The YouTuber suggests Elbit Systems, an Israeli defense company with diverse offerings including unmanned aircraft and countermeasure systems, as a potential opportunity. He notes its decent business fundamentals, growing dividends, and combat-validated systems, despite a 25% pullback from its peak. He advises watching for a rebound, similar to past buying opportunities when it touched its longer-term trend line.
“Right now it could be setting up for another opportunity. So I want to make sure that I'm watching this. It's a little early, but I want to make sure I'm watching it. I want to wait for the rebound.” — ▶ 32:50