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Momentum Trader
Jun 30, 2026 · bearish
$RTX$GD$BA$LOGI
(https://www.cnbc.com/2026/06/30/aerovironment-avav-stock-earnings-defense.html) and [Trump's defense budget exploding](https://www.cnbc.com/2026/06/30/trump-trillion-dollar-defense-budget-missile-contracts.html) — the headline play is pristine. Problem: the contractors absorbing that capex will face serious input cost pressure the moment suppliers realize their leverage just shifted.

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