U.S. DEFENSE SPENDING SUPER-CYCLE INCOMING?
Trump is pushing for a $1.5 trillion military budget this is not routine spending. It signals the potential start of a full-scale re-armament era with multi-year implications for markets.
Viral coins to monitor:
What’s really happening
This is not about a single fiscal year. It points to a structural shift in global defense priorities.
• Next-generation warfare systems
• AI-driven command, control, and intelligence
• Drones, missiles, cyber, and space technologies
This is how long defense super-cycles begin.
Defense giants positioned to benefit
• Lockheed Martin — F-35s, missiles, aerospace leadership
• Northrop Grumman — stealth platforms, autonomous systems
• RTX (Raytheon) — air defense, radar, missile systems
• General Dynamics — naval ships and combat vehicles
• L3Harris — electronic warfare, secure communications
• Palantir — AI, battlefield data analytics
• Kratos Defense — drones and hypersonic platforms
• AeroVironment — unmanned aerial systems
• Ondas Holdings — wireless networks for drone operations
• Huntington Ingalls — submarines and naval shipbuilding
Big-picture drivers
• Rising global geopolitical tensions
• AI fundamentally changing modern warfare
• Rapid re-armament across major nations
Together, these forces create long-term tailwinds for defense, AI, and data-driven technologies.
Which sector benefits most?
• Missiles and air defense
• AI and data dominance
• Drones and autonomous warfare
Smart capital typically positions before the headlines confirm the trend.
