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Defense contractors surging on Ukraine aid package - sust...

May 11·0m·1 message

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Jordan Wu· 2h ago

RTX, LMT, NOC all up 3-4% this morning on the $61B Ukraine package finally clearing Congress. But these names are already trading at 18-20x forward PE - feels like the easy money in defense was made last year when everyone was still underweight the theme.

Episode ended · May 11, 2026

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