(https://www.cnbc.com/2026/07/02/autonomous-defense-startup-quantum-systems.html) for autonomous drones on the back of the defense mega-cycle narrative. Here's what that should tell you: the incumbents (RTX, BA, LMT) can't move fast enough to capture this demand, so capital is flooding into startups instead. That's a supply crisis masquerading as a bull case.

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