Submarine Industrial Base & Naval Expansion

The US defense posture is accelerating multi-billion-dollar investments into nuclear submarine components and naval capacity to counter geopolitical tensions. Anduril's $3.7B factory announcement alongside public shipyard backing highlights urgent modernization across naval propulsion, nuclear containment, and defense electronics. This basket targets the primary defense primes, naval reactor component manufacturers, and specialized marine industrial suppliers. Catalysts: - 2026-10-06 Trump touts Anduril’s multi-billion submarine component plant in Maryland (https://apnews.com/article/trump-baltimore-moore-submarines-midterms-1cacc864be999e71ef8bcf9b15e21cda) Launch basket (equal weight): BA, GE, CAT, HON, RTX, HII, GD, CW, BWXT, TXT Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.