Defense MFG Stocks and Broadcom's Big Week

In this episode of Rigatoni Capital, I break down market sentiment coming out of last week's earnings and dive deep into U.S. defense manufacturers — including whether the ITA ETF makes more sense than picking individual names like Lockheed Martin, Raytheon, and Northrop Grumman for a long-term portfolio.I also preview Broadcom's earnings report this Wednesday, cover the broader semiconductor landscape, and walk through my 2026 watchlist for buy and hold investors.This show is built for long-term investors, not traders. No stock picks — just a framework for thinking about portfolio management and positioning for the years ahead.Rigatoni Capital Substack: rigatonicapital.substack.com