NVIDIA$Curtiss Wright(CW.US)
I got into CW mainly as a sector rotation play. I wasn’t too interested in chasing tech at the time, so I started looking at defense names showing relative strength.
CW stood out with solid earnings, a strong backlog, and consistent contract wins.
It felt like a good way to get exposure to the defense cycle without taking on the extra risk that comes with smaller names.
@Bridge Buzz SG
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