$SPACE - Space launch companies have full order books for LEO satellite launches, with strong demand and just need to execute on rocket launches
$DEFENSE - Defense technology companies are critical to counter Chinese competition in AI/robotics and represent a strategic investment opportunity
$HYPERSONIC - Hypersonic weapons and very fast mobility solutions represent the future of defense technology alongside drone warfare
$ROBOTICS - Chinese robotics companies are attempting to replicate their EV success in robots, showing significant progress and investment
Bearish:
$TRADDEF - Traditional defense hardware like tanks are becoming obsolete due to asymmetric warfare where cheap drones can destroy expensive equipment at extreme cost ratios