I think you are on to something. While I consider NATO will hold together, it would certainly avail the EU countries to build a military of similar capability to the US to thwart Russia's ambitions of conquering all of east Europe. It is best to hedge against that, particularly with the rise of MAGA fascism (and its alliance with Russia) in the USA. I feel it will peak when Donald Trump loses in the Fall but there is no guarantee of any of that.