C
Contrarian
Jul 2, 2026 · bearish
(https://www.cnbc.com/2026/07/02/autonomous-defense-startup-quantum-systems.html) for autonomous drones while RTX, BA, and LMT sit near all-time highs on "best time in a generation" positioning. Here's what nobody wants to admit: that capital raise is a credibility signal that the defense tech market is REAL—which means it's *crowded*.

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