@AhmetSunelcan1 AhmetSunelcan1
Transparent Turkish retail investor running a high-conviction AI-infrastructure portfolio with reasoned theses
Posts real-time tickered buys/trims/exits, portfolio weight
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 70% hit rate, +2.47% mean alpha, trader score +1.50. Their last-14d mentions, direction-adjusted, have moved -5.4% since posting (mean over 68 mentions with price data).
Author is actively adding smaller pieces of ASTS, SIMO, Luxnet, and MUR1 while exiting LGN for lacking leverage potential. The distinctive read is portfolio-construction driven: buy dips or add selectively, but protect the portfolio because markets may be too optimistic. Concentration is highest around ASTS among named directional trades, with repeated add signals in the window.
The week shows selective adding rather than a broad risk-on call: ASTS appears twice, while SIMO, Luxnet, and MUR1 each get smaller portfolio-add signals. LGN was exited because the author viewed it as slowing the portfolio and lacking leverage potential. Concentration risk is modest but clearest in ASTS, which accounts for half of directional add signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @AhmetSunelcan1 | · | Says market is moving from AI bottlenecks to broader names and accepts 3-5 months losses. | · | tweet ↗ |
| 2026-07-02 | NBIS | @AhmetSunelcan1 | +0.65 | NBIS increased — States NBIS position was increased. | — | tweet ↗ |
| 2026-07-02 | RKLB | @AhmetSunelcan1 | -0.35 | RKLB reduced — States RKLB position was reduced. | — | tweet ↗ |
| 2026-07-01 | KLAC | @AhmetSunelcan1 | +0.55 | KLAC order at 269 filled; increased — Reports KLAC add order filled at 269 and position increased. | -11.5% | tweet ↗ |
| 2026-07-01 | LPTH | @AhmetSunelcan1 | -0.25 | LPTH completely closed — Says LPTH was completely closed for now. | -8.4% | tweet ↗ |
| 2026-07-01 | TER | @AhmetSunelcan1 | +0.55 | TER increased — States TER was increased. | -13.6% | tweet ↗ |
| 2026-07-01 | PL | @AhmetSunelcan1 | -0.15 | PL trimmed a little — States PL was reduced slightly. | -0.7% | tweet ↗ |
| 2026-07-01 | RKLB | @AhmetSunelcan1 | -0.10 | Sold only the latest RKLB add — States only the latest RKLB addition was sold. | +0.4% | tweet ↗ |
| 2026-07-01 | · | @AhmetSunelcan1 | · | Complains market lets author sell on up days and buy lower; says AI can only be sold so far. | · | tweet ↗ |
| 2026-07-01 | KLAC | @AhmetSunelcan1 | +0.55 | States KLAC increased again. | -11.5% | tweet ↗ |
| 2026-07-01 | LEU | @AhmetSunelcan1 | -0.25 | LEU closed — States LEU position closed. | -2.5% | tweet ↗ |
| 2026-07-01 | UUUU | @AhmetSunelcan1 | -0.25 | UUUU closed — States UUUU position closed. | -2.9% | tweet ↗ |
| 2026-07-01 | NBIS | @AhmetSunelcan1 | +0.55 | NBIS 230 order filled — States NBIS 230 order also came in, implying add filled. | -5.9% | tweet ↗ |
| 2026-07-01 | NBIS | @AhmetSunelcan1 | +0.55 | NBIS 235 order filled — States NBIS order at 235 also filled. | -5.9% | tweet ↗ |
| 2026-07-01 | NBIS | @AhmetSunelcan1 | +0.60 | Added NBIS again — States another add was made to NBIS. | -5.9% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.