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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.
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..
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.
 • CyberMoat
Outside the ElevAIting Eleven — Adobe’s Underrated Strength
The case for Adobe as a quality investment beyond AI mania
 • CyberMoat
Is It Safe to Jump Onto the ElevAItor?
A Closer Look at the ElevAIting Eleven and the Final Phase of the AI Bubble
 • 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.
 • CyberMoat
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.
 • CyberMoat
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.
 • CyberMoat
Why Cybersecurity Is the New Infrastructure — and Why I’m Investing in it like Buffett Would
Fortresses don’t just defend — they compound. In this newsletter, I’ll explore the kinds of cybersecurity companies that deserve long-term capital.
 • CyberMoat
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