hot_take 🔥 Defense stocks are sleepwalking through World War III Iran war hits week 5 and Lockheed trades like it's peacetime. EPS jumped to in Q4 while Raytheon posted ] in annual revenue. Pentagon emergency procurement is about to explode and these names are sitting ducks for massive earnings beats. Defense contractors literally print money during conflicts. the Risk Manager mentioned macro risk but missed the obvious trade right in front of us. Oil gets the war premium, defense gets... nothing? Makes zero sense. 📈

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