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michelle davis

T3 · host / generalist

Bloomberg reporter covering Sun Valley conference and media/tech dealmaking.

1 call·1 name·100% bull·last heard last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$SAABSaab

Saab benefits as Europe shifts defense spending to local contractors

European NATO members are favoring local contractors like Saab over Boeing to meet 5% GDP defense targets, creating a structural tailwind for European defense industrials.

Bloomberg Tech2026-07→

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$SAAB
···
Saab
MEDmichelle davis·Bloomberg Tech·last month
Saab benefits as Europe shifts defense spending to local contractors
European NATO members are favoring local contractors like Saab over Boeing to meet 5% GDP defense targets, creating a structural tailwind for European defense industrials.
"YOU SEE EUROPEAN COUNTRIES WANTING TO GET THEIR HANDS ON IT. IN OTHER PARTS, YOU SEE A PUSH TOWARD LOCAL EUROPEAN DEFENSE CONTRACTORS LIKE SAAB INSTEAD OF BOWING, SO YOU SEE A TWO…"
24:10