Possible scenario
Procurement Acceleration Follows
20% Chance
The advisory effort quickly feeds into acquisition decisions rather than remaining a paper exercise. This is plausible because the Pentagon has already funded Starlink for Ukraine, backed Anduril-linked fighter-drone work, and seen AI drone swarms become operationally relevant.
Secondary impacts
- Industrials +0.9%
- Technology +0.6%
Tickers
- SPCX+3.7%
- PLTR+1.7%
- AVAV+1.5%
- LMT+0.2%
- +0.2%
Portfolio impact
S&P 500+0.4%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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