Jordan Watson

[Michael Sikand @michaelsikand]

Defense bulls, get ready.

Western governments are literally defense's version of AI hyperscaler capex, but the market isn't pricing it in.

Global defense: $3T+ est. for 2027
AI hyperscaler capex: ~$1T est. for 2027

Pentagon asking for $80B in a wartime spending bill on top of $1.5T defense budget this year.

Same endless money machine but a more dependable one. If one government pulls back defense spending, it's not an issue. If one hyperscaler cuts AI capex, the dance floor will get ditched.

The R/R on defense at cheap valuations here looks very compelling for that reason.

I could see capital rotating hard back into your favorite names here soon, especially if institutions feel the need to diversify out of AI.

It definitley feels like you can be rewarded heavily in this market by being contrarian for 3-6 months.

From ATH, $LMT down 24%. $NOC down 32%. $KTOS down 58%. $AVAV down 58%. $AVEX down 54%. $KRKNF down 38%.

$IGV software got called dead on AI agent fears. Down 30% in 4 months. Then up 44% in 2 months when the market realized the short thesis was overblown.

Defense could pull a similar move.

[Daryl Carter @DarylCarter7]

Apologies for any inconvenience on the website at the moment: Should be fixed shortly.

🟢1 Repeat Winner Signal today at Dundalk in the 17:07 at 25/1 -18/1 flagged, placed 2nd

[the racing newsletter @equinties]

Gm and happy Ballydoyle Sunday!

After landing an epic 21/1 double yesterday,

we’re going lazy and just playing the Ryan Moore fillies treble.

Half bet for fun.

[Jordan Watson @JordanWatsonpt]

@BakersBetClub DM

[The Race Horse Guy @theracehorseguy]

Two horses for Saturday

Desertmore news
Latin America

Also, if you deposit and bet £20 you get £20 in free bets with @Fairplayapp ! Free money, seems rude not to take advantage!

Sign up using the link below

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18+ BeGambleAware

Let’s gooooooo

[Jordan Watson @JordanWatsonpt]

@sungleeiq YES

[Jordan Watson @JordanWatsonpt]

@BlythsGreenArmy @m_lidz @alexcurran_01 @GarethWilliams7 Can’t believe you haven’t even edited @m_lidz picture @BlythsGreenArmy! Looking forward to it lads! 🏌️‍♂️

[Jordan Watson @JordanWatsonpt]

@LeicesterNAP 👋🏻

[Jordan Watson @JordanWatsonpt]

@Adam_DelDuca Go

[Jordan Watson @JordanWatsonpt]

@Heatonstan Unreal! Well done everyone @Heatonstan! Couldn’t have happened to a better club! 👏🏻👏🏻👏🏻👏🏻

[Jordan Watson @JordanWatsonpt]

@RhysEvans47 @BlythsGreenArmy “The art of the scissor tackle”

[Jordan Watson @JordanWatsonpt]

@BlythsGreenArmy Not enough defending for me 😂Believe it or not, back then I was an attacking full back 😂

[Jordan Watson @JordanWatsonpt]

@bailey_94 Class mate, great news ❤️💪🏻

[Jordan Watson @JordanWatsonpt]

@A_Mitch93 @DonkTrading @clynch_25 Looks like our room! 😂😂

[Jordan Watson @JordanWatsonpt]

@Nichol24060Dean @Heatonstan 🤣🤣🤣

[Jordan Watson @JordanWatsonpt]

@MarkCarruthers_ @steturnbull87 @BlythsGreenArmy Can’t believe the ref gave them 2 pens against me in the last 5 mins 😂

[Jordan Watson @JordanWatsonpt]

@NathanBuddle @EmilyKatebuddle Congrats mate ❤️

[Jordan Watson @JordanWatsonpt]

@Bllnka 😂

[Jordan Watson @JordanWatsonpt]

@Nichol24060Dean @footballtweet 😂