Spending on defense is only going to increase and KTOS mostly works on unmanned weapons and systems – and might benefit from increased spendings.
To me it seems that in covid all governments were surrounded by the pharma industries and now the defense contractor would get a closer seat to action. So that makes me bullish on defense stocks at least in short term.
I bought 5k shares of KTOS this morning.
Would love to read if anyone else has opinions on this.
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