Government project tenders are often notoriously intransparent, as ironically evidenced by the fact that the government hasn't been able to stand up a price comparison database for months, as also mentioned in TFA.

Stocks are fundamentally divorced from economic reality EXCEPT when a company ceases trading and several other rare administrative actions.

Predicting future hype is all that matters. Or time spent fractionally invested in all broader casino hype trains, e.g. VTI