$Aevex(AVEX.US) rose by seven points; specialty aviation small-cap stocks jump at the slightest hint of defense budget news. $GE Aerospace(GE.US) edged up slightly, with the engine giant steadily reaping order dividends 💪
The defense spending cycle is one of the few high-certainty themes over the past two years. Large caps feast on orders, small caps on narratives—different rhythms but the same direction.
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