Author is bullish on SHLD defense ETF due to expected rising global defense spending driven by China/Russia threats and Trump's pressure on allies.
SHLD — LONG The author is betting that global defense spending will keep rising for the next few years because of threats from China and Russia and because Trump is pushing countries to spend more on their military. This supports a long position in the SHLD defense ETF, which is trading at its highest price since inception. The time horizon implied is the next few years.
I'm betting that global defense spending will keep going up for the next few years with the threat of China and Russia, and with Trump pushing countries to spend more on their military.
This Reddit post, published January 06, 2026, features u/Ok-Advertising-8340 discussing SHLD. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Ok-Advertising-8340 · Tickers: SHLD