Lighthouse Canton says defense, hard-asset pullback signals regroup, not retreat
XME•Uranium stance remains conditional
The uranium stance stayed conditional; Lighthouse Canton looked for URA above the 20- and 50-week averages and flagged NLR’s stronger move as an early signal.
Defense, uranium and metals seen as a regroup
Lighthouse Canton flagged a renewed opportunity in defense, uranium, and metals, framing the recent drawdown as a regroup, not capitulation.
The thesis was anchored on NATO’s 5% of GDP defense commitment by 2035; European allies and Canada reported a 20% spending increase in 2025.
Preferred exposure through ETFs, with Kratos as the stock pick
Preferred exposure was via ETFs such as XME and SHLD; Kratos was singled out as the only outright stock pick following a guidance raise.
Kratos lifted revenue guidance to USD 1.75-1.81 billion; backlog topped USD 2 billion with 72% funded; shares were still below prior highs.
