OBBBA Reinstates 100% Bonus Depreciation: Liquidity Boosted for Economic Growth

1. The tax incentives under the OBBBA framework provide companies with direct cash flow. This measure is viewed not as a giveaway but as a tool that strengthens the investment environment. 2. The reinstatement of 100% bonus depreciation allows businesses to write down assets rapidly, freeing up financial resources for capital expenditures more quickly. 3. This mechanism accelerates new equipment and infrastructure investments, supporting increased production capacity. The resulting cash flow is critical for companies to execute their growth strategies. 4. Consequently, OBBBA’s feature supplies the liquidity necessary for long‑term economic growth and enhances competitiveness across sectors. This is not investment advice.

📊 AAPL — Piyasa Yorumu

■ neutral · 55%

Apple (AAPL) is trading above its 20‑ and 50‑day moving averages, with a daily gain of 3.6%. However, the MACD lies below the signal line, suggesting a possible short‑term correction. While OBBBA’s bonus depreciation write‑back will lift overall liquidity, its direct effect on Apple is expected to be limited. Consequently, a modest price uptick or a stable price over a 1‑ to 3‑day period is likely. Given the fundamentals and macro backdrop, a definitive trend direction remains uncertain.

RSI 14

58.3

MACD

1.30

24h Δ

3.60%

📊 MSFT — Piyasa Yorumu

■ neutral · 60%

The repurchase of bonus amortization related to OBBBA could support general economic growth and increase liquidity. However, since this news is not directly linked to a major technology company such as Microsoft, no significant short‑term impact on MSFT’s price is expected. Market participants will continue to react to macro data and sector developments. Accordingly, over the next 1–3 days, the direction of MSFT is likely to remain largely in line with existing technical indicators, with price movements expected to be limited to small fluctuations.

RSI 14

47.8

MACD

-0.15

24h Δ

0.17%

📊 NVDA — Piyasa Yorumu

■ neutral · 60%

This news aims to improve Turkey’s economic growth and liquidity environment, but given NVIDIA’s (NVDA) operational focus and geographic footprint, its direct impact is expected to remain limited. A modest improvement in global risk sentiment could provide indirect support to the technology sector. Technical indicators for NVDA signal strong upward momentum, suggesting a high probability of a short‑term price rally. However, due to the low direct influence of the macro news, a clear directional recommendation is difficult. Consequently, NVDA’s short‑term price movement will largely hinge on technical factors.

RSI 14

73.3

MACD

2.92

24h Δ

7.37%

📊 AMZN — Piyasa Yorumu

■ neutral · 60%

The 100% bonus depreciation recovery with OBBBA could slightly positively affect overall market sentiment by increasing liquidity in Turkey. However, because Amazon is a U.S.-based technology giant, the direct impact of this macro news will be limited. Technical indicators show an overbought region with a rapid 12% rise and an RSI of 80.6, suggesting a potential short‑term correction. The 20‑day SMA being above the 50‑day SMA supports that the trend remains bullish. In summary, the news effect is neutral, but due to the overbought signal, a slight pullback may occur within 1–3 days.

RSI 14

80.6

MACD

6.23

24h Δ

12.22%

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