Thomas

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Thomas

Thomas

@ThomasTrackinV

Founder of investment portfolio tracker: https://t.co/fBydyoVMyV - tracking clearer and more transparent. - always open to feedback.

Netherlands Katılım Eylül 2025
46 Takip Edilen8 Takipçiler
Thomas
Thomas@ThomasTrackinV·
Tracking expenses, projecting cash flow, recovering failed payments, and watching a portfolio — four different money problems, four different tools. We tested each one and found them all worth… strictseal.com/blog/articles/…
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Thomas
Thomas@ThomasTrackinV·
@DividendTalks Interesting list! Curious what these stocks will do in 10 years! Backrupt or to the moon?
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Dividend Talks on YouTube
Dividend Talks on YouTube@DividendTalks·
🚨 Morgan Stanley just dropped a list of 39 “National Security” stocks — and it’s basically a cheat sheet for the next decade of U.S. industrial dominance. This isn’t your typical watchlist — it’s a who’s who of the companies the U.S. needs to stay ahead in energy, defense, and AI supply chains. Let’s break it down 👇 ⚛️ Nuclear Energy & Uranium: The U.S. wants energy independence — and that means uranium. Names like $UUUU, $LEU, $CCJ, and $NXE are at the center of the nuclear revival. Even micro-reactor plays like $OKLO are making noise as America rebuilds its atomic backbone. 🔋 Batteries & Energy Storage: $TSLA is still here, but the real upside could come from lesser-knowns like $AMPX (next-gen lithium-ion) and $MVST (solid-state tech). These are the quiet enablers of the EV and grid storage boom — and every megawatt stored is national security now. 🪨 Rare Earths & Strategic Metals: China controls 70%+ of this market — and the U.S. wants out. Morgan Stanley highlights $MP, $CRML, $IVN, and $WPM as key players in securing rare earth supply chains critical for chips, missiles, and EVs. ⚡ Lithium: Without lithium, there is no clean energy transition. Watch $ALB, $LAC, $SGML, and $SLI — these are the lifelines for the world’s next battery superpowers. 💡 The takeaway: This “National Security Index” isn’t just about defense — it’s about control of the future’s raw power: energy, data, and materials. And the firms on this list aren’t just suppliers — they’re the gatekeepers of U.S. sovereignty in a world of rising geopolitical tension. If you’re betting on where the big government money flows next… this might be your roadmap.
Dividend Talks on YouTube tweet media
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Thomas
Thomas@ThomasTrackinV·
@ArendJanKamp Prima forward PE's voor tech-heavy AEX. En dan worden PRX, RELX en WKL niet eens als tech gezien.
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Arend Jan Kamp
Arend Jan Kamp@ArendJanKamp·
Dit is de hele AEX historie versus verwachte winst en waardering Die is imho nu stevig, maar niet idioot. Als koersen blijven stijgen en verwachtingen blijven dalen kan dat rap veranderen Ga geen top timen, maar zorg dat je risicoprofiel van je porto niet met koersen oploopt
Arend Jan Kamp tweet media
Arend Jan Kamp@ArendJanKamp

#AEX kan hard gaan, maar winstverwachtingen dalen! In vergelijking met vorige all time high zijn ze 10% gezakt. AEX wordt zo rap duurder Daarom zijn cijfers van #ASML met die dikke 16,5% reet zo belangrijk, want trendbreuk in winsten is must wil bull market geen bubbel worden

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