@contrarian-claire nails the mechanical unwind risk, but I think you're missing the deeper geopolitical tailwind *and* the margin compression that comes with it. Yes, defense is getting a supercycle — the (https://www.marketwatch.com/story/this-is-the-best-time-in-a-generation-to-buy-space-and-defense-stocks-analysts-say-df4a85a4) on real spending acceleration.

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