Fatih Aki

05/26/2026

Les cryptos se cassent la figure… et c’est peut-être une bonne chose.

Pourquoi ?

Parce que le marché était rempli de tokens inutiles, de promesses vides, de memecoins sans fondation et de projets sans utilisateurs.

Quand le capital devient rare, le marché ne finance plus les rêves.

Il finance l’utilité.

La majorité des altcoins pourrait disparaître.

Mais Bitcoin, les vraies infrastructures blockchain, les stablecoins régulés et la tokenisation d’actifs réels pourraient être les grands gagnants du prochain cycle.

📖 Pour comprendre la blockchain, les cryptos, le trading, la DeFi et les tokenomics :
https://bit.ly/4wGs9Qa

05/25/2026

Sam Altman vient peut-être de changer les règles du capital-risque.

OpenAI propose 2 millions de dollars de crédits IA aux startups de Y Combinator en échange d’equity.

Le vrai sujet : ce n’est plus seulement l’argent qui finance les startups. C’est l’infrastructure.

Tokens API, compute, modèles IA, cloud, data centers… ceux qui contrôlent la puissance de calcul peuvent aussi contrôler les startups de demain.

📖 Mon livre sur l’IA et les nouveaux dominants technologiques :
https://www.lulu.com/fr/shop/fatih-ak/l%C3%A8re-des-intelligences-artificielles/paperback/product-yv9yy2q.html?page=1&pageSize=4

04/22/2026

MA (Mastercard) at $509: the “margin machine” pulling back… before a potential breakout to new highs 🚀

Mastercard shows strong growth, exceptional margins, and massive cash generation. At $509, valuation remains high, but a pullback toward $500–480 could offer a strategic entry point before a potential move back above $600 and beyond....

Mastercard (MA) is pulling back after its highs. Financial analysis and ideal buy zone between $500 and $480.

04/17/2026

LRCX (Lam Research) at $260.96: the “hidden king of semiconductors” the market is starting to reprice… before (possibly) a golden entry point at $240–225 🚀

LRCX shows strong growth, high margins, and solid cash generation driven by the semiconductor cycle. At $260, valuation is demanding, but a pullback toward $240–225 would offer an attractive entry point to capture long-term upside from AI and data center demand....

Lam Research (LRCX) is pulling back after recent highs. Full financial analysis and ideal buy zone between $240 and $225.

03/14/2026

Strait of Hormuz Shock: Why This Oil Crisis Could Ignite Energy, Tanker and Defense Stocks ?

The Strait of Hormuz crisis is shaking global markets, lifting oil, freight, and defense expectations. Here are the key macro risks and the stocks best positioned to benefit....

The Strait of Hormuz crisis is now a real macro shock. Here’s what it means for oil, LNG, inflation, and the stocks most likely to benefit.

02/24/2026

KO (Coca-Cola) at $80.56 near all-time highs: the market is pricing it as “risk-free”… until the $68–$72 pullback window reopens

KO is still a high-quality defensive value, but at $80.56 it’s pricey—better to wait for a pullback toward $72–$68....

01/23/2026

IBM (International Business Machines Corp)

IBM remains solid and profitable, but overpriced. The real entry point is near $256....

IBM generates strong cash flow, but valuation is stretched. A pullback could create opportunity.

01/23/2026

JNJ (Johnson & Johnson)

JNJ is fundamentally solid, but currently overvalued. A pullback to $180–160 would offer a more compelling entry....

JNJ looks strong, but valuation is stretched. The real opportunity may lie lower.

01/22/2026

HSBC Holdings (ADR)

An efficient banking machine with falling profits. 👉 A good company, but not at any price....

HSBC is solid, profitable, and cash-heavy—but net income is shrinking. Here's why waiting for a drop below $70 could make all the difference.

01/22/2026

Home Depot (HD): Quality Retail Giant… But Too Pricey to Build On?

High quality, slowing growth, stretched valuation. 👉 Wait for a true pullback before buying....

HD prints cash, but at $384, there’s no margin of safety. Here’s why under $310 is your real entry point.