130K İşten Çıkarma, Hyperscaler Nakit Krizi ve TUBORG Analizi | Haftalık Bülten #12
Bu yıl 130 bin kişi teknoloji sektöründe işten çıkartıldı; ama bence şirketler yapay zekanın kapasitesini abartıyor. Dunning-Kruger efekti burada da karşımıza çıkıyor.Hektor artık tam bir macOS uygulaması oldu; canlı olarak Rönesans Gayrimenkul analizi yaptırdık. Hyperscaler'ların nakit akışları negatife gidiyor, memory chip üreticileri patlıyor, MicroStrategy ise Bitconnect vibes veriyor.
Türkiye tarafında Rönesans Gayrimenkul, Logo Yazılım, Ford Otosan ve Tuborg'a baktık. Tuborg'da hacim düşüşü, kapasite yatırımı zamanlaması ve Efes rekabeti kritik.
Keyifli seyirler.
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📌 BÖLÜMLER
00:00:00 Giriş
00:00:50 Hector macOS Uygulaması Demo
00:26:55 Claude Finansal Servisler Paketi
00:31:57 AI İşten Çıkartmalar: 130K ve Dunning-Kruger
00:37:12 Coinbase %14 İşten Çıkartma
00:39:00 Hyperscaler Nakit Akışları
00:41:15 Micron ve SK Hynix: Memory Chip Patlaması
00:42:27 Avrupa Havayolu Bilet Fiyatları
00:45:35 Bitcoin ve MicroStrategy
00:54:27 RÖNESANS GAYRİMENKUL ve AVM Sektörü
01:08:58 LOGO Yazılım
01:11:40 FORD OTOSAN
01:12:02 TUBORG: Hacim, Marj ve Efes Rekabeti
01:28:38 Kapanış
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