6 Funkcji Investing z których sam korzystam

Finance-focused summary (key points from the subtitles)

Disclaimers / disclosures

• Not financial advice: The material “does not constitute advice, recommendation or investment advice… informational and educational purposes.”
• Mentions an affiliate link for Investing Pro / Pro Plus, offering a 15% discount with code “JAKUB INVESTOR”.
• Clarifies that some features mentioned are free on Investing, while others require Investing Pro / Pro Plus.

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“Six investing functions” framework (as described)

1) NewsPro (Pro news / analyst reports)

How it’s used

• Checks Pro news for companies of interest to identify potential market trends early.
• Reads Pro items that may include analysis from brokerages/analysts (examples cited: Goldman Sachs, Wells Fargo, Citigroup).

Key market examples & outcomes

• Dell (DELL) and HPE (subtitles suggest “Hulet Packart Enterprise,” likely Hewlett Packard Enterprise / HPE):
  • Mentions Pro news from May tied to potential demand for AI servers.
  • Example prices mentioned at the time (subtitle-imprecise):
    • Dell ~ $200 (subtitles also mention “about $40” earlier—unclear due to errors)
    • HPE ~ $33/share
  • Current levels stated:
    • HPE ~ $57
    • Dell ~ $440
• Pro news example (company name unclear):
  • “Metronic” likely Medtronic, with an article referencing growth in “mapping space” and a forecast of +570 basis points by 2028.
• Additional examples / watchlist:
  • Lumentum: Pro news suggests it could benefit from AI optics demand.
  • A Pro recommendation example: “Wolfer Research” maintaining Outperform with a target price around ~$1,200 (broker name possibly William Blair; subtitles may be inaccurate).

Takeaway

• Pro news is treated as an idea generator, used to see whether analyst/brokerage narratives align with actual market developments.

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2) Advanced Performance Data (earnings reaction + EPS forecast trend)

Core items he checks

• Share price reaction on the day of the results announcement (treated as a signal).
• EPS forecast trend: how analysts’ EPS expectations change over time for a specific upcoming earnings quarter.
• Also views:
  • Forecasted EPS (next report)
  • Forward P/E (“forward price-to-earnings”)
  • Analyst coverage count (noted limitation when few analysts exist)

NVIDIA example

• Upcoming earnings date cited: Aug 26, 2026 (shown in the UI).
• Analyst EPS forecast change:
  • Stated overall change: ~+42% over the past year.
  • Earlier expectations referenced around $56/share, shifting to roughly ~$208–$209/share (subtitle/unit ambiguity, but the key point is strong upward estimate revisions).
• Interpretation:
  • Continuous forecast increases suggest analysts may have previously underestimated the company.
  • Implies a positive earnings revision trajectory.

Lumentum example

• Next results date cited: Nov 10, 2026.
• EPS forecast revisions:
  • Stated ~+180% increase (subtitles appear inconsistent on exact dollar figures; the emphasis is large upward revisions).
• Earnings-day reaction:
  • Generally described as positive vs. NVIDIA, with examples of +16%, +14%, +9% (exact timing/period mapping unclear due to subtitle errors).

Takeaway

• Uses EPS estimate revisions as a momentum/earnings-trajectory monitoring tool, and compares typical stock reaction to results.

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3) Analyst Sentiment (recommendations + fair value used cautiously)

How it’s used

• Says he is more interested in analyst sentiment than basic “neutral/buy/sell.”
• Looks at fair value, but cautiously:
  • Believes Investing’s fair value may be conservative and may lag strong growth.
• Uses analyst outputs as a reference for what the “Street” expects, while still doing his own assessment.

Specific metrics cited

• Example breakdown:
  • Max: $1,400
  • Average: $1,148
  • Min: $820
  • Recommendations: 20 buy, 4 hold, 0 sell (explicitly stated)
• Broker-by-broker targets (examples named):
  • JP Morgan (e.g., $1,280)
  • Bank of America (e.g., $1,000)
  • Barclays (e.g., $1,000)
  • Cit(i)ty (likely Citigroup; e.g., $1,100)

Takeaway

• Analyst consensus/targets are used for context and upside/downside framing—not as the sole decision driver.

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4) AI Technical Analysis (confirmation of support/trend levels)

How it’s used

• Uses AI technical overlays mainly to confirm his thesis around support/resistance (potential buying/additional-buy zones).
• Chooses timeframes:
  • Daily (D1) for longer-term views
  • Weekly / Monthly for broader trend context
  • Shorter-term setups framed as more speculative

Key example: SMA 200 trend line

• For Lumentum, he checks SMA 200:
  • Subtitles state SMA 200 ≈ $652
• Mentions the stock previously dipping below an upward-trend area near $600 and then rebounding.
• The SMA 200 is treated as a meaningful long-term trend line; breaking it can imply trend deterioration.

Takeaway

• Technical AI acts as a validation layer around his identified levels and horizon.

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5) Economic Calendar

How it’s used

• Tracks scheduled macro events and inflation/growth data; events are marked by importance (stars).
• Reviews upcoming days/week and uses forecasts to anticipate volatility.

Examples of macro releases mentioned

• Poland retail sales forecast: 4.5% (three stars)
• US PCE (inflation metric, three stars)
• US GDP (three stars)
• Oil reserves (three stars), linked to geopolitical context:
  • Conflict in the Gulf of Ormus / Hormuz affecting oil

Takeaway

• Uses the macro calendar to anticipate market-moving catalysts.

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6) Fed Barometer (interest-rate decision countdown + expectations)

How it’s used

• Checks time until the next Fed interest-rate decision and what the market expects:
  • rates fall, rise, or stay
• Next Fed meeting referenced:
  • September 16 (as shown in the UI)
• Mentions using the “100% Fed barometer” (probability/expectations displayed by the tool).

Takeaway

• Tracks policy expectation uncertainty as an input for overall risk framing.

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Tickers / instruments mentioned (from subtitles)

• NVIDIA (NVDA) (implied by “Nvidia” explicitly)
• Dell (DELL)
• Hewlett Packard Enterprise (HPE) (implied by “Hulet Packart Enterprise”)
• Super Micro (mentioned; ticker not stated)
• Lumentum (LITE) (company mentioned; ticker not explicitly confirmed)
• Medtronic (likely “Metronic”; ticker not stated)
• Macro/instrument references:
  • PCE
  • GDP
  • Oil reserves

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Key explicit numbers / metrics called out

• Pro news example: +570 basis points by 2028 (mapping space statement; company unclear due to subtitle errors)
• NVIDIA
  • Next earnings date: Aug 26, 2026
  • Analyst EPS forecast change: ~+42%
  • Forward P/E referenced (no numeric value provided)
• Lumentum
  • Next earnings date: Nov 10, 2026
  • Analyst EPS forecast change: ~+180%
  • Earnings-day reaction examples: +16%, +14%, +9% (which specific periods are unclear)
  • SMA 200 ~ $652
• Economic calendar
  • Poland retail sales forecast: 4.5%
• Fed barometer
  • Next Fed meeting: Sep 16
• Analyst targets (example range)
  • Max $1,400, average $1,148, min $820
  • 20 buy / 4 hold / 0 sell

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Recommendations / cautions (explicit)

• Emphasizes:
  • Analyst sentiment and EPS revisions are important inputs.
  • Fair value may be conservative and less responsive to strong earnings trends.
  • Technical AI is primarily confirmation, not a standalone decision driver.
• No direct formal “buy/sell” instruction is presented (consistent with the “not advice” disclosure).

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Presenters / sources mentioned

• Presenter: Jakub the Investor
• Brokerages/analyst sources mentioned in context:
  • Goldman Sachs
  • Wells Fargo
  • Citigroup
  • William Blair / “Wolfer Research” (broker name possibly mis-subtitled)

Note: Several company names and price/figure values appear imprecise due to subtitle errors, but the framework logic and qualitative emphasis remain consistent.