KDEF

$KDEF chatter on StockTwits

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  William Parker@ParkerTradesX5d

  Alpha isn't hidden in consensus — it explodes in overlooked themes. Top-performing ETFs from this past week — photonics and Korean industrial tech going vertical: $FOTO | Ripping +28.40% | Pure-play photonics exposure $KMCA | Surging +24.56% | Korea advanced manufacturing $LAZR | Up +23.65% | Photonics & optical technology $KDEF | Up +21.30% | Korea defense & industrial index $LUMA | Surging +21.03% | Photonic & optical hardware Sector rotation moves fast — positioning early is how real edge is created. I shared this thematic setup before, but you weren't following me yet. You're here now. Next execution alert coming soon. Head to my profile to see my full portfolio log.

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  Jessica Hume@EquityVoyager_16d

  ETF leaderboard is getting interesting. The biggest movers this week were heavily concentrated around photonics, optics and defense: $FOTO +28.40% $KMCA +24.56% $LAZR +23.65% $KDEF +21.30% $LUMA +21.03% That’s not random strength. Photonics/optical exposure is clearly attracting serious momentum, while Korean defense is also heating up. When multiple ETFs in the same themes start ripping together, I pay attention. Another alert is coming soon. If notifications are off, chances are you’ll only notice the move once it’s already in progress.

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  Jeff@WAJeffJul 27

  @MonkeyBananaGenius There was an article this weekend in WSJ about the $SKHY ADRs trading at a huge premium to its South Korean shares, I was glad to be out of that this morning. I sold $EWY shares as high as $215 and am out of that too now, it was a great trade but I wouldn’t touch it now. It’s not just Samsung and SK Hynix falling with semis either, $KDEF is also down big from its heights.

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  Jeff@WAJeffMay 8

  @MaverikIT @Jblack500 @No_Face_character @cynicaloptimist @IsabellaDC @BustaCapital Defense hasn’t been great since topping in mid-January but I do like $KDEF going forward, their orders to Europe should increase significantly thanks to their localization strategy (manufacturing in Europe for European customers). This is a through 2030 play

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  Cory D@GnomsayinMar 3

  @howardlindzon $KDEF Working

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  Jeff@WAJeffMar 2

  $KDEF $64.30 ath

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  Jeff@WAJeffFeb 26

  $KDEF $62.01 ath

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  ZuqzFN@AG_ZxyBullishFeb 26

  $KDEF small but big

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  greenchimp@greenchimpBullishFeb 20

  @Kornie7 thanks for guiding as always, bought some $KDEF

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  Maverik@MaverikITFeb 18

  @WAJeff @Jblack500 @cynicaloptimist @Kornie7 Also, agreeing with $KDEF - Korean$ been on fire$ Huge defense contract$ with Poland last year - more coming with EU members France is looking at the rocket$ interceptor system too. Korea - been the rising sun of east Asian to the EU

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  Jeff@WAJeffFeb 18

  @MaverikIT @Jblack500 @cynicaloptimist This one just keeps going. @Kornie7 been making the case for continued rise of $EUAD, $RYCEY is 4th highest in weighting within that etf. $KDEF has also been a star

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  Jeff@WAJeffFeb 17

  @Kornie7 $KDEF has been even better. Hanwha has touted a ‘Made in Europe by Korea’ strategy and Hyundai Rotem has articulated the same strategy. Together those two are 26.8% of the etf weighting. industry officials forecasting localization strategies will drive Korea’s overseas defense orders from $10B in 2025 to $30B by 2030, that’s very ambitious.

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  TheArtOfFinancialWar@TheArtOfFinancialWarBullishFeb 11

  $KDEF will double.

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  TheArtOfFinancialWar@TheArtOfFinancialWarBullishFeb 11

  $KDEF Shao Yong I Ching hexagrams return: auspicious luck. So get this on any red day repeatedly this year. This will be your another TAN (+70%) ETF run. On a $10,000,000 you can print $5,000,000 when this goes up 50%. Sector ETFs are much more predictable than $SPY in general. Missiles, ready! You get a dividend while waiting as well. Other defense ETFs to consider: $ITA $XAR $SHLD @LetsGoMets10 @blancoBull @TaoistTrader @PaPaBaZi @bsnacks @mhparvez

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  TheArtOfFinancialWar@TheArtOfFinancialWarBullishFeb 11

  $KDEF $XAR $ITA all good buy in preparation for war. I-Ching hexagrams return: war with Taiwan highly probable and defense stocks will be extremely lucky. @blancoBull @LetsGoMets10 @PaPaBaZi

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