📅 05.05.2026 · 3 spółki z polskiej giełdy na maj · 👁️ 17
"A bubble burst in the quantum and space sectors is still very far off, and their development will continue for years before saturation." "Do bańki, do pęknięcia bańki kwantowej czy kosmicznej jeszcze bardzo daleko, moim zdaniem bardzo daleko. A sektor segment się bardzo dynamicznie rozwija, to jeszcze lata on się będzie rozwijał, zanim zostanie nasycony, prawda?"
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Login…I z racji tego, że nie ma wyboru, że nie masz w co wejść, no to musisz w tego, jeżeli chcesz mieć ekspozycję na kwantówki, no to musisz w tego kreotycha wchodzić. Tak. Ja tak, ja tak sobie kombinuję na chłopski rozum nawet, tak że jakby na razie nie ma tego przejęcia, nie ma stóp, nawet nie ma 50, nawet nie ma 10 kwantówek na giełdzie. także do bańki, do pęknięcia bańki kwantowej czy kosmicznej jeszcze bardzo daleko, moim zdaniem bardzo daleko. A sektor segment się bardzo dynamicznie rozwija, to jeszcze lata on się będzie rozwijał, zanim zostanie nasycony, prawda? I tutaj to to prezentacje spółek kosmicznych kto śledzi. Teraz Liftero też ma zadebiutować. No to jest jakiś kosmos. No nomenomen, prawda? Kosmiczny rozwój tych satelitów to rośnie powiedzmy tam z kilkuset, co było wystrzeliwanych jeszcze kilka lat temu do 4500 w zeszłym roku rocznie wystrzeliwanych satelit. To jest jakiś kosmos. Tam SpaceX ma sam…
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Albert Rokicki
11.03.2026
"This great generational bull market will last somewhere until the mid-2040s, meaning we still have about 20 years of very strong growth in the Polish market. We will catch up to Western countries, we will catch up to France, Germany, Great Britain, and later also the United States in the development of the capital market in particular. "
Albert Rokicki
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"The stock market sooner or later discounts, as they say, or anticipates an improvement in economic conditions or better profits that will appear not even next year, but for example in 2028, since we are recording this at the beginning of 2026, I am talking here about a very long-term game where you can buy cheap companies that no one notices or most assume that they will still have time to buy, that before the improvement occurs, there will still be many months of such lethargy, and often one can be mistaken, because the price often rebounds a year or even a year and a half before the improvement in results, because the best informed, they are already observing it, they are closest to the management board or even people around the management board, right, or insiders can officially buy. One should also observe how the company presidents behave, whether they are buying more, whether key managers are buying shares, because this can be a valuable signal for us that an improvement is on the horizon. "
Albert Rokicki
03.06.2026
"Firstly, foreign capital is flowing into Poland like never before, because we are the cheapest gateway to the reconstruction of Ukraine. Plus 30-50% on the largest companies. "
Albert Rokicki
11.03.2026
"Poland has a huge future, in my opinion, both in terms of the capital market and economically, especially the capital market should do well. For example, Eleven Labs is considering a dual listing, both on the New York stock exchange and in Poland. Also, a defense company, WB Electronic, worth PLN 30 billion, will enter WIG20 practically automatically. Very good times are ahead of us. Simply put, good companies will enter the stock exchange, and weak ones will go into oblivion, so to speak. "