# ![@matiskonikolaj Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1138921162497507328.png) @matiskonikolaj Nikolaj Matisko

Nikolaj Matisko posts on X about tak, som, $nu, $amzn the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1138921162497507328/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138921162497507328/c:line/m:interactions.svg)

- [--] Week [------] +83%
- [--] Month [-------] +2,572%
- [--] Months [-------] +467%
- [--] Year [---------] +1,624%

### Mentions: [--] [#](/creator/twitter::1138921162497507328/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138921162497507328/c:line/m:posts_active.svg)

- [--] Week [--] +82%
- [--] Month [--] +193%
- [--] Months [---] +149%
- [--] Year [---] +50%

### Followers: [-----] [#](/creator/twitter::1138921162497507328/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138921162497507328/c:line/m:followers.svg)

- [--] Week [-----] +2.80%
- [--] Month [-----] +10%
- [--] Months [-----] +85%
- [--] Year [-----] +287%

### CreatorRank: [-------] [#](/creator/twitter::1138921162497507328/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1138921162497507328/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [currencies](/list/currencies)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [exchanges](/list/exchanges)  [us election](/list/us-election)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[tak](/topic/tak) #1248, [som](/topic/som) #144, [$nu](/topic/$nu), [$amzn](/topic/$amzn), [$pypl](/topic/$pypl), [$meli](/topic/$meli), [$lgcy](/topic/$lgcy) #5, [nie](/topic/nie) #1093, [$9602t](/topic/$9602t) #197, [mi](/topic/mi)

**Top accounts mentioned or mentioned by**
[@horacekpetr22](/creator/undefined) [@gordongekko29](/creator/undefined) [@tvranka](/creator/undefined) [@nicnevim11](/creator/undefined) [@qualitystocksa](/creator/undefined) [@akciovyguru](/creator/undefined) [@majkee](/creator/undefined) [@reepyx](/creator/undefined) [@michalsimon1995](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@hejtojemara](/creator/undefined) [@dompablomd](/creator/undefined) [@thebeingintime](/creator/undefined) [@023mara023bures](/creator/undefined) [@offrecordmoney](/creator/undefined) [@garax2005](/creator/undefined) [@jiristyblo1](/creator/undefined) [@krystofjane](/creator/undefined) [@mcrajce](/creator/undefined) [@cashify_sk](/creator/undefined)

**Top assets mentioned**
[NuCypher (NU)](/topic/$nu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [MercadoLibre Inc (MELI)](/topic/$meli) [Legacy Education Inc. (LGCY)](/topic/$lgcy) [Alibaba Group (BABA)](/topic/$baba) [Advanced Micro Devices (AMD)](/topic/$amd) [RAI Finance (SOFI)](/topic/$sofi) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Metadium (META)](/topic/$meta) [Evotec SE (EVO)](/topic/$evo) [Amkor Technology Inc (AMKR)](/topic/$amkr) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Ethereum Name Service (ENS)](/topic/$ens) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Abivax SA (ABVX)](/topic/$abvx) [Intel Corporation (INTC)](/topic/$intc) [TOTO (TOTO)](/topic/toto) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Synaptics Inc (SYNA)](/topic/$syna) [Ethereum (ETH)](/topic/$eth) [COMPASS Pathways plc (CMPS)](/topic/$cmps) [Snowflake Inc. (SNOW)](/topic/$snow) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Now Coin (NOW)](/topic/$now) [CasinoCoin (CSC)](/topic/casino) [Exxon Mobil (XOM)](/topic/$xom) [Oxygen (OXY)](/topic/$oxy) [Divi (DIVI)](/topic/divi) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Strategy (MSTR)](/topic/$mstr) [Novo-Nordisk (NVO)](/topic/$nvo) [Schlumberger NV (SLB)](/topic/$slb) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [UnitedHealth Group (UNH)](/topic/$unh) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Micron Technology, Inc. (MU)](/topic/$mu) [Duolingo, Inc.  (DUOL)](/topic/$duol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@I_Am_Not_A_Bot8 @marketplunger1 2913k"  
[X Link](https://x.com/matiskonikolaj/status/1536026422078226435)  2022-06-12T16:43Z [---] followers, [--] engagements


"Ale ve tie vsledky neboli predsa tak zl 🤷🏼♀ $MTCH"  
[X Link](https://x.com/matiskonikolaj/status/1720117458684543230)  2023-11-02T16:35Z [---] followers, [---] engagements


"Quick valuation check on $PYPL Spracoval som tak kratiu analzu ohadom vyklesanho PayPalu. Za kad sptn vzbu budem rd"  
[X Link](https://x.com/matiskonikolaj/status/1720221163660489130)  2023-11-02T23:27Z [---] followers, [--] engagements


"@Erik79150514 @mirogafrik vyklesan akcia je jedna vec ale tie problemy u disneyho s druha (kabelovky DTC alebo spomaujce parky) + to ocenenie nevyzer by silne podstrelen ako napr $PYPL. ja som takisto v pozicii verm e Iger nm predvedie peknu turnaround story"  
[X Link](https://x.com/matiskonikolaj/status/1720752621915390235)  2023-11-04T10:39Z [---] followers, [--] engagements


"Intel in Lead to Get Billions for Secure Defense-Chip Facilities Company has emerged as a potential top winner of Chips Act funding -WSJ $INTC"  
[X Link](https://x.com/matiskonikolaj/status/1721810705630757158)  2023-11-07T08:43Z [---] followers, [--] engagements


"@horacekpetr22 $GOOGL a $EVO.ST imho"  
[X Link](https://x.com/matiskonikolaj/status/1721848728418447744)  2023-11-07T11:15Z [---] followers, [---] engagements


"@horacekpetr22 robm vo firme zaoberajcej sa affiliate marketingom pre online casina. ten zujem o live casino games je obrovsk a m stle vzostupn trend. momentlne je $EVO pika v tomto obore. takisto online casino len zavaj svoj boom ktor sa s uvonovanm regulcii bude zvaova"  
[X Link](https://x.com/matiskonikolaj/status/1721850327186407785)  2023-11-07T11:21Z [---] followers, [---] engagements


"Overreaction for not that bad Q $WBD"  
[X Link](https://x.com/matiskonikolaj/status/1722323691294314804)  2023-11-08T18:42Z [---] followers, [---] engagements


"Oil pullback play 🤷🏼♀ $XOM"  
[X Link](https://x.com/matiskonikolaj/status/1722668382363750484)  2023-11-09T17:32Z [---] followers, [---] engagements


"@InvestInAssets Why $EVVTY $EVO has all of these 🧐"  
[X Link](https://x.com/matiskonikolaj/status/1723735997060436467)  2023-11-12T16:14Z [---] followers, [---] engagements


"Po mench pravch top10 nejak takto. V tesnom zvese je ete $LVMH v ete akm na prepady. Takisto sa plnujem posun $EVO do TOP 5"  
[X Link](https://x.com/matiskonikolaj/status/1724085141205659869)  2023-11-13T15:21Z [---] followers, [----] engagements


"Tak toto je sila. Len to podiarkuje dominanciu celho ekosystmu Applu. 36% pri tak vekej Apple zkladni je dos dos. Trochu mi to pripomna deal Goldmanov a Apple Card :D $AAPL $GOOGL"  
[X Link](https://x.com/matiskonikolaj/status/1724162406677373010)  2023-11-13T20:28Z [---] followers, [--] engagements


"Z tejto pozcie som vyiel s [--]. Rast akcie nereflektoval predol rast ropy naopak prepady u no. Budem hada lepie vstupy i u na rope alebo $XOM"  
[X Link](https://x.com/matiskonikolaj/status/1725451743771738312)  2023-11-17T09:52Z [---] followers, [--] engagements


"Takmer uzatvoren povsledkov gap. Zatia to nevyzer na plne mimo call $MTCH"  
[X Link](https://x.com/matiskonikolaj/status/1726632742979543264)  2023-11-20T16:04Z [---] followers, [---] engagements


"@gordon_gekko_29 Ako to bude vyzera s vaou short pozciou po vsledkoch za ma $NVDA zas doruila aj viac ako musela ale ten vhad ny neznel najlepie. + ten rast EPS priiel primrne zo zdraovania ktor by asom mohlo opadn"  
[X Link](https://x.com/matiskonikolaj/status/1727290451219321284)  2023-11-22T11:38Z [---] followers, [--] engagements


"$EVO zana s buybackmi. Ni lepie mamagement v tejto situcii nemohol spravi. Celkov sumu vak mohli vyhroti ete viac 😄 Akcia dnes zatia 3% up"  
[X Link](https://x.com/matiskonikolaj/status/1727971087974072646)  2023-11-24T08:43Z [---] followers, [---] engagements


"$EVO $EVVTY Nov analza k ldrovi v online gambling industry 💸 Rozoberal som: -rast a jeho prleitosti -existuje moat pre casino game providera -rizik -konkurenciu a mnoho alieho 🎰 Osobne som do pozcie vstpil a plnujem alej navyova.📈"  
[X Link](https://x.com/matiskonikolaj/status/1728485330456568236)  2023-11-25T18:46Z [---] followers, [---] engagements


"@gordon_gekko_29 Nebolo by v tom prpade lepie nakpi akumulan ETF aby ste sa vyhli dane z dividendy"  
[X Link](https://x.com/matiskonikolaj/status/1728840738564399355)  2023-11-26T18:18Z [---] followers, [--] engagements


"Skvel zhrnutie. Tu je vysvetln preo mm 17% ptf v $DTLA Zajiuji se proti #recesi a pdu #US akci. V pondl jsem navyoval na cen 91$ pozici #ETF   Jde o dluhopisov #fond od #BlackRoku kter nakupuje pevn US sttn dluhopisy se splatnost 20Y + Obchoduje se Zajiuji se proti #recesi a pdu #US akci. V pondl jsem navyoval na cen 91$ pozici #ETF   Jde o dluhopisov #fond od #BlackRoku kter nakupuje pevn US sttn dluhopisy se splatnost 20Y + Obchoduje se"  
[X Link](https://x.com/matiskonikolaj/status/1729966944630050850)  2023-11-29T20:53Z [---] followers, [---] engagements


"@elonmusk now make the comparison with Taycan which is EV or comparison with [---] on the race ring. EV has way better acceleration that classic motors due to coil ignition. this comparision is absurd"  
[X Link](https://x.com/matiskonikolaj/status/1730547892073517262)  2023-12-01T11:22Z [---] followers, [--] engagements


"@blahakuba @Quality_stocksA in regulated countries online casinos try to circumvent regulation - crypto vpn sweepstakes. certainly the risk of increased regulation is not negligible but in my opinion it will affect the growth of the top line more than the bottom line. After all $EVO is the leader"  
[X Link](https://x.com/anyuser/status/1733159107425718309)  2023-12-08T16:18Z [--] followers, [---] engagements


"@TVranka YTD je to podobn ale za [--] roky je Microsoft up 115% zatia o Google je dole 9%. Samozrejme drm aj aj take fandm obidvom"  
[X Link](https://x.com/matiskonikolaj/status/1733210625898152292)  2023-12-08T19:43Z [---] followers, [---] engagements


"Obrovsk WIN pre $EVO ❗ Malta delays implementing the global minimum tax rate for [--] years. That's possibly an 8% earnings boost and an extra cumulative 700+ million Euros in $EVO shareholders' pockets https://t.co/ncwgQJMgDD Malta delays implementing the global minimum tax rate for [--] years. That's possibly an 8% earnings boost and an extra cumulative 700+ million Euros in $EVO shareholders' pockets https://t.co/ncwgQJMgDD"  
[X Link](https://x.com/matiskonikolaj/status/1733564438312108185)  2023-12-09T19:09Z [---] followers, [----] engagements


"Rados ukonen $EVO zaplat rozdiel Obrovsk WIN pre $EVO ❗ Obrovsk WIN pre $EVO ❗"  
[X Link](https://x.com/anyuser/status/1733771502120484896)  2023-12-10T08:51Z [--] followers, [----] engagements


"Jemne odpredvam as pozcii zo $SOFI a $WBD ktor boli obe nakpen pri nedvnych vplachoch. Beriem profit 40% resp. 30% za zhruba mesiac. Drviv vainu oboch pozcii plnujem dra dlhodobo #stonksonlygoup"  
[X Link](https://x.com/matiskonikolaj/status/1735311005624807695)  2023-12-14T14:49Z [---] followers, [---] engagements


"@Nicnevim11 @PatriaCZ $NVDA m divne nastaven FY. Budci Q bud uzatvra FY24 a teda forward treba pozera na [--]. Poda IB to na tch [--] aj vychdza"  
[X Link](https://x.com/matiskonikolaj/status/1737407081697734823)  2023-12-20T09:38Z [---] followers, [----] engagements


"@AkciovyGURU nezabdajme na tto krasavicu 😄 ete drte"  
[X Link](https://x.com/matiskonikolaj/status/1737496262293762397)  2023-12-20T15:32Z [---] followers, [----] engagements


"@gordon_gekko_29 "Tch signl e u nco rozbitho je existuje spoustu." Toto tam vemi asto ale vdy ma zaujma ak s to signly Poukazova na grafy a ich minulos bez irieho kontextu danho obdobia nem siln vpovedn hodnotu. Btw 17% ptf mm v $DTLA dlhopisov trade chpem a fandim"  
[X Link](https://x.com/matiskonikolaj/status/1740738239890079936)  2023-12-29T14:15Z [---] followers, [----] engagements


"@gordon_gekko_29 1/2 Toto je o om vravm. Ide len o grafy ktor ukazuj na urit pattern z minulosti a ten by sa tatisticky mal prenies aj na sasnos. Treba vak pozna aj bli kontext minulosti a ak podmienky vtedy boli. Na konci vak mus by nejak pednlk ktor bublinu praskne"  
[X Link](https://x.com/anyuser/status/1740740804585644473)  2023-12-29T14:25Z [--] followers, [---] engagements


"@gordon_gekko_29 2/2 Otzkou je o za pendlk to tentoraz bude kedy to bude. Bez toho bublina praska nebude ani ke vetky grafy bud ukazova na najvaiu recesiu. To e nieo platilo v minulosti nedva precedens tomu aby to platilo aj naalej. Potom by zhada eko. bubln bola vyrieen"  
[X Link](https://x.com/anyuser/status/1740741329037242879)  2023-12-29T14:27Z [--] followers, [---] engagements


"Po tejto sprve $MTCH rastie o 11% a sme spa nad [--] dolrmi. Po otvoren trhu budem odpredva as (asi 1/5) pozcie. 44% zisku za pribline [--] mesiace nie je na kodu. Cash tento rok bude potrebn"  
[X Link](https://x.com/matiskonikolaj/status/1744671875697988002)  2024-01-09T10:46Z [---] followers, [---] engagements


"UPDATE PORTFOLIA Prv screen zaha aj pozciu na dlhopisoch a as ETF kolu do ktorho pravidelne investujem. Na druhom screene je isto akciov PTF a tret screen je geografick rozloenie. Plnujem navi expozciu v ne na 8% in trhy ma a na vnimky dnes nelkaj"  
[X Link](https://x.com/anyuser/status/1744753037057405382)  2024-01-09T16:08Z [--] followers, [----] engagements


"Klasick trade minulho roka je sp. 🛢 Znovu vstupujem do $OXY s 2/3 plnovanej pozcie. Cielim pullback k $60+ (s pomocou Buffeta 😄) take sa nejedn o long term pozciu. Druh vstup bude na $55"  
[X Link](https://x.com/matiskonikolaj/status/1744804798681973013)  2024-01-09T19:34Z [---] followers, [---] engagements


"@_majkee_ 1/2 $DTLA je eurpska obdoba TLT s jednm rozdielom - vyplaten kupny z dlhopisov s nasp reinvestovan do fondu (jedn sa o akumulan ETF). Osobne som $DTLA zvolil pretoe pri dlhopisoch hrm trade na vyrovnanie ceny a nie na kupn z dlhopisu"  
[X Link](https://x.com/matiskonikolaj/status/1745065435173716137)  2024-01-10T12:49Z [---] followers, [--] engagements


"@_majkee_ [--]. o sa tka asovho testu u ns na SK je to [--] rok a ETF spad do kategrie kedy si ho mem uplatni. [--]. So iadnym takm problmom som sa nestretol denn avg volume je 3mil. kusov take by to malo by v pohode"  
[X Link](https://x.com/anyuser/status/1745069140350513246)  2024-01-10T13:04Z [--] followers, [--] engagements


"Poda @truflation je inflcia vyrieen. Myslm si e dnen CPI report bude zohrva minimlnu rolu pre alie rozhodovanie Fedu. Znenie sadzieb v marci mi dva viac ne zmysel"  
[X Link](https://x.com/matiskonikolaj/status/1745416405057466649)  2024-01-11T12:04Z [---] followers, [--] engagements


"Ete chba 16%. $OXY Klasick trade minulho roka je sp. 🛢 Znovu vstupujem do $OXY s 2/3 plnovanej pozcie. Cielim pullback k $60+ (s pomocou Buffeta 😄) take sa nejedn o long term pozciu. Druh vstup bude na $55. https://t.co/SEvphbYDhT Klasick trade minulho roka je sp. 🛢 Znovu vstupujem do $OXY s 2/3 plnovanej pozcie. Cielim pullback k $60+ (s pomocou Buffeta 😄) take sa nejedn o long term pozciu. Druh vstup bude na $55. https://t.co/SEvphbYDhT"  
[X Link](https://x.com/matiskonikolaj/status/1745453034598203506)  2024-01-11T14:30Z [---] followers, [---] engagements


"Nakpil som $SoFi Feb 02'24 Call strike [---] na [----] Mylienka: [-----] vsledky za Q4 predpoklad je prvkrt GAAP profitabilita -manament je bullish CEO poas Q4 robil nkupy -short % of float 135% (play na squeeze) Ide o trade s mini asou PTF opcie budem riadi v ase"  
[X Link](https://x.com/matiskonikolaj/status/1748302497326727428)  2024-01-19T11:12Z [---] followers, [---] engagements


"BIG NEWS $PYPL Apple v EU uvonuje NFC pre tretie strany. Toto sa rieilo roky"  
[X Link](https://x.com/matiskonikolaj/status/1751334117197611076)  2024-01-27T19:59Z [---] followers, [--] engagements


"Vsledky $SOFI 🚀 -Rekordn trby vo vetkch segmentoch -GAAP positive ✅ -585k new members (44% growth) -695k new products (41%) -non-lending segmenty lap -vetky [--] segmenty profitabiln -akcie v Pre Markete 12% UP ✅"  
[X Link](https://x.com/matiskonikolaj/status/1751941196778291315)  2024-01-29T12:11Z [---] followers, [--] engagements


"$EVO zas neprestva udivova. Najvia sila s tie mare - takmer 71%. Revenue trochu niie ako sa akalo avak zvenie divi o 325% beriem. Trh je naden a akcie rast o 6% 🟢"  
[X Link](https://x.com/matiskonikolaj/status/1752975224746787180)  2024-02-01T08:40Z [---] followers, [--] engagements


"@Nicnevim11 Hlavn riziko asi bude ak by to niekto spravil vera na Mete so strikeom na [---] 😄"  
[X Link](https://x.com/matiskonikolaj/status/1753404929274691833)  2024-02-02T13:08Z [---] followers, [--] engagements


"@petr_borecek @Nicnevim11 No ete vera tie callky boli za cca 4$ take ilo o 424$. Dnes je to samozrejme in"  
[X Link](https://x.com/matiskonikolaj/status/1753503667062227420)  2024-02-02T19:40Z [---] followers, [--] engagements


"$LVMH bud hlavnm sponzorom olympijskych hier konajcich sa v Pari. Tento deal m pre nich vek hodnotu kee sa hry konaj v ich domovine. Cel by to $LVMH malo stt pribline [---] milionov eur ale poda toho o plnuj to bude epic"  
[X Link](https://x.com/matiskonikolaj/status/1753707351255798227)  2024-02-03T09:09Z [---] followers, [--] engagements


"V lnku sa objavila jedna vemi zaujmava informcia - "60% of global luxury sales today come from people who spend less than [----] a year on luxury goods according to Boston Consulting Group." Louis Vuittons Strategy to Win the Olympics"  
[X Link](https://x.com/matiskonikolaj/status/1753707746124251436)  2024-02-03T09:11Z [---] followers, [---] engagements


"Prechdzam vsledky $SOFI a udivuje ma ich guide na [----]. Jemn miss na revenue in beat na vetkom + skvel vhad na zrchujcu sa profitabilitu do FY26. Toto vetko pri macro guide: -25% HDP 5% nezamestnanos [--] rate cuts a very conservative view of the lending market""  
[X Link](https://x.com/matiskonikolaj/status/1754197078958346514)  2024-02-04T17:35Z [---] followers, [--] engagements


"$EVO predstavil tento tde v Londne nov hru ktor m by plne epic (dajne). CPO vrav e to bude "biggest game launch since Crazy Time". Crazy Time je dnes najpopulrnejia hra vbec. no moe s len o hype preto som zvedav na odozvu od kolegov ktor do Londna ili"  
[X Link](https://x.com/matiskonikolaj/status/1754473973281103877)  2024-02-05T11:56Z [---] followers, [--] engagements


"Pri vvoji hry bol pouit patent od DigiWheel - $EVO kpili spolonos v [----] za 1mil. eur. Jedn sa o [---] HD toiace sa koleso ktor stlo pri zrode mnohch spench hier. Krsna akvizcia"  
[X Link](https://x.com/matiskonikolaj/status/1754474924444446787)  2024-02-05T11:59Z [---] followers, [--] engagements


"@TVranka akcie poian pre short selling"  
[X Link](https://x.com/matiskonikolaj/status/1755566351832269210)  2024-02-08T12:16Z [---] followers, [--] engagements


"@TVranka vychdzam len z predpokladu e drviv vaina brokerov si tmto tlom zvyuje zisk. ak to ztb nerob tak good. to ale neznamen e je tu ete stle vea priestoru pre zlepenia ;)"  
[X Link](https://x.com/matiskonikolaj/status/1755567426190623129)  2024-02-08T12:21Z [---] followers, [--] engagements


"Vsledky $PYPL mi neprili a tak zl. Beat top aj bottom line na druhej strane zhoren vhad. Akcie a -10%. Prepad som vyuil a dokupujem. @acce rob dobr robotu a vkladm do neho dveru. V cene akcii je zapotan to najhorie take aj men katalyztor sprav pumpu"  
[X Link](https://x.com/matiskonikolaj/status/1755619554531651958)  2024-02-08T15:48Z [---] followers, [--] engagements


"Trh si asi uvedomil svoju 'teatrlnos' a dnes vykupujeme dip na $PYPL. Neviem kto by chcel prve na tchto rovniach predva. Aktulne +5% ✅"  
[X Link](https://x.com/matiskonikolaj/status/1756042702745940348)  2024-02-09T19:49Z [---] followers, [--] engagements


"Tento tde z pohadu obchodovania trochu runej. Navyoval som: WBD KWEB PYPL RICK SOFI. V podstate som vyuil len prepady km sa cel trh dr hore. Predval som Prosus - na mi celkom vyskoila v ptf. Dnes sa mi viac pi BABA ako Tencent. Cash mm na rovni 18%"  
[X Link](https://x.com/matiskonikolaj/status/1756242035344818680)  2024-02-10T09:01Z [---] followers, [--] engagements


"Trh to $SOFI moc never. Napriek tomu sa spolonos dostala prvkrt do zisku a rastie rchlym tempom na vetkch dleitch metrikch. V najblich mesiacoch budem oakva squeeze podobn koncu novembra [--]. 🚀 BREAKING: $SOFI Short Interest as of Jan 31st [----] at [---------] shares about 17% of float. This is up by 27% from the short interest just two weeks prior on Jan 12th and is the HIGHEST number of shares sold short over the past [--] months even topping the June highs of 142M. https://t.co/PEEuMQT95C BREAKING: $SOFI Short Interest as of Jan 31st [----] at [---------] shares about 17% of float. This is up by"  
[X Link](https://x.com/matiskonikolaj/status/1756279806667210873)  2024-02-10T11:31Z [---] followers, [---] engagements


"Ak ste akcionr $NVDA alebo do spolonosti plnujete investova urite odporam preta. Ak tu m niekto nieo k tomu poveda rd by som videl debatu. Argumenty pre a proti. [----] s vsledky na ktorch sa urite dozvieme viac. S to celkom vne obvinenia"  
[X Link](https://x.com/matiskonikolaj/status/1756630081106001992)  2024-02-11T10:43Z [---] followers, [--] engagements


"Veryby sa hrn 🐳. Pred Q4 to bolo jemne pod 35%. $SOFI"  
[X Link](https://x.com/matiskonikolaj/status/1758788341011452066)  2024-02-17T09:39Z [---] followers, [--] engagements


"Vsledky $WBD ni moc ale t spolonos je extrmne lacn. Momentlne 10x EV/FCF Dnes som dokupoval niie je krsne vysvetlen preo. Pri tejto investcii hr kov lohu as (a splatenie dlhu ;-)"  
[X Link](https://x.com/matiskonikolaj/status/1761067997018382615)  2024-02-23T16:38Z [---] followers, [--] engagements


"Poda prvotnch recenzi je Duna [--] masterpiece. Pri $WBD sa o kvalitn produkciu nebojm. 🔥"  
[X Link](https://x.com/matiskonikolaj/status/1762162089366311003)  2024-02-26T17:05Z [---] followers, [--] engagements


"$GOOGL od maximu celkom vyklesal zatia o sa trh dr. Pome teda spravi ksok matematiky. Analytici na FY25 oakvaj $784 EPS. Z dnenej ceny by to znamenalo [--] P/E = $18032 (143% CAGR) [--] P/E = [-----] (922%) [--] P/E = [-----] (389%) [--] P/E = [-----] (-17%)"  
[X Link](https://x.com/matiskonikolaj/status/1762168745340919891)  2024-02-26T17:32Z [---] followers, [--] engagements


"Existuje vysvetlenie preo $WBD po prekonan s Dunou [--] kles o 5% zatia o sa market dr alebo len trh hde uterk do ringu"  
[X Link](https://x.com/matiskonikolaj/status/1764706592270713143)  2024-03-04T17:36Z [---] followers, [--] engagements


"@Reepyx Zaujmav tanie akujem. Napriek tomu si myslm e s tam moc hrub odhady na ktorch sa ned postavi cel mylienka. Kroky manamentu sa mi zatia pia a aj keby deal nevyiel ako m (-1B FCF) tak WBD je stle atratkvne ohodnoten. Toto chce len as"  
[X Link](https://x.com/matiskonikolaj/status/1764727377542664258)  2024-03-04T18:59Z [---] followers, [--] engagements


"@Reepyx Netflixu to celkom pomohlo ale zas churn rate je pri nich trochu in. Platforma zatia zostva zhadou. Dnes som len tal e do [--] rokov oakvaj 5mil subs o poda vpotov z lnku vobec nevychdza )) In CEO Fubo sa to ska blokova ale nemyslm e z toho nieo bude"  
[X Link](https://x.com/matiskonikolaj/status/1764731763702591711)  2024-03-04T19:16Z [---] followers, [--] engagements


"$SOFI web traffic. Pripomnam e februr mal o [--] dni menej ne janur. $SOFI 🚨 Breaking News 🚨 SOFI website traffic is out for Feb Traffic came in slightly lower compared to Jan but higher than December Total visits down -5% month over month Dec [----] Million Jan [----] Million Feb [----] Million -5% https://t.co/5EcSXHFCVx $SOFI 🚨 Breaking News 🚨 SOFI website traffic is out for Feb Traffic came in slightly lower compared to Jan but higher than December Total visits down -5% month over month Dec [----] Million Jan [----] Million Feb [----] Million -5% https://t.co/5EcSXHFCVx"  
[X Link](https://x.com/matiskonikolaj/status/1766408063475401122)  2024-03-09T10:17Z [---] followers, [---] engagements


"@Quality_stocksA Also wrote something about Evolution a while ago so who cares the link is below"  
[X Link](https://x.com/matiskonikolaj/status/1766456849375560184)  2024-03-09T13:31Z [---] followers, [--] engagements


"Pozerm e $INTC celkom slune vyklesal. Je to celkom smevn kee TSM a NVDA s blizko svojich ATH. Na druhej strane m Intel pomerne dos problmov. Kadopdne vstavba novch tovrn s podporou vld im urite pomoe + ide o celkov otoenie tejto lodi. Kupuje to niekto"  
[X Link](https://x.com/matiskonikolaj/status/1778877643888214164)  2024-04-12T20:07Z [---] followers, [--] engagements


"Ete zopr grafov k $EVO Trh zrejme zabelelo prve toto. Mare sa zahka prepadli kvoli ovea vyej dani ako v minulom Q (zo 7% na 15%). Je to dos vrazn skok - vo vdsku zaviedli Pillar [--] regulciu ktor pribliuje minimal tax rate (15%) pre medzinrodn corp"  
[X Link](https://x.com/matiskonikolaj/status/1783215378635669515)  2024-04-24T19:24Z [---] followers, [--] engagements


"Po dlhej dobe PTF update📊 Otvoril som nov pozciu v $MELI. Dokupoval som $EVO a dnes trochu $SOFI. Najvia pozcia celho PTF je stle $DTLA (105%). Nechcel som sem dva cel PTF pretoe vidie ETFka v top [--] nie je tak sexy 😆 Top [--] pozcii stock-pick: (dokopy 22)"  
[X Link](https://x.com/matiskonikolaj/status/1785307802606407953)  2024-04-30T13:58Z [---] followers, [--] engagements


"Trochu prechdzam vyhliadky pre $WBD a vyzer to zaujmavo. Pre FY26 sa oakva: -$63B FCF -net debt $247B -celkov subs na 1259M (FY23 977M) stm e rast m by predovetkm v zahrani km domestic len 55M (z dnench 52M mi to prde dos mlo -FY26 konene v zisku 383M"  
[X Link](https://x.com/matiskonikolaj/status/1785661948337533270)  2024-05-01T13:25Z [---] followers, [--] engagements


"Najdleitejie bude sledova vvoj network segmentu pretoe ten je dnes dojn krava pre $WBD. Oakva sa celkom rchly pokles pri networku rchlo ho m vak nahrdza DTC. Siln strnka $WBD je e maj fakt silne IP ktor im nikto nevezme + produkcia fakt lape"  
[X Link](https://x.com/matiskonikolaj/status/1785663138941047272)  2024-05-01T13:30Z [---] followers, [--] engagements


"Trochu som popsal jeden z dvodov preo si myslm e $WBD je aj napriek -35% YTD dobrou investciou do najblich rokov (mj pohad)"  
[X Link](https://x.com/matiskonikolaj/status/1785730137733865620)  2024-05-01T17:56Z [---] followers, [--] engagements


"Long $MELI I recommend investing in Argentina I recommend investing in Argentina"  
[X Link](https://x.com/matiskonikolaj/status/1787755321550577701)  2024-05-07T08:04Z [---] followers, [---] engagements


"Z $MELI sa mi rchlo stala [--]. najvaia pozcia. Ke pozerm na graf tak som vychytal plne dno 😆 to vdy pote BTW vstup na US trh celkom vtam aj ke neviem vyhodnoti i je to pre hispncov va (lep) brand ako Amazon"  
[X Link](https://x.com/matiskonikolaj/status/1788167809916141993)  2024-05-08T11:23Z [---] followers, [--] engagements


"Na 27.76$ som naspa naskoil do $MTCH"  
[X Link](https://x.com/matiskonikolaj/status/1788213015906595151)  2024-05-08T14:23Z [---] followers, [--] engagements


"Za ma tento pochod stle aktulny $WBD"  
[X Link](https://x.com/matiskonikolaj/status/1801365584019423387)  2024-06-13T21:26Z [---] followers, [--] engagements


"jedna z najlepch investcii za posledny rok bolo u ma $IBKR IBKR m akciu e za kadch vloench 100usd dostanete [--] dolr v ich akcich. zhodnotenie mm na tej pozcii 54%. bohuial si za ten zisk moem dovoli tak 2x obed 😂"  
[X Link](https://x.com/matiskonikolaj/status/1811030261154386345)  2024-07-10T13:30Z [---] followers, [--] engagements


"🧵Pozerm tak trochu $AMD a za ma to zana vyzera dobre. Sce ide o tak stepsis ku Nvidii avak AMD zana zskava pozornos v oblasti AI. Ich konkurujci ip zail prvkrt predaje nad 1mld za Q stm e guidance pre predaje na cel rok dostali znovu revziu nahor"  
[X Link](https://x.com/matiskonikolaj/status/1820229372051128745)  2024-08-04T22:44Z [---] followers, [--] engagements


"refresh v oblasti osobnch potaov (najm v korportoch - k tomuto dvnejie dval super post @stepanhaj) Ako som u psal oakvania trhu s e vznamne porastieme na top ale hlavne bottom line. Ten nrast ziskovej mare do budcna je brutlny (uvidme dokedy bude AI hype)"  
[X Link](https://x.com/matiskonikolaj/status/1820229385846202459)  2024-08-04T22:44Z [---] followers, [--] engagements


"o sa tka valucie tak po nedvnej korekcii sa $AMD obchoduje za celkom smevn P/E. Samozrejme to cel stoj a pad na tom ak vek a ako dlho vydr hype okolo AI. Cena sa od zaiatku roku hbala hore so zvyujcou sa revziou ziskov do budcna. Tto korekcia vak me by"  
[X Link](https://x.com/matiskonikolaj/status/1820229389675622491)  2024-08-04T22:44Z [---] followers, [--] engagements


"zaujmav prleitos pre prvotn nkup tejto spolonosti. Ak verte AI hypu tak AMD mi momentlne prde zaujmavjeia voba ako Nvidia. Ide o to e doteraz bola Nvidia na poli data centier takmer sama. To e sa dar ipu od AMD me prenies urit dopyt k nim. Aj ke ipy"  
[X Link](https://x.com/matiskonikolaj/status/1820229392888422897)  2024-08-04T22:44Z [---] followers, [--] engagements


"nebud tak pika tak firmy po nich zrejme siahnu kvli niej cene a lepej dostupnosti. Z technickho pohadu to vyzer zaujmavo. Po prerazen fib [---] sa cena akcie AMD sa pribliuje k zaujmavmu supportu na rovni $121. S almi prepadmi sa vieme pozrie a na $91"  
[X Link](https://x.com/matiskonikolaj/status/1820229396197933495)  2024-08-04T22:44Z [---] followers, [--] engagements


"Ja som teda neodolal a vstpil do pozcie. Ten setup sa mi fakt pozdva :D"  
[X Link](https://x.com/matiskonikolaj/status/1820454259827331185)  2024-08-05T13:38Z [---] followers, [--] engagements


"Pri tokej ervenej toto pote $AMD"  
[X Link](https://x.com/matiskonikolaj/status/1820466914436731370)  2024-08-05T14:28Z [---] followers, [--] engagements


"$SOFI siln reakcia na spodn hranicu"  
[X Link](https://x.com/matiskonikolaj/status/1820487702103703836)  2024-08-05T15:51Z [---] followers, [--] engagements


"@FinlordCz $AMZN diki :)"  
[X Link](https://x.com/matiskonikolaj/status/1824370540418679145)  2024-08-16T09:00Z [---] followers, [--] engagements


"Dva odlin svety $SPY $QQQ"  
[X Link](https://x.com/matiskonikolaj/status/1833956342090133538)  2024-09-11T19:50Z [---] followers, [---] engagements


"$PYPL ukazuje silu na dleitej rovni"  
[X Link](https://x.com/matiskonikolaj/status/1833970080088035437)  2024-09-11T20:45Z [---] followers, [---] engagements


"Super pohad na $HIMS a konkurenciu"  
[X Link](https://x.com/matiskonikolaj/status/1834173272788713691)  2024-09-12T10:12Z [---] followers, [---] engagements


"Bola to super jazda vidme sa pri bankote $PYPL Jim Cramer was just asked about PayPal $PYPL: I am a buyer of PayPal. https://t.co/sWalehqQUd Jim Cramer was just asked about PayPal $PYPL: I am a buyer of PayPal. https://t.co/sWalehqQUd"  
[X Link](https://x.com/matiskonikolaj/status/1834184041844658476)  2024-09-12T10:55Z [---] followers, [---] engagements


"Povedal by som e California a Florida s celkom lukratvne trhy $HIMS Small update: $HIMS compounded semaglutide is now available in both California and Florida (since yday). Theyre now live in [--] states compared to just a handful in Q2. Also now live in the state with the highest demand per [----] inhabitants (Kentucky). https://t.co/ElWE6sZ6cZ Small update: $HIMS compounded semaglutide is now available in both California and Florida (since yday). Theyre now live in [--] states compared to just a handful in Q2. Also now live in the state with the highest demand per [----] inhabitants (Kentucky)."  
[X Link](https://x.com/matiskonikolaj/status/1834233289306935803)  2024-09-12T14:11Z [---] followers, [---] engagements


"Idelny set-up do zniovania sadzieb 👀 $SOFI"  
[X Link](https://x.com/matiskonikolaj/status/1836069062759088500)  2024-09-17T15:45Z [---] followers, [---] engagements


"$HIMS v premarkete odpisuje cez 10% kvli informcim e tirzepatide u poda FDA nie je v statuse shortage Je to smevn kee $HIMS neponka tirzepatide ale semaglutide ktor stle m status shortage (a teda ho mu predva) + GLP-1 nie je core biznis ale len zlomok celku"  
[X Link](https://x.com/matiskonikolaj/status/1841822136677142904)  2024-10-03T12:46Z [---] followers, [----] engagements


"Toto bolo celkom easy v AH cena na $18.6 po tom ako sa $HIMS prid do S&P Small Cap [---] indexu. ETFk nakupujte In pridanie technickej analzy bola asi najlepia vec o sa mi prihodila. Aby bolo jasn vyhadvam prevane len vstupy. $HIMS v premarkete odpisuje cez 10% kvli informcim e tirzepatide u poda FDA nie je v statuse shortage Je to smevn kee $HIMS neponka tirzepatide ale semaglutide ktor stle m status shortage (a teda ho mu predva) + GLP-1 nie je core biznis ale len zlomok celku https://t.co/71V5MtLVvt $HIMS v premarkete odpisuje cez 10% kvli informcim e tirzepatide u poda FDA nie je v statuse"  
[X Link](https://x.com/matiskonikolaj/status/1842513757294968951)  2024-10-05T10:34Z [---] followers, [---] engagements


"$HIMS o sprvach e liek ktor vlastne ani nepredvaj u nem shortage status 😭 *negative news event is released share price drops* Me: Checks fundamentals Me: Oh they havent changed Me: Checks technical support is held after negative news event triggers sellers Me: takes advantage and buys Me: feeling grateful that the human brain has not changed *negative news event is released share price drops* Me: Checks fundamentals Me: Oh they havent changed Me: Checks technical support is held after negative news event triggers sellers Me: takes advantage and buys Me: feeling grateful that the human brain"  
[X Link](https://x.com/matiskonikolaj/status/1842535403011572020)  2024-10-05T12:00Z [---] followers, [---] engagements


"Za posledn mesiaca mi vrazne narstla v PTF na a to a na rovne kde som sa nectil komfortne take prili prv odpredaje na $BABA alej som vyuil prepadov na $HIMS $SOFI $MELI $APR.WA. primne som rd e sa mi $HIMS dostala takto rchlo do top 5"  
[X Link](https://x.com/matiskonikolaj/status/1844810218892558410)  2024-10-11T18:40Z [---] followers, [---] engagements


". m viac si k spolonosti pozerm tm viac som presveden e prve toto bude jeden z hlavnch pilierov portflia do budcnosti. $APR.WA som dokupoval po vsledkoch ktor prekonali moje oakvania (zlepenie mar) ale cena akcie na to nejak nereagovala"  
[X Link](https://x.com/matiskonikolaj/status/1844810545993564350)  2024-10-11T18:41Z [---] followers, [---] engagements


". $SOFI som dokupoval primrne kvli dobrmu technickmu setupu. Pozcia bola dostatone vek take nakpen akcie budem zrejme v short term horzinte predva (PT je $12). $MELI sa mi jednoducho pi aj napriek tomu e cena je u inde (ia mal som na [----] kpi vetko :D"  
[X Link](https://x.com/matiskonikolaj/status/1844811321227055473)  2024-10-11T18:44Z [---] followers, [---] engagements


"Ete aby som nezabudol dokupoval som $EVO. Pri tejto valucii mi to prde ako fakt nobrainer. Krtke matematick okienko: analytici oakvaj FY2026 EPS na $713. Dajme tomu e to $EVO dosiahne. Ak uvaujem trpne [--] P/E (pre s prehadom market leadra). Tak dostanem"  
[X Link](https://x.com/matiskonikolaj/status/1844812174645936453)  2024-10-11T18:47Z [---] followers, [---] engagements


". tak dostanem 14% p.a. vnos + 3% divi yield. Jasn rizik s ale tto spolonos urite nezavrie krm do [--] rokov. tok na marovos je relny (trajky konkurencia) ale neviem s akou pravdepodobnosou tu treba rta. Aj keby $EVO minie EPS o 10% stle je s divi vnos 11%"  
[X Link](https://x.com/matiskonikolaj/status/1844812747889905672)  2024-10-11T18:50Z [---] followers, [---] engagements


"@Polacek_M primne t valucia nie je odveci ani teraz ale v $HIMS vidm potencil TAM klovatelnos budovanie brandu big data at. budem zverejova tak kratiu analzu kde zhrniem svoje mylienky preo sa mi to pi tak potom pozrite :)"  
[X Link](https://x.com/matiskonikolaj/status/1845011405486919936)  2024-10-12T07:59Z [---] followers, [---] engagements


"Ten rozdiel podielu e-commerce na celkovch retail sales medzi inou a US (alebo kludne aj zvykom sveta) je extremny. Nevidm dovod preo by sa ostatn krajiny v longterm horizontne nemohli dosta na rovne ako s v ne. long $AMZN $MELI"  
[X Link](https://x.com/matiskonikolaj/status/1845047386285945193)  2024-10-12T10:22Z [---] followers, [---] engagements


"Teraz mus $TSLA dra. In sa me prepadn a k spodnej rovne trendovho kanlu Pullback na tejto rovni mi prde rozumn uvidme"  
[X Link](https://x.com/matiskonikolaj/status/1845107407325729050)  2024-10-12T14:21Z [---] followers, [---] engagements


"$SOFI sa rti ako rozbehnut vlak a prera vetky rovne ktor s v ceste $10.5 sa zd by na dosah ruky"  
[X Link](https://x.com/matiskonikolaj/status/1845110238082384200)  2024-10-12T14:32Z [---] followers, [----] engagements


"In 'zhodou okolnost' je zvraznen rove presne v de earning reportu 😅 $SOFI $SOFI sa rti ako rozbehnut vlak a prera vetky rovne ktor s v ceste $10.5 sa zd by na dosah ruky https://t.co/peoizVlmNX $SOFI sa rti ako rozbehnut vlak a prera vetky rovne ktor s v ceste $10.5 sa zd by na dosah ruky https://t.co/peoizVlmNX"  
[X Link](https://x.com/matiskonikolaj/status/1845136724105589065)  2024-10-12T16:17Z [---] followers, [---] engagements


"@neu_jan Jj toto toenie peaz na $SOFI bolo fakt pekne. Treba vak myslie na to e prilo konene znenie sadzieb v spojen so silnou ekonomikou o hr SoFi do kariet - cena ide hlava nehlava a konene sme vyli z dlhodlhomesanelho downtrendu. Preto by som sa bl skorho sellu"  
[X Link](https://x.com/matiskonikolaj/status/1845373896205254694)  2024-10-13T07:59Z [---] followers, [---] engagements


"Breakout na $SPY Zaujmav setup pre zaiatok vsledovky. Odraz k 200EMA by mi teraz dval v zmysel. Aj tak by to bolo len trpnych 9%. :D"  
[X Link](https://x.com/matiskonikolaj/status/1845469316793155962)  2024-10-13T14:19Z [---] followers, [---] engagements


"eby prv prekka v ceste Po tomto rune by som oakval pullback aspo do psma $18-18.5 a potom sp a k ATH $HIMS"  
[X Link](https://x.com/matiskonikolaj/status/1846151102372233541)  2024-10-15T11:28Z [---] followers, [---] engagements


"US10Y zatia pekne reaguje a odra sa smerom dole. Je in zaujmav e minul tde sme mali trochu horie vsledky CPI a PPI ale 10Y yield stpol len o cca 8bps. primne by som akal viu reakciu. Bez nejakho makra sme tento pohyb dokzali u dokonca vymaza. $TLT $TMF"  
[X Link](https://x.com/matiskonikolaj/status/1846165816888152411)  2024-10-15T12:26Z [---] followers, [---] engagements


"Vyuvam prepadu a jemne doberm aj $AMD"  
[X Link](https://x.com/matiskonikolaj/status/1846231332650647759)  2024-10-15T16:47Z [---] followers, [---] engagements


"$AMD v PM rastie o 3% po montruznych vsledkoch $TSM. Vymazva tak as strt ktor akcia nabrala po vsledkoch $ASML. Oividne ipov cyklus nekon a je v plnom prde. $ASML kodia in faktory ako uspokojen dopyt po ipoch"  
[X Link](https://x.com/matiskonikolaj/status/1846841146208567643)  2024-10-17T09:10Z [---] followers, [---] engagements


"Na $ASML teraz moment pravdy. Mus dra in hroz prepad a k [---]. Bci ton formcia :D Ete jeden a asi posledn graf k $ASML. Zaujmav rove na weekly grafe kedy sa stretva 200WMA a [----] poslednej vlny. Poda terie by mal nasta odraz (uvidme). Prepad na niie rovne by znamenal deep value teritory a otvoril by dvierka a k [---] - tu budem u vo full alok https://t.co/hDybmoUjqL Ete jeden a asi posledn graf k $ASML. Zaujmav rove na weekly grafe kedy sa stretva 200WMA a [----] poslednej vlny. Poda terie by mal nasta odraz (uvidme). Prepad na niie rovne by znamenal deep value teritory a otvoril by dvierka a k"  
[X Link](https://x.com/matiskonikolaj/status/1846957954165096516)  2024-10-17T16:54Z [---] followers, [---] engagements


"Okolo $154 zaujmav rove pre $AMD. Spojenie 200EMA [-----] Fibo a retest downtrend rezistu z vonku mi dva viu dveru k dokupu. In $AMD sa mi long term dos pi. Rast v datacentrch bol zatienen spomalenm v ostatnch segmentoch ale v [----] oakvam aj tu zlepenie"  
[X Link](https://x.com/matiskonikolaj/status/1848326354493727084)  2024-10-21T11:31Z [----] followers, [--] engagements


"imho sa d oakva men dirupt vedenia $NVDA pri datacentrch. No a kto in by to mohol by ako $AMD"  
[X Link](https://x.com/matiskonikolaj/status/1848326808392892819)  2024-10-21T11:33Z [----] followers, [--] engagements


"$LRCX sa rozhoduje kam s pred stredajmi vsledkami. Po spolonosti zanam pokukova nemm ete full picture. Celkovo sa mi sektor ipov zana pi mnoh kvalitn spolonosti si prechdzaj korekciou (na rozdiel od $NVDA )) al prepad me pokraova a k [---] WMA"  
[X Link](https://x.com/matiskonikolaj/status/1848343468315181114)  2024-10-21T12:39Z [---] followers, [--] engagements


"Cena akcie sa prepadla po zlch vsledkoch $ASML kee $LCRX dodva stroje pre vrobu waferov. Na calle $ASML CFO spomnal e segmentu logic sa dar dobre horie s na tom ostatn segmenty (akaj neskorie oivenie). To sa priamo dotka aj Lam"  
[X Link](https://x.com/matiskonikolaj/status/1848343577304207677)  2024-10-21T12:40Z [---] followers, [--] engagements


"Vychlenie v dopyte po strojoch vidm krtkodobo narozdiel vou hrozbou me by vek podiel ny na trbch. V prpade regulcii ako pri $ASML to me by do budcna problm"  
[X Link](https://x.com/matiskonikolaj/status/1848344172077404622)  2024-10-21T12:42Z [----] followers, [--] engagements


"Posledn kalkulcia na FY26 analytici oakvaj EPS $4.34. Predpokladajme e $LRCX traf presne odhad v tom prpade: [--] P/E = 14.9% p.a. [--] P/E = 9.5% p.a. [--] P/E = 3.9% p.a. Myslm si e spolonos s takm produktom v unique segmente si zasli P/E kudne okolo 20"  
[X Link](https://x.com/matiskonikolaj/status/1848344222480335337)  2024-10-21T12:42Z [----] followers, [--] engagements


"Ak by vak prepad pokraoval a cena klesla a [---] WMA teda k rovni $65 nm to pri rovnakom odhadom EPS dva: [--] P/E = 21.2% p.a. [--] P/E = 15.6% p.a. [--] P/E =9.6% p.a. Nkup v tchto rovniach dva lep margin of safety pre vstup do pozcie aj keby je miss na EPS/niiie P/E"  
[X Link](https://x.com/matiskonikolaj/status/1848344291568963871)  2024-10-21T12:43Z [----] followers, [--] engagements


"Posledne sa pohrvam s mylienkou preda cel pozciu v $TVK.TO a vyberiem zisk 171% za necel rok. Ako som spomnal vyie momentlne mi zanaj polovodiov akcie vyzera znovu atraktvnejie (s ohadom na budcnos). Zisk by som rozdelil asi do $LRCX $ASML a $AMD. Uvidm"  
[X Link](https://x.com/matiskonikolaj/status/1848344343788011705)  2024-10-21T12:43Z [----] followers, [--] engagements


"$SOFI jemn douky na $10.5 dokonca jemne nad. Nov HH"  
[X Link](https://x.com/matiskonikolaj/status/1848435593354637534)  2024-10-21T18:46Z [---] followers, [---] engagements


"Vera nov 52week high na $10.62. Veemi pomaliky sa blime k longterm trendu. A tam pojde o ivot $SOFI $SOFI jemn douky na $10.5 dokonca jemne nad. Nov HH. https://t.co/Dc1Oj5060S $SOFI jemn douky na $10.5 dokonca jemne nad. Nov HH. https://t.co/Dc1Oj5060S"  
[X Link](https://x.com/matiskonikolaj/status/1848972970917507504)  2024-10-23T06:21Z [---] followers, [---] engagements


"Vek hri sa pripravovali na tento pohyb $SOFI"  
[X Link](https://x.com/matiskonikolaj/status/1849445528007749768)  2024-10-24T13:39Z [----] followers, [--] engagements


"$AMZN sa nedar prekonvertova $188 na support. Dokonca sme sa prepadli pod trendline. Doplnenie do pozcie budem vyhadva na $178"  
[X Link](https://x.com/matiskonikolaj/status/1849759293895061790)  2024-10-25T10:25Z [----] followers, [--] engagements


"$BABA dr rove a signalizuje mon odraz Vera som vypsal put opciu so strikeom na [--] a expirciou do [----] za [---]. Weak hands teraz vyskakuj z pozcii ale faktom je e na celkom agresvne stimuluje a posledne sme dostali lepie macro data"  
[X Link](https://x.com/matiskonikolaj/status/1849828647332356103)  2024-10-25T15:01Z [----] followers, [--] engagements


"$AMZN je zviera Total Quarterly Revenue of the Magnificent [--] Q3 [----] - $107.8 Billion Q2 [----] - $477.8 Billion https://t.co/3if2hjG4dV Total Quarterly Revenue of the Magnificent [--] Q3 [----] - $107.8 Billion Q2 [----] - $477.8 Billion https://t.co/3if2hjG4dV"  
[X Link](https://x.com/matiskonikolaj/status/1850658286468771914)  2024-10-27T21:58Z [----] followers, [---] engagements


"In $LRCX dokonal odraz po tvrtkovch vsledkoch. Tto lo zrejme pjde bezo ma"  
[X Link](https://x.com/matiskonikolaj/status/1850859224894455973)  2024-10-28T11:16Z [----] followers, [--] engagements


"Dobr rozpsane vsledko $PYPL Zatia som ich nepozeral len takto zbrklo ale vyzer to ok. Reakcia na akcii ni moc ale posledn tde sme rstli rchlym tempom"  
[X Link](https://x.com/matiskonikolaj/status/1851221154159055087)  2024-10-29T11:14Z [----] followers, [--] engagements


"Cena na $AMD predvdza dokonal odraz presne na rovni kde mala. Zhodou okolnost moje posledn buys maj priemerku nieo cez $153 )) a e TA je blbos Pred dnenmi vsledkami cena uk do 200SMA. Pohyb po vsledkoch me by prudk oboma smermi"  
[X Link](https://x.com/matiskonikolaj/status/1851292065252159876)  2024-10-29T15:56Z [----] followers, [--] engagements


"In $TMDX je spolonos s unique produktom. Zaoberaj sa transplatciou orgnov - schova a preprava. V tom o robia s jednotka a o som pozeral aleko pred konkurenciou. Vsledky vak dos bieda a akcia -30%. To sa stane ke je spolonost ocenen na dokonalos"  
[X Link](https://x.com/matiskonikolaj/status/1851296430734119037)  2024-10-29T16:13Z [----] followers, [--] engagements


"Nali sme dno na $OXY Vera som vypisoval put strike [----] a expircia budci piatok. Za tento obchod som zskal prmium $48 take cca 1% za [--] dn = 38.5% p.a"  
[X Link](https://x.com/matiskonikolaj/status/1851625650873852091)  2024-10-30T14:02Z [----] followers, [--] engagements


"$HIMS kles o 13% po zlch vsledkoch $LLY Je to fakt smiene podnikanie $HIMS sa vrazne li od core biznisu $LLY ale samozrejme GLP-1 ah sentiment na tejto akcii. o sa d robi 😄 trochu som dokpil a vypisujem put pri tejto volatilite s prmi na 2.5% len na zajtra 😅"  
[X Link](https://x.com/matiskonikolaj/status/1851648383812805035)  2024-10-30T15:32Z [----] followers, [--] engagements


"$AMZN po skvelch vsledkoch jemne uk do ATH. Ak Bezos skonil s predajmi na $200 tak sa potencilne meme dosta a na $250"  
[X Link](https://x.com/matiskonikolaj/status/1852327466909548556)  2024-11-01T12:30Z [---] followers, [---] engagements


"US10Y kles po zmieanch datach o zamestnanosti. Tie data imo neboli nijak extrmne (mono prekvapenia na nonfarm) ale momentlne sme vo fze ke [--] mesiac s data na jednej strane a al mesiac pln opak. Za mesiac a pol +75bps asi by sa patrila mierna korekcia. $TLT"  
[X Link](https://x.com/matiskonikolaj/status/1852332852806819902)  2024-11-01T12:52Z [---] followers, [---] engagements


"eby stopka po -15% Vsledky imho neboli vbec zl. Data centr s momentlne alfa omega. Client tie pekne lape embedded Q/Q taktie rast. Jedin lagnut segment je gaming ktor si teraz zrejme prechdza dnom cyklu. Do [----] a alej vidm pre $AMD dobr budcnos"  
[X Link](https://x.com/matiskonikolaj/status/1852436187803226222)  2024-11-01T19:42Z [---] followers, [---] engagements


"@StropDaniel ipom dlhodobo verm. AMD lebo si myslm e nskok NVDA sa v budcnosti bude zmenova - technologicky bud zrejme 1ka ale s tm ak je/bude dopyt po datacentrch sa konkurencia zane doahova a ubera Nvidii z celkovho kola"  
[X Link](https://x.com/matiskonikolaj/status/1852496694014779611)  2024-11-01T23:43Z [---] followers, [--] engagements


"DraftKings ako druh najva opertor v US ukonuje ponuku vlastnch live hier a bude sa v tomto smere spolieha na tretiu stranu. Podobn krok pred nedvnom spravilo bet365. Bullish pre $EVO poukazuje to na to e bariry vatupu s aj pre najlepch https://next.io/news/casino/exclusive-draftkings-lay-off-101-nj-staff/ https://next.io/news/casino/exclusive-draftkings-lay-off-101-nj-staff/"  
[X Link](https://x.com/matiskonikolaj/status/1853090999125369140)  2024-11-03T15:04Z [---] followers, [---] engagements


"$META dostva stopku pre vybudovanie svojho jadernho parku pre svoje data centr. Dovodom je nlez vzcnych viel nealeko plnovanho projektu. no vzcnych viel. Celkom bizr 😅 ale aj tak je futbal"  
[X Link](https://x.com/matiskonikolaj/status/1853430263323250871)  2024-11-04T13:33Z [---] followers, [---] engagements


"$HIMS prepad z premarket maxm o 10% po skvelch vsledkoch. Beat do slova na vetkom + super biznis outlook na calle. 😄 Trochu som si ete dokpil a zrove vyuvam volatility a vypisujem PUT na piatok so strikeom na [---]. Prmium na opciu $37 = 877% p.a 🤪 IV 85% 🎰"  
[X Link](https://x.com/matiskonikolaj/status/1853819043444064306)  2024-11-05T15:17Z [---] followers, [----] engagements


"$AMD proste miluje pullbacky. Tie treba patrine vyui )) Teraz vak okamih pravdy. Breakout by mohol znamena cestu a k 200MA"  
[X Link](https://x.com/matiskonikolaj/status/1854575126685093989)  2024-11-07T17:22Z [---] followers, [---] engagements


"$ASML zatia dr zubami nechtami. Na [-----] je vidie konene nznak stabilizcie; teraz je dleit aby tto rove bola udran. Pod [---] budem alej akumulova a navyova pozciu"  
[X Link](https://x.com/matiskonikolaj/status/1854618313998897333)  2024-11-07T20:13Z [---] followers, [---] engagements


"Trh si zana uvedomova e investcie pre ete vaie ovldnutie neobsadenho multimiliardovho trhu na kor kvartlneho EPS je nakoniec dobr a nie zl $MELI"  
[X Link](https://x.com/matiskonikolaj/status/1854983999426306127)  2024-11-08T20:27Z [---] followers, [---] engagements


"Toto u vyzer na squeeze. Som zvedav ke bude najnov update o short intereste 😄 In akujem za 100% $SOFI"  
[X Link](https://x.com/matiskonikolaj/status/1854993530479161415)  2024-11-08T21:04Z [---] followers, [---] engagements


"@Marek37hcpce @alan_kooper @AkciovyGURU $SOFI konsolidovala [--] roky aj napriek tomu e fundament spolonosti sa kadm kvartlom zlepoval. Ja si asi pokm dokm neprde poriadny squeeze shortov alebo oznmenie o zaraden do indexu"  
[X Link](https://x.com/matiskonikolaj/status/1855935614899589562)  2024-11-11T11:28Z [---] followers, [---] engagements


"ist ialenstvo dnes $SOFI $HIMS"  
[X Link](https://x.com/matiskonikolaj/status/1856053447562252746)  2024-11-11T19:16Z [---] followers, [---] engagements


"Upredal som trochu $SOFI (10% pozcie) a prelievam do $BIDU"  
[X Link](https://x.com/matiskonikolaj/status/1856053562423288070)  2024-11-11T19:17Z [---] followers, [---] engagements


"Prepad na ipoch dos zaujmav. Price targety sa zniuj ako o ivot a ceny na to patrine reaguj. Dvam jeden oportunistick trade a vypisujem put na $LRCX do piatku za $52"  
[X Link](https://x.com/matiskonikolaj/status/1856060114660216994)  2024-11-11T19:43Z [---] followers, [---] engagements


"$BABA aktulne na dokonalej rovni pre odraz V piatok earnings"  
[X Link](https://x.com/matiskonikolaj/status/1856732295031558497)  2024-11-13T16:14Z [---] followers, [---] engagements


"@MichalSimon1995 Verm e Trump neznamen a tak moc pre nske akcie. Treba bytm optimista 😆"  
[X Link](https://x.com/matiskonikolaj/status/1856736696533987359)  2024-11-13T16:31Z [---] followers, [--] engagements


"Na $AMD od vsledkov dos zl sentiment ktor pokrauje aj dnes. Spolonos oznmila znenie workforce o 4% a akcie id -3%. Neviem odkedy je znenie zamestnancov bran negatvne (pre klovaten typ biznisu). Vsledky imho tie nie zl. Trh si chce prs pre trendline"  
[X Link](https://x.com/matiskonikolaj/status/1856809253840749036)  2024-11-13T21:19Z [---] followers, [---] engagements


"@MichalSimon1995 Z pohadu longterm je aj $19 super cena :) Nech sa teda dar"  
[X Link](https://x.com/matiskonikolaj/status/1857073257272258943)  2024-11-14T14:49Z [---] followers, [--] engagements


"$HIMS krsny prepad o 15% nad dlhooakvanmi sprvami. To e nejak big player vstpi do tohto segmentu muselo by jasn kadmu kto si spravil due diligence. Nedokupujem ale vyuvam volatility - IV 140% 😤 a vypisujem putky. Prmi s a moc avnat na to aby sa povaovali"  
[X Link](https://x.com/matiskonikolaj/status/1857076157931233691)  2024-11-14T15:00Z [---] followers, [---] engagements


"@FundasyInvestor Amazon have to compete with thing like MedMatch UX people awerness of big data branding etc. These thing they cant solve over night"  
[X Link](https://x.com/matiskonikolaj/status/1857089853545922906)  2024-11-14T15:54Z [---] followers, [--] engagements


"@FundasyInvestor ofc Amazon can compete with price (as they have ton of cash they can accept lower or negative margins for awhile). As of that $HIMS have they of facilities so they can better scale their operations"  
[X Link](https://x.com/matiskonikolaj/status/1857090408011931943)  2024-11-14T15:57Z [---] followers, [---] engagements


"$HIMS nznaky stabilizcie na 0.618"  
[X Link](https://x.com/matiskonikolaj/status/1857097156143751664)  2024-11-14T16:23Z [---] followers, [---] engagements


"- Poplatok za doktora - Primrne pre Prime subs - Bez personalizcie - Bez weight-loss - Big Data + Rchle doruenie (za ma pri liekoch zbytonos) $HIMS $AMZN AMAZON EXPANDS TELEHEALTH OFFERINGS $AMZN $HIMS Telehealth: Consultations: $29 (messaging) or $49 (video) Covers 30+ conditions paid via credit card FSA or HSA Pricing for Prime Members: Hair loss: $16/month Skin care: $10/month ED: https://t.co/aeKQP1Bctb AMAZON EXPANDS TELEHEALTH OFFERINGS $AMZN $HIMS Telehealth: Consultations: $29 (messaging) or $49 (video) Covers 30+ conditions paid via credit card FSA or HSA Pricing for Prime Members:"  
[X Link](https://x.com/matiskonikolaj/status/1857101162802971002)  2024-11-14T16:39Z [---] followers, [---] engagements


"Ale ale ale mme tu odraz $ASML Dnes na investors day potvrdili svoje predol vhad do roku [----] - to indikuje e horie vsledky s fakt prevane kvli Intelu a segmentu ipov sa aj naalej dar. Od EUV si vedenie do budcnosti subuje vea. AI HYPE LETSGOO"  
[X Link](https://x.com/matiskonikolaj/status/1857110007629689028)  2024-11-14T17:15Z [---] followers, [---] engagements


"Nao trh pri $HIMS primne zabda je fakt e celkov trh je prli veky. Toto je vek moment pre zdravotnctvo ako celok. Nao by som ako pacient chodil ku doktorovi s drobnosami Nao by som chodil do lekrne ke si moem liek vyzdvihn doma bez nmahy"  
[X Link](https://x.com/matiskonikolaj/status/1857172128933482629)  2024-11-14T21:21Z [---] followers, [---] engagements


"$HIMS m momentnne 2mil subs. a s leadrom v sektore s +50% podielom. Take dokopy nech je momentlne 4-5mil. zkaznkov ktor pouvaj podobn slubu. TAM sa odhaduje na 100mil. stm e to je len pre terajiu ponuku take v budcnosti to bude zrejme viac"  
[X Link](https://x.com/matiskonikolaj/status/1857172736876962000)  2024-11-14T21:24Z [---] followers, [---] engagements


"S budcim rozrenm do zahraniia sa TAM navye zvi. Amazon moe zobra urit market share o asi spomal rast $HIMS. Napriek tomu je teraz $HIMS za projected [--] P/FCF. Km Amazon spravil schopn rollout a bude to ma urit dopad na $HIMS tak to potrv nejak dobu"  
[X Link](https://x.com/matiskonikolaj/status/1857173322624061656)  2024-11-14T21:26Z [---] followers, [---] engagements


"Zatia HIMS zskava marketshare. m viac asu maj tm va brand recognition si vytvraj (asi najdoleitejia vec v tomto segmente). alej zskavaj viac dt do MedMatch o ich najviac diferencuje kee mou ponka personalizovan produkty"  
[X Link](https://x.com/matiskonikolaj/status/1857173690770763965)  2024-11-14T21:28Z [---] followers, [---] engagements


"Taktie si nemyslm e Amazon pod strnku UX tak prjemne ako HIMS (ale mono sa mlim). Presne takto aspekty s v tomto biznise kov. Na tchto cench som buyer. Ete si to nechm ale prejs hlavou ak vek to je hrozba. $HIMS m teraz monos ukza svoje kvality"  
[X Link](https://x.com/matiskonikolaj/status/1857174198373757244)  2024-11-14T21:30Z [---] followers, [---] engagements


"Relne $AMZN m skor naliapnut len k prepredaju liekov zatia o $HIMS buduje plne vlastn prstup $AMZN has gone for the traditional pharmacy packaging and branding. Whereas $HIMS has gone for a modern & minimalistic look focusing on personalisation. There is a market for both but I personally believe $HIMS trendy & personalised approach will attract a demographic of https://t.co/71K7jf3NV9 $AMZN has gone for the traditional pharmacy packaging and branding. Whereas $HIMS has gone for a modern & minimalistic look focusing on personalisation. There is a market for both but I personally believe $HIMS"  
[X Link](https://x.com/matiskonikolaj/status/1857401924024226219)  2024-11-15T12:35Z [---] followers, [---] engagements


"Ak stopka nie tu tak sa vidme na $17. To u bude ale overoveroverreaction :D $HIMS"  
[X Link](https://x.com/matiskonikolaj/status/1857438735303872935)  2024-11-15T15:01Z [---] followers, [---] engagements


"Za posledn mesiac sa toho stalo viac ne dos. Kon vsledkov sezna do toho sme mali prezidentsk voby Fed a mnoho makra. Vetko toto sa vrazne podpsalo na pohyboch cien akci a Kee mm stly prjem a nie som plne zainvestovan pomaly vyuvam prepadov"  
[X Link](https://x.com/matiskonikolaj/status/1858157683150344658)  2024-11-17T14:38Z [----] followers, [--] engagements


"Dokupoval som viacero spolonost a to - $HIMS $BABA $MELI $BIDU $AMD $APR.WA a $BRK. $HIMS zailo brutlny prepad po oznmen vstupu Amazonu do ich oblasti biznisu. To e Amazon bude v tomto poli figurova bola sas mojej tzy take nie som z toho nijak rozhoden. Pokm"  
[X Link](https://x.com/matiskonikolaj/status/1858157686338072689)  2024-11-17T14:38Z [----] followers, [--] engagements


".priestor na rast ako US aj ke tam s rizik. Z prichdzajcich dt a poslednch earnings od nskych spolonost je cti postupne zlepujcu sa situcii. Komoui zrejme pochopili e pre verejn blaho je fungujci akciov trh kov. Dokpil som predan a jemne navil"  
[X Link](https://x.com/matiskonikolaj/status/1858157692755272071)  2024-11-17T14:38Z [----] followers, [--] engagements


"$AMD postupne budujem pozciu. Cel mylienka je postaven na refreshi client segmentu (o sa potvrdilo poslednmi earnings) a zlepenie gaming a embedeed v 25/26. Hlavn bod je ale rast datacentier - Big Tech sm vrav e doslova nesthaj uspokojova dopyt"  
[X Link](https://x.com/matiskonikolaj/status/1858157695598997591)  2024-11-17T14:38Z [----] followers, [--] engagements


". $NVDA zatia v tomto smere vedie s nskokom ale nemyslm si e je udraten by neohrozenm leadrom v tak lukratvnom segemente. Momentlne jedin konkurencieschopn hr je prve $AMD. Rast datacentier YoY +122% hovor za vetko. S tm e zkladne je relatvne mal"  
[X Link](https://x.com/matiskonikolaj/status/1858157699000578124)  2024-11-17T14:38Z [----] followers, [--] engagements


".oakvam pokraujci siln rast (dopyt) po ipoch od $AMD. Toho e AI boom utchne si nemyslm - Big Tech m toko peaz e aj cez recesiu doke dra CapExi na vysokch rovniach. AI smeruje k dokonalej personalizcii pre kadho uvatea a to doslova vo vetkom"  
[X Link](https://x.com/matiskonikolaj/status/1858157702075097446)  2024-11-17T14:38Z [----] followers, [--] engagements


".to je ale otzka na x rokov dopredu. Zatia tak obrovsk vpoet nie je mon dosiahnu. Taktie je $AMD od svojho peaku vrazne dole ke pozriem na forward earnings tak multiple je na normlnych rovniach. Ako je $SPY nafknut vidm v tomto ahk beat indexu na roky dopredu"  
[X Link](https://x.com/matiskonikolaj/status/1858157705887703471)  2024-11-17T14:38Z [----] followers, [--] engagements


"In som predal cel $TVK.TO a odpredval $PYPL $SOFI a $PLTR $TVK.TO mi za rok spravilo cca 200%. Tu som hral len na reprice multiplu teraz mi to u prilo drah na PEG cez [--]. Ide o pomaly umierajci biznis a preto som to ani nechcel dra ako longterm. Peniaze z predaja som"  
[X Link](https://x.com/matiskonikolaj/status/1858157721616277624)  2024-11-17T14:38Z [----] followers, [--] engagements


".presunul inam (hore zmienen) + som navyoval vhu cashu (mierne teraz cca 14%). $SOFI $PLTR a $PYPL boli miernejie odpredaje ale vetky [--] poziie vznamne narstli. $PLTR sa mi neskutone ako spolonos pi ale nechcem sa zalskova a potom trpie. Bu prde korekcia"  
[X Link](https://x.com/matiskonikolaj/status/1858157724875280667)  2024-11-17T14:38Z [----] followers, [--] engagements


"a doberiem si zvyok alebo pjdeme na 1T valuciu a budem sa aj tak tei. Napriek tomu som sa nectil u komfortne. $SOFI takisto vek let. Pozcia bola u vybudovan na 100% ale v augustovom dipe som sa rozhodol ju ete presiahnu s tm e ke prde as spokojne odpredm"  
[X Link](https://x.com/matiskonikolaj/status/1858157728201343060)  2024-11-17T14:38Z [----] followers, [--] engagements


"Presne toto je jeden z najvach tailwindov pre $HIMS. Nie je potrebn strati iaden cestou alebo akanm. Stm ako sa cel proces vylepuje za chodu je pre zkaznka na nezaplatenie a udr ho dlhie kee jeho nov sksenos bude lepia ako predol. Using $HIMS Electronic Medical System that connects Patients and Doctors having this automated eliminates a lot of the manual process of patient intake and eliminates the burden for the Doctors and the Patients That information then get fed through their MedMatch system that https://t.co/AW4rN0qOua Using $HIMS Electronic Medical System that connects Patients and"  
[X Link](https://x.com/matiskonikolaj/status/1858224570806968685)  2024-11-17T19:03Z [---] followers, [---] engagements


"Skvele spsan $HIMS $HIMS DEUTSCHE BANK REACTION TO THE $AMZN NEWS "HIMS shares sold off 25% on the news which strikes us as a dramatic overreaction." https://t.co/NgYsUqisCU $HIMS DEUTSCHE BANK REACTION TO THE $AMZN NEWS "HIMS shares sold off 25% on the news which strikes us as a dramatic overreaction." https://t.co/NgYsUqisCU"  
[X Link](https://x.com/matiskonikolaj/status/1858910709335068861)  2024-11-19T16:30Z [---] followers, [---] engagements


"Hasta la vista $HIMS"  
[X Link](https://x.com/matiskonikolaj/status/1866512420224528488)  2024-12-10T15:56Z [---] followers, [---] engagements


"Skvele napsan. Odporam kademu kto sa o $HIMS zaujma You can tell a lot about an investor by looking at their SWOT analysis Heres the Good vs. Bad on $HIMS (deep dive thread) https://t.co/po8LRHZcwV You can tell a lot about an investor by looking at their SWOT analysis Heres the Good vs. Bad on $HIMS (deep dive thread) https://t.co/po8LRHZcwV"  
[X Link](https://x.com/matiskonikolaj/status/1866771773880144064)  2024-12-11T09:07Z [---] followers, [---] engagements


"$WBD krsny (oprvnen) nrast na tchto news. Napriek tomu znovu predvam cca 5%. Za posledn mesiace akcia vznamne narstla a aj napriek tomu e sa sentiment zlepuje tak nechcem ma v spolonosti viac ako 4.5% ptf Warner Bros. Discovery $WBD announced a major corporate restructuring dividing the company into two distinct operating divisions: Global Linear Networks and Streaming & Studios. The Global Linear Networks division will focus on maximizing profitability and free cash flow for https://t.co/pGBh0J2SBf Warner Bros. Discovery $WBD announced a major corporate restructuring dividing the company"  
[X Link](https://x.com/matiskonikolaj/status/1867238006991786231)  2024-12-12T16:00Z [---] followers, [---] engagements


"@TVranka @Marek_Nemky @xtbczsk @mbartova_ amd novo nordisk trump a quantum computing"  
[X Link](https://x.com/matiskonikolaj/status/1877453223507665107)  2025-01-09T20:31Z [---] followers, [---] engagements


"Na $11.37 som si dobral $NU"  
[X Link](https://x.com/matiskonikolaj/status/1904544736763056629)  2025-03-25T14:43Z [---] followers, [---] engagements


"$MELI $NU $NU I purchased some more Nu Holdings today due to its Brazilian currency USDBRL rate is dropping like a rock below [---] day moving average and this means all the FX rates will be a benefit in Q2 if this trend continues Q1 already has a 15% benefit or so baked in https://t.co/SSXOAML64v $NU I purchased some more Nu Holdings today due to its Brazilian currency USDBRL rate is dropping like a rock below [---] day moving average and this means all the FX rates will be a benefit in Q2 if this trend continues Q1 already has a 15% benefit or so baked in https://t.co/SSXOAML64v"  
[X Link](https://x.com/matiskonikolaj/status/1907801349858726347)  2025-04-03T14:24Z [---] followers, [---] engagements


"$MELI na hrad"  
[X Link](https://x.com/matiskonikolaj/status/1908086165787308257)  2025-04-04T09:16Z [---] followers, [---] engagements


"To je krsny tdenny graf. KANGOROO MARKET AT ITS FINEST $NKE"  
[X Link](https://x.com/matiskonikolaj/status/1910446733835882575)  2025-04-10T21:36Z [---] followers, [---] engagements


"$AMZN je v zelenom ✅"  
[X Link](https://x.com/matiskonikolaj/status/1918283390211543060)  2025-05-02T12:36Z [---] followers, [---] engagements


"@Sofigoodboy Straight up line is not healthy either"  
[X Link](https://x.com/matiskonikolaj/status/1921485203639304597)  2025-05-11T08:39Z [---] followers, [---] engagements


"Z Advanced Money Destroyer na Advanced Money Developer 😤 LFG $AMD"  
[X Link](https://x.com/matiskonikolaj/status/1922641360030404844)  2025-05-14T13:13Z [---] followers, [---] engagements


"Squeeeze em 🍋 $HIMS"  
[X Link](https://x.com/matiskonikolaj/status/1934620875380113717)  2025-06-16T14:35Z [---] followers, [---] engagements


"GAME [--] je tu. Lets go #pacers Tyrese Haliburton's no-look dime to Pascal Siakam for the poster in phantom 🤩 https://t.co/iSrrzTCkBp Tyrese Haliburton's no-look dime to Pascal Siakam for the poster in phantom 🤩 https://t.co/iSrrzTCkBp"  
[X Link](https://x.com/matiskonikolaj/status/1935961254440714543)  2025-06-20T07:21Z [---] followers, [---] engagements


"Ako je niekto teraz bearish lol TRUMP: JUST SIGNED DEAL WITH CHINA WEDNESDAY; HAVE ONE COMING UP WITH INDIA TRUMP: JUST SIGNED DEAL WITH CHINA WEDNESDAY; HAVE ONE COMING UP WITH INDIA"  
[X Link](https://x.com/matiskonikolaj/status/1938332792112484368)  2025-06-26T20:25Z [---] followers, [---] engagements


"V after hours rozpam trochu cashu do $BABA a $BIDU"  
[X Link](https://x.com/matiskonikolaj/status/1938335138771046824)  2025-06-26T20:34Z [---] followers, [---] engagements


"Neviem si pomoc ale za ma s tie Xiaomi aut fakt ndhern Xiaomis new YU7 SUV racked up [------] preorders in its first hour beating expectations and sparking talk of a Tesla killer per WSJ. The YU7 starts at $35367 about $1395 cheaper than $TSLA's Model Y. https://t.co/tWyBDzCQEY Xiaomis new YU7 SUV racked up [------] preorders in its first hour beating expectations and sparking talk of a Tesla killer per WSJ. The YU7 starts at $35367 about $1395 cheaper than $TSLA's Model Y. https://t.co/tWyBDzCQEY"  
[X Link](https://x.com/matiskonikolaj/status/1938509762842239012)  2025-06-27T08:08Z [---] followers, [----] engagements


"Rate cut incoming. Pre striebro a crypto to bude let May U.S. PCE Inflation Data 👇 PCE 2.3% YoY (Est. 2.3%) PCE 0.1% MoM (Est. 0.1%) CORE PCE 2.7% YoY (Est. 2.6%) CORE PCE 0.2% MoM (Est. 0.1%) PERSONAL SPENDING -0.1% (Est. 0.1%) PERSONAL INCOME -0.4% (Est. 0.3%) May U.S. PCE Inflation Data 👇 PCE 2.3% YoY (Est. 2.3%) PCE 0.1% MoM (Est. 0.1%) CORE PCE 2.7% YoY (Est. 2.6%) CORE PCE 0.2% MoM (Est. 0.1%) PERSONAL SPENDING -0.1% (Est. 0.1%) PERSONAL INCOME -0.4% (Est. 0.3%)"  
[X Link](https://x.com/matiskonikolaj/status/1938576997074301016)  2025-06-27T12:35Z [---] followers, [---] engagements


"$AMZN breakuje a smerujeme nasp k ATH 🚀"  
[X Link](https://x.com/matiskonikolaj/status/1938603245049647422)  2025-06-27T14:20Z [---] followers, [---] engagements


"@1grdecoca IBKR"  
[X Link](https://x.com/matiskonikolaj/status/1944781142990963110)  2025-07-14T15:28Z [---] followers, [---] engagements


"Never bet against printing machine vol2 Mainland Chinese investors are pouring into Hong Kong stocks at a record pacesouthbound inflows hit HK$800B YTD just shy of the [----] full-year record. CICC sees flows possibly topping HK$1T in [----] though mutual and insurance funds may hit allocation limits soon https://t.co/dcr8uHqiSW Mainland Chinese investors are pouring into Hong Kong stocks at a record pacesouthbound inflows hit HK$800B YTD just shy of the [----] full-year record. CICC sees flows possibly topping HK$1T in [----] though mutual and insurance funds may hit allocation limits soon"  
[X Link](https://x.com/matiskonikolaj/status/1947582589801312738)  2025-07-22T09:00Z [---] followers, [---] engagements


"$NU $MELI BRAZIL WORKING ON NEGOTIATING GENERAL 50% TARIFF WITH US: ESTADO BRAZIL WORKING ON NEGOTIATING GENERAL 50% TARIFF WITH US: ESTADO"  
[X Link](https://x.com/matiskonikolaj/status/1950232937146044591)  2025-07-29T16:32Z [---] followers, [----] engagements


"Dobr pohad na veraj offering👇🏼 $SOFI $SOFI just filed an offering of $1.5B of common stock with an option to increase that by 15% to $1.725B. The price of the offering is unspecified. If it's at today's closing price this is an additional 6-7% dilution. The stock is down 6% in the AH on the news. I'm not a fan. https://t.co/CF9XRKjG9P $SOFI just filed an offering of $1.5B of common stock with an option to increase that by 15% to $1.725B. The price of the offering is unspecified. If it's at today's closing price this is an additional 6-7% dilution. The stock is down 6% in the AH on the news."  
[X Link](https://x.com/matiskonikolaj/status/1950473222086136280)  2025-07-30T08:27Z [---] followers, [----] engagements


"$OSCR dnes +6% s novm higher high lol"  
[X Link](https://x.com/matiskonikolaj/status/1973748703178661972)  2025-10-02T13:55Z [----] followers, [--] engagements

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