Marcin Jasinski
Marcin Jasinski @MJ_Lux

Ydeevne
Alle

-20.32%2026
2026
30.03%2025
2025
-6.48%2024
2024
13.54%2023
2023
-42.45%2022
2022
-8.00%2021
2021
39.91%2020
2020
42.5%0%-42.5%
Diskussioner
Marcin Jasinski
Marcin Jasinski
lukkede en $AMZN købsposition
Polen
18d
I just closed the trade at a profit of 28.84% Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
AMZN
Amazon.com Inc
28.84%
Handelshistorik
Marcin Jasinski
Marcin Jasinski
Polen
21d
Many people ask me today about what is happening to $ATAI (AtaiBeckley Inc): It is nicely flying after executive order to hasten FDA approval for psychedelic medicines, particularly for PTSD. ATAI is a leading player in the space. To be sure, we hold a significant position, hence it is greatly benefiting... Vis Oversæt
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ATAI
AtaiBeckley Inc
4.01
0.02 (0.50%)
Marcin Jasinski
Marcin Jasinski
Polen
1m
💻 $SAP (SAP SE ADR) has pulled back roughly 25–30% from its recent highs, but the fundamentals tell a very different story. What we’re seeing looks much more like a market reset than a business slowdown, and that disconnect is where the opportunity is starting to build. 💶 Looking at FY2025 results... Vis Oversæt
Marcin Jasinski
Marcin Jasinski
Polen
2mdr
𝙈𝙞𝙨𝙨𝙞𝙡𝙚𝙨 𝙖𝙣𝙙 𝙢𝙖𝙘𝙧𝙤 Since late February, coordinated US-Israeli strikes and Iranian retaliation have turned the Strait of Hormuz into the fault line between geopolitics and markets, with commercial transit “nearly” or “effectively” halted in several assessments. Around a fifth of global... Vis Oversæt
Marcin Jasinski
Marcin Jasinski
lukkede en $PLTR salgsposition
Polen
3mdr
I just closed the trade at a profit of 35.49% Closing my Palantir short. TP was even lower, but the upside from the short is no longer attractive enough in comparison to other opportunities on the market. May come back if there is panic selling. Best, MJ Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
PLTR
Palantir Technologies Inc.
35.49%
Handelshistorik
Marcin Jasinski
Marcin Jasinski
Polen
3mdr
📈 $PLTR (Palantir Technologies Inc.) has been one of the defining winners of the AI trade over the last two years. The company has executed exceptionally well, posting accelerating revenue growth, expanding margins, rising customer spend, and one of the strongest Rule of 40 profiles in software. From... Vis Oversæt
Marcin Jasinski
Marcin Jasinski
Polen
3mdr
🤔 $GOLD $SILVER $COPPER.FUT or none of them? 🥇 Gold and silver have been on an extraordinary run to start 2026. Gold is pushing around 5,000–5,600 per ounce, more than doubling since September 2024 after gaining around 60% in 2025. Silver has moved even more aggressively, breaking above 120 per ounce... Vis Oversæt
Marcin Jasinski
Marcin Jasinski
Polen
3mdr
$MSFT (Microsoft) ’𝙨 𝙀𝙖𝙧𝙣𝙞𝙣𝙜𝙨: 𝘽𝙧𝙚𝙖𝙠𝙤𝙪𝙩 𝙤𝙧 𝘽𝙧𝙚𝙖𝙠𝙙𝙤𝙬𝙣? 🐂 Wall Street has positioned itself at an incredibly bullish stance ahead of Microsoft’s earnings release later today with over 90% of covering analysts listing Microsoft as a buy, in combination with strong price targets... Vis Oversæt
Marcin Jasinski
Marcin Jasinski
Polen
3mdr
Good morning everyone, There is a lot happening in the European session right now. 🤖 $ASML (ASML Holding NV) is growing 7% which after reporting very strong earnings. This European AI story is likely indicating strong earnings from Microsoft and $META (Meta Platforms Inc) later tonight (after market... Vis Oversæt
Marcin Jasinski
Marcin Jasinski
Polen
4mdr
📉📉 𝙒𝙝𝙖𝙩 𝙞𝙨 𝙮𝙤𝙪𝙧 𝙛𝙖𝙫𝙤𝙪𝙧𝙞𝙩𝙚 𝙨𝙝𝙤𝙧𝙩 (𝙤𝙧 𝙞𝙛 𝙮𝙤𝙪 𝙬𝙚𝙧𝙚 𝙩𝙤 𝙨𝙝𝙤𝙧𝙩) ?? 🩳 🧈 $GOLD has done incredibly well over the last 1y+, as did $SILVER which is rapidly catching up. These are natural defensive plays. 📉 Many people do not short, but I would like to hear what... Vis Oversæt
Tesla
100.00%
Palantir
100.00%
US Dollar
100.00%
Other - please comment
100.00%
102 Stemmer

Om Marcin Jasinski
Polen
Strategi: Værdi

Value Investor focused on under-priced assets across geographies. Sometimes Long/Short.
Vis fuld bio Oversæt
135 Kopierende følgere
35.3K Følgere

Lignende handlende

For nylig handlet

TEAM
TEAM Short
Lukket•05/05/26, 14:23
▴-20.62%
P/L
TEAM
TEAM Short
Lukket•05/05/26, 14:19
▴-26.21%
P/L
MSFT
MSFT
Lukket•01/05/26, 19:21
▴-3.12%
P/L
TEAM
TEAM Short
Lukket•01/05/26, 15:28
▴-22.93%
P/L
MSFT
MSFT
Lukket•30/04/26, 20:13
▴-6.07%
P/L