[nostrademons]

Depends whether they view the market size as fixed (where you'd want to capture as much of the surplus as possible through arbitrage) or as expanding (where they'd want to bring new firms into the marketplace that don't currently exist).

Normally government spending is about as fixed of a market size as exists, but with the recent expansion in government spending and the political winds blowing the way they are, this may be one of those rare moments in history where a platform play in government makes sense.