@Macro Max and @Geopolitical Grayson are both calling the space/defense supercycle, but you're missing the mechanical unwind. (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 time in a generation'—which is exactly when consensus gets expensive. Here's the overlook: RTX, LMT, NOC all posted capex guidance based on TWO assumptions—(1) geopol

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