PPA
Invesco Aerospace & Defense ETF
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I have four promising mining penny stocks in my portfolio that I am hoping will succeed.
Stocks which Im bullish for 2023 ( Market Analysis )
$RIOT, $JUPW, $VYNE, $MIGI, $MARA-- Stocks with news and on the move.
Nancy Pelosi’s son, who tagged along on Taiwan trip, is investor in Chinese tech firm (BRQS)
What would you suggest would be a good Aerospace & Defense ETF?
Did World War III just start? ✈🚢🚀Should we price war into the market? 📉
Fuck it. I'm calling it. Today, World War III started. ✈🚢🚀Now it'll get priced into the market 📉
$SIRC Bullish and update on whats going on.
A COVID-19 case for Lucira Health (LHDX), the maker of the only FDA authorized at-home single-use PCR COVID-19 test. Delta Variant, anyone?
Leidos(LDOS) or Zynga(ZNGA) long term hold?
Mentions
Long term PPA is way more bullish that 200% rev increase. Simply because they are scalable
Combine it with long term PPA's they have. I think that's better than transactional revenue
Pair it with long term PPA's they have. I think that's better than transactional revenue
The scary $8T headline misses the real driver: ROI lives or dies on utilization and power price, and phased builds with cheap electrons can still pencil. Depreciation is real, but fleets can roll from training to inference where perf/watt and software tricks keep costs falling (vLLM/TensorRT-LLM, quantization, KV cache, batching). The power choke point is tighter: 40–80 kW racks need liquid cooling, long-lead MV gear, and PPAs under ~$40/MWh with firm interconnect rights; anything else struggles. If you’re trading this, watch: GPU utilization (not just installed flops), $/token and p95 latency trends, AI revenue mix and backlog tied to shipped features, PPA pricing and substation timelines, and who can deliver dense capacity reliably (Vertiv/Eaton/Schneider and DC REITs with high-density retrofits like EQIX beat land-rich but power-poor sites). On the ground we’ve shipped with Azure OpenAI and Snowflake, and DreamFactory auto-generates secure REST APIs over legacy SQL so teams actually deploy and measure ROI fast.
Sorry I meant WWIII!!! In hindsight selling PPA was a mistake, but EUAD has also performed well. I don't hold XAR but it looks good. Same for RYCEY, it will surely do well as a civilian and military jet engine supplier. I don't believe the current round of Ukr/Rus talks will lead to peace, buying Rheinmetall on the dip and selling for a quick profit.
AES is my bet for general data center energy exposure. Largest tech/corporate PPA partner and acquisition rumors. Loaded on Jan 2026 $15 calls.
our framework raises valid concerns, particularly around the synthetic data question and grid infrastructure constraints. The energy bottleneck is real and often underappreciated in AI discussions. That said, I'd push back on one aspect of the analysis. The infrastructure investment thesis may hold even if the application layer disappoints. Consider the allocation pattern: when you look at how sophisticated institutional capital is positioning, they're not just buying model companies. They're building exposure to power generation, cooling infrastructure, and transmission capacity. The logic is straightforward. Even if AI applications underperform expectations, the data centers still need electricity. The chips still generate heat that needs removal. Whether those workloads produce revolutionary AI or just incremental improvements, the physical infrastructure captures value from the activity itself. Your point about the national grid is particularly interesting. The permitting and construction timelines for new power capacity extend years, sometimes decades. This creates a structural constraint that favors existing assets regardless of how the AI application thesis develops. Microsoft's 20-year PPA with Constellation Energy to restart Three Mile Island demonstrates this dynamic. They're not betting on next quarter's AI capabilities; they're locking in power supply for decades. The question isn't whether AI lives up to the hype. It's whether the infrastructure buildout creates value even in a disappointing scenario. Different investors will reach different conclusions, but the distinction matters for how you position around the thesis.
Defense has had a good tailwind for the last 2 years. Good ETFS include PPA or SHLD (this one owns Pltr). Or look at RTX for missiles, KTOS and AVAV for drones, HII for submarines. These are all targets of the current defense posture.
Nuclear is having its moment because data centers need baseload power that renewables can't consistently provide. When Microsoft signs a 20-year PPA with Constellation to restart Three Mile Island Unit 1 specifically for AI training, that's not a publicity stunt - that's infrastructure reality. The math is compelling: A single large language model training run can consume 1-2 megawatts continuously for months. You can't do that with solar/wind intermittency, and batteries at that scale are still economically prohibitive. Natural gas works but has carbon exposure risk. CEG and VST are the pure plays, but watch the regulatory environment. The NRC hasn't approved a new reactor design in years, so the real value is in companies that can restart existing units or extend licenses. Small modular reactors (SMRs) are promising but still 5-10 years from commercial deployment. Position sizing matters here - this is a long-term infrastructure thesis, not a quick trade.
Nope, COLA application submission soon, PPA conversions and/or more partnerships- lots of catalysts right now.
Defense companies report tomorrow - good or bad they have a strong tailwind. Returns for the last few years have been great. Don’t know if there will be tariff noise on materials, but it won’t matter over time. NATO buildout, drones, space , etc., will drive demand. Favorites are RTX, LMT, KTOS, and the ETFs SHLD and PPA. Good luck!
How would they get a binding PPA when they literally have zero idea (likely +/- 100%) how much the power will cost?
You’re doing this before all of the major catalysts ahead (COLA, Partnerships, PPA conversions) I would do the exact opposite.
Nice position! Since Feb I've been loading up on call options, which were incredible cheap earlier in the year. My investment thesis was pretty simple - a F500, $50B company with 70%+MSS in servers and clients that is one of only three companies that can make the world's most advanced semis and was ***trading at book value***. If that wasn't enough, the current "make-it-in-America" administration commissioned a study into the industry with the only logical conclusion being they are too strategic to fail. Once Trump called for LBT to be fired (his way of inviting him to the White House) it was obvious that they were going to make Intel Foundry successful. Intel doesn't need cash nearly as much as Foundry customers, which is the only thing that will save it. At $35-$40 it's topped out on cash infusion news and trading ***way*** past fundamentals, but news of any **Foundry** business will propel it upward proportionally to the amount of business announced, which will likely be relatively small because 18A is not external-customer friendly (likely the reason that the NVDA announcement is about ***co-developing*** chips) and 14A has to be proven before any big customer (AAPL, NVDA, AMD, AVGO, QCOM) bets their revenue streams on it. But certainly a number of smaller deals across both nodes would be big news. My options range from March 2026 through Dec 2027. Earlier this year those were relatively cheap; for example my 20-MAR-2026 15C was $6.76 (screenshot from ThinkOrSwim). https://preview.redd.it/r83ag6t8htsf1.jpeg?width=1714&format=pjpg&auto=webp&s=ee1e7aadf0a69b223c3be26b739f70f38519fe41 Believing there will be Foundry announcements (driven behind closed doors by the current administration) I even bought some recently as you can see above such as the 19-MAR-2027 35C @ $11.15. I like the long dated options because 1) they qualify as capital gains after a year and 2) after Delta reaches 1 they simply grow linearly with the stock price which I expect only to go up over the next 2 years (in the case of DEC 2027 calls). So an investment of \~$138k this year netted about $300k. (The other semi investment this year was TSM @ $175). So the next significant jump will depend on news about Foundry customers, but keep in mind it's trading way past fundamentals as Foundry will continue significant billion dollar losses probably for ***at least 4 quarters***, and the 14A node is a big question mark regarding PPA and yields. There is also a real possibility Foundry could be spun-off (yes I know there are clauses regarding that in the government funding but nothing that prevents it, or it could be (gasp!) nationalized) which will likely be positive for the stock price. Therefore I think it's still a good stock or (long-dated) call option investment as there is tremendous hype around Intel as well as the administration backing it. Just my two cents.
They have first mover advantage and a hyper-scalable model given that they are owners & operators looking to sell power through PPA agreements vs designs only. [Here’s a link](https://www.reddit.com/r/wallstreetbets/s/o5IJbGnqlF) to my most recent DD, which also includes a link at the bottom to a deeper dive that I did 10 months ago.
ELT had communicated that PPA transition would begin very soon on the last call, it will likely happen incrementally. There’s a lot more excitement now that they have begun construction of the first Aurora site.
If you are open to a sector ETF, I am quite pleased with PPA (Invesco Aerospace and Defense).
I invested in PPA and I'm happy.
If you’re willing to compromise on morals PPA is the best investment until 2028 🤓☝️
Hello newbie trader person here I was wondering if it would be a good idea to invest into the aerospace like ETA XAR or PPA since they are all in high demand for the Ukraine Russian war. Is this a good observation for a new ass dude like me or what?
now covered by redchip. They've been on $ASPI and $UMAC before their breakouts. Tend to have a knack for potential multi baggers. https://www.redchip.com/stocks/NUAI/videos https://youtu.be/XBOk-so8GJk?si=Wj0VVJmm3vY03PTm Not f*cling selling a share until PPA. Now we're starting to get some attention finally.
This was just a small candy press release dropped in the big bowl. PPA will be the game changer.
Only thing that'll make it move with a vengeance is a signed, power purchase agreement with the hyperscaler. Then we have liftoff. Until then, before we have revenue certainty and know how much money they'll get on a multi year PPA, the Tutes and fomo-retail will watch from the sidelines. r/nuai will keep you updated.
Strange. Gold, corn, and defense stocks (I have PPA and SHLD) are all up today. Wonder what that means.
Won't happen imo. PPA will come upcoming six months imo. The worth of a PPA for 250-1000GW of natural gas puts it on a $1B market cap when full build.
This definitely got the potential. PPA for 250MW - boom. Marker forward looking pricing in the full 1000MW before it's finished? - Big badaboom 💣
They requested a hearing. Delist postponed until hearing and Nasdaq coming to conclusion. Then probably another 180 day grace period to regain compliance. A) During that potential second grace period they split and finance to get the market cap to 50M. B) During that second grace period they start the build, turn the LOI into a signed PPA with the hyperscaler. That means 5-15 years of natural gas supplying a 250MW datacenter operation. Market cap ☝🏻past 50M with a vengeance. I'm betting on B, lots of indicators pointing to a big wallet lurking in the shadows since TCDC got the balls to sign a MOU for a 1600 miles fiber green field project. Also, before they've even started that 1600 miles of fiber entering agreements with other huge and planned datacentres who wants to hook up. NUAI cant really come to the discussion tables saying "-Hey, look at us, $10M market cap. Lets build a $200M fiber line across the US starting from our shack in Odessa." Imo a big spender is using NUAI to run their errands.
De gick in LOI med hyperscalern första juli, snudd på 2.5 månad sen. Diskussionerna har pågått sen november/december 2024. Jag antar/hoppas de skriver ett PPA innan byggstart.. Vanligtvis gör man så för att det blir lättare att finansiera allt om man har på papper hur mkt revenue man drar in. Vet ju inte vilka mål som måste uppfyllas i LOI för att bli till ett DA. Antar dock att det är nära.. O med nära i sammanhanget tänker jag från imorrn, när som helst inom 6 månader.. Enda jag vet är att bara de fiser MSFT i ett letter of intent eller definitivt kontrakt så har vi 5x som ingenting från den här market-capen
Japp, förhoppningsvis en försmak på vad som komma skall. Vad tror vi, om ett DA/PPA skrivs, görs det i år?
Agree. When DA/PPA or even a non binding LOI with MSFT inking.
Haha, gött mos! Tror fler gjort kopplingen med context/Microsoft. Context är designat för Azures system. Helt säkert att det är Microsoft på LOIn. Alla andra Hyperscalers har sina egna lösningar för carbon tracking och utsläppsrätter. Nu väntar vi bara på DA/PPA med Microsofts namn på kontraktet. Det är då vi åker. På riktigt åker. Men, än så länge ser det bara bra ut. Inget definitivt ännu.
Todays PR confirms my suspicions about Microsoft or Aws being the first anchor tenant. With carbon capture tech from context labs, there's no doubt in my mind the hyperscaler is Microsoft. https://contextlabs.com/ Now we need DAs and PPA, Microsoft to step out of the shadows. LOIs to definitives. Everything lining up beautifully imo. It's either 50x or a complete bust. But to me.. last couple of months developments been fundamentally huge.. since June/July. Delist threat is just temporary noise... But it all depends on PPA signed and LOIs turning to definitives... next couple of 6-7 months will be crucial as they will present their plan for compliance at upcoming hearing and probably get another 180 days to regain compliance.
Land acquired, bought and now owning 235 acres. Forming industrial district outside Odessa. Letter of intent for 203 acres more. Initial plans last year 90MW, expanded to 250MW and now 1000MW. 1000MW is AWS or Microsoft Azure knocking om the door. First anchor tenant is important though for the 250MW at the initial 235 acres. Equity line ridiculously high now. A financial backer wouldnt be ready to deploy $1 billion dollars if this was all ballooney. This is more a matter of when, not if it's gonna happen. Extremely important checkboxes ticked last three months leading the way to a PPA. In six months well be in a much different space than $10M market cap imo. People who see the potential buy for the potential. But basic psychology will kick in once this is 300-500% up and everybody going FULL FOMO.
No one will care but I'm blown away I have managed a random allocation of stocks that seems to nearly match the market exactly the past week. A weird mix of GOOG/WMT/BRK/UNH/SOXL/SSO/PPA that have always had 1-2 up and 1-2 down in a way that is like the Thanos knife, perfectly balanced to copy the SPY. Which is f'ing annoying bc the amount of stress to match 100% SPY was not worth it haha.
I figure that’s what my ETFs are for, rather than individual equities. My big 4: SPHQ IGM CGDV FDVV Hedge: PPA RSPU
None of us have an idea !!! Amazon has more diversity than any company. Look at PPA. All ya gotta do is think of War and it might be a good bet.
As someone in direct PPA negotiations with big tech, 90% of the actual power they will be getting to power large centers in the next 5-10 years will be natural gas. Solar + batteries aren’t big enough, centralized enough, and transmission is a fucking pain. We’ve got a decade until advanced nuclear is feasible at scale. I assume you mean solar + battery when you say solar + electricity. 80% of batteries are still going into EVs. Possible we see a shift in those percentages due to credits expiring and increasing demand from tech as grid storage grows. The motivation is there, but damn natural gas is still fucking cheap. All of big tech will just build out more fossil generation while buying RECs to say they’re clean, just like we’ve been doing for years.
Do you know where the new generation is coming from for Meta’s data centers is coming from? Hint. They’re building it in Louisiana and adding 2GW of natural gas plants to boil water to put through a turbine generator to induce an electric field which results in voltage generation which induces a current that flows to the data center that powers racks of NVIDIA GPUs. Nuclear is too slow to power any of this and every company is using natural gas as a “bridge” while pledging they’re supporting green energy development for the future. See: any deal with OKLO, Kairos, Or other SMR company. Only other non nuclear clean firm power is advanced geothermal which Google has a PPA from Fervo for (legit interesting). Thank you for coming to my TED talk on where electricity is coming from.
Combination of GDE, PPA, RSSB and AVNM Diversified with gold, bonds, international and defense. Pretty much hedges against most of destabilizing events and gives higher returns than SPY alone or VT alone due to slight leverage of about 1.5x which is proven to be healthy long term. Optimal is 2x but that’s too much for me personally.
>It’s all a gamble. If people say they know for sure something is going up, they probably don’t know anything about anything unless it’s insider trading. This is from another comment I made the other day that is relevant here as it highlights the roadmap of tsmc and the eventual processing and energy improvements from moving to a gates all around transistor measured off the angstrom scale. Edit: the parallel with nvidia when factoring in tsmc a14 node is the cosmos/omniverse to model physical ai such as robots trained off of synthetic data which needs much more processing power and lower energy requirements. 1.4nm by 2028 if you remove the china problem will be a golden age. If you include the davidson window of readiness by 2027 then look out below. https://www.aminext.blog/en/post/tsmc-a14-angstrom-process-tech-strategy-1 Process Generation Target Mass Production Main Transistor Architecture Power Delivery Network Primary Lithography (Est./Confirmed) Key Features / Goals N3 (variants) In Production FinFET (Optimized) Frontside (FSPDN) 0.33 NA EUV, DUV Multi-Pat Final FinFET optimization, diverse PPA options N2 2025 H2 Nanosheet GAAFET Frontside (FSPDN) 0.33 NA EUV First-gen GAAFET, significant PPA improvement A16 2026 H2 Nanosheet GAAFET Backside (BSPDN/SPR) 0.33 NA EUV Introduce BSPDN, optimize HPC performance & density A14 2028 GAAFET (2nd Gen) Frontside (FSPDN) 0.33 NA EUV (Confirmed) First Angstrom node, further PPA enhancements A14P (Planned) 2029 GAAFET (2nd Gen) Backside (BSPDN/SPR) 0.33 NA EUV / Potential High-NA EUV Enhanced A14, adds BSPDN, possible High-NA evaluation
PPA is pretty nice if you like aerospace and defense. I like Schwab’s interface because you can see how a bunch of different orgs have rated each stock. Pretty much everything you might need for a DD is right in one place as opposed to Robinhood which is designed for a dopamine rush and easy buying
My port is compromised of way more ACHR and PPA than it probably should be but I’m up over 30% today and they both just keep ripping
And just like that, my port is green. PPA, thank you. Bears, beats, battlestar galactica
NATO buying more missiles to send to Ukraine? Full port PPA
This is from another comment I made the other day that is relevant here as it highlights the roadmap of tsmc and the eventual processing and energy improvements from moving to a gates all around transistor measured off the angstrom scale. “1.4nm by 2028 if you remove the china problem will be a golden age. If you include the davidson window of readiness by 2027 then look out below. https://www.aminext.blog/en/post/tsmc-a14-angstrom-process-tech-strategy-1 “Process Generation Target Mass Production Main Transistor Architecture Power Delivery Network Primary Lithography (Est./Confirmed) Key Features / Goals N3 (variants) In Production FinFET (Optimized) Frontside (FSPDN) 0.33 NA EUV, DUV Multi-Pat Final FinFET optimization, diverse PPA options N2 2025 H2 Nanosheet GAAFET Frontside (FSPDN) 0.33 NA EUV First-gen GAAFET, significant PPA improvement A16 2026 H2 Nanosheet GAAFET Backside (BSPDN/SPR) 0.33 NA EUV Introduce BSPDN, optimize HPC performance & density A14 2028 GAAFET (2nd Gen) Frontside (FSPDN) 0.33 NA EUV (Confirmed) First Angstrom node, further PPA enhancements A14P (Planned) 2029 GAAFET (2nd Gen) Backside (BSPDN/SPR) 0.33 NA EUV / Potential High-NA EUV Enhanced A14, adds BSPDN, possible High-NA evaluation””
It cuts the tax credit for homeowners wanting to buy solar. It still extends the tax credits for PPA and leases through 48E. Solar stocks took a beating at the release of the bill news. They’re still relatively low, even with a safe runway for the next 5 years if you factor in safe harbor. I made a good chunk off of FSLR and purchased more RUN
1.4nm by 2028 if you remove the china problem will be a golden age. If you include the davidson window of readiness by 2027 then look out below. https://www.aminext.blog/en/post/tsmc-a14-angstrom-process-tech-strategy-1 “Process Generation Target Mass Production Main Transistor Architecture Power Delivery Network Primary Lithography (Est./Confirmed) Key Features / Goals N3 (variants) In Production FinFET (Optimized) Frontside (FSPDN) 0.33 NA EUV, DUV Multi-Pat Final FinFET optimization, diverse PPA options N2 2025 H2 Nanosheet GAAFET Frontside (FSPDN) 0.33 NA EUV First-gen GAAFET, significant PPA improvement A16 2026 H2 Nanosheet GAAFET Backside (BSPDN/SPR) 0.33 NA EUV Introduce BSPDN, optimize HPC performance & density A14 2028 GAAFET (2nd Gen) Frontside (FSPDN) 0.33 NA EUV (Confirmed) First Angstrom node, further PPA enhancements A14P (Planned) 2029 GAAFET (2nd Gen) Backside (BSPDN/SPR) 0.33 NA EUV / Potential High-NA EUV Enhanced A14, adds BSPDN, possible High-NA evaluation”
VGT, ASML, MGK, SCHD, PPA. In a separate account I have PLTR.
Buy some ETFs: SMH, VEU, PPA, BAR, VFMO, XLE. These themes hold both quality small and big companies. OR you could see the ETF holdings and invest in single stocks, although I don't like that method as much.
God this golden dome is going to do wonders for my defense industry calls. ITA, PPA
I prefer PPA but I’m feeling the vibe
At this point I think I’m gonna full port into PPA, DCA, and come back in 25 years
Contrarily, my partisan decision to “pull out of full market indexes” and “go into military indexes” (PPA in my case) had yielded outsized gains… So, there’s that…
Reallocating to international funds and military indexes (PPA) has been just fine, and I expect that to be perfectly reasonable for the foreseeable future.
I get, in order of size, PPA, KDEF, EUAD, SHLD. Since tech and semis are involved in defense products, those also follow defense spending a little.
Idk about you, but I'm switching to ITA and PPA and XAR
PPA is another ETF like XAR for you to consider.
I sold PPA at $115 and bought EUAD. Maybe a mistake, who knows. Both good WWII plays. Also EADSY.
Other popular picks are PPA and ITA, also SHLD. It can depend on how how you care about Boeing being included and to what extent.
Subsidizing more potent and robust energy growth and creating a more advanced energy sector to facilitate the needed optimizations for hyperscalers: I sleep 50 separate PPA’s for 800 MW of coal plants so every city can be surrounded with that luxury black air: Real shit
PPA, EUAD, NLR are my plays for this in the short term. Long term? Same picks but add FIW to it
Up 58%! Mostly thanks to IonQ, Archer and PPA, but also from piling into Microsoft and Nvidia back in April.
SHLD, PPA, NLR, XAR, RING, EPR, EWG A mixed bag of decent performers for me this year.
Their back office reporting is hot garbage though. "Sales," "Sales Summary," " Sales Breakdown," all do slightly different things but none of them track individual item sales over time, there's no server PPA report, definitely seems like that part is developed by multiple siloed groups who don't run restaurants.
I've been holding PPA for about a week. It's surprisingly not going up with the golden dome announcements but I figure it was probably priced in. Pretty diverse overall but a little heavier in the couple big defense names.
Then why is my PPA ETF continuing to fall darn it.
My PPA is up like 50% since the wars started Feels so dirty
What is your take now given the EU is investing in building an army and building up its arms industry? FINMY, the Leonardo SPA's ADR, has done alright but I think long-term Leonardo has good growth potential due to its current share value and its expected profitability increase for guns, helicopters, and I believe naval upgrade orders. Supposedly Leonardo is poised to increase its profitability by a lot, but I could be wrong. I'm toying with EUAD (EU Defense ETF), KDEF (Korean Defense ETF), and PPA (US Defense ETF), since I think the military will be invested in more across the board longer-term. I'm aware of the Korean Stock Market being a scam so I don't have a lot in KDEF, but I'm bullish on defense.
I invested in a couple of solar private solar companies, in my view this is a great thing. All China solar companies like Yingli, Jinko, Canadian solar (yea, they don't manufacture in Canada) have been heavily subsidized by china to which has allowed them to build massive production capacity and squeeze economies of scale that are anti-competitive. India has been putting anti-dumping duties on Chinese solar components; why shouldn't the USA do it? Also, the product doesn't last the entire 20-25 year PPA cycle so that is also bad for the entire industry. China does not play fair, the rest of the world needs to take into account in our trading relationship.
ERISA and the PPA helped pave the way for millions more people to save for retirement. It’s not an artificial prop-up of the American economy or market. Again, millions of retirees are drawing on their 401ks just as workers are contributing. What is your point / suggestion?
Sorry Trump, I withdrew my PPA stocks (including Boeing) and put it into Rheinmetall. If we're going for a repeat about what WW2 was with Russia V Europe, USA is most definitely going to repeat what it did and not get involved in the war, so I'll put money into stocks that'll manufacture weapons VS stocks that won't.
Have you done your own DD on Palantir or are you following hype? Dont bet on other people's DD because if they lose you lose and only have yourself to blame. That being said, Palantir is now in the S&P500 (unsure when it's going to make it's way to the ETFs) but it's also part of the US defense and aerospace ETF ticker PPA FYI.
Can’t sleep. Sold all my PPA to buy more BlackBerry 
With the coming AI revolution, none of the current traditional financial infrastructure will be able to support the billions of micro-transactions the AI agents will be making on a daily basis. This is just one of many reasons Bitcoin will thrive. Bitcoin base layer is the financial protocol equivalent to TCP/IP protocol the entire internet is built on top of. There will eventually be layer upon layer expanded on top of Bitcoin to expand it to possibilities we haven’t even thought of yet. Try watching a couple videos to see if you can wrap your head around what exactly makes this valuable and different from any other asset/form of exchange in human history. It IS different. There is no 2nd best. https://m.youtube.com/watch?v=YtFOxNbmD38 https://m.youtube.com/watch?v=-o02OLYsnw0&t=317s https://m.youtube.com/watch?v=4AIgn545PPA&t=10s&pp=2AEKkAIB https://m.youtube.com/watch?v=lwmyaxpJwoc https://m.youtube.com/watch?v=BYk1Id2j7_8&t=6216s https://m.youtube.com/watch?v=4LqpGrWGNqE
He also said he wants a giant missile shield. I have some $ in PPA and leaving it there.
Those have some serious growth. Defense sector is where it is at? Guess the etf PPA doesn’t have enough growth.
Why LMT? The fighting is donezo. If you’re feeling hawkish, maybe just XAR or PPA.
I'm parking some money in PPA. Seems safe enough
Have you even looked at any defense ETFs? PPA up 70% since Jan 1 2020, 203% if you start after the COVID crash. Very decent IMO, can't go wrong with US military spending
I like $OKLO. Small modular nuclear fission reactors. The bull: 1. US and North America needs to double its' power generation capacity in the next ~10 years or it will face catastrophic bottlenecks to industrial developement. 2. Trump has declared a state of emergency regarding the grid 3. Oklo has former employees on the DOE 4. Oklo already has power purchase agreements to justify their market cap a few times over 5. Oklo has its fuel supply chain figured out and on-shore 6. Oklo has a very long standing regulatory relationship with the NRC 7. IF Oklo can get its COL permit done, it will have a super-streamline trajectory to massive and rapid growth 8. Nuclear fission is basically carbon free, and at this point super safe. The bear: 1. Nuclear power generation is massively over-regulated. There are totally obstructive regulations on the books which make innovation in the space nearly impossible. So far Oklo does not have approval to build even a single reactor. 2. Competition in the space is stiff. Bill Gates, Nuscale, Hitachi and others are competing for the trillions on the line. It is a big space with room for a number of players, however. 3. energy efficiency of LLM's is an evolving attribute. Many of Oklo's PPA's are for data centers, which may not be as power hungry as people currently project. More efficient models mean lower energy requirements, and fewer tendies for investors. 4. Anti-nuclear propaganda is an easy sell to an ignorant public, and I don't know if you have noticed, but there is nearly endless supply of easilly propagandized people. Beware oil and gas astro-turfing.
I like $OKLO. Small modular nuclear fission reactors. The bull: 1) US and North America needs to double its' power generation capacity in the next ~10 years or it will face catastrophic bottlenecks to industrial developement. 2) Trump has declared a state of emergency regarding the grid 3) Oklo has former employees on the DOE 4) Oklo already has power purchase agreements to justify their market cap a few times over 5) Oklo has its fuel supply chain figured out and on-shore 6) Oklo has a very long standing regulatory relationship with the NRC 7) IF Oklo can get its COL permit done, it will have a super-streamline trajectory to massive and rapid growth 8) Nuclear fission is basically carbon free, and at this point super safe. The bear: 1) Nuclear power generation is massively over-regulated. There are totally obstructive regulations on the books which make innovation in the space nearly impossible. So far Oklo does not have approval to build even a single reactor. 2) Competition in the space is stiff. Bill Gates, Nuscale, Hitachi and others are competing for the trillions on the line. It is a big space with room for a number of players, however. 3) energy efficiency of LLM's is an evolving attribute. Many of Oklo's PPA's are for data centers, which may not be as power hungry as people currently project. More efficient models mean lower energy requirements, and fewer tendies for investors. 4) Anti-nuclear propaganda is an easy sell to an ignorant public, and I don't know if you have noticed, but there is nearly endless supply of easilly propagandized people. Beware oil and gas astro-turfing.
Yes rare earth minerals mining and processing is critical to national defense; however mining industry in the US is subject to regulatory requirements and even with the new administration mineral extraction and processing is capital and time consuming. You maybe better off investing in a defense company or a defense sector ETF. For defense companies check out Lockheed, Northrop Grumman, Raytheon, aerovironment. I am not long in any of those however I am long in Kratos (ktos) defense and mining LAC. For ETFs checkout ITA PPA XAR and UAV.
Here are my goals for 2025. I plan to lump sum my IRA max in early January with the following ratios: 1. VTI - 60% - (Growth) 2. SCHD - 15% - (Value) 3. QQQM - 15% - (Aggressive growth) 4. AVUV - 5% - (Small cap) 5. VPU - 2.5% - (low volatility utilities) 6. PPA - 2.5% - (defense fund for a dangerous world) After this is complete I wanted to flesh out a portfolio for one year with the following holdings. I know its often recommended not to have this many individual stock and that I should only focus on my top 5 choices, but after tons of reading I think this portfolio will serve me well with some stocks providing above average growth, some providing dependable dividends, and others that I can use to hold for slow but steady growth that can also be used to write options with. Besides these I'd also by contributing an additional $500 per month into VTI 1. Microsoft - 10% 2. Applied Digital - 10% 3. AMD - 15% 4. Archer - 10% 5. Lunar - 10% 6. Microstrategy - 5% 7. Google - 5% 8. Walmart - 5% 9. Taiwan Semiconductor - 5% 10. SMCI - 5% 11. Palantir - 5% 12. Visa - 2.5% 13. Lululemon - 2.5% 14. Blackrock - 2.5% 15. Pfizer - 2.5% 16. GE - 2.5% 17. Key Bank - 2.5% Are there any glaring holes or things that I'm spreading myself too thinly with? I have a horizon of over 10 years so a bit of time being down doesnt bother me too much as these all would be long term holds for me.
Here are my goals for 2025. I plan to lump sum my IRA max in early January with the following ratios: 1. VTI - 60% - (Growth) 2. SCHD - 15% - (Value) 3. QQQM - 15% - (Aggressive growth) 4. AVUV - 5% - (Small cap) 5. VPU - 2.5% - (low volatility utilities) 6. PPA - 2.5% - (defense fund for a dangerous world) After this is complete I wanted to flesh out a portfolio for one year with the following holdings. I know its often recommended not to have this many individual stock and that I should only focus on my top 5 choices, but after tons of reading I think this portfolio will serve me well with some stocks providing above average growth, some providing dependable dividends, and others that I can use to hold for slow but steady growth that can also be used to write options with. Besides these I'd also by contributing an additional $500 per month into VTI 1. Microsoft - 10% 2. Applied Digital - 10% 3. AMD - 15% 4. Archer - 10% 5. Lunar - 10% 6. Microstrategy - 5% 7. Google - 5% 8. Walmart - 5% 9. Taiwan Semiconductor - 5% 10. SMCI - 5% 11. Palantir - 5% 12. Visa - 2.5% 13. Lululemon - 2.5% 14. Blackrock - 2.5% 15. Pfizer - 2.5% 16. GE - 2.5% 17. Key Bank - 2.5% Are there any glaring holes or things that I'm spreading myself too thinly with? I have a horizon of over 10 years so a bit of time being down doesnt bother me too much as these all would be long term holds for me.
That's disgusting! Have you tried filing an appeal, filing a complaint with the state insurance regulator or even getting a lawyer? You can also try contacting the pharmaceutical company directly to see if they can give you a discount or even the Partnership for Prescription Assistance. Call 1-888-4PPA-NOW (1-888-477-2669) or visit www.pparx.org
Anything on PPA's list.
Crazy bullish. Gotta get XAR and PPA now. Lemme know when you make the move.
Been eyeing PPA for quite a while. The incoming administration is talking a big game about ending all the conflicts but i have a feeling they’re here to stay and the military industrial complex will chug along
FXAIX for the S&P500, QQQM for my tech sector play, SOXX for my semi conductor play. PPA for my aerospace/ defense play. SCHD for dividends. and a tiny bit in MAGS for fun.
I'll buy a nuke supplier when somebody orders a new nuke in a competitive power market. So far new nukes have been 1.) Regulated markets (guaranteed cost recovery) 2.) AI dedicated with a high PPA price, and 3.) restarts of previously retired units. Even SMRs have multi-billion plus dollar price tags and 5 year plus construction windows. Laying down that much money with that much project risk to not start collecting revenue for at least 5 years (probably closer to 10 and a decent chance of never) is financial lunacy compared to 1 billion for a new solar or gas plant that comes online in less than 2 years and there is tons of experience deploying them on time and budget. Finally, Trump promising to cut 4 old regs for every new 1 reg hurts nuclear because he isn't going to cut nuke regs, he's going to cut predominantly oil, gas, and coal regs, allowing those sources to stay profitable. Additionally, he will also probably repeal all the IRA credits that might have made SMRs financially viable. I have been hearing the Nuclear Renaissance has been just around the corner for 20 years, and in another 20 years it probably still will be.