Post by MarketVision Capital

Trends magazine asked our Lead Crypto & Commodity Analyst Tim Broekmans to share his top 5 stock picks. The selection tells you something about where he sees structural shifts happening. Filtronic — the under-the-radar UK company building the ground infrastructure for Starlink. SpaceX holds warrants on 10% of its shares. That says enough. NioCorp Developments — niobium, scandium and titanium from Nebraska. With the US banning Chinese rare earth metals from weapons systems by 2027, the strategic case writes itself. Lightwave Logic, Inc. Logic — solving the communication bottleneck between AI chips. Four Fortune Global 500 companies are already working with them. D-Wave — one of the few quantum companies generating real revenue. Q1 2025: +509% YoY. $836M cash on the balance sheet. Circle — positioning USDC as the backbone of stablecoin payments. Standard Chartered estimates $500B could shift from bank deposits to stablecoins by 2028. Tim's thesis: value concentrates. Only 46 companies have ever accounted for half of all equity wealth created globally. The next cycle will be no different. Important disclaimer: these are Tim's personal picks as an analyst. They do not represent the MarketVision Capital fund portfolio or investment strategy. Curious about our cycle-aware approach to investing? → www.mvcapital.fund | [email protected] #investing #stocks #quantumcomputing #stablecoins #AI #cryptoassets #MarketVisionCapital #thoughtleadership