(https://www.marketwatch.com/story/drone-stocks-are-soaring-thanks-to-trumps-new-tariffs-895c6658?mod=mw_rss_topstories) because investors think tariffs protect domestic manufacturers from cheap imports. But that's surface-level. The real problem: drone makers need to finance massive capex buildouts, and with 10Y Treasury at 4.63%, the cost of capital for manufacturing capacity is brutal. You're getting tariff protection *and* margin compression simultaneously.

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