📅 30.04.2026 · Tobacco Moment wywoła krach amerykańskich big techów! · 👁️ 17
"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."
Predictions closed
Source (proof)
Plays from the quoted momentVerification
Analysis generated with AI ProFor informational purposes only. Not investment, financial, legal or tax advice. Full disclaimer
Community Arguments (AI Feedback)
Log in to use this feature
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…
Related claims by Albert Rokicki
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
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. "
Albert Rokicki
03.03.2026
"I believe this war will end soon. I am from such an optimist camp. Well, let's be honest, Iran does not have the ability to continue or will surrender, and this regime will want to cooperate, even tactically, diplomatically end the war, claiming it wants to get rid of its further nuclear program, continuation of the nuclear program. Something like that. Or it will be totally annihilated, right? And here these ballistic capabilities or Trump will simply withdraw. If he sees that oil has actually exceeded $80, he will withdraw under some pretext, stating that the goals have been achieved, and the old song, the so-called taco. Well, it is known that he promised cheap fuel in the United States. He might be afraid, right, that these rising commodity prices could break the consumer and lead America into recession, because oil shocks practically have 100% effectiveness. If oil rose well above $100, $110, $120, I would be convinced that America would enter some mild recession. Mild, but still, right? And the American stock market in a bear market, meaning a drop of at least 20%. "
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. "