Marcin Jasinski - Popular Investor | Strategia e performance

Marcin Jasinski @MJ_Lux

Rendimento
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2026

2025

2024

2023

2022

2021

2020

42.5%0%-42.5%

Rendimento da inizio anno -20.32%

Rendimento a 2 anni -3.1%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 50.00%

Opinioni

Marcin Jasinski

chiusa una posizione di acquisto $AMZN

Polonia

18g

I just closed the trade at a profit of 28.84% Traduci

Non è una consulenza in materia di investimenti. L’autore potrebbe avere interessi finanziari negli strumenti menzionati.

AMZN

Amazon.com Inc

28.84%

Cronologia

Marcin Jasinski

Polonia

21g

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... Mostra di più Traduci

ATAI

AtaiBeckley Inc

4.01

0 (0.00%)

Marcin Jasinski

Polonia

1me

💻 $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... Mostra di più Traduci

Marcin Jasinski

Polonia

2mo

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... Mostra di più Traduci

Marcin Jasinski

chiusa una posizione di vendita $PLTR

Polonia

3mo

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 Traduci

Non è una consulenza in materia di investimenti. L’autore potrebbe avere interessi finanziari negli strumenti menzionati.

PLTR

Palantir Technologies Inc.

35.49%

Cronologia

Marcin Jasinski

Polonia

3mo

📈 $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... Mostra di più Traduci

Marcin Jasinski

Polonia

3mo

🤔 $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... Mostra di più Traduci

Marcin Jasinski

Polonia

3mo

$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... Mostra di più Traduci

Marcin Jasinski

Polonia

3mo

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... Mostra di più Traduci

Marcin Jasinski

Polonia

4mo

📉📉 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... Mostra di più Traduci

Tesla

100.00%

Palantir

100.00%

US Dollar

100.00%

Other - please comment

100.00%

Informazioni Marcin Jasinski
Polonia
Strategia: Valore

Value Investor focused on under-priced assets across geographies. Sometimes Long/Short.

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Marcin Jasinski
@MJ_Lux

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Polonia
Strategia: Valore

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Polonia
Strategia: Valore