Jun. 6 at 4:36 PM
Continuing the top defense plays to watch over the next 4 years—these names are positioned for long-cycle growth in aerospace, robotics, and defense tech:
$KTOS - Kratos Defense | unmanned systems + AI warfare
$AVAV -AeroVironment | drones & tactical robotics
$OSS - One Stop Systems | high-performance compute for defense
And… Anduril | next-gen defense tech & AI-driven battlefield systems
This isn’t short-term hype-these are structural winners where capital is flowing. Watch the tape, follow the innovation, and respect the trend.