A "Middle East Escalation" basket, built from the top performers over the last 7 days

🛰️ Palantir $PLTR +10% builds AI systems that help militaries identify targets and recommend weapon systems. More conflict = more demand.

🔐 Palo Alto Networks $PANW +8% – War increases the risk of state-sponsored cyberattacks. Palo Alto is the go-to name in cyber defense.

🛢️ ConocoPhillips $COP +8% benefits from higher oil prices more than most. The company has moved past its heavy investment phase, so elevated crude prices flow almost directly to profit.

🚀 RTX Corporation $RTX +5% makes the Patriot missile defense system, one of the most proven weapons platforms in regional conflicts.