Matus Krajnak
Matus Krajnak @Sardonyx2

Performance
All

-10.68%2026
2026
97.07%2025
2025
140.18%2024
2024
80.28%2023
2023
-36.27%2022
2022
-13.40%2021
2021
98.37%2020
2020
140.2%0%-140.2%
Matus Krajnak
AIP con held by $PLTR (Palantir Technologies Inc.). happened yesterday. While most of us play with chatbots and generate AI slop, Palantir customers are getting real business value. What matters are the customer stories — and some were mind-blowing. Key highlights: Kirkland & Ellis (top law... Show More
Matus Krajnak
What an interesting day. Software is back, fintech is back, and the rest of the market is finally joining the bull party. $SOFI (SoFi Technologies Inc) especially caught my eye today — strong reaction after Anthony Noto’s excellent interview on Basis Points. The guy is a beast. He didn’t just talk a... Show More
Matus Krajnak
Well, this is a truly fascinating period for investing. I’ve been doing this for over 6 years now, and I’ve never seen anything quite like it. The stock market always finds a way to surprise and teach a thing or two. The dominant theme of the last several months is clear: the 𝐀𝐈 𝐭𝐫𝐚𝐝𝐞. Everything... Show More
Matus Krajnak
It somehow feels like posting on red days is more fun than on green ones And yes — we’ll get plenty of those green days soon too! That’s just the beautiful rhythm of the stock market. On a positive note, SpaceX is heading public — exactly as I mentioned in previous posts. This should give a nice tailwind... Show More
Matus Krajnak
This was a new one, different. This is a long game, and I’ve already lived through several full bull and bear cycles. Stocks go up, they go down, and then they go up again. Right now, software stocks — especially $PLTR (Palantir Technologies Inc.) — look extremely oversold relative to their results.... Show More
Matus Krajnak
Not enough. The market wants more — and it’s getting bigger every day. It’s a junkie hooked on everything connected to chips. GPUs had their moment in the spotlight, but now the attention is shifting toward CPUs. That’s great news for $AMD (Advanced Micro Devices Inc) and $INTC (Intel) . Data centers... Show More
Matus Krajnak
Magic. That word comes to mind every time I see someone do something exceptionally well, yet I have no idea how they did it. That’s exactly how Palantir feels to most people right now — pure magic. The company delivered pristine results yesterday. And they did it with only about 1,000 customers.... Show More
Matus Krajnak
So earnings season is underway, and that’s exactly why we’re seeing so much volatility right now. Stocks are swinging up and down like a rollercoaster. Remember, the last quarter is just one piece of the long-term investing puzzle. $SOFI (SoFi Technologies Inc) – reported solid numbers. The company... Show More
Matus Krajnak
@eToroTeam when will be $OSS One Stop Systems available?
Not investment advice. The author may have financial interests in the mentioned instruments.
Matus Krajnak
This year we are getting 3 especially interesting private companies that will enter a public market via IPO. Those companies already have a huge impact on the future and they also have huge valuations. SpaceX, Anthropic, and OpenAI are heading public! This year could see some of the biggest IPOs of... Show More

About Matus Krajnak
Slovakia
Strategy: Growth

I buy then research and buy more then I do nothing or buy even more. Boring but it WORKS.
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