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@boraozkentnsdq
ABD borsası ve teknoloji yatırımcısı. Portföyümü, yatırım stratejilerimi ve araçlarımı Haddini Aş Kulübü'nde üyelerime paylaşıyorum 👇 Yatırım tavsiyesi vermem.
World & Business
Hyperscalers reported heavy Q3 capital expenditures (collectively ~$207B annualized, ~$740B+ full-year guidance) for AI infrastructure, resulting in negative or sharply reduced free cash flow. Markets reacted with sharp drops in Nasdaq and Mag7 stocks, raising ROI timeline questions.
AI
A journalist says the loss was tied to accounting adjustments and compute spending is set to exceed $600 billion.
Technology
Google says its new model has a 1 million-token output limit and is built for complex coding, enterprise knowledge work and cybersecurity defense. Broader access is planned after early testing.
World & Business
A September 16, 2026 post predicts a Fed hike that day. A separate analysis argues that the 10-year Treasury yield's reaction could matter more for crypto than the rate decision itself.
