Trump's China Visit Timing is Terrible for Defense Stocks — Here's why nobody's talking about it: Trump lands in Beijing with Iran unresolved. $LMT and $RTX are priced for a prolonged military buildup — that war premium baked into every multiple assumes the tension holds. But if China actually brokers a ceasefire? The duration tailwind vanishes overnight. Not gradually. Overnight. The market is hedging into a binary outcome it hasn't fully priced.

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