Definitely sit on any of these new up and comer defense companies right now. The old pillars of the defense industry are being shaken very hard and it's going to continue because we are enduring major shifts in doctrine. Gotta admit I'm a little worried with Anduril that they will cash in when they go public and the leadership will change over, which would not be ideal (however I will still buy their stock woooo). But the new defense companies who are fluent in AI integration and focus on drones and unmanned aircraft are cash cows.