Political Unrest Fuels Security Sector Surge: Time to Invest in Cyber and Defense Plays

The geopolitical landscape has never been more volatile. The Comey controversy, coupled with recent assassination attempts targeting former President Trump, has ignited a firestorm of political instability. This turmoil is creating a once-in-a-generation opportunity for investors in cybersecurity, physical security, and defense technology. Companies like Palantir (PLTR), ArmorGroup, and Raytheon (RTX) are poised to capitalize on this shift, as governments and corporations scramble to fortify against escalating threats.

The Comey Controversy: A Catalyst for Chaos

The Comey saga—spanning his role in the 2016 Clinton email investigation, the Russia probe, and his 2025 Instagram post—has left a legacy of distrust in U.S. institutions. His actions, particularly the reopening of the Clinton case days before the 2016 election, exposed vulnerabilities in democratic processes and fueled partisan warfare. Fast-forward to 2025, and his symbolic “8647” post (interpreted as a call to remove or eliminate Trump) reignited fears of political violence.

This environment has created a demand explosion for security solutions. Governments and corporations are now prioritizing:
- Cybersecurity to combat election interference
- Physical security to protect political figures and critical infrastructure
- Defense tech to counter hybrid warfare and espionage

Assassination Attempts: The New Normal?

The July 2024 assassination attempt on Trump in Pennsylvania—and the subsequent Florida incident—highlighted systemic security failures. These events underscored the need for advanced threat detection, rapid response protocols, and robust physical protection systems. According to congressional reports, the Butler attack was “preventable,” yet it revealed gaps in Secret Service protocols. This has accelerated spending on:
- AI-driven surveillance systems
- Advanced threat assessment tools
- Private security contracting

Key Plays in the Security Sector

1. Palantir (PLTR): Cyber and Defense Analytics Leader

Palantir’s AI-driven data platforms are critical for governments and militaries to analyze threats in real time. Its work with the Pentagon on Project Maven (predictive analytics for counterterrorism) and its role in securing U.S. election infrastructure in 2024 make it a must-own stock.

• Why Now? Palantir’s revenue grew 22% YoY in 2024, driven by defense contracts. With geopolitical tensions spiking, demand for predictive analytics will surge.
• Valuation: Trading at 15x forward sales, it remains undervalued relative to its growth trajectory.

2. ArmorGroup: Physical Security Solutions

ArmorGroup’s expertise in executive protection, crisis management, and facility security is in high demand. The assassination attempts have pushed private security spending to $18B annually in the U.S. alone.

• Why Now? The company’s rapid response to threats and its partnerships with intelligence agencies position it as a leader in a $45B global market.
• Valuation: With margins expanding due to premium pricing, this is a prime entry point.

3. Raytheon (RTX): Defense Tech Innovator

Raytheon’s dominance in missile defense, cybersecurity, and electronic warfare systems makes it a cornerstone of national security. Its $12B contract for the Patriot Missile System and its AI-powered cybersecurity division are critical to countering hybrid threats.

• Why Now? Pentagon spending on defense tech is projected to hit $300B by 2026, with Raytheon at the forefront.
• Valuation: A 3.2% dividend yield and 18x forward earnings offer stability amid volatility.

The Investment Case: Act Now or Miss the Rally

The Comey controversy and recent assassination attempts have created a structural tailwind for the security sector. Governments and corporations are not just reacting—they’re overhauling systems to prevent future crises.

Action Items for Investors:
1. Buy Palantir (PLTR): Target price $45/share (30% upside from current levels).
2. Add ArmorGroup: Look for a dip to $55/share before entering.
3. Hold Raytheon (RTX): A core position in any defense portfolio, with a 20% upside by year-end.

Final Warning: This Is No Passing Storm

Political instability isn’t abating—it’s accelerating. From election interference to physical threats, the risks are real, and the demand for solutions is insatiable. Investors who ignore this trend will miss out on one of the most profitable cycles in decades.

The clock is ticking. Position your portfolio now—or risk being left behind.

Disclaimer: Past performance is not indicative of future results. Consult a financial advisor before making investment decisions.