Jacek Pudlik
Jacek Pudlik @CasuallyClueless

Performance
All

7.34%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%
Discussions
Jacek Pudlik
Netherlands
1d
🔮 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... Show More
Jacek Pudlik
Netherlands
2d
A small portfolio reshuffle this week. Reduced exposure to $OKLO (Oklo Inc) and $SMR (NuScale Power Corporation) after continued underperformance over the past few months, and reallocated that capital into $STMMI.MI (STMicroelectronics Company) and $TTMI (TTM Technologies Inc). This is not a shift in... Show More
Jacek Pudlik
Netherlands
6d
This week’s earnings calendar is relatively light, with no setups that justify broader portfolio changes. The only position I am actively managing is $APLD (Applied Digital Corporation) . 🔵 Current position: ~1.5% 🔵 Planned increase: ~2.5% before Wednesday The position is currently at a loss. Since... Show More
Jacek Pudlik
Netherlands
13d
🌍 Global Situation Update – What’s Driving Markets Right Now Before anything else this week, it is worth understanding the backdrop. This is not noise anymore — geopolitics is actively shaping capital flows. 🔴 Ukraine War – Continued Pressure, No Exit in Sight The conflict remains fully active with... Show More
Jacek Pudlik
Netherlands
13d
Edited
🔮 Casually Clueless Crystal Ball: 30 March – 3 April 🔮 Nobody has a crystal ball… but we can still try to stack the odds slightly in our favor. 🟡 Monday – 30th March 🔹 $06881.HK (China Galaxy Securities Co Ltd) (CG Services) Property management arm of Country Garden, handling residential communities,... Show More
Jacek Pudlik
Netherlands
21d
🔮 Casually Clueless Crystal Ball — March 23–27 Nobody has a crystal ball… but sometimes the macro picture is loud enough that you would have to actively ignore it. Right now, that signal is oil. With the war in Ukraine continuing and escalation in Iran now directly impacting supply expectations,... Show More
Jacek Pudlik
Netherlands
23d
Edited
Class action lawsuit by shareholders in 3… 2… 1… $SMCI (Super Micro Computer, Inc) just dropped nearly 30% overnight on allegations — and honestly, this is one of those situations where nobody saw it coming. Not retail, not funds, not “smart money”. Sometimes the market just hits you out of nowhere. This... Show More
Jacek Pudlik
Netherlands
24d
$MU (Micron Technology, Inc.) – Micron earnings deep dive: this was not just strong… this confirms a structural shift. The -7% pre-market reaction becomes even harder to justify when you actually go through the reported numbers. This was a blockbuster quarter with forward signals that matter far more... Show More
Buy the dip!
100.00%
Hold
100.00%
Sell it now before a crash
100.00%
51 Votes
Jacek Pudlik
Netherlands
27d
Edited
Casually Clueless Crystal Ball 🔮 Week of March 16 – March 20 Nobody has a crystal ball. Markets surprise everyone, analysts change their minds every other week, and even the strongest thesis can run into unexpected macro news. What we can do instead is prepare. Look at the earnings calendar, understand... Show More
Jacek Pudlik
Netherlands
1mo
📊 YTD Performance Update January: +9.97% February: -7.31% Net result: +1.93% year-to-date That is effectively flat. Not ideal — especially considering I have not had a red February since 2020. Historically, March and April have also been weaker months for my portfolio, so the next 8 weeks will matter. The... Show More

About Jacek Pudlik
Netherlands
Strategy: Growth

Where we're going, there ain't no seat belts.
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