📅 11.04.2026 · 148% zysku na Intelu! W jakie spółki inwestuję w portfe... · 👁️ 11
"And here, I don't hide that I'm counting on some giant, perhaps Authentic Brand, which is currently flirting here, only perhaps testing the possibility of acquiring Converse, or perhaps has a desire to acquire the entire company, or Adidas, or maybe some Chinese competitor, who are very strongly pushing their way into this market." "No i tutaj nie ukrywam, że liczę na to, że jakiś gigant być może Authentic Brand, który na razie tutaj flirtuje, tylko może testuje możliwość przejęcia konwersa, a być może ma ochotę na przejęcie całej firmy, czy Adidas, czy może chiński jakiś konkurent, którzy bardzo mocno się rozpychają na tym rynku."
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Login…ietnia Intel ogłosił też skup akcj wykup 49% udziału w irlandzkiej fabryce za 14,2 miliarda dolarów. Także to też pokazuje, że wierzy bardzo w dalszy rozwój rynku. Kiedy firmy przejmują, to są przekonany o tym, że ta branża będzie się dalej rozwijała. Za chwilę też będę mówił o o jakiś jakiś prognozach, które są wręcz kosmiczne do na kolejne lata. No i tutaj hit z ostatnich dni również w tym miesiącu, sprzed kilku dni informacja, w kwietniu Intel dołączył do projektu Terafab. To jest ogromna inicjatywa budowy mocy obliczeniowej cipowej. w kooperacji z Teslą, SpaceX i XAI. I to jest o tyle ważne, że teraz jest budowany gigantyczny hype właśnie przed debiutem Space X zaplanowanym na czerwiec przy kosmicznej nomen wycenie bilion 700 milionów dolarów. Tutaj też inne partnerstwa właśnie odnośnie AI. 9 kwietnia pogłębiona współpraca nastąpiła z Googlem w zakresie infrastruktury AI 8 kwietnia dzień wcześniej z Sombanowa dotyczącą agentów AI na procesorach Xeon 6. Tutaj podsumowanie właśnie w syt…
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Albert Rokicki
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"in 20 years, I estimate, around 2045, 2050, perhaps we will start to feel debt problems, and then these new leaders will show such wonders that we will now feel inferior, right? Because some artificial intelligence, some flights to the Moon, to Mars they will be doing, and we will be learning from them. So everyone has their 5 minutes. Poland has its 5 minutes now. For the next two decades, we will dominate, we will outpace, we will chase Germany and France, and we have already overtaken Spain, as we know. It was recently in the media that in terms of GDP per capita, we have already swallowed the Spaniards. "
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