With the recent Ukraine - Trump news, in what do you invest to make profit out of the situation short-mid term?

Most of the European Aerospace & Defense stocks had a nice increase in price since the Ukraine war started so I thought I'm late for this train, but after Trump got elected and didn't do anything meaningful toward peace in the first weeks (despite he promised he will end the war in 24h), and after the German elections and the following pro-europe speeches I decided to jump in the top German & French defense stocks (RHM and HO) with half of my portfolio. Turns out it was a good idea, because my positions are up 20-25% in a week.

I'm thinking about redistributing the other half of my account as well, and there are several promising European defense stocks too, but I don't wanna keep all of my eggs in a single basket and 50% in defense might be already too much. What other sectors should I look into? Is there any stock that you digged deep into and you're heavily invested in? What stocks will emerge after (if) the USA tariffs hit Europe?

I'm aware that half of the comments would be "VOO & chill", so I respectfully ask them in advance to leave space for more risk tolerant discussion this time.