That means buy defense/military/intelligence stocks, with a focus on op-tempo (operational tempo) stocks, not program stocks. Here's my playbook.
The Eyes: #RDW #SPIR #PL #RKLB #BKSY
The Brains: #CACI #PSN #DRS #PLTR
The Kinetics: #KTOS #AVAV #ONDS #RACT