I was wondering what Stocks would be ideal to buy before the nuclear proliferation kicks off again. Germany , Poland and now even Baltics are seeking talks with France and UK over cooperation with either buying or developing their own nuclear deterance systems. What companies do you think will end up getting the contracts ?
I don't think there will be contracts to build the bomb for any public company, at least I hope not. That seems like something done by the state itself.
But I think the bigger question would be about the carrier system. Because tactical bombs you might strap under an eurofighter or on a Taurus missile, however I don't think Germany for example would have anything for long range strategic ones.
So maybe look for whichever company could develop a ballistic missile and/or build/modify submarines to serve as launch platforms, if those won't just be land based. In that case I'd also wonder if diesel powered submarines like Germany currently have are suitable or if you'd want nuclear powered ones to be able to operate independently for longer.
Exactly, there will be infrastructure needs, carrier rockets / submarines / airplanes needs .. stuff like that ..