Nasdaq Rallisine Mola mı Geliyor?
Bora Özkent⎪ABD Borsası & Teknoloji Yatırımları
10,859 views
#Nasdaq, #StockMarket, #ArtificialIntelligence
As US stock markets hit record highs, I'm evaluating whether the rally needs a short pause, the Fed's agenda, and sectoral rotation.
I'm covering everything from Google's energy move to Marvell and memory stocks, and the opportunities AI is opening up in mathematics and biotechnology.
I'm considering short-term fluctuations alongside my long-term investment outlook.
00:00 Possible pause in rally after records
00:57 Indices, bond yields and the dollar
01:28 Fed minutes and the week's data calendar
02:15 Michael Burry, Ray Dalio and collapse predictions
05:48 Big tech and profit growth
07:02 Google deal and energy stocks
08:36 Physical security of data centers
09:53 Memory stocks and Marvell
10:49 Skool and stock analysis
11:35 SpaceX and Waymo: seeking funding
12:32 Artificial Intelligence and mathematics
13:21 Laboratories turning to biotechnology
14:50 Rotation: small companies and energy
15:51 Comments on Germany news
16:47 Is a pause coming to the Nasdaq rally?
DISCLAIMER
The information, comments and recommendations contained herein do not constitute investment advice. Investment advisory services are provided within the framework of an investment advisory agreement to be signed between brokerage firms, portfolio management companies, non-deposit taking banks, and the client. The opinions expressed on this page are purely personal. These opinions may not be suitable for your financial situation and your risk and return preferences. Therefore, investments should not be made based on the information and writings on this page.
IF YOU WANT TO KNOW ME BETTER 👉 https://www.boraozkent.net/
If you want to join the Skool Haddini Aş Club 👉 https://www.skool.com/haddinias
IF YOU CAN'T SEE THE JOIN BUTTON 👉 @boraozkentlenasdaq
IF YOU WANT TO JOIN MY CHANNEL FROM ABROAD 👉
Unfortunately, international pricing is under YouTube's control; I cannot intervene. I can offer two solutions. 1- You can register through an acquaintance in Türkiye. They just need to create a Gmail account and log into YouTube from Türkiye on your behalf. 2- You can become a member of the "Investment and Future Community" within our "Haddı Aş Club". This way, you can watch these videos, join the community's WhatsApp group, and receive an hour of one-on-one investment/entrepreneurship mentorship from me. Details about club membership can be found at this link 👉 https://www.skool.com/haddinias
SEEKINGALPHA DISCOUNT COUPON 👉 https://www.sahg6dtr.com/23QT8Z3/R74QP/
SOCIAL MEDIA:
Linkedin: https://lnkd.in/gt97snS
Twitter:
Instagram: https://lnkd.in/gmc7Yk8
CONTACT:
If you want to contact me...
My email address: haddinias@ozkent.co
My personal website: https://www.boraozkent.net
20 Comments
Nasdaq Rallisine Mola mı Geliyor?
Bora Özkent⎪ABD Borsası & Teknoloji Yatırımları
10,859 views
#Nasdaq, #StockMarket, #ArtificialIntelligence
As US stock markets hit record highs, I'm evaluating whether the rally needs a short pause, the Fed's agenda, and sectoral rotation.
I'm covering everything from Google's energy move to Marvell and memory stocks, and the opportunities AI is opening up in mathematics and biotechnology.
I'm considering short-term fluctuations alongside my long-term investment outlook.
00:00 Possible pause in rally after records
00:57 Indices, bond yields and the dollar
01:28 Fed minutes and the week's data calendar
02:15 Michael Burry, Ray Dalio and collapse predictions
05:48 Big tech and profit growth
07:02 Google deal and energy stocks
08:36 Physical security of data centers
09:53 Memory stocks and Marvell
10:49 Skool and stock analysis
11:35 SpaceX and Waymo: seeking funding
12:32 Artificial Intelligence and mathematics
13:21 Laboratories turning to biotechnology
14:50 Rotation: small companies and energy
15:51 Comments on Germany news
16:47 Is a pause coming to the Nasdaq rally?
DISCLAIMER
The information, comments and recommendations contained herein do not constitute investment advice. Investment advisory services are provided within the framework of an investment advisory agreement to be signed between brokerage firms, portfolio management companies, non-deposit taking banks, and the client. The opinions expressed on this page are purely personal. These opinions may not be suitable for your financial situation and your risk and return preferences. Therefore, investments should not be made based on the information and writings on this page.
IF YOU WANT TO KNOW ME BETTER 👉 https://www.boraozkent.net/
If you want to join the Skool Haddini Aş Club 👉 https://www.skool.com/haddinias
IF YOU CAN'T SEE THE JOIN BUTTON 👉 @boraozkentlenasdaq
IF YOU WANT TO JOIN MY CHANNEL FROM ABROAD 👉
Unfortunately, international pricing is under YouTube's control; I cannot intervene. I can offer two solutions. 1- You can register through an acquaintance in Türkiye. They just need to create a Gmail account and log into YouTube from Türkiye on your behalf. 2- You can become a member of the "Investment and Future Community" within our "Haddı Aş Club". This way, you can watch these videos, join the community's WhatsApp group, and receive an hour of one-on-one investment/entrepreneurship mentorship from me. Details about club membership can be found at this link 👉 https://www.skool.com/haddinias
SEEKINGALPHA DISCOUNT COUPON 👉 https://www.sahg6dtr.com/23QT8Z3/R74QP/
SOCIAL MEDIA:
Linkedin: https://lnkd.in/gt97snS
Twitter:
Instagram: https://lnkd.in/gmc7Yk8
CONTACT:
If you want to contact me...
My email address: haddinias@ozkent.co
My personal website: https://www.boraozkent.net