Jacek Pudlik
Jacek Pudlik @CasuallyClueless

Ydeevne
Alle

49.70%2026
2026
25.31%2025
2025
64.57%2024
2024
172.47%2023
2023
-54.09%2022
2022
30.46%2021
2021
90.24%2020
2020
46.70%2019
2019
172.5%0%-172.5%
Jacek Pudlik
🔮 The Weekly Crystal Ball: Space, Quantum & Semiconductors Next week is not the busiest earnings week of the year, but it touches several areas that are extremely important to our portfolio. 🟣 Monday, August 10 🚀 $RKLB (Rocket Lab Corp) and $ASTS (AST SpaceMobile Inc) are obvious ones to watch.... Vis Oversæt
Jacek Pudlik
🔮 WEEKLY CRYSTAL BALL: A DEFINING EARNINGS WEEK This could be one of the most important weeks of the entire quarter. Many of our largest holdings are reporting again, and the results may determine whether August begins with a recovery or another period of volatility. We enter the week with the portfolio... Vis Oversæt
Jacek Pudlik
🔮 WEEKLY CRYSTAL BALL: JULY’S FINAL TEST 📉 WHERE WE STAND Last week was not positive, but we ended it roughly where we started. Our July drawdown currently stands at 21.54%, while the portfolio remains up 48.43% in 2026. Unless the final week brings a substantial reversal, this will be my first... Vis Oversæt
Jacek Pudlik
🔮 WEEKLY CRYSTAL BALL: HOLDING THROUGH JULY 📉 WHERE WE STAND The portfolio is currently up 45% in 2026, but July alone has brought a 23% drawdown. There is no way to make a drop of that size pleasant. It hurts. However, both numbers matter. After closing the first half of the year at +89.17%, we... Vis Oversæt
Jacek Pudlik
🔮 Casually Clueless Crystal Ball 🔴 A rough month, but not an unexpected one We are down around 16% this month, which is never pleasant, but also not especially surprising after the recent rally. When the portfolio runs strongly, a pullback eventually comes. That is part of the game. This week is... Vis Oversæt
Jacek Pudlik
🟣🟣🟣 June 2026 Monthly Report 🟣🟣🟣 June was eventful in many ways, and while the final result was not a massive jump, we still closed the month with a +4.43% gain. That is a strong result, especially after the very aggressive performance earlier this year. Even more importantly, this closes the... Vis Oversæt
Jacek Pudlik
🔮 Casually Clueless Crystal Ball: memory, security, and a quieter earnings week Nobody has a crystal ball, and if I did, it would probably be wrong at least half the time. This week was unusually quiet for earnings, so there was no proper earnings post. After the rally we have had since the SpaceX... Vis Oversæt
Jacek Pudlik
🚀 Tomorrow is a big day: $SPCX.24-7 (Space Exploration Technologies Corp 24/7) IPO The last truly major IPO I personally participated in was $ARM (ARM Holdings PLC), and it has been a while since we had something that felt this significant. IPOs are always difficult. They are emotional, volatile,... Vis Oversæt
Jacek Pudlik
🔮 Casually Clueless Crystal Ball: Quiet Week, One Very Loud IPO Nobody has a crystal ball. This week, we almost do not need one. The earnings calendar is very quiet compared to the last few weeks, and honestly that is not a bad thing. After several very active weeks, I am perfectly happy with a calmer... Vis Oversæt
Jacek Pudlik
Today $QNT.US (Quantinuum) goes public, and I plan to open a very small position, around 0.5% of the portfolio. This would join my current quantum basket: 🔵 $QBTS (D-Wave Quantum Inc) 🟣 $RGTI (Rigetti Computing Inc) 🟢 $QUBT (Quantum Computing Inc) 🟡 $IONQ (IONQ Inc) The strategy is simple: quantum... Vis Oversæt

Om Jacek Pudlik
Holland
Strategi: Vækst

Trading for the techno-centric future. Where we're going, there ain't no seat belts.
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