Average X Guy (@averageguy62) header
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Zawarte treści nie są poradą inwestycyjną. Tylko prywatne opinie. No investment advice. Private views only

Poznań, Polska
Joined February 2019
Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)Photo by Average X Guy (@averageguy62)
Average X Guy retweeted
*BIPARTISAN SENATE BILL COULD FAST-TRACK AI DATA CENTER EXPANSION AND POWER INFRASTRUCTURE, POTENTIALLY EASING MAJOR DEVELOPMENT BOTTLENECKS; VOTE POSSIBLE AS EARLY AS NEXT WEEK — THE VERGE 🇺🇸🇺🇸
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Average X Guy retweeted
The Nasdaq traded at 60× forward P/E before the dot-com bust. Today, it’s at 17×, its cheapest in 4 years. Sure, whether earnings hold up is debatable. But this is a fear-driven drawdown, not a fundamentals-driven one. Enough with the lazy dot-com comparisons and fearmongering.
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Average X Guy retweeted
The AI layoff gamble is backfiring. Companies that rushed to replace workers with AI are now cleaning up the mess, per The Guardian. Meta scaled back plans to cut staff and use more AI agents after employees spent growing time cleaning up the agents’ technical and security errors. It’s now rehiring managers. Microsoft and McKinsey are limiting employee AI use as costs pile up. Walmart workers say AI scheduling and task tools set impossible standards and generate false alerts. The payoff isn’t showing up: 90% of executives say AI hasn’t yet boosted productivity at their companies, per an Atlanta Fed working paper. Yet more than 112,000 US job cuts this year have cited AI, per Challenger, Gray & Christmas.
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Etatowiec największy śmieć i frajer…
Sejm uchwalił ustawę o Karcie Rodziny Mundurowej! 🇵🇱 Ulgi na kolei i ulgi paszportowe, szybszy dostęp do lekarza, pierwszeństwo w przedszkolach przy przeniesieniu służbowym. Wsparcie obejmie około 2 mln osób - żołnierzy, weteranów, strażaków, druhów OSP i ich rodziny. Kto służy Polsce, musi wiedzieć, że Polska zadba o niego i jego rodzinę. To zobowiązanie państwa, nie przywilej!
Readers added context they thought people might want to know
Konstytucja RP w art. 68 pkt.2 mówi, że "Obywatelom, niezależnie od ich sytuacji materialnej, władze publiczne zapewniają RÓWNY dostęp do świadczeń opieki zdrowotnej finansowanej ze środków publicznych. Warunki i zakres udzielania świadczeń określa ustawa". sip.lex.pl/akty-prawne/dz…
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Dzisiejszej nagłówki - największy jednodniowy wzrost Nasdaq w historii +15%. I tego wam życzę.
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Average X Guy retweeted
Wpis emocjonalny: Chciałbym "bardzo serdecznie podziękować" Senatorom i Posłom RP którzy zablokowali waloryzację podatków PIT o inflację. Bardzo to uczciwe - będę pamiętał gdy będziecie czegoś ode mnie chcieć. Oby wam dziś mleko w kawie skisło.
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Ale fajne 😍
Rodzicielstwo to nie egzamin z gotowości. Wielu rzeczy uczymy się dopiero z czasem. Dziś rozpoczynamy kampanię „Nikt nie rodzi się rodzicem”, która przypomina, że nie musimy znać wszystkich odpowiedzi od początku. #NiktNieRodziSięRodzicem #GotowiNaRodzinę
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😂😂😂
📉🟥📉🟥📉🟥📉🟥📉🟥📉
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$AEHL +183% 🤪 Wszędzie dobrze gdzie nas nie ma…
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Close the market! 😱🩸🙆🏻‍♂️
Replying to @averageguy62
Kiedy odpalasz notowania
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Pierwsze YOLO zakupy. ✅
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Yup.
I’m going to say this once. A lot of the “bottleneck,” “chokepoint,” and “next 10,000% stock” stuff you were fed all year was bullshit. You know the accounts. I don’t need to name them. A few ridiculous momentum runs made people famous, and suddenly every speculative company became a “long-term investment.” It wasn’t. Most of these were momentum stocks. And momentum stocks have one job: Enjoy the ride. Take the money. Get out when the trend breaks. This happens every cycle. The narrative gets stronger as the price goes higher. Everyone becomes an expert. Targets get crazier. Research threads get longer. Then the stocks fall 60%, 70%, 80%… And suddenly you start hearing: “My average is much lower.” “I already took profits.” “It was only a tiny position.” “I’m still holding for the long term.” Maybe some of that is true. But this is exactly why I’ve been telling you for months to stop confusing a great trade with a great investment. A stock going up 300% does not magically turn the underlying business into something you should own for 10 years. That was Part 1. Now here’s the part that actually matters. The scary part of this washout is probably much further along than people realize. A lot of the unprofitable garbage has already been destroyed. Stocks down 60–80% from their highs. Broken stories. Broken charts. Broken narratives. And that is exactly what markets eventually do. They separate the businesses that actually deserve capital from the companies that were simply benefiting from liquidity, hype and momentum. You cannot have 500 companies all becoming the next great AI/chokepoint/bottleneck winner. Eventually the market starts sorting them. And I think that sorting process is happening right now. So if you’re a long-term investor, your job from here is completely different. Stop asking: “What stock can go up 500%?” Start asking: Which businesses are actually worth owning after the excitement is gone? Look for quality. Real revenue. Real earnings. Strong balance sheets. Businesses still executing. Companies that are 30–40% below their highs while the actual business has not fallen apart with the stock price. And yes- there is panic out there now. That is exactly when a process-driven investor should start paying attention. Personally, I’d rather begin with established mid-cap and large-cap businesses than go dumpster-diving through every broken microcap simply because it is down 80%. I’m not giving you a list of stocks here. I’m giving you the framework. The next money will not be made defending the old hype. It will be made figuring out which businesses deserved the hype in the first place. Remember this post. Because this happens during every boom and bust.
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BREAKING: JP Morgan stock, $JPM, falls after CNBC reports that Senate Democrats are preparing to investigate the bank's relationship with Jeffrey Epstein.
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Nasdaq -15% od szczytu. Strefa bessy blisko…
US STOCK MARKET HEADED FOR ITS WORST DAY SINCE APRIL 2025 Nasdaq -5.3% 🩸 S&P 500 -3.5% 🩸 Chip index -11.2%, worst since March 2020 🩸
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Average X Guy retweeted
"Democrat wins will slow data center construction and force tech to the negotiating table," per FORTUNE
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Z abonamentu to każdy mądry.
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Average X Guy retweeted
"There’s still no sign of AI boosting overall US productivity," per Apollo
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