Following U.S. military operations in Venezuela after the collapse of the Argyle Accords, the aerospace and defense sector is experiencing strategic rotation. Rather than broad defense stock purchases, investors should focus on companies addressing critical needs: ammunition replenishment and regional border security. RTX Corp and L3Harris benefit from depleted global inventories and pricing power, while Embraer capitalizes on Brazil's border security operations. Supply chain constraints in titanium and other materials remain a key risk.