abe kassir

EU sovereignty trade keeps getting framed as sentiment. It's industrial policy. Defense prime + national telco fusing into a sovereign counter-drone stack is the template — and it gets repeated across France, Italy, Nordics. US investors still pricing Rheinmetall like a one-off.

EU mulling restrictions on US cloud for sensitive government data is being read as a regulatory headache. The actual signal: sovereignty is now codified bipartisan EU policy across cloud, AI, semis, and defense — and US investors are systematically underweight the trade. cnbc.com/2026/05/07/eu-…

@KobeissiLetter $EUAD

Optical stocks have become the hottest trade in the AI space: Lumentum, $LITE, is up +1,137% over the last 12 months, the 2nd-best performing stock in the S&P 500. Over the same period, Applied Optoelectronics, $AAOI, is up +551%, Coherent, $COHR, +282%, Corning, $GLW, +223%, and Fabrinet, $FN, +176%. This marks a massive outperformance of the Nasdaq 100, which returned +23%. These companies make optical components that use light instead of traditional copper wiring to move data inside AI data centers. This technology has gained popularity as AI infrastructure demands faster and more efficient communication. In early March, Nvidia, $NVDA, announced it would invest $2 billion each in Lumentum and Coherent. Optical stocks are the latest beneficiary of the AI boom.

$EUAD has a nice chart. Breaking through 48 may mean the defense trade is back on. 50 dma held the last setback and now above the VWAPs.

@BlackScholesMan Hello Mike, happy Saturday. I’m wondering if you have considered $EUAD as a set it and forget it position for retirement account. Thanks, cheers 🥂

One ETF that has sneaked it's way in to the top and isn't mentioned like the Silver and Gold ETFs is the $EUAD . Did a stellar 70% YTD , I'm honestly surprised considering none of the companies in it's top holdings has caught my eye

The Select STOXX Europe Aerospace & Defense ETF, a US-listed fund launched by Tuttle that invests in European defense companies, is up more than 70% so far this year. Tuttle said the European defense contractors were “such an under-loved trade” prior to the election but the ETF received $1 billion of inflows shortly after Trump won. cnn.com/2025/12/15/bus… @MattEganCNN

JUST IN: Germany has prepared a €377 billion military modernization plan to make its military Europe’s strongest, according to Politico report.

Smart Investment In Europe's Arms Race - EUAD ETF youtu.be/U_vw1xwA6g4?si… via @YouTube

@TuttleCap SKRE

📉 Regional banks, Jefferies shares tank as concerns about sour loans grow on Wall Street 👀 Zions $ZION dropped more than 12% midday, as did Western Alliance Bancorp $WAL. $KRE lost around 6.5%. cnbc.com/amp/2025/10/16…

@fonyatirimi 1A !!!

Elektrikler kesildi. Bir türlü devam edemedim. Savunmayla devam edelim. $SHLD kazandırmaya devam ediyor. Biz de iyi kazandık. $EUAD'yi de konuşmuştuk. Avrupa özelinde savunmanın ne kadar kritik olduğunu daha fazla konuşmaya gerek yok sanırım.

Takip listelerimdeki ETF'lerin performansına bakıyorum. MSCI gelişmekte olan piyasalar endeksindeki ülke ETF'leriyle başlayalım. Son 1 ayda en çok Perulular kazandı. Peşinden Güney Afrika, Tayvan, Meksika ve Suudiler geliyor. Türkiye ETF'i $TUR %1'lik getiriyle sonlarda.

2025’s hottest sectors in U.S. markets so far: • Silver miners $SLVP +132% • Gold miners $RING +127% • European defense $EUAD +89% • Global defense $SHLD +82% • Uranium $URA +80% • Crypto stocks $BKCH +51% • AI $CHAT +48% • China tech $CQQQ +45% • Gold $GLD +44% • Small-cap value ex-US $AVDV +36% What’s your top pick for Q4?

🇪🇺 European defence stocks get boost from Trump's Ukraine comments 🇺🇦🇷🇺 U.S. President Donald Trump said he believes Ukraine could retake all its land occupied by Russia. 📈 The STOXX Europe Total Market Aerospace & Defense is up 63.1% YTD. reuters.com/business/aeros…

✈️ Goldman starts coverage on EU defense, aerospace: BAE, Airbus among top picks 🇪🇺 The bank highlights record demand for civil aircraft and a structural rearmament push in Europe, emphasizing that investors must remain selective given high valuations. investing.com/news/stock-mar…

$EUAD making new highs. It seems I was wrong to sell, after the European surrender.

🇪🇺 Build and buy European! Europe bought more military equipment from itself than from the US for the first time since WWII. The beginning of a new era

@NXT4EU $EUAD

What percentage of your investments are in Europe? Which Companies/ETFS are your favourites? 🇪🇺

@MayorBowser Clean public transit? I stopped reading after that.

@marketplunger1 $EUAD is a good way to play the European Rearmament Movement.

@marketplunger1 $EUAD