $tsla