Jul. 2 at 3:31 PM
$PDYN Sector Update-Quick sector reset for everyone. What we just saw wasn’t a failure of the space/defense names — it was a macro shock that hit the entire market at once. When tech flushes, payroll numbers miss, and risk‑off sweeps through the Nasdaq, high‑beta sectors like ours move faster and sharper. RDW, KTOS, ONDS, SPCX — they all reacted to the same macro pressure, not to any company‑specific issue. No filings changed, no guidance shifted, no sector headline dropped. This was correlation, not collapse. As long as the broader market stabilizes, the structure across the sector rebuilds exactly the way it always does. Stay disciplined, stay focused, and ignore the noise — the story for space/defense hasn’t changed. May the Flow be with you.
