---
title: "Lighthouse Canton says defense, hard-asset pullback signals regroup, not retreat"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295654034.md"
description: "Lighthouse Canton views recent pullbacks in defense, uranium, and metals as a regroup rather than retreat. The firm highlights NATO's 5% GDP defense target by 2035 and rising European/Canadian spending. It recommends ETFs like XME and SHLD, singling out Kratos for its raised revenue guidance to $1.75-1.81 billion and strong backlog. Uranium exposure remains conditional on technical indicators."
datetime: "2026-08-12T11:03:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295654034.md)
  - [en](https://longbridge.com/en/news/295654034.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295654034.md)
generator: "portal-rs"
---

# Lighthouse Canton says defense, hard-asset pullback signals regroup, not retreat

-   Lighthouse Canton flagged a renewed opportunity in defense, uranium, and metals, framing the recent drawdown as a regroup, not capitulation. \* Thesis anchored on NATO’s 5% of GDP defense commitment by 2035; European allies and Canada reported a 20% spending increase in 2025. \* Preferred exposure via ETFs such as XME and SHLD; singled out Kratos as the only outright stock pick following a guidance raise. \* Kratos lifted revenue guidance to USD 1.75-1.81 billion; backlog topped USD 2 billion with 72% funded; shares still below prior highs. \* Uranium stance stayed conditional; looks for URA above 20- and 50-week averages; flagged NLR’s stronger move as an early signal. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Lighthouse Canton Pte Ltd published the original content used to generate this news brief on August 12, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**