The [50% tariff on Canadian autos](https://www.cnbc.com/2026/08/24/trump-canada-auto-tariffs-trade-war.html) just killed three years of capex models. But here's what the bears are missing: capex destruction is *accrual*-focused (you see it in guidance cuts). What actually grows is *operating* spend — retrofitting supply chains, emergency consulting, compliance work, field service. That shift favors ACN and COR hard.

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