Lubomir Strnad
Lubomir Strnad @MartInvestor

Performance
All

13.36%2026
2026
20.32%2025
2025
19.87%2024
2024
25.37%2023
2023
-14.48%2022
2022
12.81%2021
2021
0.43%2020
2020
25.4%0%-25.4%
Discussions
Lubomir Strnad
Lubomir Strnad
Czech Republic
14d
Edited
πŸ“Š πŒπ„π“π€ 𝐀𝐍𝐃 πŒπˆπ‚π‘πŽπ’πŽπ…π“ 𝐉𝐔𝐒𝐓 π’π‡πŽπ–π„πƒ 𝐓𝐇𝐄 𝐑𝐄𝐀𝐋 π€πˆ πƒπˆπ•πˆπƒπ„ Last night, $META (Meta Platforms Inc) and $MSFT (Microsoft) both reported earnings. Both are investing aggressively into AI. Both are among the most important technology companies in the world, but the market... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
15d
🧠 𝐓𝐇𝐄 π€πˆ 𝐓𝐑𝐀𝐃𝐄 πˆπ’ ππŽπ“ πƒπ˜πˆππ†. πˆπ“ πˆπ’ πŒπŽπ•πˆππ† 𝐔𝐏 𝐓𝐇𝐄 π’π“π€π‚πŠ. Semiconductor stocks are selling off hard. $MU (Micron Technology, Inc.), $AMD (Advanced Micro Devices Inc), $AMAT (Applied Materials Inc), $SMSN.L (Samsung Electronics Co Ltd - GDR), memory names, equipment... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
17d
⏰ Market Wake-Up Call - 27/07/2026 GM everyone, investor feeds were noisy this week, but the verified signal was concentrated in energy, AI spending, cash flow and renewed trade pressure. β€” Oil’s $100 warning shot fades, but the risk remains πŸ›’οΈ Brent briefly crossed $100 as fighting disrupted Middle... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
23d
πŸ† 𝐓𝐇𝐄 πŸπŸŽπŸπŸ” π…πˆπ…π€ π–πŽπ‘π‹πƒ 𝐂𝐔𝐏 πˆπ’ πŽπ•π„π‘ β€” π–π‡πˆπ‚π‡ π‚πŽπŒππ€ππˆπ„π’ π€π‚π“π”π€π‹π‹π˜ π–πŽπ? Spain πŸ‡ͺπŸ‡Έ won the trophy, but as investors, I care about a different question: Which companies actually benefited from the World Cup? Not only through attention, but through real commercial... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
26d
🚨 π“π’πŒπ‚ ππ‘πŽπ…πˆπ“ π‰π”πŒππ„πƒ πŸ•πŸ•%, 𝐓𝐇𝐄 π’π“πŽπ‚πŠ π’π“πˆπ‹π‹ 𝐅𝐄𝐋𝐋 - 𝐇𝐄𝐑𝐄 πˆπ’ π–π‡π˜ The AI boom is not over, but the market is finally asking a more serious question: Where is the return? This week, semiconductor stocks sold off hard. The Philadelphia Semiconductor Index dropped... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
29d
πŸ“° Market BREAKING Wake-Up Call - 16/07/2026 β€” Inflation gives markets breathing room πŸ“Š U.S. producer prices fell 0.3% in June, one day after CPI dropped 0.4%. Core CPI was flat month over month and slowed to 2.6% year over year, easing pressure for an immediate Fed hike. My read: One good month does... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
1mo
⚑ 𝐓𝐇𝐄 π€πˆ 𝐁𝐎𝐎𝐌 𝐇𝐀𝐒 𝐀 𝐍𝐄𝐖 π‘πˆπ’πŠ ππŽππŽπƒπ˜ πˆπ’ ππ‘πˆπ‚πˆππ† 𝐈𝐍 AI was supposed to make the world more productive. But right now, AI is also making the world more expensive. That is the paradox investors should watch. Big tech companies are spending hundreds of billions of dollars... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
1mo
Edited
⏰ Market Weekend Call - 10/07 - 12/07/2026 β€” The AI bottleneck is shifting from GPUs to memory 🧠 $SKHY (SK hynix Inc ADR) raised about $26.5 billion in its Nasdaq debut and jumped 14%. CEO Kwak Noh-jung then warned that 2027 could bring the industry’s worst memory shortage, with demand exceeding supply... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
1mo
πŸ”΅ πŒπ„π“π€ πˆπ’ π€π‹π‘π„π€πƒπ˜ ππ”πˆπ‹πƒπˆππ† πˆπ“π’ πŽπ–π π€πˆ π‚π‡πˆππ’! π“π‡πˆπ’ πˆπ’ ππ”π‹π‹πˆπ’π‡. This is not just another AI headline. $META (Meta Platforms Inc) is preparing for the next phase of the AI race. Through its MTIA program, Meta is developing custom chips designed for its own... Show More
Lubomir Strnad
Lubomir Strnad
Czech Republic
1mo
πŸ”« Market Wake-Up Call - 09/07/2026 Good morning everyone! β€” NATO summit puts defence spending into the market narrative 🌍 At the Ankara NATO summit, leaders pushed defence commitments into hard numbers: arms deals worth at least $50 billion were showcased, and five NATO members are projected to spend... Show More

About Lubomir Strnad
Czech Republic
Strategy: Multi-Strategy

πŸŽ“ Economics Educated πŸ“ˆ 6Y in the Markets πŸ”Ž Diversified Stock Picking πŸ›‘οΈ Risk Control
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663 Followers

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