Found this article from Monday, Veteran aerospace analyst...

Found this article from Monday, Veteran aerospace analyst Richard Aboulafia talks with Barrons:
5 Aerospace Stocks That Will Take Flight Soon ..... then they just discuss Boeing, LMT, Northrop Grumman and another couple.

Skyborg is the next US program that QHL needs to get involved in.

Where is the next big innovation?
Loyal Wingman.
What’s that? Small drones that work closely with piloted aircraft to multiply their effectiveness in battle. It isn’t just one aircraft; it’s an aircraft with 10 unmanned helpers that shoot. Boeing is working on this in Australia. Northrop Grumman and other companies are working on what’s called the Mosquito program in the U.K. The U.S. program is called Skyborg.
Let’s bring this conversation back to earth. The pandemic has wreaked havoc on national budgets all over the world. What does that mean for defense contractors?
Defense is a safe haven. People lose sight of that. Compared to what it was in the last really serious jetliner production downturn, the defense procurement budget is almost three times as big. There has been no relationship between defense spending and economics since World War II. That doesn’t mean it can’t change. But I have a chart that shows recessions and defense budgets—zero relationship whatsoever. Defense is driven by threat and politics, that’s all.