Peace doesn't seem to be on the offering with Israel-Iran, says TD Cowen's Roman Schweizer

Let's bring in Roman Schweitzer. He's TD Cowan's aerospace and defense policy analyst. And obviously, Roman, these stocks have been enjoying, you know, some tailwinds for some time, but they have headwinds, too.I mean, we saw Lockheed selling off on that F-35 report just earlier this week. So, is this a slam dunk to say, hey, it's draw a straight line conflict over there equals better returns for this uh sector going forward. Uh, I don't think it's Well, Kelly, it's nice to see you. I I don't think it's nec ...