"If capital expenditures go up again, no one will believe Zuckerberg is controlling costs. If capex stabilizes, there could be a real rally. "

"And as for the issue of the dollar as a safe currency, as long as Donald Trump conducts policy in such an unpredictable way, the American currency may be somewhat overlooked by investors precisely at the expense of other currencies considered safer at the moment. "

"However, next year, listen, the premiere of Crop is planned, which is a game also unexpected by the market. I think it's from some Scandinavian studio, I don't know if it's not Finnish at all, which already has over 120,000 wishlists. It's also a shock that after a few days it had 120,000 wishlists and it's also performing well on Steam. This is a publishing segment, they will most likely split fifty-fifty with this studio. But it looks good. Well, let's say somewhere at the level of Alters, maybe a bit worse than Alters, something like Moonlighter 1 perhaps. So, it's nice, no one expected it, such a nice bonus. "

"If Ford or GM, or perhaps both of these factories, actually get a large defense contract, their shares may soar. But this is a speculative, not an investment, scenario. "

"Lubawa. No, not that one, I don't know the company. It's a war company, since peace is looming, and honestly, both in the Middle East and in Ukraine. It seems to me that by the end of this year there might be some truce or ceasefire at least in Ukraine as well. It seems to me that this summer offensive, Putin, in my opinion, wants to give himself one last chance with his generals and see if they can achieve anything in the summer, right? But I believe it will end in a fiasco, that now the strategic initiative and psychological advantage, in my opinion, are being taken by the Ukrainians. They have already taken it. Russians have achieved nothing in recent months. They have completely stopped, or even Ukraine's gains are minimal, but that would also need to be verified. It seems to me that such information flashed before my eyes, but honestly, I don't follow the situation on the front in Ukraine at all. I don't know if you agree with me, but this war in the Middle East, so to speak, stole the show a bit cynically from Ukraine, and honestly, I'm not very well oriented on what's happening on the front, but I know there is positive information, yes... "

"And we know that this CPN costs 1.6 billion a month. Therefore, the government would want to recover it, and I think such a law will appear. It will appear, which does not mean that the government will reach into the pockets of these various companies, because President Nowrocki is still in the way. I am not at all sure that he will sign such a law to help the government obtain funds for the budget, right? "

"Nothing in this speech changes the market situation. The Strait has been closed for a month. Oil flow is restricted and this will last for weeks. Brent will hover between 95 and 110 a barrel. "