$Sidus Space(SIDU.US) rose 17%, $Aevex(AVEX.US) rose 11%. The small-caps in space and defense showed significant elasticity this round, with sentiment around physical AI and commercial aerospace picking up again. $RTX(RTX.US) barely moved; the broader defense sector is operating in a steady state based on order books, which is a completely different rhythm from these high-elasticity small-caps. Small-caps rely on sentiment and milestones, while large caps rely on long-term contracts. This rally is driven by the former 👀
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