In short: Weiss's final trade — a defensive defence name off its highs. "I'm going with Leidos. It's up today but it's off the previous highs. I think it's got a very attractive offering going forward and it's defensive, being defence companies."
Leidos is a government contractor that does technology, intelligence and defence work, mostly for the US government. Its revenue comes from long contracts that don't depend on consumer spending or interest rates.
Weiss likes it as a defensive holding in a shaky market: the stock has pulled back from its highs, and defence budgets tend to keep flowing whatever happens to AI or oil.
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