This is such a strange article. A lot of companies would be highly valuable if war breaks out. War requires a ton of resources to be deployed, and simultaneous

This is such a strange article. A lot of companies would be highly valuable if war breaks out. War requires a ton of resources to be deployed, and simultaneously takes out a ton of resources from specific geographies or nations involved in the war, making competitors not in those geographies instantly more valuable. And this is obviously more true about critical industries as opposed to more optional industries. And a Presidential advisory board should and would almost certainly contain advisors from critical industries. It seems that the article is complaining that someone is stating an obvious, almost tautological fact, and trying to put a nefarious spin on it.