Tozsdepercek

Just stocks and trends

2026 previous months

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Previous ideas

Feb 2026

Jan 2026

Magnificient 7 MOJO is back ? Lets check out Google and META closer
Rebound in tech on the horizon after DAVOS and watch for META -20
Portfolio review due already Due to the constant changes geopolitically and the Davos conf. maybe its time to do some updates in the AI & memory producers heavy portfolios?
Whats next after Davos 2026

Another year with tariffs in 2026

Copper is the new king in 2026? Copper is a critical material for EVs, power grids and crucial infrastructure also as for data centers
The Dawn of the new M4M Era The magnificent 7 era 2014- 2024 seems to be ended. Lets now announce the magnificent 4 Memory era M4M (Micron, Seagate, Western Digital & Sandisk as spin off from WDC)
Correction in memory stock is here?
New Year same hype?

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