Raytheon builds about 60 Tomahawks a year. The Navy just signed a $22.9 billion contract to get that above 1,000, and the leveraged defense fund is sitting back at its June lows.

September is historically the weakest month for stocks, which is exactly when the best setups get built. Our team sent in four names this morning, and two analysts landed on the same one.

Nate added to this position today across multiple strikes. He can’t name it here, but the chart is in the video.

A back-test across 10 years found 30 stocks that rose the next day 87% of the time. Bryan has been flipping them ever since, and the live results have beaten the study.

NVIDIA reports earnings today, and $200 is the technical and psychological level that could decide what September looks like. Wall Street sentiment is lopsided bullish, growth is decelerating, and the stock has closed lower after each of its last four earnings reports. Here’s the setup, plus the options strangle designed to profit either way.

Everyone’s talking about AI demand and executive orders. Nobody mentions that America has produced one metric ton of the enriched fuel these reactors need, and we need forty.

Nobody picked Nvidia…

You don’t guess direction. You don’t guess beat or miss. You get paid whichever way it breaks, and most people who try it lose money anyway.

Treasury Secretary Scott Bessent just made a move that looks a lot like an end-around on the Fed, and the timing lines up awkwardly well with the midterms. Here’s why the bond market may not cooperate, plus two ways to hedge and profit either way.

Defense contractors are down 17% since the Iran conflict started, while the Pentagon is scrambling to restock long-range missiles.

It beat, it popped, and now it’s consolidating instead of giving the move back. That’s the structure you want before a continuation.

A new Monday feature. We hand the letter to our pros at Monument Traders Alliance and let them tell you what they’re watching for the week ahead.