CyberMoat

Creotech: ~100% in ~100 days — spin-off mechanics, mWIG40 entry and what comes next

Since our February update, several technical details around the Creotech Quantum spin-off and potential index dynamics have become clearer.

Mar 6

February 2026

Creotech Update: Execution, Repricing, and the Quantum Spin-Off

A 60%+ move in three months, ESA milestones, IRIS² positioning — and what the April 17 Creotech Quantum listing may unlock..

Feb 26

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Z władzą ludową nie będziesz się nudził — Markets Rotate, Narratives Shift

On gold volatility, Bitcoin supply mechanics, SaaS repricing, and the shifting center of capital.

Feb 23 • CyberMoat

December 2025

Outside the ElevAIting Eleven — Adobe’s Underrated Strength

The case for Adobe as a quality investment beyond AI mania

Dec 21, 2025 • CyberMoat

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Is It Safe to Jump Onto the ElevAItor?

A Closer Look at the ElevAIting Eleven and the Final Phase of the AI Bubble

Dec 17, 2025 • CyberMoat

Introducing the 'ElevAIting Eleven': The Stocks Driving Today's Market

Beyond the Magnificent 7: How a select group of mega-cap, AI-driven stocks are dominating the market, fueled by narrative and outsized valuations.

Dec 9, 2025 • CyberMoat

November 2025

Spare Yourself the Quantum Hype. Book the Real Thing Early: Inside Creotech’s Hidden Gem.

Don’t Bet on Quantum Miracles. Bet on the Picks and Shovels Being Sold.

Nov 19, 2025 • CyberMoat

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Buying CSU and (…)!

Another note to myself — and for those interested in the CyberMoat newsletter.

Nov 7, 2025 • CyberMoat

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October 2025

💠 Buying NVO & IPAR

While the intention of CyberMoat is to focus on cybersecurity investments, this one goes out of scope — but for a reason.

Oct 31, 2025 • CyberMoat

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What “Return” Really Means in a World of Weak Money

How inflation distorts our perception of returns — and why real wealth is built on value, not numbers.

Oct 29, 2025 • CyberMoat

Reflections from Ross Anderson’s Security Engineering: Telegraphs and Horse’s Asses

Thoughts on Chapter 2 — and on why legacy shape assumptions and design in cybersecurity.

Oct 21, 2025

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Reflections from Ross Anderson’s Security Engineering: Definitions and languague matters

Thoughts on Chapter 1 — and on why precision in language matters in cybersecurity.

Oct 13, 2025 • CyberMoat