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Soluna Investment Thesis: Turnaround Story in Data-Center Space With 6X Potential
Data center hosting provider for Bitcoin miners, now expanding to AI/HPC clients with 900 MW of renewable capacity in development
22 hrs ago
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Oguz Erkan
34
5 Quality Stocks You Can Still Buy at Reasonable Prices
S&P is at 23x earnings, margin debt is at 20-year highs, no-revenue stocks are soaring, and FOMO is driving the rally. Here are 5 quality companies…
Oct 22
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Oguz Erkan
84
9
Pagaya: 3× Upside But On Thin Ice
Pagaya has a massive growth potential ahead but it comes with lethal balance sheet related risks.
Oct 19
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Oguz Erkan
47
16
Data Center Energy Play With 5x Potential!
The company makes an indispensable product to address critical problems that come with increasing energy demand in commercial sites and transition from…
Oct 5
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Oguz Erkan
56
3
September 2025
Finishing September: Our Portfolio Outperforms S&P 500 By 52%, Here's What We Own!
Our portfolio is now up 67% in the last twelve months against 15% of the S&P 500. Here is our updated portfolio!
Sep 28
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Oguz Erkan
46
2
Buying A New Growth Stock With 3x Potential
Industry leader growing revenues +30% annually. It benefits from strong network effects and economies of scale. Yet, it's trading at just 13 times…
Sep 21
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Oguz Erkan
37
5
This Is Our Biggest Launch Ever!
Capitalist-Letters is stepping up the game. We are launching our own, best in class research tool. It's another level.
Sep 14
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Oguz Erkan
42
5
Fast Growing, Niche Company Trading At 40% Discount!
It grew revenues by 32% and net income by 90% annually in the last 5 years. Yet, it's still trading at 40% discount to intrinsic value.
Sep 7
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Oguz Erkan
33
2
August 2025
Finishing August: Our Portfolio Outperforms S&P 500 By 46%, Here's What We Own!
Our portfolio is now up 62% in the last twelve months against 16% of the S&P 500. Here is our updated portfolio!
Aug 31
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Oguz Erkan
45
2
Coreweave: Risks Trump Opportunities
Coreweave may have a great potential, but if I owned it now, I wouldn't be able to sleep tight at night.
Aug 27
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Oguz Erkan
49
9
🚨Trade Alert #10: Opening A New Position and Increasing Three Positions
Adding a new growth position, and increasing positions that are attractive in terms of risk/reward in an all-time high market.
Aug 21
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Oguz Erkan
29
1
Investors Are Reversion Hunters, Not Trend Chasers
Some thoughts about the nature of the investment returns.
Aug 19
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Oguz Erkan
41
4
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