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![awsan Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::59500133.png) Antonio Santiago [@awsan](/creator/twitter/awsan) on x 1413 followers
Created: 2025-03-03 08:50:13 UTC

European defence stocks just had their biggest rally in years! 💥🚀

Trump & Vance’s tense exchange with Zelensky has shaken Europe—and investors are taking notice. Defence giants surged:

📈 $RHM.DE (Rheinmetall) +13.26%
📈 $BA.L (BAE Systems) +16.78%
📈 $LDO.MI (Leonardo) +12.73%
📈 $AM.PA (Dassault Aviation) +16.40%
📈 $HAG.DE (Hensoldt) +17.67%

Germany is now reportedly considering €200B+ in new defence spending, with total investment needs reaching €400B-€500B. JPMorgan $JPM says BAE, Thales $HO.PA, Leonardo & Rheinmetall could hit 20x earnings by 2026.

💡Defence budgets are rising, NATO spending is increasing, and European firms will likely benefit long-term. Short-term volatility is possible, but the trend is clear—Europe is rearming.

What’s your move? Are you buying into this defence rally? Let’s discuss! 👇 @eToro #Santiago1000 #eToro  $GE $HWM

![](https://pbs.twimg.com/media/GlGpRHXW4AAGVLI.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1896483236320284847/c:line.svg)

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[Post Link](https://x.com/awsan/status/1896483236320284847)