Uras Çay

US growth expectations for 2026, the contribution of fiscal spending and capital investments to economic activity are analyzed.

* Does not constitute investment advice

The speaker argues that there is no bubble in the sector, based on the balance sheets of technology companies and ongoing AI investments.

* Does not constitute investment advice

The speaker shares the expectation of a strong price movement in the second quarter following potential stagnation in the first quarter of 2026.

* Does not constitute investment advice

The speaker draws attention to a possible correction risk and similarities with past periods due to the price showing excessive deviation from the 50-week average.

* Does not constitute investment advice

The speaker addresses the future impact of robotaxi and humanoid robot projects on the stock rather than vehicle delivery numbers.

* Does not constitute investment advice

The speaker analyzes the increasing market depth and the healthy structure of the bull market despite profit-taking in tech stocks.

* Does not constitute investment advice

The speaker evaluates the continued strong demand for AI and the company's position within its expanding ecosystem.

* Does not constitute investment advice

The speaker draws attention to the pricing bubble formed in precious metals following the excessive rise since the beginning of the year.

* Does not constitute investment advice

The speaker examines that the historic rise in gold prices, parallel to silver, has reached a saturation point and potential risks.

* Does not constitute investment advice

The speaker interprets the company's borrowing moves for AI transformation and the long-term profitability potential of these investments.

* Does not constitute investment advice