Yigit Ayaz
Yigit Ayaz @Thebigshort94

Tuottavuus
Kaikki

17.14%2026
2026
37.06%2025
2025
17.30%2024
2024
5.66%2023
2023
37.1%0%-37.1%
Keskustelut
Yigit Ayaz
Yigit Ayaz
Alankomaista
1 kk
🇯🇵 Japan’s Yen, BOJ & The Banking Opportunity Dear followers, One of the most interesting macro stories I’m watching is Japan. The yen has weakened dramatically, while inflation remains above the BOJ’s 2% target. The BOJ rate is now around 1%, and markets are increasingly expecting another 25... Näytä enemmän Käännä
Yigit Ayaz
Yigit Ayaz
Alankomaista
1 kk
Muokattu
Market & Portfolio Update — My Top 8 Holdings Dear followers, I wanted to share a quick update on my portfolio and, more importantly, the investment themes behind my top 8 holdings. My current portfolio is built around four major themes: lower interest rates, AI infrastructure bottlenecks, strategic... Näytä enemmän Käännä
Yigit Ayaz
Yigit Ayaz
Alankomaista
4kk
📊 MARKET UPDATE — May 20, 2026 Why Are Stocks, Gold & Silver Falling? ⚡ SUMMARY U.S. markets are under broad pressure this week as hotter-than-expected inflation data pushed Treasury yields to multi-year highs, forcing investors to price out any Fed rate cuts — and even price in potential hikes.... Näytä enemmän Käännä
Yigit Ayaz
Yigit Ayaz
Alankomaista
5kk
🏅 Precious & Critical Metals Update | April 14, 2026 🥇 PART 1 — GOLD $GLD (SPDR Gold) $GOLD Structural Bull Market Intact Gold surged 3% to $4,850 on April 8 immediately after the ceasefire announcement. Since then, the picture has been volatile — the failure of weekend talks in Islamabad and... Näytä enemmän Käännä
Yigit Ayaz
Yigit Ayaz
Alankomaista
5kk
Muokattu
🌍 MACRO MARKET UPDATE | April 11, 2026 🔑 Summary: 3 Key Takeaways 🕊️ The war is pausing, oil is the first domino. Iran ceasefire + sanctions relief = crude supply surge ➡️ $OIL prices fall sharply ➡️ inflation cools faster than the market expects. 🏦 The Fed gets its cover in June. Falling oil... Näytä enemmän Käännä
Yigit Ayaz
Yigit Ayaz
Alankomaista
6kk
Muokattu
+45% return over the past year. You can beat the market by selecting the right themes and the right stocks within them: • Commodities: Positioned as a hedge against inflation and macro uncertainty, while benefiting from structural supply constraints. GLD , SLV PPLT , SPGP.L , $FCX (Freeport-McMoRan... Näytä enemmän Käännä
Yigit Ayaz
Yigit Ayaz
Alankomaista
6kk
📈 Update — I’m Starting to Buy the Dip Two months ago, I reduced exposure and moved ~40% into cash based on insider selling signals and macro risks. That scenario largely played out — markets pulled back significantly. Now, I’m gradually shifting back to accumulation mode. Here’s my current view: 🔹... Näytä enemmän Käännä
Yigit Ayaz
Yigit Ayaz
Alankomaista
6kk
Muokattu
🚀 $TSLA (Tesla Motors, Inc.) to $1000 in 2027? $TSLA is currently around USD 360, and I believe it has a realistic path to USD 1000 within the next year. This is not based on current earnings — it’s based on where the business is going. ⸻ 🧠 Tesla Is No Longer Just a Car Company In my view, Tesla... Näytä enemmän Käännä
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TSLA
Tesla Motors, Inc.
357.03
0.4500 (0.13%)
Yigit Ayaz
Yigit Ayaz
Alankomaista
7kk
☣️ Insiders Are Exiting — I’m Preparing for a Dip I’ve moved roughly 20% into cash 💵 and I’m waiting for a deeper dip to buy. Based on current signals, I expect downside in markets in the coming period 📉 and I’m positioning defensively until conditions improve. The insider sell/buy ratio has reached... Näytä enemmän Käännä
Yigit Ayaz
Yigit Ayaz
Alankomaista
7kk
📈 January 2026 Performance Update January was a strong month for the portfolio, closing with a +8.5% return. I used the early-year momentum to rebalance and upgrade the portfolio, increasing exposure to my highest-conviction themes — especially rare earths and strategic materials, which I believe... Näytä enemmän Käännä

Tietoa Yigit Ayaz
Alankomaista
Strategia: Monistrategia

Theme-based investing | 45% return last one year
Näytä pitkä esittely Käännä
7 Kopioijat
61 Seuraajat

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