Agnieszka Nowak
Agnieszka Nowak @Aganowak91

Performance
All

12.81%2026
2026
17.28%2025
2025
26.03%2024
2024
15.44%2023
2023
26.0%0%-26.0%
Agnieszka Nowak
๐‹๐š๐ฌ๐ญ ๐ฐ๐ž๐ž๐ค ๐ฐ๐š๐ฌ ๐œ๐จ๐ง๐Ÿ๐ฎ๐ฌ๐ข๐ง๐ . ๐“๐ก๐ข๐ฌ ๐ฐ๐ž๐ž๐ค ๐ข๐ฌ ๐๐ž๐œ๐ข๐ฌ๐ข๐ฏ๐ž. Last week we got the best inflation data of 2026. The biggest monthly drop in CPI since April 2020. Producer prices reversed. Consumer sentiment hit its highest reading since February. Rate hike odds dropped. The... Show More
Agnieszka Nowak
๐€๐›๐จ๐ฎ๐ญ ๐Œ๐ž Iโ€™ve been meaning to write a more personal โ€œAbout Meโ€ post for a while now. Most of you probably follow me for the investing updates, but I think knowing whoโ€™s actually behind the portfolio is just as important as knowing the strategy itself. So, letโ€™s get a bit more personal! ๐–๐ก๐จ... Show More
Agnieszka Nowak
Agnieszka Nowak
closed a $AMD buy position
Luxembourg
I just closed the trade at a profit of 266.58% Trimming some AMD after quite a run. It's grown into my biggest position and I'm moving those funds to $MSFT (Microsoft) for a steady AI exposure. Still holding plenty of AMD, just resizing, not losing faith!
Not investment advice. The author may have financial interests in the mentioned instruments.
AMD
Advanced Micro Devices Inc
266.58%
Trade Story
Agnieszka Nowak
๐„๐ฏ๐ž๐ซ๐ฒ๐จ๐ง๐ž ๐ฐ๐š๐ง๐ญ๐ฌ ๐ญ๐จ ๐›๐ž ๐ญ๐ก๐ž ๐ง๐ž๐ฑ๐ญ ๐›๐ข๐  ๐ญ๐ซ๐š๐๐ž๐ซ. ๐€๐ฅ๐ฆ๐จ๐ฌ๐ญ ๐ง๐จ๐›๐จ๐๐ฒ ๐ฐ๐š๐ง๐ญ๐ฌ ๐ญ๐จ ๐›๐ž ๐ญ๐ก๐ž ๐ง๐ž๐ฑ๐ญ ๐–๐š๐ซ๐ซ๐ž๐ง ๐๐ฎ๐Ÿ๐Ÿ๐ž๐ญ๐ญ. I've been thinking about this a lot lately. Every day on this platform (and many others) I see people chasing the next hype cycle,... Show More
Agnieszka Nowak
"๐–๐ก๐ž๐ง ๐ข๐ฌ ๐ญ๐ก๐ž ๐›๐ž๐ฌ๐ญ ๐ญ๐ข๐ฆ๐ž ๐ญ๐จ ๐ฌ๐ญ๐š๐ซ๐ญ ๐œ๐จ๐ฉ๐ฒ๐ข๐ง๐  ๐ฒ๐จ๐ฎ?" I get this question more than almost any other: After a market dip? After a good run? When things calm down? When the geopolitics settle? When the Fed makes its next move? Here's my honest answer: it doesn't... Show More
Agnieszka Nowak
Agnieszka Nowak
closed a $AMD buy position
Luxembourg
I just closed the trade at a profit of 316.81%
Not investment advice. The author may have financial interests in the mentioned instruments.
AMD
Advanced Micro Devices Inc
316.80%
Trade Story
Agnieszka Nowak
๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐ข๐ฌ ๐ž๐ฑ๐š๐œ๐ญ๐ฅ๐ฒ ๐ฅ๐ข๐ค๐ž ๐ฒ๐ž๐ฌ๐ญ๐ž๐ซ๐๐š๐ฒโ€™๐ฌ ๐๐ซ๐š๐ฌ๐ข๐ฅ ๐ฏ๐ฌ ๐๐จ๐ซ๐ฐ๐š๐ฒ ๐ ๐š๐ฆ๐ž I'll be honest, yesterday's result hurt. I'm a Brasil fan and watching them go out in the Round of 16, their earliest exit in 36 years, was painful. But once the emotion settled,... Show More
Agnieszka Nowak
๐„๐ฏ๐ž๐ซ๐ฒ๐จ๐ง๐žโ€™๐ฌ ๐ฐ๐š๐ญ๐œ๐ก๐ข๐ง๐  ๐ˆ๐ซ๐š๐ง. ๐ˆโ€™๐ฆ ๐ฐ๐š๐ญ๐œ๐ก๐ข๐ง๐  ๐ฌ๐จ๐ฆ๐ž๐ญ๐ก๐ข๐ง๐  ๐ฆ๐ฎ๐œ๐ก ๐›๐ข๐ ๐ ๐ž๐ซ. Everyone is celebrating the Iran ceasefire. I think they're looking at the wrong crisis. Yes, oil pulled back. Yes, the Strait of Hormuz is slowly reopening. Yes, markets got a relief... Show More
Agnieszka Nowak
Agnieszka Nowak
Bought $VICI @26.8901
Luxembourg
I've just opened a position using 1.72% of my equity.
Not investment advice. The author may have financial interests in the mentioned instruments.
VICI
VICI Properties Inc
26.80
-0.0400 (-0.15%)
Agnieszka Nowak
๐“๐ก๐ข๐ฌ ๐ฐ๐ž๐ž๐ค, ๐ ๐ž๐จ๐ฉ๐จ๐ฅ๐ข๐ญ๐ข๐œ๐ฌ ๐š๐ง๐ ๐€๐ˆ ๐š๐ซ๐ž ๐ฌ๐ฐ๐š๐ฉ๐ฉ๐ข๐ง๐  ๐ฉ๐ฅ๐š๐œ๐ž๐ฌ Two completely different stories are colliding in markets right now, and most people are only paying attention to one of them. ๐’๐ญ๐จ๐ซ๐ฒ ๐ง๐ซ ๐Ÿ: The war premium is coming out of markets. The US and Iran reportedly... Show More

About Agnieszka Nowak
Luxembourg
Strategy: Growth

Investment Management Director. Long term investment strategy
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13.9K Followers