Vojtěch Šplíchal Creator

Moje portfolio: celé, se vším, co za ním je

Hey investors, I took advantage of the drop and bought $IREN 👀

This isn't a full-fledged investment. It's a speculative position, so 1% of the portfolio.

Why did I buy now and not after research? IREN fell 38% over the last half year and I consider the price around $30 an interesting entry. I didn't want to miss it just because I don't have everything calculated yet.

ASML can't keep up with production. And that is the best news from its results

JPMorgan once again showed why it is the king of Wall Street

The largest US bank earned net $15.3 billion in the third quarter of 2026, or $5.57 per share. A year ago it was $14.4 billion and $5.07 per share. Earnings per share thus rose about 10% year-on-year.

Boeing $BA has a problem that can't just be overlooked - over the past three years the stock has gone nowhere, while the S&P 500 has grown 80%.

SpaceX has just declared war on U.S. carriers, and the market has clearly taken it seriously.

On Thursday, SpaceX $SPCX announced it is buying a nationwide block of 800 MHz spectrum. Shares of AT&T $T, Verizon $VZ and T-Mobile $TMUS fell 6.5–7% after the close.

Starlink Mobile has had one major problem so far: the satellite signal has trouble reaching indoors. Low frequencies…

Oil is getting more expensive and the market immediately wonders if inflation will return. Energy feeds into almost everything – transport, manufacturing, and food prices. When it costs more, companies sooner or later pass that on to customers. And that’s exactly what the Fed doesn’t want to see.

The second pressure comes from the bond market. A bond yield is the interest the…

Amazon isn't the cheapest of the Magnificent 7. But it has something that's worth more than a low P/E

Over the past few months, one sentence keeps popping up on social media: Amazon is the cheapest stock of the Magnificent 7. It reads well and shares even better. But the numbers don't add up. Based on estimated P/E, Amazon was only third at the beginning of October. Still, I…

Brazil voted for a rally. The market bets that Lula will be out in 3 weeks

On Monday, October 5, the Brazilian Ibovespa index gained +7.7% in a single day. For the first time in history, it closed above 200,000 points (206,912). The real strengthened by 4% to 5.00 per dollar. The US ETF on Brazil $EWZ added +12.6%, Petrobras ADR +11.6%, and Itaú ADR +15.4%.

Wells Fargo challenges AppLovin's key growth story

According to recent reports, Wells Fargo claims in its report that the acceleration of Pixel e-commerce adoption at $APP is largely an illusion. Between June and August the bank tracked the addition of 220 new websites with Pixel per week. In the last two weeks the pace jumped to 750-1,600 new websites per week, which at first…

Insurance against an Oracle crash is more expensive today than ever before in the company's history. Its rating is just one notch above junk bonds. What this means and why you should care.