BGAM™ INVESTMENT ATLAS 2030

Investment Atlas

Searchable, sortable and filterable research database. All scores are model-based analytical assessments — not investment advice.

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BGAM™ Turkey AI & Defense Technology Atlas

8 companies · ASELS, PATEK, SDTTR, PAPIL, FORTE, MIATK, KFEIN, ALTNY · Phase 1 Infrastructure

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12 assets

Illustrative data only. BGAM™ scores, scenario values and classifications are model-based research assessments and do not constitute investment advice or a recommendation to buy or sell any security.

Update RequiredAI Infrastructure

Update RequiredSemiconductors

Update RequiredAI Infrastructure

Update RequiredMonetary Architecture

Update RequiredStrategic Commodities

Update RequiredEnergy Systems

WatchAI Infrastructure

#	COMPANY / ASSET	THEME	CLASS	BGAM SCORE	VALUATION	RISK	CONFIDENCE	BEAR / BASE / BULL	EXP. CAGR	CLASSIFICATION
1	NVIDIANVDA · US	AI Infrastructure	Equity	96	62	38	High	280 / 520 / 820	18%	Update Required
2	ASMLASML · NL	Semiconductors	Equity	94	58	32	High	520 / 920 / 1400	16%	Update Required
3	TSMCTSM · TW	Semiconductors	Equity	92	70	45	High	110 / 195 / 290	14%	Update Required
4	BroadcomAVGO · US	AI Infrastructure	Equity	90	65	35	High	900 / 1600 / 2400	15%	Update Required
5	Arista NetworksANET · US	AI Infrastructure	Equity	88	60	40	Medium	180 / 320 / 480	13%	Update Required
6	AMDAMD · US	AI Infrastructure	Equity	85	55	50	Medium	80 / 160 / 260	12%	Update Required
7	GoldXAU · Global	Monetary Architecture	Commodity	88	72	28	High	2200 / 3200 / 4500	11%	Update Required
8	SilverXAG · Global	Monetary Architecture	Commodity	82	78	42	Medium	24 / 42 / 68	13%	Update Required
9	CopperHG · Global	Strategic Commodities	Commodity	84	74	38	High	3.8 / 5.5 / 8.2	10%	Update Required
10	UraniumUX · Global	Energy Systems	Commodity	86	68	44	Medium	55 / 95 / 150	14%	Update Required
11	CamecoCCJ · CA	Energy Systems	Equity	83	62	46	Medium	28 / 52 / 80	12%	Update Required
12	PalantirPLTR · US	AI Infrastructure	Equity	80	42	58	Medium	30 / 65 / 110	10%	Watch

Bear / Base / Bull values are illustrative scenario ranges, not price targets. BGAM™ Score is an internal analytical framework and not a credit rating. All data as of research date. Past performance is not indicative of future results.

⚠ Validation status: All scenario values are pending market-data revalidation. Scenarios have not been recalculated against current reference prices. Reference prices, currencies and model versions are recorded in each Score Card.