Author proposes a geopolitical ETF portfolio and considers increasing defense ETF SHLD due to massive military spending.
SHLD — LONG The author argues that the recent geopolitical environment and massive military spending will benefit defense companies, so they plan to increase their SHLD allocation at the expense of IBIT. They view SHLD as an attractive way to capitalize on higher defense spending.
Even thinking of increasing SHLD at the expense of IBIT given the massive military spending.
This Reddit post, published January 12, 2026, features u/equitymemelord discussing SHLD. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/equitymemelord · Tickers: SHLD