Our Top Defense/Aerospace Pick

One week from today, the calendar turns from August to September.

That means we’re now entering into a historically weak period for the major market averages.

September is usually the year’s most volatile month – simply because that’s when traders begin preparing for October – which has a reputation for the month that contains the largest market draw-downs.

So, even after last Friday’s Fed-triggered blastoff, the smart tactical trading position is to remain cautions.

However, there is one trade that you can safely enter right now.

It’s a company that we’ve successfully traded inside The War Room – and right now is what I call “rinse/repeat” time for another timely trade.

The company is RTX Corporation (RTX).

*Formerly known as Raytheon Technologies Corporation

Chart: RTX Corporation (RTX)

Why do I like it?

The defense sector has been one of the strongest performers in 2025, with top names averaging +15% gains year to date.

With the US military budget expected to top $1 trillion in fiscal year 2026, it could provide a solid floor for growth in the foreseeable future.

That’s why Karim and I both agree that RTX is our top defense/aerospace pick.

In terms of a specific catalyst…

The “Drone Detection Quadrant” is heating up.

Driven by the increasing number of drones across the commercial, recreational, and defense sectors – not to mention rising geopolitical tensions – the entire world now has huge demand for advanced airspace security solutions.

The rapid need for drone detection technologies to safeguard key assets such as airports, energy facilities, and government establishments offers a trigger catalyst that’ll make RTX a viable buy candidate in any pullbacks.

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YOUR ACTION PLAN

Earlier today, I just issued a new trade on RTX inside The War Room. Click below to login and get that trade.

Click here to unlock my latest RTX trade.

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