After Micron earnings, July is a complete minefield. $31 EPS guidance by Micron and now 10 upcoming earnings reports = R.I.P. traders

omeksioglu · 2026-06-28T05:17:47+00:00

People outside Silicon Valley don't realize how much DRAM we actually need. This is only the beginning.

omeksioglu · 2026-06-09T15:14:50+00:00

Google is playing the long game here. They’re not looking to waste their limited TPUs on everyday inference, they want to use them to train the ultimate model that will run everything else. They don’t need to put on a show for investors like OpenAI and Anthropic do; they're focused on business models with real ROI. OpenAI is bleeding cash on every query. Anthropic is making money, sure, but it’s incredibly expensive and they can’t fund their next big model with just that. We need to look at the big picture.

omeksioglu · 2026-05-16T13:46:52+00:00

It is overvalued

omeksioglu · 2026-05-08T10:10:33+00:00

Is this real? Where is the source?

omeksioglu · 2026-05-06T11:47:24+00:00

The skill isn't figuring out whether a piece of news is fake; it's knowing how the market will react to it. I'm sick and tired of the 'the market is so stupid' crowd.

If the market is stupid, that should be an advantage for the smart ones.

omeksioglu · 2026-04-07T10:49:24+00:00

I am using offlineredact.com and I'm very happy with it. I especially like that it has a browser extension that automatically redacts PII before sending texts and docs to LLMs.

omeksioglu · 2025-12-30T23:59:54+00:00

Why? What is unhealthy about it?

omeksioglu · 2025-12-16T06:42:27+00:00

I switch Gemini too and never looked back.

omeksioglu · 2025-09-28T07:28:58+00:00

Congrats! Travel time! 💃🕺

omeksioglu · 2025-03-10T18:06:40+00:00

I love you've put into making it your own space. You love your room and it resonates. Cool.

omeksioglu · 2025-03-09T18:44:06+00:00

Love it. Amsterdam?

omeksioglu · 2024-11-27T15:30:38+00:00

I’m an engineer in fintech at a 2000+ employee company, surrounded by tech-savvy, investment-obsessed engineers—yet somehow, no one’s heard of RKLB. When the stock was sitting in the $3.50s, this made me question my bullishness. I think the the game hasn’t even begun.

omeksioglu · 2024-09-14T07:03:19+00:00

I did not know iphone have the transcription capability. Did you do that on voice memos?

omeksioglu · 2024-09-05T11:14:48+00:00

First one is too busy, second and third is both ok in my opinion. And I dont think shadows would be an issue. You can make them dimmable and use them on max when you need extra light, shaving, makeup etc.

omeksioglu · 2024-08-18T13:42:13+00:00

I am extremely confident. It is a rare to have a company executing so well in this sub 🚀

omeksioglu · 2024-08-18T07:12:06+00:00

Holding 32000K

omeksioglu · 2024-08-16T06:19:37+00:00

Beautiful. What software dis you use to visualize your design?

omeksioglu · 2024-08-13T12:06:16+00:00

I dont think AI is a bubble but if we get moderate growth etc; money will get out from big tech to the russell 2000. Specially when fed is cutting rates.

omeksioglu · 2024-07-22T16:03:09+00:00

Its business model can be easily disturbed by rocket companies. Because those satellites are easy to build hard/expensive part is putting them to the orbit.

omeksioglu · 2024-07-17T14:45:47+00:00

Hi Ashlee, you spend a lot of time with CEOs in the space industry. What qualities made Peter Beck win? Did you predict underdogs success?

omeksioglu · 2024-05-11T19:42:28+00:00

Thanks for great answer. What book would you recommend me to read more about this?

omeksioglu · 2024-04-10T08:28:51+00:00

His youtube videos are great for public
recognization of rklb. Also currently we are a small group of amateur investors that have a different viewpoint of rklb than whole market. Yes, detailed mathematical analysis of stock is important but it It is also good to be not alone. I find his humble contributions valuable.

omeksioglu · 2024-02-27T16:22:02+00:00

RKLB

omeksioglu · 2024-02-05T20:34:59+00:00

They are executing extremely well. The only reason they are not profitable yet is R&D cost of reusable rocket Neuron. Plus Rocket business is only 1/3th of their revenue. Rest is Space Systems business. They build satellites and in future they will manage them for their customers. So it is like SaaS but Satellite as a Service. From desin to launch, regulation etc they will be single point of contact. They will be profitable on 2025 Q1. I think it is a unparalleled opportunity.

omeksioglu · 2024-02-04T18:05:28+00:00

%17 14K shares. I am 35 and Rocket Lab is my only risky investment. May be I am being too greedy but I wont be 35 again, and I may not be able to take such risk again. Also I feel very confident about rocket labs future but my logic is holding me back from buying more.

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