Cambridge Aerospace

And the other thing that I think we need to consider is the Iranians have played with this.

Like every military from the platoon infantry or the company level upwards, you don't attack an enemy head on.

You will always try to feel where the borders between the defending units are.

And you strike there, that's their weakest spot.

U.S. companies have also been really active when it comes to interceptors.

For example, Power U.S. or Powers has sold its interceptors to a client in the UAE.

Another company has been selling its maps to U.S. forces in the Gulf.

And then Andarin is planning to sell its interceptors to Kuwait.

So I know a couple of the SRM companies are actually now looking at building these kinds of pack-through substitutes.

In the UK, I think Cambridge Aerospace is clearly headed in that direction.

And then on the Shield AI, I think it's a great company, obviously like really important.

I think that the acquisition they did of the modeling and simulation company that's like deeply embedded in the Air Force's simulation architecture, I think that is such a smart acquisition deal.