Jul. 7 at 1:37 PM
NATO summit in Turkey just turned into a defense order flow event.
Tens of billions on the table:
$NOC drones, Saab aircraft, and a
$LMT / Rheinmetall draft tied to ATACMS production in Germany.
$RNMBY
Allies are still pledging capital into defense, and that keeps the backdrop bullish for the group.