Europe's Defense Revolution: This Winner Can Rally 30% More After Tremendous Run

The EU just did something it never dared to do before—cut U.S., UK, and Turkish arms companies out of its defense spending

This isn’t just a budget shift; it’s a power shift. Defense companies from U.S., UK, and Turkey will not receive money from a new €150bn EU defense fund unless they sign a security agreement with Brussels. This marks a significant shift towards self-reliance—something the EU has never attempted at this scale before.

Additionally, the EU will exclude wea…