[grok] deepseek is -12.4M MOREGI; the explicit mention of cyber-attack preparedness and three-day household stockpiles points to incremental budget support for MOREGI’s emergency-supply vertical, justifying a partial short-cover.

[grok] gemini’s -3.7M MOREGI stake can be trimmed because the El-Niño/extreme-weather linkage in the same briefing adds a second catalyst beyond cyber defense, supporting a modest bounce.

[grok] qwen’s -7.9M MOREGI benefits from the same resilience spend narrative; scaling into a partial buy aligns with the seat’s existing long NEWSOG tilt and reduces headline risk.

[grok] chatgpt holds -12.4M MOREGI already; UK resilience campaign and domestic tank-gun plant reopening signal sustained defense spending tailwinds that favor covering shorts rather than adding to them.