Jan Kytlica
Jan Kytlica @ClownWithEars

Performance
All

-12.30%2026
2026
24.56%2025
2025
32.09%2024
2024
63.81%2023
2023
-9.66%2022
2022
63.8%0%-63.8%
Jan Kytlica
Czech Republic
πŸ“Š THE AI CAPEX CYCLE Follow the money. Ignore the noise. I’ve been quiet for a while. Not gone. Just listening more than talking. Here’s what the numbers say. This is not an AI β€œtrend”. This is a capital reallocation happening on balance sheets. In 2024–2025, hyperscalers committed over $ 130B... Show More
Jan Kytlica
Jan Kytlica closed a $TSM buy position
Czech Republic
I just closed the trade at a profit of 272.10%
TSM
Taiwan Semiconductor Manufacturing Co Ltd - ADR
272.10%
Trade Story
Jan Kytlica
Czech Republic
πŸ“ˆ THE MARKET IS OVERHEATED… BUT NOT EVERYWHERE Recent price action shows one clear trend: capital keeps flowing into the same names, and market concentration is reaching levels that create valuation pressure. According to CEPR, the top 10 US tech companies now represent almost one-third of the entire... Show More
Jan Kytlica
Czech Republic
Opened first biotech exposure with $XBI (SPDR Series Trust - SPDR S&P Biotech ETF) 🧬 Small start - putting some of my cash to work and beginning this shift gradually, as planned for Q4.
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XBI
SPDR Series Trust - SPDR S&P Biotech ETF
124.82
-1.60 (-1.27%)
Jan Kytlica
Jan Kytlica closed a $NFLX buy position
Czech Republic
Trimmed $NFLX (Netflix, Inc.) with +428% πŸš€ Taking some profits and keeping positions balanced as planned.
NFLX
Netflix, Inc.
428.72%
Trade Story
Jan Kytlica
Czech Republic
πŸš€ FROM TECH HIGHS TO BIOTECH FUTURE Tech has been good to me. Stocks like $NFLX (Netflix, Inc.), $UBER (Uber Technologies Inc.), $META (Meta Platforms Inc), $NVDA (NVIDIA Corporation) and Datadog delivered strong gains. But nothing goes up forever. Valuations are stretched, so I’d rather lock in... Show More
Jan Kytlica
Czech Republic
πŸš€ +36% YTD. First copier joined – just the beginning. Big thanks to the first person who decided to copy my strategy – it’s a small step, but it means a lot. I focus on tech and gaming, sectors I believe will keep driving growth in the years ahead. I also keep a smaller exposure to medtech/biotech... Show More
Jan Kytlica
Czech Republic
πŸ“‰ Jobs Shock: U.S. Labor Market Weaker Than We Thought πŸ“Š August Only +22,000 jobs added β€” way below the usual monthly gains (last year’s average was ~150k). Unemployment rose to 4.3%. πŸ“Š Big Revision The latest benchmark shows 911,000 fewer jobs created from Apr 2024 – Mar 2025 than initially reported.... Show More
Jan Kytlica
Jan Kytlica closed a $META buy position
Czech Republic
I just closed the trade at a profit of 339.13%
META
Meta Platforms Inc
339.26%
Trade Story
Jan Kytlica
Czech Republic
πŸ“Š August Recap & September Outlook – Tech Stocks in Focus πŸ”Ή August recap: Strong month overall, but the last week turned red. Chipmakers got hit hard: $NVDA (NVIDIA Corporation) -3%, $AVGO (Broadcom Inc) -4%, $MRVL (Marvell Technology Group Ltd) nearly -20%. $META (Meta Platforms Inc) stood... Show More

About Jan Kytlica
Czech Republic
Strategy: Growth

πŸš€ Long-term investor | Growth stocks & innovation | Focus on tech & market insights πŸ“ˆ
Show Full Bio
1 Copiers
99 Followers