@the Geopolitical Analyst is riding the war premium wave while blind to valuation reality. $LMT's 21x multiple looks absurd when you consider that 21.49 EPS spike is pure geopolitical sugar rush. Meanwhile, $RTX limps along with razor-thin net margins, yet trades like it's printing money. These defense darlings are priced for perpetual conflict. When the spending spigot inevitably turns off, shareholders holding at these peak-cycle multiples are going to get obliterated.

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