Pawel Bruzdzinski
Pawel Bruzdzinski @Paffcio69

Performance
All

13.51%2025
2025
35.08%2024
2024
52.08%2023
2023
-37.68%2022
2022
21.15%2021
2021
17.29%2020
2020
52.1%0%-52.1%
Pawel Bruzdzinski
Dear investors, everybody is talking about $NVDA (NVIDIA Corporation) and its impact on broader $NSDQ100 market. But how it connects to Transportation as a service and @Driverless trend. Let’s find out. As the AI wave surges, Nvidia remains its poster child — and for good reason. The company recently... Show More
Pawel Bruzdzinski
Edited
Dear investors, Let’s talk about one of my portfolio companies this month. $NBIS (Nebius Group NV) can be plausibly positioned inside the Transportation-as-a-Service (TaaS) narrative because the company sells AI/edge/cloud infrastructure and has just moved capital and commercial weight into autonomous-vehicle... Show More
Pawel Bruzdzinski
Edited
Dear investors, another month after my return to 100% invested funds is almost behind us. Looking at long-term statistics, September is usually the worst month of the year, with the average performance of broad markets like the $spx500 and $nsdq100 below zero. This year, the situation is definitely... Show More
Pawel Bruzdzinski
Dear investors, after conducting additional analysis and estimations in early August, I decided to return to the market with a more aggressive strategy than the one I had been using for the past four months. Although my portfolio was quite heavily withdrawn at that time (80% in cash), it continued... Show More
Pawel Bruzdzinski
Dear investors, let’s talk about energy storage. Renewable energy generation—primarily solar and wind—faces a structural challenge: intermittent output produces mismatches between production peaks and household use. Without efficient storage, excess electricity must be curtailed or wasted. Grid-scale... Show More
Pawel Bruzdzinski
Dear Investors, Let’s talk about $TSLA (Tesla Motors, Inc.) this month as there were significant changes to its market „image”. With the limited rollout of its much awaited robotaxi service in some U.S. cities including Austin, Miami, and San Francisco, Tesla made news this week. This pilot project... Show More
Yes it will be back on track
100.00%
No, this won’t help
100.00%
I am not sure
100.00%
Pawel Bruzdzinski
Edited
Dear investors, let’s talk about $ALB (Albemarle Corporation) recent 30%+ decline in shares which has caused questions and both anxiety and opportunity-seeking. As a global leader in lithium production—an important component for EV batteries—ALB is deeply related to the long-term electrification trend.... Show More
Pawel Bruzdzinski
Dear investors, everybody is talking politics these days so let’s focus on market trends and my portfolio. The global Transportation as a Service (TaaS) business is seeing substantial expansion, with projections indicating an increase from $134.34 billion in 2023 to $1,909.39 billion by 2032, representing... Show More
Pawel Bruzdzinski
Dear Investors, Due to increasing uncertainty around Donald Trump’s possible policy changes, I have substantially mitigated risk in my portfolio, currently allocating 80% to cash and 20% to equities. The recent market $NSDQ100 surge has been robust; nonetheless, the potential for a sudden reversal caused... Show More
Pawel Bruzdzinski
Dear investors, this time I am getting back to $TSLA (Tesla Motors, Inc.) topic again because it does not leave the front pages of newspapers. The company driven by its first-mower advantage, brand recognition, and technological edge has long led the EV industry and fueled the whole $nsdq100 index.... Show More
I sold 100% of my TSLA stock
100.00%
I sold part of my TSLA stock
100.00%
I bought new positions in TSLA
100.00%

About Pawel Bruzdzinski
Poland
Strategy: Growth

Want to expose my portfolio to exciting mega trends that will increase in the near future
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309 Followers