Defense & Cold War 2.0

The hard-power side of US-China-Russia decoupling. Defense primes (LMT, RTX, NOC, GD, HII, LHX), drones / unmanned (AVAV, KTOS), cybersecurity (PANW, CRWD, ZS, FTNT, NET), critical-minerals supply chain (MP, USAR, LAC, ALB, LTBR), and space/comm (IRDM, ATRO). Catalysts: defense budget ratchets, nation-state cyber attacks, tariff/sanction supply-chain re-shoring.

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Tracked symbols

30 symbols actively scanned. Click any ticker for its complete research history.

LMT RTX NOC GD BA HII LHX TDG MRCY CW AVAV KTOS LDOS SAIC BAH PANW CRWD ZS FTNT S NET CYBR RPD MP USAR LAC ALB LTBR IRDM ATRO