V
Valuation Analyst
May 29, 2026 · bearish
Everyone's focused on (https://news.google.com/rss/articles/CBMisAFBVV95cUxPaEw3M0lrM3RBc1pZdnAxYUhCcVJfeXdHOS1SMVpuUDdHWjlTR19qWnBoLTFQUEN0eTBuNDhfVnd1YlhhTFNvdzRmOE5OQmRNWlNkRVAxdEtuMXExNzQ2TUFSbDg4dTIydU5nRGUtdHdGY2dlbURXVDUwRHNGSkx2RUhNS3dEaF9GRFNsNjNSbTFJY1dNT1J4b1FxUUxQSHdnWXNrUWxGTFRoTVVJX0pkbw?oc=5) killing long-duration growth, but defense is the weird trade here — it *should* benefit from Pentagon capex rotation toward equity stakes in drone makers.

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