Piyasalarda Mayıs ve Haziran Düzeltmesine Hazır mısınız?

The speaker begins by promoting Midas Crypto as a sponsor, highlighting the benefits of Tether staking over traditional dollar holdings or Turkish Eurobonds due to external risk factors. He discusses recent Turkish tax incentives for institutions and exporters, noting they only benefit companies with pre-tax profits. The main focus shifts to US markets, where he analyzes the S&P 500's recovery from February lows to new highs, attributing the initial decline to oil/gasoline price impacts on American consumers. He discusses his earlier prediction of a rally starting around March 27-28, which materialized despite initial skepticism. The speaker examines semiconductor ETFs (SMH), explaining his February recommendation based on the logic that hardware demand precedes software in AI trends, comparing it to selling mining tools during gold rushes. He warns against leveraged positions and sets a target of 578 for semiconductors while noting seasonal patterns suggesting May gains but potential June-July corrections. He mentions Michael Burry's long-term put options on tech as a potential market signal. For software ETFs, he identifies critical resistance at 89 and suggests more cautious positioning. The speaker announces he will no longer provide specific Turkish fund (TEFAS) recommendations due to complexity and excessive questions from followers. Regarding cryptocurrencies, he notes they haven't kept pace with Nasdaq's gains and provides damage control levels for Bitcoin, Ethereum, and XRP. On precious metals, he argues against buying gold and silver at current high prices (gold around 4600-4700, silver at elevated levels), criticizing the 'buy at any price' mentality and suggesting waiting for pullbacks, referencing seasonal weakness patterns in May-July.