Hey folks,
Every once in a while, Washington tips its hand — and if you’re paying attention, you can spot the next wave of opportunity before it hits the mainstream.
This week, it was a line item buried in the new defense spending proposal. But it’s already catching fire behind the scenes.
They’re calling it the Golden Dome (and for some reason, I keep calling it Golden Shield) — a massive new push by the Pentagon to build out advanced air and missile defense systems across the globe.
Think: satellites, interceptors, early-warning radar networks. It’s about guarding borders, extending reach and decreasing response time in a world that’s getting more dangerous by the day.
And if it goes through the way it’s being pitched?
It could trigger a multibillion-dollar buying spree across the U.S. defense sector.
Now, this isn’t brand-new. The Pentagon has hinted at projects like this before.
But this is the first time it’s been floated as a standalone initiative with global scope — and that’s a big deal.
So who benefits?
I’m watching three key players:
- Lockheed Martin (LMT) — they make a lot of the missile tech that would form the backbone of this kind of program.
- Raytheon (RTX) — their radar and guidance systems are core to multi-layer defense strategies.
- L3Harris (LHX) — a bit less known, but they’ve got deep tech in satellite comms and surveillance — stuff a global shield would need.
Now, I’m not jumping into all three blindly. I want to see how this proposal gets treated in committee and what contracts start moving. But if this initiative gains steam, these names could move fast.
Bottom line: Washington’s telling you what it wants to buy. It’s up to you to listen.
I just covered this and more in my free bi-weekly Market Radar session.
Watch the full episode here
Stay sharp,
—Geof
P.S. As U.S. debt grows — and with massive defense projects like Golden Dome, it has to — one asset will skyrocket! And here’s how I’m playing it!
