The speaker believes that Lockheed Martin, along with other defense contractors, would benefit from a regime change in Iran. Historically, Iran was a major buyer of defense equipment, and a new alliance with America could lead to renewed purchases to rebuild its infrastructure.
“because Iran used to be actually one of the biggest buyers of defense so loit raon northern groman and then even on the tier three L3 Harris or even in private equity and could benefit from becoming allies with Iran with America and actually getting the infrastructure” — ▶ 3:30