European defence companies blew up huge with all the EU defence budget increases after the US pulled out support in Ukraine causing Europe to lose faith in USA defence promises.
Most probably missed the boat already, but could still see some growth in them. I had a bunch in Rolls Royce thankfully so it mostly balanced the books on the SNP and NASDAQ nosediving.
Yeah that’s sick for anyone who caught the move
Chasing on the up or down has never really worked for me personally.
I’m more buy beaten up but quality companies and ride through the fear, and get the eventual upside. Takes a few quarters sometime but since 2021 it’s been serving me well