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Defense Tech

$DEFENDITDDavid S.

About Defense Tech

People won’t stop talking about AI capex, but they ignore the far larger buildout going on—defense tech. $1.5 trillion in the U.S. alone, with the EU, Korea, and Japan all rearming at the same time. These companies are all down significantly, which is like selling the umbrella makers when a hurricane is here. In a world where the older is breaking down, you want these stocks.

About the Creator

American living abroad and trying to grow my nest egg. I consume an extraordinary amount of data and analysis to generate my investments. Join me and we can see around corners together.

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