Jacek Pudlik
Jacek Pudlik @CasuallyClueless

Ytelse
Alle

49.07%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%
Diskusjon
Jacek Pudlik
Jacek Pudlik
Nederland
3d
Redigert
Casually Clueless Crystal Ball time. Nobody has a crystal ball, and after two very packed earnings weeks, this one feels much more like a cooldown than a hunting season. There are still interesting names on the board, but I am not treating this week as one where every day needs aggressive action. The... Vis flere Oversett
Jacek Pudlik
Jacek Pudlik
Nederland
9d
🌟 20 copiers passed. 23 at the moment of writing. That is a massive milestone. The portfolio has been growing strongly in value, but seeing the number of people choosing to copy it grow alongside it is something else entirely. We are now sitting at around 57% growth this year, which is already more... Vis flere Oversett
Jacek Pudlik
Jacek Pudlik
Nederland
10d
🔮 Casually Clueless Crystal Ball — May 11–15 It has been a busy week. The portfolio had a few very strong wins, and after a run like that, it would be reasonable to expect some drawdown pressure next week. The goal is not to pretend we can avoid every red day. The goal is to manage positioning, protect... Vis flere Oversett
Jacek Pudlik
Jacek Pudlik
Nederland
17d
Casually Clueless Crystal Ball 4.05.2026 - 8.05.2026 🔮 – Compact Edition (Earnings Overload Week) Nobody has a crystal ball… but this week we do not need one — just discipline. The volume of earnings is high enough that overtrading becomes the real risk. Here is how I am approaching it, keeping things... Vis flere Oversett
Jacek Pudlik
Jacek Pudlik
Nederland
22d
As of yesterday’s close, the portfolio is up 28.81% year-to-date. After a run like this, a short-term pullback is expected. April alone has delivered a 37% gain, so some retracement over the coming days would be a normal development rather than a concern. It is reasonable to hope that the day will finish... Vis flere Oversett
Jacek Pudlik
Jacek Pudlik
Nederland
24d
🔮 Casually Clueless Crystal Ball — April 27 → May 1 Nobody has a crystal ball… but earnings weeks like this one tend to reward preparation more than prediction. And this one is stacked. Here is how I am positioning. 🟡 Monday — Watching for positioning $AMKR (Amkor Technology Inc) — quietly strong... Vis flere Oversett
Jacek Pudlik
Jacek Pudlik
Nederland
30d
I've made some small movements along the portfolio reallocating ~8% of the value from place to place. Here are the broad strokes of the reasoning: 🟠 Reduced $AMD (Advanced Micro Devices Inc) (~1/6th trimmed) $AMD remains a core conviction. This was purely about freeing capital for more aggressive... Vis flere Oversett
Jacek Pudlik
Jacek Pudlik
Nederland
1mnd
🔮 Casually Clueless Crystal Ball: Earnings Week 20–24 April 🔮 Nobody has a crystal ball… but we can still position ourselves where the probabilities look interesting. Next week is one of those weeks where patience early on may pay off later. Monday and Tuesday look steady. Wednesday and Thursday... Vis flere Oversett
Jacek Pudlik
Jacek Pudlik
Nederland
1mnd
🔬 Quantum sector update — tangible progress, not just price action $QBTS (D-Wave Quantum Inc) $IONQ (IONQ Inc) $QUBT (Quantum Computing Inc) $RGTI (Rigetti Computing Inc) all moved well — but the more relevant point is that recent announcements are finally backing the recovery. 🟢 $QBTS (D-Wave Quantum) Latest... Vis flere Oversett
Double down
100.00%
Withdraw once you break even
100.00%
46 Stemmer
Jacek Pudlik
Jacek Pudlik
Nederland
1mnd
🔮 Casually Clueless Crystal Ball: April 13 – 17 🔮 Nobody has a crystal ball… but earnings weeks like this are about reading signals correctly, not reacting emotionally. 🔵 Monday – 13th $GS (Goldman Sachs Group Inc) Not a position, just a benchmark for sentiment. 🟦 Focus on IB activity, trading... Vis flere Oversett

Om Jacek Pudlik
Nederland
Strategi: Vekst

Where we're going, there ain't no seat belts.
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22 Kopierere
2K Følgere

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