PROFIT OPPORTUNITY: The $1 Trillion Defense Budget Is Here

As the defense budget climbed and climbed to new record highs over the past few years, I routinely made one simple prediction…

It would hit $1 trillion in the current administration. (Receipts: Here, here,  here, here…)

It didn’t matter who won November’s election. Republican or Democrat, it was always clear to me that we’d hit that mark right around this time. 

And now we have. 

Here’s what President Trump just said:

“We’re going to be approving a budget, and I’m proud to say, actually, the biggest one we’ve ever done for the military, $1 trillion. Nobody has seen anything like it. We are getting a very, very powerful military. We have things under order now.”

And that’s not all. 

Trump also just rolled out a new wave of executive orders. And they aim to accomplish two things with respect to defense…

1. Streamline the Pentagon’s procurement process.
2. Make it easier for foreign countries to buy American weapons. 

This is a shocking boon for the defense industry. 

It’s literally set the stage for a massive monetary windfall. 

Just getting back to where we started, a $1 trillion defense budget alone is a big-time bump. 

Remember, the current defense budget is roughly $850 billion. 

That’s the biggest in the world and it’s not even close. It’s more than the next 10 countries in the world spend on defense collectively.

And typically, we’ve seen that figure edge up 1%–2% a year. 

Again, when you’re talking about that much money, that’s still significant.

But Donald Trump’s budget would expand America’s defense spending by 17%–18%. 

That is mind-blowing. 

And then on top of that, he’s speeding that money along with executive orders that will deliver money more directly and more quickly to defense contractors.

This is America winning the global arms race. It’s a very clear message. 

At a time when so much government spending is drying up, we’re cracking open a fire hydrant for the defense industry. 

And on top of that, we’re inviting the rest of the world to bring some buckets. 

This is Trump’s philosophy. 

He wants America to spend big on its own defense — but he doesn’t want to “waste” money defending and propping up allies. 

Rather than have America stand guard around the world, he wants our partners in Europe and the Pacific to ramp up spending on American weapons so they can defend themselves.

Of course, they’ve already been moving in that direction. 

China’s belligerence has put all of Asia on notice — Japan, South Korea, Vietnam, quite obviously Taiwan, and even Australia.

At the same time, Russia’s ongoing invasion of Ukraine, along with Vladimir Putin’s determined effort to re-conquer former Soviet states has Europe shitting bricks.

And the Middle East… is still the Middle East.

The point here: Global defense spending hit a record high $2.46 trillion last year, up from $2.24 trillion in 2023.

Everyone is loading up on defense — and the United States more so than any country on the planet. 

However, the United States also manufactures and exports more military technology than any other country on the planet. 

So, while our own defense budget is soaring, so too is the volume of foreign military sales.

After hitting a record $81 billion in 2023, U.S. foreign military sales rose a dizzying 46% in 2024 to an even frothier record of $118 billion.

And now Trump is throwing even more gasoline on the fire with a $1 trillion defense budget and a barrage of executive orders that make it easier for American defense companies to sell products both at home and abroad. 

That’s why defense stocks continue to climb higher even as the rest of the market sells off. 

No doubt, the familiar names like Lockheed Martin (NYSE: LMT), RTX (NYSE: RTX), Northrop Grumman (NYSE: NOC), and General Dynamics (NYSE: GD) will continue to benefit from this spending. 

But for investors, there’s even more opportunity to be had in new-wave defense tech — specifically, unmanned vehicles, artificial intelligence, and unmanned vehicles with artificial intelligence.

This is where the biggest gains are being made. 

Sure, the defense heavyweights will deliver double-digit gains over the next few years. 

But the up-and-coming, cutting-edge defense tech companies will grow by leaps and bounds. 

And that’s why I put together this latest report detailing Donald Trump’s "AI Victory Plan." 

These are the stocks that are the key to triple-digit gains. 

So do not hesitate. Get everything you need to know right here.