🚨With the AI ​​boom, the top revenue-generating companies in data centers and their AI revenue shares: 🧠📊 ​ $NVDA | Nvidia 58% ​ $TSM | TSMC 15% ​ $AVGO | Broadcom 12% ​ $AMD | AMD 3% ​ $MRVL | Marvell 3% ​ $MU | Micron 2% ​ $ARM | Arm 1% ​#AI #DataCenter #Technology #Investment #StockMarket #Stocks

$ALLW 📈 Ray Dalio's Bridgewater Associates Makes a Strong Entry into Technology! The renowned investment fund Bridgewater Associates announced significant changes to its portfolio in its Q2 2025 13F report, filed with the SEC on August 13, 2025. The 13F portfolio managed by the Ray Dalio-led fund rose significantly from approximately $21.55 billion to $24.79 billion compared to the previous quarter. The most significant strategic move this quarter was the complete exit from Chinese stocks. Positions in major Chinese technology companies such as Alibaba, Baidu, and PDD, valued at approximately $1.1 billion, were closed. This decision, despite Dalio's past interest in China, reflects the shift in the global macroeconomic landscape. Bridgewater directed the vacated positions to US technology and artificial intelligence leaders. In particular, it significantly increased its holdings in companies such as Nvidia ($NVDA), Alphabet ($GOOGL), Microsoft ($MSFT), Meta Platforms ($META), and Salesforce ($CRM). These moves underscore the fund's reliance on innovation-focused growth stocks and its emphasis on the artificial intelligence sector. The portfolio has also partially reduced positions in some major technology companies, such as Amazon, AMD ($AMD), PayPal ($PYPL), and Apple ($AAPL). The fund maintains its diversified investment strategy, maintaining broad market exposure through exchange-traded funds such as the SPDR S&P 500 ETF Trust ($SPY) and the iShares Core S&P 500 ETF ($IVV). Bridgewater's dynamic rebalancing strategy reiterates its commitment to a diversified approach to global markets, with the goal of adapting to varying market conditions and achieving absolute returns.

🚨Airbnb's stock snapped a six-day winning streak. 📉 Airbnb ($ABNB) shares closed down 0.83% after a 3.6% gain over the past six sessions. Economic uncertainty, increasing regulatory restrictions, and the costs of new businesses are fueling concerns about the company's future. 🤔 #Airbnb #ABNB #StockMarket #Economy #Stocks #Investment #Technology

Key developments that have caused AMD stock to decline recently: 1️⃣ $INTC, SoftBank, and $ARM Collaboration Rumors: $Softbank's $2 billion investment in $INTC, and rumors that this partnership could leverage $INTC's foundry facilities for the production of AI chips using the $ARM architecture, have raised concerns about further intensified competition for $AMD. This is seen as a risk to market share. 2️⃣ Order Cut and Analyst Note: Hong Kong GF Securities analyst Jeff Pu's claim that $AMD reduced its MI355X chip orders from $7 billion to $6 billion has weakened the company's growth prospects in the AI chip segment. This news has shaken investor confidence and put pressure on the stock. ​3️⃣ New Licensing Requirements for Sales to China: The US government's requirement that NVDA and AMD apply for licenses for every new-generation chip sale to China could restrict companies' flexibility and revenue streams in the Chinese market. This development makes sales processes more complex. Furthermore, according to some agreements, companies are required to pay 15% of revenue from sales to China to the US government. ​4️⃣ Possible US Government Partnership in $INTC: The US's announcement of its intention to become a partner in $INTC is perceived as a potential risk that could alter the competitive landscape. This could mean supporting $INTC with special taxes imposed on companies like NVDA and AMD, which could increase AMD's costs and negatively impact its competitiveness. #AMD #Stock #Investment #TechNews #Market #INTC #NVDA #SoftBank #ARM #ChipSector

BofA Upgrades Palo Alto Networks $PANW! 📈 BofA upgraded Palo Alto Networks from "Neutral" to a "Buy" recommendation due to its strong financial results and successful platform strategy. The stock's new price target is $215, indicating a 22% upside potential. #PaloAltoNetworks #PANW #BofA #Stock #Investment #Technology #Cybersecurity

$INTC Softbank Invests in Intel! Japan-based SoftBank Group has signed an agreement to invest $2 billion in US semiconductor giant Intel. The investment was made through the issuance of common stock, with SoftBank paying $23 per share. This transaction gives SoftBank a stake of just under 2% in Intel. Intel shares are up ~6% pre-market.

$CRWV | CoreWeave Q2’25 1️⃣ Financial Outlook • Revenue: $1.21B (Expected: same) ➡️ 206% YoY growth 🚀 • EPS: -$0.60 (Expected: +$0.01) 🔴 • Adj. EBITDA: $753.2M (+201% YoY) → 62% margin • Revenue Backlog: $30.1B 📈 • Adj. Operating Income: $199.8M (+134% YoY) • Operating Expenses: $1.19B (Last year: $317.7M) • $2B debt (2030 maturity, 9.25% coupon), demand is high → increased by $500M. 2️⃣ Operations & Technology • $4B expansion agreement with OpenAI (total: $15.9B) • Expansion with major customers like BT Group, Cohere, Mistral, LG CNS, Toyota Woven 📡 • First NVIDIA GB200 NVL72 systems deployed at scale → B200-based servers are now generally available. • Largest test at MLPerf Training v5.0 → 34x the size and 4.5x the performance of competitors ⚡ • Acquired Weights & Biases → Launch of Mission Control, W&B Inference, and Weave Online Evaluations • 250MW AI data center JV in Kenilworth, NJ → First phase in 2026 3️⃣ Power Capacity • Active: 470 MW ⚡ • Contracted additional power: +600 MW → Leading to a total capacity of 2.2 GW. 4️⃣ Why It Matters: • AI demand is at a historic high; CoreWeave is the first company to offer the full Blackwell GPU portfolio at scale. • The infrastructure platform of choice for AI pioneers like OpenAI, Cohere, and Mistral. • High growth rate + massive backlog → Strong outlook for the coming years. 🗨️ CEO: We're scaling at record speed to meet AI demand. CoreWeave is the platform of choice for cutting-edge AI workloads. Not investment advice!!! #CoreWeave #CRWV #AI #DataCenters #GPU #Nvidia #Blackwell #TechStocks #OpenAI #MachineLearning #Larnings #Investing #Stock Market #Nasdaq #FinTech

The Atlanta Fed's Core Sticky CPI data has shown a sharp increase since Independence Day. The rise in these "sticky" items, where prices change more slowly, suggests that inflation could be more persistent. Analysts are closely watching how this data will affect markets. #Inflation #Economy #Fed #CPI #Market #Investment #RBAdvisors

$CRCL | Circle Internet Q2’25 Summary • Revenue: $658M 🟢 (Est. $644.7M) | +53% YoY • EPS: -$0.18 🔴 (Est. $0.34) → non-cash expenses, largely driven by the IPO; Net Loss -$482M (including $591M IPO-related charges) USDC & Operations • USDC in circulation: $61.3B (+90% YoY) — Aug 10: $65.2B • Avg USDC: $61.0B (+86% YoY) • Market share: 28% (+595 bps YoY) • USDC on platform: $6.0B (+924% YoY) • Meaningful wallets: 5.7M (+68% YoY) Profitability • Adj. EBITDA: $126M (+52% YoY), margin 50% (+463 bps) 🟢 • RLDC: $251M (+38% YoY); margin 38% (-408 bps) → to watch Guidance • USDC growth: ~40% CAGR (multi-year) • FY25 Other Rev: $75–85M | FY25 RLDC margin: 36–38% • FY25 Adj. Opex: $475–490M Strategy / Corporate • $1.2B IPO completed; $583M net cash • Circle Payments Network (May): 100+ institution pipeline • Arc: L1 for stablecoin finance (public testnet fall) • Partnerships: Binance, Corpay, FIS, Fiserv, OKX • GENIUS Act enacted → Federal stablecoin framework in the US CEO – Jeremy Allaire: IPO marks critical turning point for Circle and stablecoin adoption; cross-industry interest accelerates. My comment: Strong outlook: USDC volume & market share accelerating; core profitability (Adj. EBITDA, 50% margin) healthy. Red dot: EPS/Net loss largely a non-cash accounting impact from the IPO; not a sign of operational weakness. 3 key points in focus: (1) Is USDC circulation growth sustainable? (2) Is the RLDC margin reversing from 38%? (3) Actual adoption/integration speed in Payments Network & Arc. Thesis: Regulation clarified with the GENIUS Act + institutional partnerships → Increases revenue visibility in 2H25. Risks: Crypto volume cycle, Tether competition, maintaining OPEX discipline. Not investment advice!!! #CRCL #USDC #Stablecoin #Crypto #Fintech #Earnings #Web3 #Payments #Blockchain

📊 MAG7 vs. S&P 493 – April 7 → August 12, 2025 The market picture is clear: The big ones are carrying, the broad base is providing limited support. Here's an X-ray of the last 4.5 months ⬇️ 🔹 MAG7 (AAPL, AMZN, GOOGL, META, MSFT, NVDA, TSLA) • Index Weight: ~35.4% 📈 (record high) • Performance: +10.7% • Earnings growth +28% in Q1, continued strong in Q2 • Still priced in with the "AI + quality growth" narrative • Risk: High valuation → susceptibility to surprises 🔹 S&P 493 (Remainder) • Performance: +4.1% (RSP index) • Breadth: 55% at 200-day moving average • Earnings growth, but above-index momentum is limited • Valuation is more reasonable → potential for "catch-up" 🔹 Overall Index (S&P 500) • Performance: +8.3% • P/E: 22.1x → Above 5- and 10-year moving averages • Q2 earnings growth: 11.8% (mega-caps again the driving force) 📌 Reading: While the MAG7 rebounded ~35% from its April 7 lows, the broad base remains moderate. Most of the index's rise comes from giants. Concentration risk is high → the impact is disproportionate, both in the uptrend and downtrend. 📌 Tactical Recommendation: - Strengthen the Majors: Include companies with growing profits and strong balance sheets (excess cash) within the MAG7 in your main portfolio. - Layer the Rest: Add small-medium weightings to sectors (healthcare, select industrials, some defensive stocks) within the 493 whose earnings expectations have been revised upwards and whose prices remain reasonable. - Divide Risk: Don't concentrate your investment solely on giant stocks; Diversify with products like the equal-weight index (RSP) or the S&P 500 – Excluding Top 10 Stocks. - Follow the Macro: Fed interest rate decisions, inflation data, and global trade news can quickly change the direction of mega-cap stocks in particular. This is not investment advice, but for informational purposes only!!! #MAG7 #SP500 #Finance #StockMarket #Investment #Stocks #MarketAnalysis #Investor #BorsaIstanbul #NASDAQ #WallStreet #Economy #FinancialLiteracy #Index #InvestmentStrategy #Portfolio

🚀 Why does the AI → Quantum → Space chain make sense? 🌌 🤖 AI (Artificial Intelligence) It's the hottest story in the investment world today. However, the evolution of technology requires the next "infrastructure leap." This is where quantum computing comes into play. ⚛ Quantum Computing It has the potential to increase processing speed and data processing capacity millions of times over. This revolution could fundamentally change AI, drug discovery, financial modeling, and energy optimization. 🪐 Space Sector It has the power to create new economic areas in data transmission (satellite internet, quantum communication), energy (solar energy transfer from space), mining (asteroid mining), and defense. 📊 Market Situation Quantum: Few publicly traded "pure" players (Rigetti, IonQ, QBTS), but giants like Microsoft, Google, and IBM are investing aggressively. Space: SpaceX is private, but Rocket Lab (RKLB), Maxar, L3Harris, Lockheed Martin, and Northrop Grumman stand out on the public side. 🎯 Risk vs. Return High-risk/long-term areas. Volatility is high, but so is the potential. Some of the positive momentum in AI may shift to the Quantum breakthrough and Space Economy boom period between 2027 and 2035. 💡 Strategy Recommendation 1️⃣ Short-Medium Term: Generate revenue from the AI ecosystem (GPU, data center, software). 2️⃣ Medium-Long Term: Gradually increase Quantum & space investments. 3️⃣ ETF + Leading Company Mix: Thematic ETF + selected leaders to diversify risk. This is not investment advice, it is for informational purposes only!!! #AI #QuantumComputing #SpaceEconomy #Investing #StockMarket #Technology #Investment #FutureOfTech #Innovation #Stock Market #ArtificialIntelligence #Space

Ether ($ETH) spot ETFs in the US had a record day! 🚀 Yesterday, Ether ETFs saw a net inflow of $1 billion. This was the highest daily investment figure in the history of Ether ETFs. ​Highlights: 🔷​BlackRock's ETHA fund alone generated $640 million in inflows. 🔷​Fidelity's FETH fund received $277 million in investments. ​Meanwhile, Bitcoin ($BTC) spot ETFs closed the day with a net inflow of $178 million. Institutional interest in the cryptocurrency market continues to grow. ​#Crypto #Bitcoin #Ethereum #ETF #Investment #Stock Market #BlackRock #Fidelity