Jacek Pudlik
Jacek Pudlik @CasuallyClueless

Rendimiento
Todo

56.71%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%
Conversaciones
Jacek Pudlik
Jacek Pudlik
Holanda
3d
Editado
🔮 Weekly Crystal Ball | 7–13 September A quiet week on my earnings watchlist, but a significant longer-term theme developing. 📊 Portfolio update August closed at +6.50%. September is +2.45% so far, bringing 2026 to +52.79%. A positive August and a positive start to September. Not our strongest... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
17d
🔮 WEEKLY EARNINGS OUTLOOK | 24-28 AUGUST The week begins quietly, then develops into one of the quarter’s most important technology earnings weeks. I will be selective: conviction matters more than the number of trades. 📅 MONDAY 24 $XPEV (XPeng Inc ADR) / $9868.HK (XPeng Inc) is the only report... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
21d
I'll be honest - I love AI. For lots of things, it's amazing. It saves me so much time in work and in my personal life. Searching for the best price? Finding manuals? Comparing listings? Helping me write more consistent, nicely formatted posts for eToro? Even market research on what stock to... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
24d
🔮 WEEKLY CRYSTAL BALL — A QUIETER WEEK AHEAD After several extremely busy earnings weeks, the next one looks considerably calmer. That is not necessarily a bad thing. Sometimes the best move is simply allowing existing positions to work. 📅 Monday, August 17 Nothing on the calendar that gives me... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
1me
🔮 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.... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
1me
Editado
🔮 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... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
1me
🔮 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... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
2mo
🔮 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... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
2mo
🔮 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... Mostrar más Traducir
Jacek Pudlik
Jacek Pudlik
Holanda
2mo
Editado
🟣🟣🟣 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... Mostrar más Traducir

Acerca de Jacek Pudlik
Holanda
Estrategia: Macro

Long-term growth investor focused on semiconductors, space, and quantum computing.
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