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Defense Tech: The Hottest Bet or a Bubble Waiting to Burst?

There’s a frenzy building around defense technology investments, with government contracts and geopolitical conflicts fueling rapid growth in companies specializing in drones, AI, and advanced weaponry. While established giants and agile newcomers are seeing valuations soar, questions remain about how long this boom can last, especially given ethical concerns and the unpredictable nature of global politics. Some believe long-term instability will keep the sector strong, while others warn that peace deals or regulatory shifts could send stocks tumbling. Those looking to ride this wave are eyeing defense-focused ETFs and stocks tied to companies like Palantir, AeroVironment, and Anduril, but volatility and moral questions loom large. For a deeper dive into the risks, rewards, and hidden angles, make sure to listen to the full discussion in the podcast episodes.

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