Early investing in defense industry stocks is bankable as NATO budgets grow. Lockheed Martin is eyeing a 6% sales increase in Q3 tied to regional conflicts driving procurement demand. Healthpeak should be able to continue growing its dividend in the future. Rental escalation clauses should boost its income by around 3% per year. Meanwhile, the REIT has growing financial flexibility to invest in additional income-producing healthcare properties. The second trait I’ve noticed is that successful Investors are nerds. When other people talk about celebrity gossip, they discuss central-bank meeting minutes, the latest dividend hike of a particular ETF or the days-on-market statistics of their local real estate market. Successful Investors eat, drink and breathe their investments. TSMC’s aggressive capacity expansion may position it ahead of competitors in capturing long-term AI processing needs.
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