You missed Palantir Technologies Inc. (NYSE: PLTR) at $10.
(It’s up 650%+ since 2024.)
You missed Nvidia Corporation (NASDAQ: NVIDIA) at $15.
(It’s up 1200% since 2023.)
These names delivered life-changing gains to the people who understood what was happening before the crowd caught on (while you watched from the sidelines).
You can’t go back and fix those missed opportunities.
But you can ride the next big sector wave in the market…
And it’s heading to shore as we speak.
The U.S. defense budget is approaching $1 trillion in 2026, with proposals to reach $1.5 trillion in 2027.
That’s nearly $2.4 trillion flowing into defense companies over the next 22 months.
When you hear “defense spending,” you probably think of Lockheed Martin, Raytheon, Boeing.
But the companies cashing these fresh checks aren’t the ones in your dad’s portfolio.
And you thinking of those dinosaurs is exactly the problem.
A recent Wall Street Journal report revealed the Pentagon is warning legacy contractors to prepare for formal performance reviews.
Translation: the old guard is about to get disrupted.
Meanwhile, the Pentagon’s actual shopping list reads like a Silicon Valley pitch deck: Autonomous drones. Battlefield AI. Predictive threat intelligence. Machine-learning surveillance systems.
The money’s flowing to AI-forward defense companies (that you’ve probably never heard of).
If you’re sitting in a broad defense ETF thinking you’re positioned for this windfall, you’re holding the companies about to lose contracts, not win them.
Don’t believe me?
Redcat Holdings secured an Army drone contract. The stock surged 911% in 13 months.
Redwire landed a $151 million contract. The stock doubled. Then tripled.
Mercury Systems jumped 37% in less than one month after Trump’s new defense budget announcement.
These moves already happened.
But you don’t have to miss the next batch…
How IRIS Finds The Best Defense Plays
Go back to the Cold War defense buildup in the 1980s, or post-9/11 contractor spending…
Same story, every time.
The traders who understood the money flow before it became obvious made legitimate fortunes.
We’re at that exact inflection point once again.
Except this time, the money flows to AI companies operating in the shadows (not the traditional contractors sitting in mutual funds).
And there’s a simple, reliable, systematic way to find them…
Tim Bohen has spent over 20 years developing a manual swing trading methodology using spreadsheets and paper.
Three years ago, he assembled a team of data scientists and engineers to encode those 20 years into an AI called IRIS 2.0.
It scores every stock on a 1-10 scale based on 8 key traits. A score of 6.5 or higher triggers a buy signal.
Just look at the defense stocks Bohen called out in 2025:
Kratos Defense (NASDAQ: KTOS): +179% in 6 months.
AeroVironment (NASDAQ: AVAV): +54% in 4 months.
HEICO Corporation (NYSE: HEI): +24% in 7 months.
But IRIS alerts more than defense stocks…
Post-election, IRIS flagged OKLO at +805%. Post-tariff announcements, it caught QBTS at +554% and RGTI at +609%.
The system works across multiple catalysts.
And the biggest catalyst of the year is already in motion…
The Time Is Now
Bohen is hosting a live webinar TONIGHT to walk you through:
- How IRIS identifies defense AI stocks before mainstream investors catch on…
- The three types of defense companies positioned to absorb the $2.4 trillion spending surge (and which type to avoid)…
- His current top defense AI picks for 2026 (scored live using the IRIS platform)…
- Why swing trading these setups gives you the freedom to wake up when you want, instead of staring at screens all day…
You can’t go back and buy PLTR in 2020. But the next PLTR is being funded right now (with your taxpayer dollars).
Don’t miss the next generational move…
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