"Food and meat processing companies from the Polish market are entering a long period of margin pressure. On the other hand, German car manufacturers and their Polish supply chain have new fuel. Who earns what will be visible after the reports for the second and third quarters of 2026. "

"The first option is a put on the Invesco QQ Trust ETF with an exercise in January 2027 with a strike, i.e., a target of $550. The second. Further puts on QQQ this time from March 2027 with a strike of 525. The third puts on Nvidia from January 2027 Strike 115 and the fourth. Puts on the Isare Semiconductor SOX ETF. also January 2027 Strike 330, meaning it bets on declines in companies that produce or have a lot to do with semiconductors. "

"In short, no cuts this year. The Monetary Policy Council has its hands tied. Council members say this directly. In conditions of rising oil prices, we will not only not cut, but we may even raise. "

"Analysts estimate that if Vero captures at least 20% of European transactions by 2030, it will push 1.5 trillion euro annually out of US payment pipelines. "

"I expect that in this quarter, which is the second quarter of 2026, at least one large contract will be announced. This is my base scenario, which I'm playing for. Yes. And it could even be a contract for 6 million dollars, which will make the company profitable, just like Creotech became profitable and there was a huge pump for it, right? for very good overall results for 2025, where there was a profit of 20 million from continuing operations, meaning it didn't even include Creotech Quantum. "

"I expect that in this quarter, which is the second quarter of 2026, at least one large contract will be announced. This is my base scenario, which I am playing on. Yes. And it could even be a contract for "

"And the third BigTech is getting hit blow after blow in the European Union. Apple, Samsung, Google, battery regulations are just the beginning. The erosion of margins in the European market will be counted in billions, but it will not topple these companies. Rather, it will shift valuations down by a few percent over the next two quarters. "

"Bioceltics has a chance to be the first Polish biotechnology company, listen, that will release its own innovative drug, a so-called first in the class, on the market. No one has succeeded so far. "

"If Ormus remains blocked for more than a month and Goldman's scenario materializes, then pressure on the Polish transport industry will return with full force. And when pressure returns to TSL, retail chain margins begin to fall, and then there's no need to explain it. We all see it on our receipts. "

"If the conflict ends now, inflation will not be higher. It will stay at that level. If, however, it continues and oil prices actually rise to $140, $150 or so, I'm not aiming for quotability so I won't mention levels, then of course inflation will rise and may reach 4%. This is completely realistic. "

"There were various reasons. They disappeared because the war, I tell you again, the war helped, not harmed, for various reasons. If the war ends, these factors will return. Absolutely will return. Therefore, even if SNQ sets a new record, which I do not rule out, I am not optimistic, because what I said will undoubtedly return. There are no miracles. "

"Leading to one conclusion that within the next, I think, 50 years we will be able to function in a computer simulation partially or completely. "

"Ultimately, I think he will turn out to be a conservative. It seems to me that one million points on the WIG is my base scenario. Of course, by 2044, so we still have a little time until the hundredth anniversary of the Warsaw Uprising. I think we will reach one million points. "

"Aluminum jumped to over $3500/ton, highest in four years. Analysts from CRU Group warn that with further conflict, the price could reach $4000. And restarting a closed aluminum smelter is not a matter of weeks, it's 3 to 12 months. Such installations operate at temperatures above 960 degrees Celsius. You don't just turn them on and off like a stereo. "

"In my opinion, they will be traded like high-tech companies, like technology companies, but the market has to mature to this, right? It has to get used to it, swallow it. It's true that these could be multipliers of 20 times, even 30 times, because they will be perceived as AI companies, as modern technology companies, and it's known that there is no bull market without banks, so if banks are healthy, if banks develop, they will drive the bull market, then I am calm about the continuation of this mega trend, this secular bull market, as Americans call it. "

"The plan until 2029 assumes defense spending at 162 billion euros annually. This would mean reaching the threshold of 3.5% of GDP, significantly above the current NATO target of 2%, which Germany exceeded for the first time only in 2024. "

"If the war in Iran does not calm down, we must realize that more or less from July, the crisis will begin to enter a very sharp stage. In Europe, there will start to be problems with many things we buy, from energy, from fuels to products and food. "

"I believe that Creotech could be half of ISA within one or two years, meaning I wouldn't be surprised by a capitalization of even 5 billion zlotys for the space part itself, because I believe there is a lot of skepticism. "

"You earn somewhere around 10,000 PLN net, your pension will be 2,000. You earn 15,000, you will get 3,000. "

"this will cause either events due to what will be happening there, events will progress in such a way that there will be a great crop failure, that something will happen to the crops. So if this were to happen, it would be before the harvest, and that is the period of August. In August, in August, September, but in August crops are harvested. "