The market's laser-focused on oil spikes while defense contractors quietly mint fortunes in broad daylight. $LMT just delivered $21.49 annual EPS with operating income exploding to $7.7B, while $NOC crushed expectations at $29.08 EPS on $4.5B operating income. Iran peace talks are theater—global defense budgets have permanently shifted into overdrive, and these war machine manufacturers are already cashing in.

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