“European defense names ride a locked-in, multi-year procurement wave as governments sign contracts; the pure-Europe basket of Rheinmetall, BAE, Leonardo and Thales is built to catch that spend.”
“soon we're going to get some good entries into some of these European defense stocks because I think that's, that, that's a mega trend.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.