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Is That a Reason for Diversification?
Defense stocks are appealing right now if you think that this the global conflicts are going to be a thing for the foreseeable future or even just speculation about them. I've always liked hardware better than software in tech plays we have some software plays in my model portfolio but largely I'm better at understanding hardware. It would seem like to me especially the ones that have monopolies on kind of this technology or will have it does it make too much sense to me?