$SPDR S&P 500 ETF Trust(SPY)$

$SPDR S&P 500 ETF Trust(SPY)$ My investment framework is straightforward: follow the donors, then follow the policy.

Take energy donors backing a candidate as an example. Oil underperforms early, sentiment stays weak, positions get built. Then geopolitical tensions spike, supply concerns emerge, and suddenly oil is back in focus.

Now I'm looking for the next chapter. If you're launching a larger naval fleet, expanding defense capabilities, or preparing for great-power competition, what deficiencies get exposed? Shipbuilding? Missile defense? Rare earths? Satellites? Nuclear power?

Every major public donor has been drilled into on the way up, or has been surging since day one.

My "Not Yet Fully Priced In" ranking:

1. MP (Rare Earths)

2. HII (Shipbuilding)

3. CCJ (Uranium)

4. BWXT (Nuclear)

5. LNG (LNG exports)

6. RKLB (Space)

7. PLTR (Border/Defense AI)

8. ET (Pipelines)

9. IRDM (Military satellite communications)

10. NUE (Domestic manufacturing)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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