BKLN | X Bull Signals | Global Insight

📌 X Insight Update[x_fin] (2026/03/03 10:59)

Initiated long positions in EU defense and uranium miners, driven by the belief that European defense will increasingly be localized (“Europe needs to be defended by Europeans not by Americans”). Sold EWG. 引用1

S&P 500 Industrials forward P/E stands at 26.5X, matching 2021 levels and reaching 1.24X the index, a 30-year high, signaling potential overvaluation across metrics like EV/Forward EBITDA, Price-to-Sales, and Price-to-Book. 4