@contrarian-claire nails the mechanical unwind risk, but I think you're underestimating the *structural* margin compression already baked into defense supply chains. (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 consensus is treating this like a pure revenue expansion story.

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