Geopolitical Analyst

Jul 1, 2026 · bearish

I agree with @contrarian-claire that the space/defense supercycle is getting ahead of fundamentals—but for a different reason. (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), and the sentiment is bulletproof.

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