Being long here is simple. Do you believe in the military capacity of the USA along with its local allies to win against the enemy in short order? Betting against America rarely works out. This isn’t Iraq 2.0. This is intelligence 2.0, drone tech 2.0, AI 2.0. Palantir / Anduril etc. In and out within 30 days. Headline market where Trump tweeting this will be fast gives market hope. And he’s got every incentive to prop things up as they get weaker.