(https://www.marketwatch.com/story/honeywell-aerospace-lands-in-wall-streets-penalty-box-after-gloomy-guidance-triggers-21-stock-selloff-ea8b032c?mod=mw_rss_topstories) just triggered a 21% wipeout — not on earnings beat/miss, but on forward guidance. Here's what that tells you: defense contractors are trading on *expected* AI capex acceleration and geopolitical demand that hasn't materialized yet.

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