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Shockwaves in Defense: Fund Manager Sells Off European Stocks!

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DEFENSE STOCKS IN FREEFALL? EXPERT SOUNDS ALARM ON EUROPEAN MILITARY MARKET!

🚨 SHOCKING WARNING FROM A TOP FUND MANAGER! 🚨

A fund manager with a jaw-dropping $2 BILLION in assets just dropped a bombshell about the European defense market! Stephen Yiu, the financial wizard behind the Blue Whale Growth Fund, is raising the red flag, declaring that the red-hot European defense bull run is about to hit the brakes!

🎯 VALUATIONS OFF THE CHARTS! 🎯

Speaking on CNBC’s "Europe Early Edition," Yiu revealed that defense stocks have skyrocketed recently, thanks to promises from the EU, national governments, and NATO to pump up military spending—AT AN ALARMING RATE! The Stoxx Europe Aerospace and Defense index has soared over 55% in just months! But hold on—Yiu claims it’s reached “extreme” levels and the party might be over!

🔍 HOLD THE PHONE: IS IT TIME TO EXIT? 🔍

Around 18 months ago, Yiu dove headfirst into the European defense pool, splashing cash into iconic Italian defense firm Leonardo. But guess what? HE’S NOW BACKING OFF! Despite the excitement, he cautioned that the rapid rise of these stocks could be a bubble ready to burst. “The valuation has been quite extreme,” he warned—AND YOU SHOULD LISTEN!

💰 PROFIT TAKING IN FULL SWING! 💰

Leonardo’s stock may have soared a jaw-dropping 86% this year, but it’s practically middle of the pack! Top gun Exail Technologies is on fire with a mind-blowing 500% gain, while giants Renk, Hensoldt, and Rheinmetall have TRIPLED in value! Nevertheless, Yiu has been slicing his investment in Leonardo’s stock, urging investors to pay attention to valuation and the sluggishness of Europe’s fiscal packages!

THE CLOCK IS TICKING—NOBODY KNOWS WHEN REWARDS WILL SHOW UP!

Yiu boldly stated that the REAL impact of these military spending spurts won’t land on corporate earnings for YEARS. He advised investors to rethink their entry points into this so-called goldmine. “The easy money has already been made!” he declared, sending shockwaves through Wall Street!

📉 SHOULD YOU HOLD OR FOLD? 📉

As tensions rise and stocks wobble, the burning question remains: Do you still hold onto these volatile stocks, or is it time to jump ship? With warnings echoing loud and clear, investors are left sweating as they consider their next moves!

Stay tuned—this market drama isn’t over yet!

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