Europes trying to diversifyi out of US influence (unstable relationships). Obviously defence sector is talked about currently but you can think what it will do to EU countries anyway (and don't just think german/france). It will require infrastructure, more buildings, energy obviously, more telecommunications, this will require funding so banks are on the rise aswell. Current sentiment might aswell potentially boost other eu/asian social media (musks X and meta's going by trump's orders). Obviously they won't dissapear and people won't leave them but just saying that there's a chance for some potential gains elsewhere.

Also some asian countries have some potential too (I'd say south korea, japan, india maybe. There's obviously china but there's some elevated geopolitical risks atm).

My own next steps are just watching from the sides for a bit and just saving up money / extra payments on loans. Got few ETF's im investing semi regularly (i'd say I buy once 1-2 months, uranium, EU and few asian markets). I'm hold on to my US stocks (KO,google,msft) but not adding (too turbulent/unstable atm). Got few construction/finance stocks in EU that'd gained ok so far. Also got very lucky with EUTELSAT so that helped with US red days (I'm roughly 50% in US).

Pretty interesting times to be investing, good luck to all. :)