Dear Reader, In the coming days, a major – but widely under-reported – event will shock the stock market. The five "prime" contractors like Lockheed and Raytheon will be there... As will the new generation of defense power players, Anduril and Palantir... And tech giants like Amazon, Microsoft, and Google's parent company Alphabet. Together, they'll decide how to allocate President Trump's $1.5 trillion defense budget request – and crown the winners of this historic military build-up. In the past, this "kingmaking" event has injected jet fuel into the companies that won contracts here. Autonomous drone maker Kaman received an Army contract and was acquired soon afterward. Its stock soared 147%. General Dynamics bought $22 million worth of Electro Optics Systems' remote weapons system after Electro showcased it at the event. Its stock went up 148% in less than two months. DroneShield showed off its counter-drone tech and locked in a deal with Lockheed that sent its shares 736% higher in nine months. And Kratos Defense inked a flurry of huge contracts after appearing at this event. Its stock went up 1,230%. That's why I've recruited a former Pentagon insider and 25-year Army veteran to act as our eyes on the floor. He'll tell me which products are making the biggest waves... who's inking the biggest deals... and how high it could send their shares. This decorated defense expert has personally overseen more than $6 billion worth of deals at this event over the years – so I'm glad to have him in my corner. I recently had a call with him about this very situation. You won't believe what he told me. Regards, Joel Litman
Chief Investment Officer, Altimetry |
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