Welcome to the latest edition of our Arbor Data Science Podcast. I am Kristen Radosh with Arbor Research & Trading. I am joined by Petr Pinkhasov, a frequent contributor to Arbor Data Science. Today, Petr discusses the latest news on defense stocks.
Chapters:
0:00 Introduction
0:34 From Headlines to Backlog Conversions
2:39 Golden Dome and Revenue Allocation
4:06 Competitive Advantages and Structural Shift
5:54 Technical Setup and Industry Outlook
7:36 Wrap-Up
Watch the video below:
Mentioned Charts:
