JPMorgan just announced a major investing initiative centered on the sector I’ve been covering for the past decade…
Defense.
The investment bank will invest as much as $10 billion in companies that are related to national security. And that’s just the first portion of a $1.5 trillion financing initiative targeting the sector.
The money will undoubtedly find its way into major defense contractors, smaller tech and component suppliers, intelligence firms, AI developers, and even mineral producers.
It makes sense.
Like I said, I’ve been banking triple- and quadruple-digit gains in the defense sector for years now.
And defense stocks have never been hotter.
Defense and aerospace ETFS like ITA and PPA are up more than 40% this year, compared with an 11% gain for the S&P 500. And the Global X Defense Tech ETF (NYSE: SHLD) is up more than 80%.
That can’t come as a surprise.
The U.S. now spends more than $1 trillion on defense annually. Defense spending in Europe is approaching $1 trillion too, as the continent works to counter Russia and become less reliant on America.
In all, global defense spending is set to exceed $3 trillion this year for the first time ever.
Getting back to the stock gains…
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Secret Stock Files — a trading service that exclusively targets defense stocks — has been well ahead of this trend.
We banked gains ranging from 140%–1,500% on AI-related defense companies.
We have active positions on drone stocks that include gains of 365% and 535%.
We banked a 440% return on a military space launch provider.
We’re sitting on gains of 101% and 332% on two key component suppliers.
Even the last stock I recommended — a quantum computing company — is up 43% since I brought it into the portfolio on Sept. 19.
Last year, I released a special report targeting eVTOLs that the military is using for a variety of purposes — everything from cargo transport to special forces missions.
That company is already up 200%, with still more gains to come.
The point is the defense sector is one of the hottest places to be right now.
It’s relatively insulated from tariff disputes and inflation. And it has the full backing of the Trump administration.
Indeed, Trump has thrown rocket fuel on an industry that was already booming.
In fact, it’s even taking stakes in companies it deems vital to our national security.
Now, JPMorgan is following suit.
That means we’re about to see another leg up for defense stocks.
And there’s still time to sign up for Secret Stock Files already.
If you’re interested, you can get that eVTOL report I just mentioned right here.
You’d also be in line for my next major investment opportunity, which is really going to shock a lot of people.
I’d strongly advise you sign up before that happens.
Fight on,
Jason Simpkins
Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more… He also serves as editor of The Crow’s Nest where he analyzes investments beyond the scope of the defense sector.
For more on Jason, check out his editor's page.
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