Defense is looking like it's put in a bottom, $HII (a former holding) is basing and $ITA is breaking out right alongside it. $KTOS remains the main focus here after an outstanding earnings print last week, averaged up into it, and 64.5 is the key level to breach for a bigger leg higher. Positioning looks bullish, but that level needs to go first.
Aggregated and distilled by Two Sentence Traders. Not financial advice.