Patrick Bet-David

Let me read this to you.

And then,

We can go there, Rob.

So eight big winners from Trump's historic $1.5 trillion defense request.

And, Tom, I'm going to come to you.

Rob, is that about this or no?

All right.

So on Friday, Trump unveiled the fiscal's 2027 budget of $1.5 trillion.

The $1.5 trillion number will be up 42%.

And it's a historic increase not seen since the Korean War when the annual defense budget jumped from $14 billion in 1950 to $33 billion in 1951, almost $48 billion in 1952.

The Navy is projected to see its ship budget more than double

$65.8 billion versus $27.2 billion, wrote vertical research analyst Bob Stellar, also seen a big jump in the Space Force.

Its request of $71.2 billion represents 77% year-over-year increase.

That is relatively good news for shipbuilders, general dynamics, and Huntington Ingalls Industries, and for space startups, including Rocket Lab, Firefly, Aerospace, and, of course, privately held SpaceX companies.

Huntington stock gains 2.8% on Monday.

General Dynamics stock rose 0.7%.

Rocket Lab stock went up 0.1%.

And Firefly shares went up 5.8%.

The Defense Department is also asking for 85 F-35 jets from Lockheed Martin up from 47 in fiscal year 2026.

The Army gets an increase in the armored multipurpose vehicle, or AMPV, made by Britain's BAE.