Marcin Jasinski
Marcin Jasinski @MJ_Lux

Performance
All

-12.14%2026
2026
30.03%2025
2025
-6.48%2024
2024
13.54%2023
2023
-42.45%2022
2022
-8.00%2021
2021
39.91%2020
2020
42.5%0%-42.5%
Marcin Jasinski
๐Ÿ’ป $SAP (SAP SE ADR) has pulled back roughly 25โ€“30% from its recent highs, but the fundamentals tell a very different story. What weโ€™re seeing looks much more like a market reset than a business slowdown, and that disconnect is where the opportunity is starting to build. ๐Ÿ’ถ Looking at FY2025 results... Show More
Marcin Jasinski
๐™ˆ๐™ž๐™จ๐™จ๐™ž๐™ก๐™š๐™จ ๐™–๐™ฃ๐™™ ๐™ข๐™–๐™˜๐™ง๐™ค Since late February, coordinated US-Israeli strikes and Iranian retaliation have turned the Strait of Hormuz into the fault line between geopolitics and markets, with commercial transit โ€œnearlyโ€ or โ€œeffectivelyโ€ halted in several assessments. Around a fifth of global... Show More
Marcin Jasinski
Marcin Jasinski closed a $PLTR sell position
Poland
I just closed the trade at a profit of 35.49% Closing my Palantir short. TP was even lower, but the upside from the short is no longer attractive enough in comparison to other opportunities on the market. May come back if there is panic selling. Best, MJ
PLTR
Palantir Technologies Inc.
35.49%
Trade Story
Marcin Jasinski
๐Ÿ“ˆ $PLTR (Palantir Technologies Inc.) has been one of the defining winners of the AI trade over the last two years. The company has executed exceptionally well, posting accelerating revenue growth, expanding margins, rising customer spend, and one of the strongest Rule of 40 profiles in software. From... Show More
Marcin Jasinski
๐Ÿค” $GOLD $SILVER $COPPER.FUT or none of them? ๐Ÿฅ‡ Gold and silver have been on an extraordinary run to start 2026. Gold is pushing around 5,000โ€“5,600 per ounce, more than doubling since September 2024 after gaining around 60% in 2025. Silver has moved even more aggressively, breaking above 120 per ounce... Show More
Marcin Jasinski
$MSFT (Microsoft) โ€™๐™จ ๐™€๐™–๐™ง๐™ฃ๐™ž๐™ฃ๐™œ๐™จ: ๐˜ฝ๐™ง๐™š๐™–๐™ ๐™ค๐™ช๐™ฉ ๐™ค๐™ง ๐˜ฝ๐™ง๐™š๐™–๐™ ๐™™๐™ค๐™ฌ๐™ฃ? ๐Ÿ‚ Wall Street has positioned itself at an incredibly bullish stance ahead of Microsoftโ€™s earnings release later today with over 90% of covering analysts listing Microsoft as a buy, in combination with strong price targets... Show More
Marcin Jasinski
Good morning everyone, There is a lot happening in the European session right now. ๐Ÿค– $ASML (ASML Holding NV) is growing 7% which after reporting very strong earnings. This European AI story is likely indicating strong earnings from Microsoft and $META (Meta Platforms Inc) later tonight (after market... Show More
Marcin Jasinski
๐Ÿ“‰๐Ÿ“‰ ๐™’๐™๐™–๐™ฉ ๐™ž๐™จ ๐™ฎ๐™ค๐™ช๐™ง ๐™›๐™–๐™ซ๐™ค๐™ช๐™ง๐™ž๐™ฉ๐™š ๐™จ๐™๐™ค๐™ง๐™ฉ (๐™ค๐™ง ๐™ž๐™› ๐™ฎ๐™ค๐™ช ๐™ฌ๐™š๐™ง๐™š ๐™ฉ๐™ค ๐™จ๐™๐™ค๐™ง๐™ฉ) ?? ๐Ÿฉณ ๐Ÿงˆ $GOLD has done incredibly well over the last 1y+, as did $SILVER which is rapidly catching up. These are natural defensive plays. ๐Ÿ“‰ Many people do not short, but I would like to hear what... Show More
Tesla
100.00%
Palantir
100.00%
US Dollar
100.00%
Other - please comment
100.00%
Marcin Jasinski
Should $RYAAY (Ryanair Holdings plc-ADR) install Wi-Fi on its planes despite the cost pressure from increasing fuel prices? $OIL Elon has a strong opinion on its due to his Starlink system. $TSLA (Tesla Motors, Inc.) $LHA.DE (Deutsche Lufthansa Aktiengesellschaft) already signed a deal with Starlink... Show More

About Marcin Jasinski
Poland
Strategy: Value

Value Investor focused on under-priced assets across geographies. Sometimes Long/Short.
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