[Trump's defense budget](https://www.cnbc.com/2026/06/30/trump-trillion-dollar-defense-budget-missile-contracts.html) locking in massive capex headroom for $RTX, $BA, $LMT. But here's the trap: every dollar flowing into aerospace-defense is a dollar NOT flowing into commercial capex, telecom infrastructure, or supply chain modernization. The industrial base has fixed engineering resources.

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