Jakub Rochlitz - etoro Popular Investor

Slovakia

Dear investors, Today is a testament to our strategy. We are outperforming the market by 0.8%, with the portfolio up 2.3% against the $SPX500 1.5%. The strength has come from several tailwinds, the biggest being $MSFT (Microsoft) and $AMZN (Amazon.com Inc) earnings, as I outlined last week. Both positions... Show More

Jakub Rochlitz

Slovakia

12d

Dear investors, I've been asked why my portfolio, despite beating the S&P 500 every single year since its launch, shows a total outperformance of just 5% on BullAware and similar third-party sites. The explanation is simple: it's a data bug, not my actual performance statistics. Since its... Show More

Jakub Rochlitz

Slovakia

12d

I am grateful to be able to speak at Forbes Business Fest in front of such a great audience. It was an honor to share my perspective on investing, artificial intelligence, and the growing role retail investors now play in the markets. Forbes put together a nice piece based on my talk, which you can... Show More

O úspěchu investora rozhoduje schopnost filtrovat šum, říká Jakub Rochlitz z etoro

forbes.cz

Investování už dávno není výsadou bankéřů nebo velkých fondů, technologie otevřely kapitálové trhy prakticky každému. Co podle analytika investiční platformy etoro Jakuba Rochlitze nejvíc rozhoduje o úspěchu?

Jakub Rochlitz shared a post via Jakub Rochlitz

Slovakia

12d

𝗘𝘅𝗮𝗰𝘁𝗹𝘆 𝗼𝗻𝗲 𝗺𝗼𝗻𝘁𝗵 𝗮𝗴𝗼, 𝗜 𝗰𝗮𝗹𝗹𝗲𝗱 𝘁𝗵𝗲 𝘁𝗼𝗽 𝗼𝗳 𝗦𝗼𝘂𝘁𝗵 𝗞𝗼𝗿𝗲𝗮'𝘀 𝘀𝘁𝗼𝗰𝗸 𝗺𝗮𝗿𝗸𝗲𝘁 𝗯𝘂𝗯𝗯𝗹𝗲 Based on my research into market bubbles and the data available to me at the time, it was clear Korea was nearing a peak. In the month since, over 350,000 retail... Show More

Jakub Rochlitz

Slovakia

1mo

𝗪𝗲𝗲𝗸𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 — 𝟮𝟮–𝟮𝟲 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲: 𝗞𝗼𝗿𝗲𝗮 𝗖𝗿𝗮𝗰𝗸𝘀, 𝗠𝗼𝗿𝗲 𝗥𝗼𝘁𝗮𝘁𝗶𝗼𝗻 𝗧𝗼 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝗰𝗿𝗼: 𝗞𝗼𝗿𝗲𝗮𝗻 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲𝗱 𝗔𝗜 𝗕𝘂𝗯𝗯𝗹𝗲 𝗨𝗻𝘄𝗶𝗻𝗱 In my bachelor’s thesis, I focused on analyzing the fundamental drivers of stock... Show More

Why South Korea’s AI Stock Mania Is a Warning to the World

www.youtube.com

South Korea’s stock market has surged about 200% year-on-year, powered by retail investors chasing an artificial intelligence-fueled chip rally. But with extreme volatility and a heavy reliance on two companies, is this a sustainable boom or a bubble waiting to burst? For more on what's happening in stocks, bonds, currencies and commodities and what will move them next, subscribe here to Bloomberg Markets Daily. https://www.bloomberg.com/account/newsletters/markets-daily 00:00 Introduction 02:03 AI investment 03:10 Korea’s AI chip earnings 03:34 Meet a retail investor 04:30 YouTube fi...

Jakub Rochlitz shared a post via Jakub Rochlitz

Slovakia

12d

On 7.7. I called the trouble brewing at $META. Since then, the stock is down 12%. That is why I trimmed our Meta exposure by 1,5% then. Meta does not yet have a clear way to profit on its AI buildout. I expect that to change in the coming year. I added slightly to Meta after earnings but expect to... Show More

Jakub Rochlitz

Slovakia

1mo

𝗪𝗵𝘆 𝗠𝗲𝘁𝗮'𝘀 𝗡𝗲𝘄 𝗖𝗹𝗼𝘂𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝘀 𝗔 𝗥𝗲𝗱 𝗙𝗹𝗮𝗴 𝗙𝗼𝗿 𝗔𝗜 🚨 👉 This is a two part article, find part 2 here: etoro.tw/4wx2KYm Bloomberg just revealed Meta is going to rent out its chips. If there’s an AI bubble, this is the first domino to fall. Here’s why. On... Show More

Why Meta's New Cloud Business Is A Red Flag For AI

rrinvestmentclub.substack.com

Bloomberg just revealed Meta is going to rent out its chips. If there’s an AI bubble, this is the first domino to fall. Here’s why.

Jakub Rochlitz shared a post via Jakub Rochlitz

Slovakia

12d

This thesis has been fulfilled very nicely, we made 20% on $V (Visa) and 15% on $MA. I expect to trim these today to 1% each. Classic mean reversal story.

Jakub Rochlitz

Slovakia

4mo

𝗩𝗶𝘀𝗮 & 𝗠𝗮𝘀𝘁𝗲𝗿𝗰𝗮𝗿𝗱: 𝗔 𝗖𝗹𝗮𝘀𝘀𝗶𝗰 𝗨𝗻𝗱𝗲𝗿𝘃𝗮𝗹𝘂𝗲𝗱 𝗦𝘁𝗮𝗹𝘄𝗮𝗿𝘁𝘀 𝗦𝘁𝗼𝗿𝘆 📈 Visa is down more than 15% from its July 2025 high. Mastercard is down 13.5%. Both businesses are still growing earnings. Both are among the most defensible franchises in global finance. And... Show More

Jakub Rochlitz shared a post via Jakub Rochlitz

Slovakia

13d

Just like I said, beautiful 10% move for $AMZN (Amazon.com Inc) after earnings, I added 3% to the position today after Microsoft's resutls

Jakub Rochlitz

Slovakia

13d

A few weeks ago, Forbes asked me what stock I would be willing to buy and hold for the next 5 years. I told them it was $MSFT (Microsoft). There's many different reasons why, one of them being that despite having perfect fundamentals, Microsoft was trading below its 200 week moving average for the... Show More

Kopíruje je 24 tisíc investorů. Kam by na pět let dali peníze ti nejúspěšnější z eToro?

forbes.cz

Do čeho investují nejúspěšnější investoři z platformy eToro? Které firmy považují za nejlepší sázku na příštích pět let a kde vidí největší příležitosti i rizika?

Jakub Rochlitz

Slovakia

13d

A few weeks ago, Forbes asked me what stock I would be willing to buy and hold for the next 5 years. I told them it was $MSFT (Microsoft). There's many different reasons why, one of them being that despite having perfect fundamentals, Microsoft was trading below its 200 week moving average for the... Show More

Kopíruje je 24 tisíc investorů. Kam by na pět let dali peníze ti nejúspěšnější z eToro?

forbes.cz

Do čeho investují nejúspěšnější investoři z platformy eToro? Které firmy považují za nejlepší sázku na příštích pět let a kde vidí největší příležitosti i rizika?

Jakub Rochlitz shared a post via Jakub Rochlitz

Slovakia

1mo

𝗪𝗵𝘆 𝗠𝗲𝘁𝗮'𝘀 𝗡𝗲𝘄 𝗖𝗹𝗼𝘂𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝘀 𝗔 𝗥𝗲𝗱 𝗙𝗹𝗮𝗴 𝗙𝗼𝗿 𝗔𝗜 🚨 👉 This is a two part article, find part 1 below. Was this a recurring pattern or this a Zuckerberg problem? A sort of Metaverse 2.0? It’s systemic — and the combined number is bigger than anyone thinks. Over... Show More

Jakub Rochlitz

Slovakia

1mo

𝗪𝗵𝘆 𝗠𝗲𝘁𝗮'𝘀 𝗡𝗲𝘄 𝗖𝗹𝗼𝘂𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝘀 𝗔 𝗥𝗲𝗱 𝗙𝗹𝗮𝗴 𝗙𝗼𝗿 𝗔𝗜 🚨 👉 This is a two part article, find part 2 here: etoro.tw/4wx2KYm Bloomberg just revealed Meta is going to rent out its chips. If there’s an AI bubble, this is the first domino to fall. Here’s why. On... Show More

Why Meta's New Cloud Business Is A Red Flag For AI

rrinvestmentclub.substack.com

Bloomberg just revealed Meta is going to rent out its chips. If there’s an AI bubble, this is the first domino to fall. Here’s why.

Jakub Rochlitz

Slovakia

1mo

𝗪𝗵𝘆 𝗠𝗲𝘁𝗮'𝘀 𝗡𝗲𝘄 𝗖𝗹𝗼𝘂𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗜𝘀 𝗔 𝗥𝗲𝗱 𝗙𝗹𝗮𝗴 𝗙𝗼𝗿 𝗔𝗜 🚨 👉 This is a two part article, find part 2 here: etoro.tw/4wx2KYm Bloomberg just revealed Meta is going to rent out its chips. If there’s an AI bubble, this is the first domino to fall. Here’s why. On... Show More

Why Meta's New Cloud Business Is A Red Flag For AI

rrinvestmentclub.substack.com

Bloomberg just revealed Meta is going to rent out its chips. If there’s an AI bubble, this is the first domino to fall. Here’s why.

Jakub Rochlitz
@TheDividendFund

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Slovakia
Strategy: Value

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About Jakub Rochlitz
Slovakia
Strategy: Value