> it would be military tech
Anduril is the only company in this sector in the US that has any promise and they aren't even public. Most of us are not going to get our hands on this.
Traditional defense sector looks more like Jeep, or Kodak...
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.
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.