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Data Center Power Play Trading At 30% Discount
Revenues jumped by 48% last year driven by data center contracts and it's just the beginning.
May 10
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Oguz Erkan
31
5
3
🚨Trade Alert 15: Buying Two New Stocks, Trimming Two Positions
Trimming two high flying positions, buying two overlooked opportunities.
May 6
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Oguz Erkan
32
1
3
Buying This Boring Business With 3x Potential!
A rare undervalued opportunity in a broadly overvalued market.
May 3
•
Oguz Erkan
45
2
3
April 2026
Finishing April: Our Portfolio Outperforms S&P 500 by 32%, Here Is What We Own!
Our portfolio is now up 62% year-to-date against 30% of S&P 500. Here is our updated portfolio.
Apr 26
•
Oguz Erkan
41
2
🚨 Trade Alert 14: Exiting One Position And Opening One New Position
Closing a low conviction position, and rolling proceeds to a new position with higher conviction and secular tailwinds.
Apr 22
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Oguz Erkan
37
3
Oracle: The Time Has Come
Oracle's cloud pivot is now more derisked than it's ever been.
Apr 19
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Oguz Erkan
62
6
6
More Compute, Please.
Even the most optimistic estimates underplayed the compute we need.
Apr 15
•
Oguz Erkan
54
2
7
Dawn Of The New World Order
Iran war could be a transformative moment for the global political and economic order.
Apr 12
•
Oguz Erkan
60
10
3
There Is Not Enough Claude
AI will prove to be a General Purpose Technology, and demand for compute will be beyond anything we can imagine today.
Apr 5
•
Oguz Erkan
92
10
March 2026
Finishing March: Our Portfolio Outperforms S&P 500 by 10%, Here is What We Own!
Our portfolio is now up 21% in the last twelve months against 11% of S&P 500. Here is our updated portfolio.
Mar 29
•
Oguz Erkan
38
1
1
How To Really Have An Edge In The Market?
You don't need more information or knowledge.
Mar 26
•
Oguz Erkan
76
10
7
5 Undervalued Heavy Moat Stocks I Will Be Buying
What are the properties that distinguish successful investors from others?
Mar 22
•
Oguz Erkan
120
24
14
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