Europe Is Doing What Trump Asked — and These Stocks Are Profiting

Donald Trump has been critical of NATO ever since he entered politics — before, even.

But over the past few months it seems like Trump and America’s European allies have mended fences and are finally on the same page.

Trump has softened his stance on Ukraine — where he initially cut off support entirely. And he’s hardened his stance on Russia — where he was previously siding with Vladimir Putin. 

Two things seem to have prompted this change. 

One is that Trump seems to have finally realized that Putin has been playing him all this time. He clearly strung Trump along with promises to end the invasion and credit the American president with brokering a deal.

Remember, Trump quite famously pledged to end the war in Ukraine in the first 24 hours of resuming office. In fact, he claimed a deal would be struck before he was even sworn in. 

“Before I even arrive at the Oval Office, I will have the disastrous war between Russia and Ukraine settled,” Trump bragged. “It will be settled quickly. Quickly. I will get the problem solved and I will get it solved in rapid order and it will take me no longer than one day. I know exactly what to say to each of them.”

He didn’t just say that once, either. He said it literally dozens of times.

However, when Trump did take office he quickly found that Vladimir Putin — a former KGB agent who detests America and wants nothing more to see it destroyed — wasn’t exactly a man of his word. 

Now, maybe for the first time, there’s clear friction between the two. 

In the past month or two, Trump has gone from praising Putin to scolding him. He’s penalizing Russia’s trade partners — India, in particular — with tariffs and trade restrictions. And most importantly, he’s reopened the door to military support for Ukraine. 

And that’s what brings me to my second point…

Trump has done his part by coming around on Putin. But the second thing that’s altered the geopolitical landscape has been Europe’s willingness to finally do what Trump has long demanded.

They’re buying more American weapons. 

Europe, on the whole, has been increasing its defense spending ever since Russia invaded Ukraine the first time — back in 2014, when Putin seized Crimea. 

However, they’ve really kicked things up a notch these past few months. Russia’s aggression remains the main impetus for that, but the secondary motivation is clearly appeasing President Trump. 

And they’ve succeeded in that. 

First, NATO agreed to raise its defense spending target from 2% of GDP to as much as 5% of GDP. And then they found a new way to reignite U.S. military aid to Ukraine simply by agreeing to pay for it. 

“We’re sending weapons to NATO, and NATO is paying for those weapons, 100%,” Trump said last month. “So what we’re doing is the weapons that are going out are going to NATO, and then NATO is going to be giving those weapons [to Ukraine], and NATO is paying for those weapons.” 

That’s it. That’s all Trump wanted. For Europe to buy weapons from America rather than simply donate them to Ukraine’s defensive effort.

And now that they’ve set up a system for that to happen, military sales to Europe have fired back up. 

Last week, the Netherlands became the first country to announce purchases through the program known as the Prioritized Ukraine Requirements List (PURL).

It’s spending roughly $580 million to acquire artillery equipment and Patriot air defense systems, which it will then transfer to Ukraine.

Additionally, Denmark, Norway and Sweden have agreed to purchase $500 million worth of U.S.-sourced equipment.

Again, this is more fuel for a fire that was already running hot.

European states already spend about as much as Russia does on defense — roughly $380 billion. And by pushing its defense target to 5% of GDP, NATO could drive that figure over $900 billion in the next few years. 

Additionally, earlier this year, the EU  laid out a plan to “urgently” increase defense spending with a cash infusion of $841 billion.

So what’s all this add up to?

A massive profit opportunity for American and European defense contractors.

This is why I’m such an ardent supporter of defense stocks like Lockheed Martin (NYSE: LMT), Northrop Grumman (NYSE: NOC), and RTX (NYSE: RTX.)

BAE Systems (OTC: BAESY) and Rheinmetall (OTC: RNMBY) are two other European juggernauts. 

And not for nothing, Israel is actually one of the world’s biggest defense incubators, with Elbit Systems (NASDAQ: ESLT) being the top publicly traded name. 

However if you really want to profit from defense — and find out about the most advanced, cutting-edge defense technologies, and the companies behind them, check out my latest report for Secret Stock Files here.

It details President Trump’s plan to channel defense spending to a select few companies that will lead the way in 21st-century warfare.

This is Donald Trump’s "AI Victory Plan."