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If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.

Catalysts Most Immediate Catalysts (1–2 Years) • EU & US Green Energy Subsidies – Governments are pushing for heat pump adoption through incentives, directly benefiting NIBE. • Electrification & Sustainability Trends – The shift away from fossil fuel-based heating systems toward heat pumps and renewable energy solutions is accelerating.

Catalysts Most Immediate Catalysts (1–2 Years) Semiconductor Equipment Demand – As AI, cloud computing, and automotive chips grow, chipmakers (TSMC, Intel, Samsung) are increasing fab capacity, boosting demand for AMAT’s semiconductor equipment. AI Boom & High-Performance Computing – AI chips (from Nvidia, AMD, and Intel) require advanced manufacturing tools, where AMAT is a key supplier.

Catalysts Most Immediate Catalyst (1–2 Years) Rising Interest Rates: Higher interest rates boost Avanza’s net interest income from client deposits. User Growth: Strong customer acquisition, driven by increased digital adoption in financial services.

Catalysts Most Immediate Catalyst (1–2 Years): Technology & AI Integration: Increased use of AI-driven surveillance, automated threat detection, and predictive analytics can improve efficiency and reduce reliance on human labor. Growing Demand for Security Services: Rising concerns over crime, workplace safety, and geopolitical instability are driving corporate and government spending on security.

Catalysts Most Immediate Catalysts (1–2 Years) AI Growth with Copilot & Azure AI – Microsoft is aggressively integrating AI into Office 365 (Copilot) and Azure AI, driving enterprise adoption and monetizing AI-powered software. Cloud Expansion (Azure) – Azure continues to gain market share, benefiting from enterprise digital transformation and AI workloads.

Bull - Growth in miles driven increases the wear and tear on vehicles, requiring more maintenance and repair work to keep them on the road, benefiting LKQ. LKQ’s collision business could see rising demand from increasing auto claims as more drivers return to the road following the COVID-19 pandemic.

Key Takeaways I believe the Canadian oil and gas sector is overlooked, mainly because of Donald Trump's upcoming second term. Regardless of Trump tariff risk, which I deem overblown due to economic recoil to the American Midwest, I believe Canadians have hedged their risk, improving exporting infrastructure.

DRC Systems: Significant Upside Potential (Q3 FY25 - Dec 2024 Analysis) In its recent quarterly report , DRC Systems, a software product company, indicated that it expects to bag "several million dollars" in annual contracts for its newly developed software. Given the nature of the software business—where incremental costs are minimal—this revenue could have a substantial impact on the company's bottom line.