Buy BAE by Apr 10, 2026.

Sharing for discussion, not advice. I’ve built two public Trading 212 pies focused on European & NATO defence rearmament. **Thesis:** Defence spending in Europe is structurally rising, with increasing focus on ISR, robotics, satcom, cyber and autonomous systems rather than just traditional platforms. **Structure:** • Core defence pie (platforms & integrators – BAE, Rheinmetall, Thales, Airbus, etc.) • Satellite pie (defence tech – robotics, drones, cyber, satellite comms, AI-enabled systems) **Risk:** High volatility, political/budget risk, thematic concentration I’m not claiming …