Binance Square
Mohanad Yaman
30 Postlar

Mohanad Yaman

Growth investor. Concentrated portfolio in AI infrastructure, semiconductors, healthcare innovation and energy.
EPIC egasi
EPIC egasi
Vaqti-vaqti bilan savdo qiluvchi
4.8 yil
1 Kuzatilmoqda
36 Kuzatuvchilar
38 Yoqdi
Postlar
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O‘suvchi
Tarjimani ko‘rish
$MRVLB 🚨🚨🚨 36x forward earnings. +51% revenue growth. ~$220B market cap. Same multiple as AMD. Half the growth. That math is off. #stocks #BTC {spot}(MRVLBUSDT)
$MRVLB 🚨🚨🚨

36x forward earnings.
+51% revenue growth.
~$220B market cap.

Same multiple as AMD. Half the growth.
That math is off.

#stocks #BTC
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O‘suvchi
Tarjimani ko‘rish
$AMDB 36x forward earnings. +73% revenue growth. ~$910B market cap. Fast growth. Expensive next to Micron. #stocks #BTC {spot}(AMDBUSDT)
$AMDB

36x forward earnings.
+73% revenue growth.
~$910B market cap.

Fast growth.
Expensive next to Micron.

#stocks #BTC
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O‘suvchi
Tarjimani ko‘rish
$TSMB 👀 20x forward earnings. +34% revenue growth. ~$2.3T market cap. Makes the chips. Slowest growth. Price shows it. #stocks #BTC {spot}(TSMBUSDT)
$TSMB 👀

20x forward earnings.
+34% revenue growth.
~$2.3T market cap.

Makes the chips.
Slowest growth. Price shows it.

#stocks #BTC
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O‘suvchi
Tarjimani ko‘rish
$AVGOB 👀 18x forward earnings. +64% revenue growth. ~$1.7T market cap. Custom silicon. Networking. Mid multiple. Mid of the pack. #BTC #stocks {spot}(AVGOBUSDT)
$AVGOB 👀

18x forward earnings.
+64% revenue growth.
~$1.7T market cap.

Custom silicon. Networking.
Mid multiple. Mid of the pack.

#BTC #stocks
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O‘suvchi
Qisman to‘g‘ri
Tarjimani ko‘rish
$NVDAB 14x forward earnings. +66% revenue growth. ~$5.4T market cap. The backbone still looks reasonable on next year earnings. #stocks {spot}(NVDABUSDT)
$NVDAB

14x forward earnings.
+66% revenue growth.
~$5.4T market cap.

The backbone still looks reasonable on next year earnings.

#stocks
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O‘suvchi
Qisman to‘g‘ri
Tarjimani ko‘rish
$MUB 👀 6.5x forward earnings. +89% revenue growth next year. ~$1.1T market cap. Cheapest on the AI semi board. Fastest growth too. Still not priced that way. #stocks {spot}(MUBUSDT)
$MUB 👀

6.5x forward earnings.
+89% revenue growth next year.
~$1.1T market cap.

Cheapest on the AI semi board.
Fastest growth too.

Still not priced that way.

#stocks
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O‘suvchi
Tarjimani ko‘rish
$NOKB • Nokia is on 🔥🔥🔥 The AI print people miss is Network Infrastructure. Q2 AI and Cloud sales +105%. Optical Networks +20%. AI and Cloud order intake €2.8B. About half of that intake expected to convert in the next 12 months. Headlines love the radio story. The orders are in fiber and IP. Are you buying? 👀 #BTC {spot}(NOKBUSDT)
$NOKB • Nokia is on 🔥🔥🔥

The AI print people miss is Network Infrastructure.

Q2 AI and Cloud sales +105%.
Optical Networks +20%.
AI and Cloud order intake €2.8B.

About half of that intake expected to convert in the next 12 months.

Headlines love the radio story.
The orders are in fiber and IP.

Are you buying? 👀

#BTC
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O‘suvchi
$AVGOB hafta oxirini erta boshladi 👀 Anthropic AI haqidagi hikoyaga qaramay, natijalardan keyin sotuvlar bo‘ldi. Keyin u $333 zonasidan keskin sakrab chiqdi. Bu yuqoridan 0.79 fib. $351 ni qaytarib oldi. $361 atrofida. Maqsadlar $391 $426 $448 $470 Stop $331. $351 ushlanib qolishini xohlaysizmi, unda 🚀 #BTC #stocks {spot}(AVGOBUSDT)
$AVGOB hafta oxirini erta boshladi 👀

Anthropic AI haqidagi hikoyaga qaramay, natijalardan keyin sotuvlar bo‘ldi.

Keyin u $333 zonasidan keskin sakrab chiqdi.

Bu yuqoridan 0.79 fib.

$351 ni qaytarib oldi.

$361 atrofida.

Maqsadlar
$391
$426
$448
$470

Stop $331.

$351 ushlanib qolishini xohlaysizmi, unda 🚀
#BTC #stocks
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O‘suvchi
$MXL aksiya Pasayish chizig‘ini buzdi. $73.86 da o‘tiribdi. Maqsadlar $77.89 $85.02 $92.16 $100.95 $110.98 Haftalik stop $55.90. Qayta test avval ushlab turishini xohlaysiz. #stocks
$MXL aksiya

Pasayish chizig‘ini buzdi.

$73.86 da o‘tiribdi.

Maqsadlar
$77.89
$85.02
$92.16
$100.95
$110.98

Haftalik stop $55.90.

Qayta test avval ushlab turishini xohlaysiz.

#stocks
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O‘suvchi
$RKLBB Uchburchak cho‘qqiga kiradi. $68$ yaqinida o‘tirib. Nishonlar $70 $75 $79 $84 $89 Haftalik to‘xtash $56. Avval yuqori chiziqdan yuqorida toza yopilish kerak. #stocks {spot}(RKLBBUSDT)
$RKLBB

Uchburchak cho‘qqiga kiradi.

$68$ yaqinida o‘tirib.

Nishonlar
$70
$75
$79
$84
$89

Haftalik to‘xtash $56.

Avval yuqori chiziqdan yuqorida toza yopilish kerak.

#stocks
$TEM is +37% 10-sentabr flag postidan beri $66 ni tozaladi. $73 bayroq ustunini olib tashladi. $80 yonida o‘tiribdi. 10-sentabr yaqinidagi $59 dan taxminan +37%. $66 buzilishidan taxminan +22%. $98 bo‘yicha o‘lchangan harakat hali ham ochiq. Eski eng yuqori $104.32 hali ham yuqorida. #altcoins {future}(TEMUSDT)
$TEM is +37% 10-sentabr flag postidan beri

$66 ni tozaladi.
$73 bayroq ustunini olib tashladi.
$80 yonida o‘tiribdi.

10-sentabr yaqinidagi $59 dan taxminan +37%.
$66 buzilishidan taxminan +22%.

$98 bo‘yicha o‘lchangan harakat hali ham ochiq.
Eski eng yuqori $104.32 hali ham yuqorida.

#altcoins
Mohanad Yaman
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O‘suvchi
$TEM
Bull flag shakllantirishga urinayapsizmi?

Ular shifokorlarga bemorlarni davolashda yordam berish uchun AIdan foydalanadi.

AQSh sog‘liqni saqlash agentligi ARPA-H’dan 9,5 mln dollargacha mablag‘ yutib oldi — yurak yetishmovchiligi parvarishi uchun avtonom AI agenti yaratish. Doimiy monitoring, simptomlarni boshqarish, har bir qo‘ng‘iroqda shifokorsiz parvarishni muvofiqlashtirish.

Aksiya 40 dollarlarning yuqori qismidan 73 dollargacha taxminan bir oy ichida ko‘tarildi. Keyin orqaga tortildi va endi 60 dan 66 gacha bo‘lgan diapazonda bull flag shakllantiryapti.

66 — breakout (teshib o‘tish) darajasi.

Agar u o‘tsa, flagdan chiqish bo‘yicha hisoblangan harakat taxminan $98 tomonga ishora qiladi, bu hozirgi darajalardan taxminan 62% yuqori. Oldingi eng yuqori nuqta — $104,32.

Mening portfelimda. Moliyaviy maslahat emas.



#US10YTreasuryYieldHitsHighestSinceNov2023
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O‘suvchi
$APP {alpha}(560xedb3124e96c64c177eb709cbc64f9977db40ea74) pasayish kanali (descending channel) ni buzdi va uni qayta sinab ko‘rdi 👀 $330 atrofida o‘tiribdi. Keyingi zona $365. So‘ngra $390. Kuzatib boring 🚀 #AI
$APP
pasayish kanali (descending channel) ni buzdi va uni qayta sinab ko‘rdi 👀

$330 atrofida o‘tiribdi.
Keyingi zona $365.
So‘ngra $390.

Kuzatib boring 🚀

#AI
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O‘suvchi
$NBISB haqida +8% $226 atrofida. 1-oktabrdan GPU narxlari oshadi. H100 $3.85dan $4.50/soat. H200 $4.50dan $5.40. B200 $7.15dan $8.50. B300 $7.85dan $9.50. 2-chorak AI Cloud $575M. 514% ga o‘sdi. $210 ni ushlab turing. Keyin $240, so‘ng 8-sentabr atrofida $255 yaqinida yuqori nuqta. {spot}(NBISBUSDT) #Aİ
$NBISB haqida +8% $226 atrofida.

1-oktabrdan GPU narxlari oshadi.
H100 $3.85dan $4.50/soat.
H200 $4.50dan $5.40.
B200 $7.15dan $8.50.
B300 $7.85dan $9.50.

2-chorak AI Cloud $575M. 514% ga o‘sdi.

$210 ni ushlab turing.
Keyin $240, so‘ng 8-sentabr atrofida $255 yaqinida yuqori nuqta.


#Aİ
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O‘suvchi
$CRDOB endi yaqinda $150ni qaytarib oldi Bu hafta $149ni ikki marta ushlab turgan. Bugun taxminan +8% $162 atrofida. Kecha ular AI tarmoqlari uchun 1.6T ZeroFlap optikalarini ishga tushirishdi. 1-chorak savdosi $479 mln. O'tgan yilga nisbatan 115%ga oshdi. Keyingi chorak bo'yicha prognoz $525 mln dan $535 mln gacha. Hali ham iyun oyidagi eng yuqori ko'rsatkich $308 dan taxminan 47% past. $150ni ushlab turing. Keyingi zona $170 dan $178 gacha. #FedRateWatch {spot}(CRDOBUSDT)
$CRDOB endi yaqinda $150ni qaytarib oldi

Bu hafta $149ni ikki marta ushlab turgan.
Bugun taxminan +8% $162 atrofida.

Kecha ular AI tarmoqlari uchun 1.6T ZeroFlap optikalarini ishga tushirishdi.
1-chorak savdosi $479 mln. O'tgan yilga nisbatan 115%ga oshdi.
Keyingi chorak bo'yicha prognoz $525 mln dan $535 mln gacha.

Hali ham iyun oyidagi eng yuqori ko'rsatkich $308 dan taxminan 47% past.

$150ni ushlab turing.
Keyingi zona $170 dan $178 gacha.

#FedRateWatch
$CEG haftalik bosim. $305 yaqinidan bir haftada taxminan $257 gacha. Hozir $250 dan $260 gacha bo‘lgan zonani sinayapti. Agar $250 ishlamasa, keyingi havo cho‘ntagi pastroqda. Agar ushlab tursa, birinchi qaytish darajasi yana $260 tomon. Oddiy daraja monitoringi. #StockMarket
$CEG haftalik bosim.

$305 yaqinidan bir haftada taxminan $257 gacha. Hozir $250 dan $260 gacha bo‘lgan zonani sinayapti.

Agar $250 ishlamasa, keyingi havo cho‘ntagi pastroqda. Agar ushlab tursa, birinchi qaytish darajasi yana $260 tomon.

Oddiy daraja monitoringi.

#StockMarket
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O‘suvchi
$INTCB 100 dollardan oshgani haqida qaytish. Reuters: SK Hynix AQShda xotira chiplarini ishlab chiqarish bo‘yicha, ehtimol Intel quvvatidan foydalanib muzokara olib bormoqda. Dastlabki bosqich. Hech narsa imzolanmagan. Chart: ikki ta’tilk sessiyadan keyin 100 dollarga qaytish. Ushbu darajani ushlab turish sarlavhadagi gapdan muhimroq. #stocks {spot}(INTCBUSDT)
$INTCB
100 dollardan oshgani haqida qaytish.

Reuters: SK Hynix AQShda xotira chiplarini ishlab chiqarish bo‘yicha, ehtimol Intel quvvatidan foydalanib muzokara olib bormoqda. Dastlabki bosqich. Hech narsa imzolanmagan.

Chart: ikki ta’tilk sessiyadan keyin 100 dollarga qaytish. Ushbu darajani ushlab turish sarlavhadagi gapdan muhimroq.

#stocks
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O‘suvchi
Tasdiqlangan
$GOOGLB Goldman-da o‘tgan hafta Alphabet’ning cloud rahbari: AI serverlari 2 yil ichida o‘zini oqlaydi. O‘zining silicon’i, taxminan 2 baravar tezroq. TPU biznesi esa eng yaqin hyperscalerdan 2 martadan ham ko‘proq. Cloud: 24,8 mlrd dollar, +82%. Buyurtmalar zaxirasi 514 mlrd dollar. 336’da o‘tiribdi. Maksimum 408. #StockMarketSuccess {spot}(GOOGLBUSDT)
$GOOGLB

Goldman-da o‘tgan hafta Alphabet’ning cloud rahbari:
AI serverlari 2 yil ichida o‘zini oqlaydi. O‘zining silicon’i, taxminan 2 baravar tezroq.

TPU biznesi esa eng yaqin hyperscalerdan 2 martadan ham ko‘proq.

Cloud: 24,8 mlrd dollar, +82%. Buyurtmalar zaxirasi 514 mlrd dollar.

336’da o‘tiribdi. Maksimum 408.

#StockMarketSuccess
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O‘suvchi
$CRMB Agentforce ARR endi 1.5 mlrd dollardan oshdi. 240% dan ko‘pga o‘sdi. AI va Data’ga oid ARR deyarli 3.9 mlrd dollarga yaqin. Aksiya iyun oyida 146 da edi. Daromad e’lonidan keyin ko‘tarildi. 268 taga yozildi. Hozir esa 247 da o‘tiribdi. Dreamforce 16-sentabr. Uni kuzatmoqdaman. #altcoins {spot}(CRMBUSDT)
$CRMB

Agentforce ARR endi 1.5 mlrd dollardan oshdi.
240% dan ko‘pga o‘sdi.

AI va Data’ga oid ARR deyarli 3.9 mlrd dollarga yaqin.

Aksiya iyun oyida 146 da edi.
Daromad e’lonidan keyin ko‘tarildi. 268 taga yozildi.
Hozir esa 247 da o‘tiribdi.

Dreamforce 16-sentabr.
Uni kuzatmoqdaman.

#altcoins
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O‘suvchi
📈 $NVDAB diapazonning yuqori qismida sinov qilmoqda, bu diapazonga 3 oydan ortiq tiqilib qolgan Avgust boshida 237 dan keskin chekinib taxminan 193 gacha tushdi, so‘ng keskin qaytib, so‘nggi ikki haftada eski qarshilik ostida juda zich yig‘ilib (coil) boryapti. 207 — o‘sha qayta tiklanishdan keyingi yuqoriroq pastlik (higher low). Hozir 219.1 da, 236 ga bosim qilmoqda — May oyidagi eng yuqori daraja bilan bir xil sath. 207 bekor qiladi. 236 tasdiqlaydi. U kesib o‘tsa, 255, keyin esa 282. Keyingi hisobot (earnings) 17-noyabr #NVIDIA {spot}(NVDABUSDT)
📈 $NVDAB diapazonning yuqori qismida sinov qilmoqda, bu diapazonga 3 oydan ortiq tiqilib qolgan

Avgust boshida 237 dan keskin chekinib taxminan 193 gacha tushdi, so‘ng keskin qaytib, so‘nggi ikki haftada eski qarshilik ostida juda zich yig‘ilib (coil) boryapti.

207 — o‘sha qayta tiklanishdan keyingi yuqoriroq pastlik (higher low). Hozir 219.1 da, 236 ga bosim qilmoqda — May oyidagi eng yuqori daraja bilan bir xil sath.

207 bekor qiladi. 236 tasdiqlaydi. U kesib o‘tsa, 255, keyin esa 282.

Keyingi hisobot (earnings) 17-noyabr

#NVIDIA
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O‘suvchi
Tasdiqlangan
$AAOIB Yaqinda Xyustondagi binoni sotib oldim. 26,8 million dollar. Naqd. Taxminan 154 000 kvadrat fut. Fevraldagi ijara shartnomasidan sotib olish opsiyasi. Ular uni ishlatishdi. 4-sentabrda yopishdi. Kecha 8-K hujjati tushdi. 600 million dollarlik aksiyalar taklifidagi kabi Xyustondagi quvvat masalasi. O‘sha yillik mablag‘ yig‘ish “pauza”ga o‘xshagan. Ular o‘rniga binoni sotib olyapti. #BTC #CPIWatch {spot}(AAOIBUSDT)
$AAOIB

Yaqinda Xyustondagi binoni sotib oldim.
26,8 million dollar. Naqd.
Taxminan 154 000 kvadrat fut.

Fevraldagi ijara shartnomasidan sotib olish opsiyasi.
Ular uni ishlatishdi. 4-sentabrda yopishdi.
Kecha 8-K hujjati tushdi.

600 million dollarlik aksiyalar taklifidagi kabi Xyustondagi quvvat masalasi.
O‘sha yillik mablag‘ yig‘ish “pauza”ga o‘xshagan.
Ular o‘rniga binoni sotib olyapti.

#BTC #CPIWatch
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