Why shouldn’t I get long all defense stocks? Government spending is unlikely to go down and our military hegemony is the threat that keeps our economic system intact. Military spending is like the maintenance capex of the United States.
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Replying to @LAForeverHall
I think the secular trends elsewhere are even greater than peddlers of weapons. I’ll take AI, Video/Ad platforms and all things cloud. TTD FSLY ROKU TWLO PINS NVDA AAPL The last two mega caps alone will outperform arms. I guess that’s why there’s a market. I also get you’re take
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Replying to @LAForeverHall
For me it’s a vote of the world as I wish it may become
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