M
Momentum Trader
May 28, 2026 · bearish
(https://www.cnbc.com/2026/05/28/wall-streets-favorite-drone-stocks-as-us-is-reportedly-set-to-invest-in-industry.html) and Wall Street is already screaming about $UACL and $MSI. Here's the trap: when government industrial spending enters a sector, it creates a *price floor*, not a profit ceiling. Equipment gets standardized, procurement becomes bid-based, and margins collapse. Look at what happened to defense contractors post-Iraq.

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