From on 2025 every body know what happen next season with cycle back in time frame for every 4 years have cycle time with oil peak top in period and bitcoin performance in traditional with halving season.

• Yields get lower movement or Higher drive in

• Dollar Index and Oil market trends

• Volatility Index in level position get market

• Split Stock with stock market and ETF

• $SOXX (-1,15 %) , $SOXS , $SSG , $SOXL , $DUG , $ITA (+0,02 %) , $SQQQ , $VIXM , $VGT (-1,02 %) , $BITI

Elon Musk story in tweet 2015 then more take its for supporting get market trends and now bigger plan with technology industries.

• XRP story makes crazy people from waiting time get performance and tesla in same time have momentum and story, faster movement and get high from 180 to 400 price lines position.

• Elon roadway in right time and right political frameworks get market plan. Reflection makes score for speed time and get to score on board

In high level position. Smart, Crazy and Rookie

• One think for someday and he get thats for all

• Now get to spot standing in lower wave cycle frame time they have all its to run and movement with super platform and strategy on market trends for the future.

• $ITA (+0,02 %) , $TSLA (-0,43 %) , $SPCX (+0,23 %) , $TMUS (+0,83 %) , $T (-0,13 %) , $VZ (+0,24 %)

• Information Technology and Energy on sector with on strategy market plan and longterm with stock market get to large market cap for historical story.

Long trends in high level position with US dollar index and Oil price in lines position its still have momentum from market trend and time laps from market index-stock market get return performance this years.

•Market Index | Volatility Index | Commodities

•Stock Market | ETF | Bitcoin

》$SOXX (-1,15 %) , $VGT (-1,02 %) , $ITA (+0,02 %) there is from semiconductor, information tech, aerospace & defence get performance to market after april in lower spot market position still have high attention until this month. What next ? If we have candle bars in chart, when get back in top parabolic cycle time ? ✅️⌛️

•After split stock get run to fast and movement high lines position. ETF and stock market have a reason for that and reasonable this years from split stock could makes support in stock market get more high price.

•Market need parabolic cycle its same at the time with split stock. Value in lines | Prices in share unit.

• November on best time to buy ✅️⌛️

• Bitcoin Halving in traditional event, remember lines position 60K and peak top 126K, $BTC (-0,89 %) can do its get performance with counter point in bullish 100%-150% and bearish 50%-70%.

• Every 4 years in cycle frame time, $BTC (-0,89 %) keep its and show up performance for market trends and more powerfull give altcoins get "to the moon" like zcash and another altcoins have story this time.

War is ubiquitous right now. Whether you look at Ukraine, Iran, the Gulf, Pakistan, or not so long ago Venezuela. And that’s despite Trump’s claims that he supposedly ended eight wars since he came into office. While nobody knows which wars he ended, most people definitely know which he has begun. And that’s not to critique the engagement in Iran or Venezuela. Trying to overthrow evil dictators is not an inherently bad cause, however the method might be more than questionable.

At this point, the standoff between Trump and whoever is in charge of Iran seems more like two kids fighting in the playground over who opens the Strait of Hormuz first and finally gives the Gulf nations some breathing space again.

But one thing is undoubtedly clear in all this. The defence sector is booming everywhere. In Europe, the US and Asia, countries are rearming themselves, for very different reasons. Europe because the American security guarantee is no longer completely reliable, with NATO seemingly in question. Asia because China continues to expand its dominance and push to become the leading world power. And the US because it still wants to play “World Police,” even if that might not be the most popular approach domestically anymore. But I guess we’ll find that out in the midterms.

Considering all of this, nobody can doubt the importance of defence companies, and their backlogs are as full as you would expect. The poster child of European rearmament is Rheinmetall, growing at unprecedented rates with order books stretching years into the future. And that is definitely reflected in the stock price. Since the start of the Ukraine War five years ago, the stock has risen by more than 2,200%. Yes, that’s right, if you invested $10k then, they would be worth $220k now.

But we all know that Europe’s defence industry has been historically underfunded, so it’s no surprise that it eventually caught up. What about the US then?

The sector is doing well, as always, but the stock performance hasn’t been as extraordinary. Around 110% over the last five years for the SPDR U.S. Aerospace & Defense ETF is solid, but not exactly record-breaking. So is now the time to invest? After all, Trump did announce a massive hike in the defence budget from currently $901 billion to more than $1.5 trillion.

Whether that actually goes through is a different question, considering the already massive national debt and Trump’s midterm concerns. But we also know he can take a different approach.

Just a few months ago, the President floated the idea of a pay cap for defence executives and even proposed restricting share buybacks and dividends. Our wonderful “businessman” of a president wants to cut incentives for both management and investors. How encouraging.

So ultimately, whether you should invest in defence right now is a matter of opinion. Personally, I think the European sector is overbought, but demand is clearly there, so I wouldn’t be too worried about holding names like Rheinmetall or others. For the US, it seems the market doesn’t fully believe in the trillion-dollar budget, given current valuations and revenue expectations of the major players.

But again, it’s still one of those sectors where you probably can’t go too wrong, and there is definitely still some upside left.

$ITA (+0,02 %)
$LMT (+0,13 %)
$GD (+0,17 %)
$NOC (-0,35 %)
$RTX (+0,37 %)
$LHX (+0,16 %)
$BA (+0,04 %)
$AIR (+0,8 %)
$RHM (-1,45 %)

Defence stocks seem to be slowing down quite a bit.

I believe that European companies like $BA. (-0,92 %) BAE Systems and, for example, $LDO (-0,06 %) Leonardo or $HO (-0,85 %) Thales are broadly positioned. They could be interesting for the areas of defence, space tech, drones, propulsion technology and cyber security.

Where do you see European and non-European defence stocks heading in the near future?

$ITA (+0,02 %)
$BA. (-0,92 %)
$BA (+0,04 %)
$LHX (+0,16 %)
$NOC (-0,35 %)
$RR. (+3,49 %)
$LMT (+0,13 %)
$RHM (-1,45 %)
$HAG (-2,77 %)
$QQ. (-4,08 %)

Which companies do you think have the most growth potential?