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In my opinion, they will be traded like high-tech companies, like technology com...

Albert Rokicki: "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..." — Pending

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📅 31.03.2026 · W jakie 3 spółki inwestować przez kolejne miesiące? · 👁️ 29

Pending. The claim forecasts that Polish banks will be traded like high-tech/AI companies in the long term, with P/E multipliers of 20-30. While Polish banks are actively investing in artificial intelligence and digital transform...

"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." "One będą handlowane wedok mnie jak spółki hightech, jak spółki technologiczne, tylko rynek musi do tego dojrzeć, tak? Musi się do tego przyzwyczaić. przełknąć. To prawda, że to mogą być mnożniki razy 20, razy 30 nawet, bo będą postrzegane właśnie jako spółki AI, jako spółki nowoczesnych technologii, a wiadomo, nie ma hossy bez banków, więc jeżeli banki są zdrowe, jeżeli banki będą się rozwijały, będą napędzały hossy, to jestem spokojny o kontynuację mega trendu tego secular bull market, jak to Amerykanie nazywają."
🌐 (Machine-translated — original in Polish) · Original in Polishuage
🔮 Forecast 💰 Economy Long timeframe (over 5 years) AI confidence (unresolved): 60% Resolves by: 2041 Assertiveness: high Source on YouTube

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Transcript excerpt

Oryginał w języku Polskim Open on YouTube

Mój kolega z Niemiec był bardzo zdziwiony, że tutaj transfer już następnego dnia jest. Ja mówię: "Słuchaj, jak chcesz, to może być nawet po kilku sekundach, jak weźmiesz eliksir, tylko tam troszeczkę więcej musisz zapłacić". Więc tutaj ogromna przewaga [parsknięcie] nad krajami rozwiniętymi. Nawet powiem szczerze, te nasze banki są o wiele lepsze. One będą handlowane wedok mnie jak spółki hightech, jak spółki technologiczne, tylko rynek musi do tego dojrzeć, tak? Musi się do tego przyzwyczaić. przełknąć. To prawda, że to mogą być mnożniki razy 20, razy 30 nawet, bo będą postrzegane właśnie jako spółki AI, jako spółki nowoczesnych technologii, a wiadomo, nie ma hossy bez banków, więc jeżeli banki są zdrowe, jeżeli banki będą się rozwijały, będą napędzały hossy, to jestem spokojny o kontynuację mega trendu tego secular bull market, jak to Amerykanie nazywają. To jest po prostu wielka hossa pokoleniowa, która trwa i będzie dalej trwała i ona jest tylko hamowana na chwilę przez takie tego rodzaju czarne łabędzie, ale nie związane z, nie wiem, z błędem polityki banków centralnych czy gospodarczych jakiś problemów, jakiś tutaj nie ma trupów w szafie, tylko są nieobliczalne po prostu decyzje polityków, wiad

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