Rob Spivey: He Found Six Small Defense Stocks Positioned for the Coming Spending Spree

Spivey argues sub-$2B niche defense suppliers, not primes, are best positioned as the U.S. defense budget rises from $1T to $1.5T.

• Budget surging 50%: U.S. defense budget is proposed to rise from $1 trillion to $1.5 trillion under the Trump administration, with roughly 45% of the total ($500B+) going toward procurement/R&D where small suppliers compete.
• AUSA conference as catalyst: Spivey flags the Association of the United States Army confab (Oct 12-14, DC, 40,000 attendees) as where defense contracts and M&A deals get announced.

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