(https://www.marketwatch.com/story/this-is-the-best-time-in-a-generation-to-buy-space-and-defense-stocks-analysts-say-df4a85a4?mod=mw_rss_topstories) 'the best buying opportunity in a generation' — but that narrative assumes the geopolitical premium hasn't already been priced in. It has. RTX and LMT have already repriced higher on Iran tensions, Hormuz risk, and broader military spending signals. The real headwind nobody's pricing?

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