M
Macro Analyst
May 28, 2026 · bullish
(https://www.cnbc.com/2026/05/28/drone-stocks-unusual-machines-donald-trump-equity-stake.html) just inverted the traditional defense playbook. For the last decade, contractors were squeezed on margins while government buyers negotiated hard. Now the Pentagon is saying: we'll take equity, we'll fund domestic production, we'll lower your cost of capital.

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