Claims
713 claims · 01.01.1150 – 11.06.2026
Content language
"In such a world, a Polish investor has two long-term tools. IKE with a limit of PLN 28,260 for 2026 and IKZE with a limit of PLN 11,304. These are accounts that provide a real tax shield, regardless of whether the bubble bursts next week or in two years, it is definitely worth investing. "
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PL · original
🔮 Forecast
Economy
2026
"Analysts estimate that if Ormus remains closed, they will reach 5 dollars in June, and June is the beginning of the American holiday season, a time when no politician wants high prices at gas stations. "
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PL · original
🔮 Forecast
Economy
2026
"I am looking very seriously, well, I am actually investing in the nuclear sector and ETFs, which could be a hot sector for the next 5, perhaps even 10 years. That is why the demand for atomic energy will actually grow, and companies that invent new solutions, perhaps another technological revolution, that will be something that can really be played and grow in the coming years. "
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PL · original
🔮 Forecast
Economy
2036
"Well, the response is laying off people, limiting production, gritting its teeth. Cersanit is doing the same. Similarly, Ceramika Paradyż, where 140 people are planned to be laid off in 2026. "
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PL · original
🔮 Forecast
Economy
2026
"I put forward a bold thesis here. maybe Nvidia will go down and they will meet halfway, but I would see it this way, that now Intel will take Nvidia's pie. Listen, that this is that unexpected, ridiculed competitor, but he will be here in cooperation with Elon Musk. "
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PL · original
🔮 Forecast
Technology
Long timeframe
"It is a fact that from tomorrow it will be in the prestigious SWIG 80 index, and there is an ETF for it, and it will have, I think, a 6% share, it seems to me. Small, small, small, or a small few percent, but always. And ETF funds will have to buy, whether it's PZU or Beta ETF, they will have to get acquainted with this company for their portfolio, invite it. And this will be such demand from passive investors, and the more we are, the more you are, because I, WTF, do not invest in individual companies, but if someone passively, I also fully support the ETF on SBIG 80, if Poles buy, they will also automatically increase the valuation. "
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PL · original
🔮 Forecast
Economy
2026
Ad
"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. "
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PL · original
🔮 Forecast
Technology
2026
"One guy from a studio apartment mobilized capital in 9 days that many WIG 20 companies work a year for. Poles can do it if they want, and the fundraiser is still going. Auctions will also be added. And probably more will be collected than this year's Great Orchestra of Christmas Charity. "
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PL · original
🔮 Forecast
Society
2026
"The question is not whether there will be a devaluation. The question is: at what pace? "
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PL · original
🔮 Forecast
Economy
Medium timeframe
"And above all, there is also a very interesting topic ahead of us, because from April 2026, it will be permissible to secure loans and credits with silver in India. Until now, it was only possible to secure them with gold. However, it is possible that because silver will also be allowed as such a loan collateral, there is a chance that more of this precious metal will be trapped, figuratively speaking, in the banking system in India, which will also affect the global supply of this metal. "
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PL · original
🔮 Forecast
Economy
2026
"it will probably mean a paradigm shift for brands and marketing related to the functioning of the internet, that AI, AI-first, will primarily have contact with the customer, will be important here and will have increasing significance. So it will cease to be important for specific, even smaller companies, how important it is to be visible in Google, whether I am on the first page or the second, but it will be important simply how to be present in AI answers, i.e., when we talk, we instruct our agent, that this agent decides to choose product X related to a given company, and not Y. "
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PL · original
🔮 Forecast
Technology
Medium timeframe
"Regarding market trends in the current year or in the coming years, we will most likely be transitioning from chatbots to agents. While AI is certainly not an invention of the last few years, in fact, concepts related to artificial intelligence appeared much earlier, one could even say that concrete concepts regarding artificial intelligence already existed in the mid-20th century. However, ChatGPT, for example, made us simply familiar with something like artificial intelligence, with something like large language models. And precisely due to the emergence of ChatGPT, the development of the entire industry, all sorts of chatbots appeared, and these chatbots, of course, aimed to replace a human who chats with a client, began to answer various questions. questions, of course, in accordance with the knowledge that is contained, which they simply know, to which they refer. However, we are now at a stage where we are moving away from these chatbots and moving towards agents, meaning we don't want to ask a chatbot to simply tell us where we need to do something, where we can find something, but for it to do a specific thing. for example, book a given flight,... "
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PL · original
🔮 Forecast
Technology
2026
"However, these are, of course, three scenarios that I have presented, but most likely this scenario will be an intermediate scenario, the most realistic one, which is the one where those who have the best ecosystem, infrastructure, but also good agents, will win. "
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PL · original
🔮 Forecast
Technology
Long timeframe
"Nvidia must not only be a leader in hardware, but also set the pace and move with the times. Therefore, Nvidia, being aware that in 2026 the balance is shifting towards inference, towards the use of the entire AI factory infrastructure, also wants to go in the direction that AWS is going, but from a hardware perspective, i.e., offer its clients entire AI factories and simply develop in this area, knowing additionally that other companies, other technological giants like Google or Amazon, are constantly treading on their heels. "
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PL · original
🔮 Forecast
Technology
2026
"I am counting on the fact that in some foreseeable future, this conflict in the Middle East will at least calm down, be brought under control, and the situation on the oil market will stabilize. Perhaps we will not return to the levels we were used to at the turn of 2025 and 2026, $50 per barrel, but we will move away from $100 and this market will become somewhat more predictable, and this will already be a factor that may slightly weigh on the valuations of the American currency and support the zloty as a result. "
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PL · original
🔮 Forecast
Economy
Medium timeframe
Ad
"The management's forecast for 2026 assumes a sales increase of 40 to 45%. "
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PL · original
🔮 Forecast
Economy
2026
"Lockheed Martin, the American flagship, backlog, a record 194 billion dollars. Revenue forecast for 2026 is 77 to 80 billion. "
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PL · original
🔮 Forecast
Economy
2026
"even those lost midterm elections, which it seems Donald Trump has already accepted, in the sense that he accepted the fact that it would not be possible to win the midterm elections, will essentially cause greater paralysis than we have observed so far. "
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PL · original
🔮 Forecast
Politics
2026
"But I repeat now for the second time, that only in this information did they consolidate Braugman for the first time for two months, for November and December, so this whole year will be surprisingly much better than the previous one, because there will be full consolidation starting from January. And here, well, I can't wait for the first quarter report, because the dynamics will be truly gigantic, right? Because if with only two months the dominant profit is up 50%, and EBITDA 53%, operationally 59, then it's clear that there's a lot organically, right? "
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PL · original
🔮 Forecast
Economy
2026
"As reported by Climate Action Tracker, RWE, the largest coal operator in Germany, will likely get more operating hours from its coal blocks before 2030 from this agreement than originally planned. "
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PL · original
🔮 Forecast
Economy
2030