📅 30.04.2026 · Tobacco Moment wywoła krach amerykańskich big techów! · 👁️ 12
"In the case of Amazon, I believe Anthropic will strongly boost its results when it goes public with a cosmic valuation close to a trillion, analogous more or less to OpenAI, in which Microsoft has invested." "W przypadku Amazonu uważam, że bardzo mocno pociągnie wynik antropik, jak wejdzie na giełdę właśnie przy wycenie tej kosmicznej zbliżonej do biliona, analogicznej mniej więcej jako Open AI, w który z kolei Microsoft zainwestował."
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Login…Tak to to podobnie jak w przypadku Googlea, ale bez tego EPS wciąż też mocno powyżej konsensusu, powyżej oczekiwań. Ale trzeba to mieć na uwadze, że w przypadku zarówno alfabetu, jak i Amazona, tam są takie księgowe, czysto jednorazowe czynniki właśnie ze względu na ich inwestycje w startupy. W przypadku Amazonu uważam, że bardzo mocno pociągnie wynik antropik, jak wejdzie na giełdę właśnie przy wycenie tej kosmicznej zbliżonej do biliona, analogicznej mniej więcej jako Open AI, w który z kolei Microsoft zainwestował. Zaraz o tym będziemy mówili mówili. Także bardzo dobry kwartał z wyraźnym przyspieszeniem w chmurze, czyli w AWSie dzięki AI. Wyniki pokazują siłę modelu Amazona ogólnie tak że to jest ten e-commerce na wysokiej marży plus AWS plus jeszcze własne półprzewodniki. Jak najbardziej tutaj akcje zareagowały początkowo mieszanie. Tam był nawet spadek, al…
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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
31.03.2026
"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. "
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
02.04.2026
"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. "