Anze Kozjek
Anze Kozjek @kozjekanze

Performance
All

12.04%2026
2026
-13.51%2025
2025
45.90%2024
2024
62.69%2023
2023
-43.26%2022
2022
65.88%2021
2021
172.51%2020
2020
5.59%2019
2019
172.5%0%-172.5%
Discussions
Anze Kozjek
Slovenia
3m
πŸš€Bitcoin miners will be the next AI winners. Why? It is not for Bitcoin mining, but their transition to AI. Digital demand for AI is scaling much faster than the physical supply of compute and energy.
 $MSFT (Microsoft) is literally turning down Azure customers due to a lack of data center capacity.... Show More
Anze Kozjek
Slovenia
5m
In case you don’t realize what’s happening: 🏦 As I have been pointing out for months, the Fed is about to start cutting rates into stagflation. That means it will cut rates into rising inflation with a weakening labor market. The amount of currency they will need to print to effectively reset the... Show More
Anze Kozjek
Slovenia
5m
🫧Is the Palantir bubble about to pop? $PLTR (Palantir Technologies Inc.) is riding the AI wave, but is it worth the hype? πŸ“ˆ Let’s break it down:    P/E Ratio: At 520, Palantir’s valuation is stratospheric (tech avg ~30). Forward P/E 278 suggests earnings growth, but bears like Citron call it β€œovervalued.”... Show More
Anze Kozjek
Slovenia
6m
πŸ’Έ The Big Print is just a couple of moves away. πŸ“ˆ $SPX500 just hit an ATH, despite the tariff war, rising unemployment and rising inflation, before any rate cuts. In addition, the US recorded the 3rd largest monthly deficit of all time, at $316 billion in May. Eliminating the deficit should be... Show More
Anze Kozjek
Slovenia
7m
πŸ’Έ How to invest in hyperinflation? With the recent debt ceiling increase, the US decided that it wanted to go down the path of higher debt and inflation. The EU and China have also chosen the same path.  The surge in yields means there is not much demand for US debt and the FED will soon have to step... Show More
Anze Kozjek
Slovenia
8m
πŸš€ Yields are surging again following the Moody’s downgrade on Friday. The 10Y note yield is nearing 4.50%-4.60%, and the 30Y yield crossed 5.0% once again. This is happening because investors are expecting higher inflation and are not willing to buy US debt at lower rates. When the interest rates... Show More
Anze Kozjek
Slovenia
10m
Edited
Why Trump wants to crash a stock market? πŸ“‰ This year the US is facing a massive debt refinancing and it is obvious that Trump is doing everything he can to scare people out of equities and into bonds. $9.2 trillion of US debt will either mature or need to be refinanced, but with a current yield... Show More
Anze Kozjek
Slovenia
12m
πŸš€ Is Amazon a good buy? In the recent DeepSeek pullback, Amazon barely dropped and has just reached an ATH, so what is going on? 🏬 Amazon is not only a huge ecommerce platform, but it is a leader in cloud computing through its Amazon Web Services (AWS) and it dominates the market with a significant... Show More
Anze Kozjek
Slovenia
12m
πŸš€ Siemens Energy $ENR.DE (Siemens Energy AG) said that the rise in demand for data centres, which are key to AI technology, as well as the reliable energy capacity needed to power them, had "brought a boom to all energy companies". Trump late on Tuesday announced the investment of up to $... Show More
Anze Kozjek
Slovenia
1y
πŸš€ Interest rates are SKYROCKETING. The 10-year note yield is ~ 4.70% and mortgage rates on their way to 8%+. Since the FED started cutting rates, interest rates are up more than +110 basis points. This has NEVER happened before. So, what's next? 🏦 Even though the FED started cutting rates,... Show More

About Anze Kozjek
Slovenia
Strategy: Multi-Strategy

Value and trend investor always looking for undervalued assets and new market trends.
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194 Followers

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