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Will defense stocks in the U.S. soar against the trend? Bernstein: Trump's return to the White House may provide a boost.
① Analysts from Wall Street investment bank Bernstein claim that Trump's return to the White House could lead to a counter-trend rise in usa defense stocks; ② Analyst Douglas Harned believes that Trump's statements on nuclear deterrence, missile defense, and enhancing space capabilities will be bullish for defense contractors; ③ Although the new government departments may cut spending, Harned believes this is still uncertain, and increased export demand is a positive factor.
Trump is about to return to the White House, and Bernstein takes a contrarian view to call for U.S. defense stocks.
Investors have reason to be optimistic about the stocks of usa defense contractors.
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WaListreet : He knows that, he's just pissed that it costs so much money for unreliability. But Musk was never
seen to hold his words publicly.
105106443 OP WaListreet : at least Trump sourcing parts domestically is somewhat justifiable over dependency resulting in delays if the supplying country having conflict just only the cost of setting it up running and maintaining isn't.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")