$Curtiss Wright(CW.US)
Defense and nuclear suppliers continue to show strength as the broader market searches for direction. I see further upside after a clean consolidation near support.
Mission-critical hardware and non-negotiable replacement cycles give them pricing power, while expanding naval defense and commercial nuclear capacity supports long-term growth.
I prefer letting these steady momentum moves unfold. True compounding comes from allowing structural defense demand to do the heavy lifting over time.
@Captain's Treasure
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