Michal Klicki
Michal Klicki @BuildAfter40

Performance
3.93% Return
2026

Dec
Nov
Oct
-1.52% September 2026
Sep
2.47% August 2026
Aug
-2.66% July 2026
Jul
3.73% June 2026
Jun
4.61% May 2026
May
-2.49% April 2026
Apr
Mar
Feb
Jan
4.6%0%-4.6%
Michal Klicki
𝗧𝗛𝗘 𝗠𝗔𝗥𝗞𝗘𝗧 𝗥𝗔𝗟𝗟𝗜𝗘𝗗 𝗜𝗡𝗧𝗢 𝗔 𝗥𝗔𝗧𝗘 𝗛𝗜𝗞𝗘 Friday gave us a useful reminder that “bad macro = bad stocks” is too simple. US CPI rose 0.4% in August and 3.4% over the past year. Core inflation also accelerated, and the market pushed the probability of a Fed hike next week to almost... Show More
Michal Klicki
𝗔𝗜 𝗛𝗔𝗦 𝗔 𝗡𝗘𝗪 𝗛𝗨𝗥𝗗𝗟𝗘: ~𝟱% Oracle just gave the AI bulls something they needed. Q1 revenue rose 30% to $19.3B. Cloud revenue grew 62%. Infrastructure revenue jumped 121% to $7.4B, and Oracle added more than $30B of new AI cloud contracts, taking its remaining performance obligations to... Show More
Michal Klicki
𝗗𝗜𝗙𝗙𝗘𝗥𝗘𝗡𝗧 𝗦𝗘𝗖𝗧𝗢𝗥𝗦 - 𝗢𝗡𝗘 𝗥𝗔𝗧𝗘 𝗦𝗛𝗢𝗖𝗞 US producer prices rose 0.4% in August and 5.4% over the past year. Energy was a big part of the move. Diesel fuel prices jumped 24.1% in August, while truck freight transportation prices rose 2.0%. That matters beyond the inflation headline. It... Show More
Michal Klicki
𝗔𝗜 𝗝𝗨𝗦𝗧 𝗠𝗢𝗩𝗘𝗗 𝗙𝗥𝗢𝗠 𝗔𝗡𝗦𝗪𝗘𝗥𝗜𝗡𝗚 𝗧𝗢 𝗔𝗖𝗧𝗜𝗡𝗚 Meta launched Muse this week, a personal AI agent that can send emails, book travel, shop and work across connected apps on a user’s behalf. The stock jumped almost 6% today. The bigger sector signal is not another chatbot. AI... Show More
Michal Klicki
𝗖𝗬𝗕𝗘𝗥 𝗥𝗜𝗦𝗞 𝗝𝗨𝗦𝗧 𝗕𝗘𝗖𝗔𝗠𝗘 𝗔 𝗥𝗘𝗩𝗘𝗡𝗨𝗘 𝗣𝗥𝗢𝗕𝗟𝗘𝗠 Boston Scientific now says the cyberattack it detected on August 25 is likely to have a material impact on its Q3 and full-year results. The network outage disrupted manufacturing, order processing and shipping, and the company... Show More
Michal Klicki
𝗢𝗜𝗟 𝗔𝗧 $𝟵𝟲 𝗖𝗛𝗔𝗡𝗚𝗘𝗦 𝗧𝗛𝗘 𝗖𝗣𝗜 𝗪𝗘𝗘𝗞. US markets are closed today for Labor Day, but the risk map for the week is already clear. Thursday brings August PPI, Friday brings CPI, and the Fed’s September decision follows the week after. Friday’s jobs report made those inflation numbers... Show More
Michal Klicki
𝗧𝗛𝗜𝗦 𝗪𝗘𝗘𝗞 𝗠𝗔𝗗𝗘 𝗖𝗔𝗦𝗛 𝗙𝗟𝗢𝗪 𝗠𝗔𝗧𝗧𝗘𝗥 𝗠𝗢𝗥𝗘 The week ended with a very different macro setup from the one many investors were hoping for. US payrolls rose by 162,000 in August, unemployment stayed at 4.1%, the 10-year finished around 4.77%, and oil remained above $90 as the Iran... Show More
Michal Klicki
𝗔 𝗟𝗔𝗨𝗡𝗖𝗛 𝗜𝗦𝗡’𝗧 𝗧𝗛𝗘 𝗧𝗛𝗘𝗦𝗜𝗦 Tesla put its purpose-built Cybercab into commercial use in Austin this week. That is a real milestone for $TSLA (Tesla Motors, Inc.), but it is also exactly the kind of moment investors can easily overinterpret. A product becoming visible feels like proof.... Show More
Michal Klicki
𝗕𝗥𝗢𝗔𝗗𝗖𝗢𝗠’𝗦 𝗕𝗜𝗚𝗚𝗘𝗦𝗧 𝗥𝗜𝗦𝗞 𝗠𝗔𝗬 𝗕𝗘 𝗧𝗛𝗘 𝗕𝗔𝗥 𝗜𝗧 𝗝𝗨𝗦𝗧 𝗥𝗔𝗜𝗦𝗘𝗗. Broadcom reported Q3 revenue of $29.6B, up 86% year over year. AI semiconductor revenue reached $16.7B, up 221%, and management expects about $21.7B in Q4. The business is not struggling to find AI demand. The... Show More
Michal Klicki
𝗗𝗜𝗙𝗙𝗘𝗥𝗘𝗡𝗧 𝗧𝗜𝗖𝗞𝗘𝗥𝗦 𝗖𝗔𝗡 𝗦𝗧𝗜𝗟𝗟 𝗕𝗘 𝗧𝗛𝗘 𝗦𝗔𝗠𝗘 𝗕𝗘𝗧. Broadcom just reported Q3 revenue of $29.6B, up 86% year over year. AI semiconductor revenue reached $16.7B, up 221%, and management expects it to rise again to about $21.7B in Q4. Those are powerful demand numbers. But... Show More

About Michal Klicki
Ireland
Strategy: Multi-Strategy

Calm long-term investing for busy 40+ investors starting later. No hype. No day trading.
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