Burak Finance
+349% GROWTH PORTFOLIO. Early $PLTR, $NBIS & $RKLB investor. Full transparency into my portfolio, trades and investment decisions.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 4 months ago | Last Issue | 8 hours ago |
| Active | |||||
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burakfinance.substack.comLatest Issues
Weekly Portfolio Update: 3 New Positions
Portfolio YTD: 131.7%
I skipped last week’s write-up, so this update covers the last two weeks.
Cerebras Stock: Cheap After the IPO?
Numbers, customers, lockup supply, valuation and whether I’d buy the dip.
Cerebras opened at $350 on day one in May and reached $386 before falling back to around $212. That is roughly a 45% drawdown from the high.
Broadcom Stock: Cheap After the AI Selloff?
Numbers, customers, risks, valuation and whether I’d buy the dip.
The stock was $495 in June is sitting near $340. That’s a 31% drop on a company that just told you AI semiconductor revenue is going to $58 billion this year, $115 billion n...
Weekly Portfolio Update: Two Exits, a Small Trim, Fed Week
Portfolio YTD: 113.7%
It was a pretty messy week in the market.
The AI Stack: Where Scarcity Creates Pricing Power
Who can raise prices next year and still sell everything they produce?
That is the question I keep coming back to.
Most investors focus on the most visible part of AI. GPUs. Chatbots. Big tech.
But the biggest opportunity may sit somewhe...
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Head of Analytics | 10+ years in the markets | Growth Investor | Hunting asymmetric upside. Deep fundamental + tech analysis. Portfolio up 350%. Early $PLTR $NBIS $RKLB Investor.
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