Victoria states US allies' ability to intercept Iranian missiles has been "seamless" and that the US has established "air superiority," allowing the use of "non-stealth aircraft" to increase the "tempo of the bombing." She later mentions using "heavy bombers" to destroy nuclear facilities (4:22). "Seamless interception" implies high expenditure of defensive munitions (Patriot/SM-3/SM-6), necessitating immediate replenishment contracts for Raytheon (RTX) and Lockheed Martin (LMT). The shift to "heavy bombers" and "non-stealth" aircraft (F-15s/F-16s) signals a transition from surgical strikes to a high-volume air campaign, benefiting Northrop Grumman (NOC - B-21/B-2 bombers) and increasing maintenance/sustainment revenues for legacy platforms. LONG. The conflict is shifting from deterrence to active, high-tempo kinetic degradation. A sudden diplomatic "off-ramp" or ceasefire would compress the defense risk premium.