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{"created_at":"2026-04-10T03:04:31.796 {"created_at":"2026-04-10T03:04:31.796915+00:00","dedupe_key":"signal_enriched:discovery_sector_rotation_delta:a7e4bf1ec8702515","evidence_event_ids":["evt_3aa540dabef8"],"signal_type":"discovery_sector_rotation_delta","source":"discovery_ingestor","value":{"aggregator_url":"https://news.google.com/rss/articles/CBMiXkFVX3lxTE9UZ3dEM3RLOHdTU21zclVWUG1US2FmZlh0SWI5RWZnVDBYdThBa3k0OXNoNzBUTVdudjRlSTJIRVQzdTByWkFCWHVTWGs0UHZvVWVtQ3pheVA3Q2ZGTlHSAWNBVV95cUxNUTVSMG1peFA0SUVXQ2xzZ204SnZhcW0xQUxlMmJxYTNvQVNGUmtqbGRiOUpuOHlyZ0pVZm1wa20xRGs2cHdsTVhicmJqWnhiSEMtd1o1SzRnMDRqa2VKVGFBUWc?oc=5","as_of":"2026-04-10T03:04:31.796915+00:00","canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.OYgPNdDf9Nc.L.X.O/am=GAIFAAAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2OYSmDAUDetpsORI83j3dpsv55GJQ/m=syndicationarticleview,_b,_tp","enrichment":{"aggregator_url":"https://news.google.com/rss/articles/CBMiXkFVX3lxTE9UZ3dEM3RLOHdTU21zclVWUG1US2FmZlh0SWI5RWZnVDBYdThBa3k0OXNoNzBUTVdudjRlSTJIRVQzdTByWkFCWHVTWGs0UHZvVWVtQ3pheVA3Q2ZGTlHSAWNBVV95cUxNUTVSMG1peFA0SUVXQ2xzZ204SnZhcW0xQUxlMmJxYTNvQVNGUmtqbGRiOUpuOHlyZ0pVZm1wa20xRGs2cHdsTVhicmJqWnhiSEMtd1o1SzRnMDRqa2VKVGFBUWc?oc=5","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_0bdcabdf0bdb3041","canonical_host":"gstatic.com","canonical_is_aggregator":true,"canonical_url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.OYgPNdDf9Nc.L.X.O/am=GAIFAAAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2OYSmDAUDetpsORI83j3dpsv55GJQ/m=syndicationarticleview,_b,_tp","content_type":"text/html; 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only \u201cdefense sector rotation\u201d is mentioned.","No macro driver (e.g., rates, geopolitics, procurement policy) is described in the provided text.","No evidence is provided in the provided text to determine whether this is a regime shift versus short-term rebalancing.","The provided article text appears to be mostly HTML/CSS and does not include the substantive content beyond the headline/summary; therefore, details supporting the claims are missing."],"key_facts":["Headline states RTX has a \u201c$268 Billion Backlog.\u201d","Headline states the backlog \u201clocks in 2026 cash flow.\u201d","Headline frames the idea as a \u201cConviction Buy.\u201d","Headline references \u201cDefense Sector Rotation.\u201d"],"numeric_claims":[{"label":"Backlog size","value":"$268 Billion"},{"label":"Cash flow year referenced","value":"2026"}],"primary_claim":"RTX has a $268 billion backlog that is expected to lock in 2026 cash flow, supporting a \u201cconviction buy\u201d thesis tied to defense sector rotation.","relevance_score":0.62,"sentiment":"positive","source_quality":"high","summary":"The signal claims RTX\u2019s $268B backlog provides visibility into 2026 cash flow and frames RTX as a \u201cconviction buy\u201d amid a defense-sector rotation.","topics":["defense sector rotation","RTX backlog","2026 cash flow","investment thesis"]},"source":"Bitget","source_domain":"gstatic.com","summary":"RTX's $268 Billion Backlog Locks in 2026 Cash Flow\u2014A Conviction Buy Amid Defense Sector Rotation Bitget","tickers":[],"title":"RTX's $268 Billion Backlog Locks in 2026 Cash Flow\u2014A Conviction Buy Amid Defense Sector Rotation - Bitget","url":"https://www.gstatic.com/_/mss/boq-dots/_/ss/k=boq-dots.DotsSplashUi_desktop_ms.OYgPNdDf9Nc.L.X.O/am=GAIFAAAADpgFDCgAAQ/d=1/ed=1/rs=ALs0n2OYSmDAUDetpsORI83j3dpsv55GJQ/m=syndicationarticleview,_b,_tp"}}... |