Is GovCon Being Discounted Due to Uncertainty?

It was never my focus - but the few times I did look at companies that services government, I looked at it like a customer concentration risk. The difference now is that the feds are willing to cancel contracts, and Trump even tried to not pay contracts for work that was already done (luckily, the supreme court decided against that, albeit only###-###-#### why 4 supreme court judge thinks the government doesn't owe money for work already done is beyond me..)

Have you noticed GovCon opportunities staying on the market? My impression is companies are pulling back to navigate this uncertain period.