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Anduril has yet to deliver anything of consequence. I hope they shake up the industry but to say they are the next hot thing and write off the primes at this stage is premature.
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Invest in the Ukrainian drone producers which proved themselves on the literal battlefield! Some of the Gulf states already did.
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The demand for more Patriot missiles is large, now that much of the stockpiles have suddenly been spent. Raytheon should do fine just based on that.
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this admin will probably source patriots made in china
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