Yigit Ayaz
Yigit Ayaz @Thebigshort94

Performance
All

26.03%2026
2026
37.06%2025
2025
17.30%2024
2024
5.66%2023
2023
37.1%0%-37.1%
Discussions
Yigit Ayaz
@Thebigshort94
Netherlands
26d
🏅 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... Show More
Yigit Ayaz
@Thebigshort94
Netherlands
29d
Edited
🌍 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... Show More
Yigit Ayaz
@Thebigshort94
Netherlands
1mo
Edited
+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... Show More
Yigit Ayaz
@Thebigshort94
Netherlands
1mo
📈 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: 🔹... Show More
Yigit Ayaz
@Thebigshort94
Netherlands
2mo
Edited
🚀 $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... Show More
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TSLA
Tesla Motors, Inc.
428.31
16.56 (4.02%)
Yigit Ayaz
@Thebigshort94
Netherlands
3mo
☣️ 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... Show More
Yigit Ayaz
@Thebigshort94
Netherlands
3mo
📈 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... Show More
Yigit Ayaz
@Thebigshort94
Netherlands
3mo
📈 Why I Added Platinum (PPLT) to My Portfolio — and What Makes It Interesting Now I recently decided to add $PPLT (Abrdn Platinum ETF Trust) exposure to my portfolio through the platinum ETF, and I want to explain why I made that decision so my eToro copiers understand the reasoning behind it. ⸻ 🔧... Show More
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PPLT
Abrdn Platinum ETF Trust
185.65
1.78 (0.97%)
Yigit Ayaz
@Thebigshort94
Netherlands
4mo
🚀 Portfolio Update | Strong Start to the Year Dear copiers, investors, My portfolio is up +13% in just January and +50% since last year — momentum is clearly on our side. 🔹 $INTC (Intel) is the core driver of returns, proving that patient conviction in high-quality turnarounds pays off. 🔹 Semiconductors... Show More
Yigit Ayaz
@Thebigshort94
Netherlands
4mo
Edited
☢️⚡ $URA (Global X Uranium ETF) ETF – Uranium & Nuclear Energy for the AI Era 🚀 AI ➕Infrastructure ➡️ Energy demand ➡️Nuclear ➡️Uranium I’m gradually building exposure to nuclear energy, uranium supply, and nuclear infrastructure in my portfolio. I started holding names like $BWXT (BWX Technologies... Show More

About Yigit Ayaz
Netherlands
Strategy: Multi-Strategy

Theme-based investing | 60% return last one year
Show Full Bio
11 Copiers
227 Followers

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