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This Small $4.5 Billion Defense Niche Is Set for a 20% Shot in the Arm

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We've talked about some truly revolutionary tech developments rocking the entire defense sector right now, like laser weapons, advanced drones, fifth-generation bombers and fighter aircraft, battlefield AI, and global awareness.

It all sounds very sci-fi, but it's happening now (and making us some serious money).

I want to talk about something a little less flashy but perhaps even more important to keeping our armed forces effective when boots are on the ground.

It's not headline-grabbing, and you certainly couldn't call it "state of the art." In fact, at less than $5 billion, it's a relatively small, overlooked niche in one of the world's most lucrative, high-profile sectors.

That's just one of the reasons why I love it right now. The upside is huge, market-crushing, and it's all likely headed to this European company with a U.S. presence...

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