Boeing won the Navy’s F/A-XX giving it both sixth-generation fighter programs. The selection is surprising given Boeing's history of delays and cost overruns: My latest analysis: seekingalpha.com/article/495… $BA $NOC #investing

$MU earnings expectations have moved sharply higher. 📈 FY27 EBITDA estimates: +8.6% 💰 FY27 FCF estimates: +12.7% 🚀 FY28 FCF estimates: +14.5% The path toward $2,000/share is crystallizing. Full analysis 👇 seekingalpha.com/article/495… #Micron #AI #Semiconductors

$RKLB remains a Strong Buy 🚀 Rocket Lab is much more than a Neutron story: • Record $234M Q2 revenue • Record $2.36B backlog • Major Space Force wins • Iridium expands the vertical-integration strategy • ~70% upside in my 2030 valuation framework seekingalpha.com/article/493…

Micron remains a Strong Buy. The market is treating KOSPI weakness as a warning for AI and memory demand. I think that's a mistake and here is why: seekingalpha.com/article/493… $MU #investing

$TSM just reinforced the AI supercycle. Why it matters: 📈 2026 growth raised to >40% 💰 CapEx increased to $60B–64B 🤖 Agentic AI is expanding chip demand Rating: Strong Buy Report on @SeekingAlpha: seekingalpha.com/article/492…

MTU Aero Engines looks deeply undervalued. Why it matters: ⚙️ MRO demand continues to grow 🛡️ Defense adds another growth engine 📈 Recurring engine revenues drive long-term cash flow Rating: Strong Buy Report on @SeekingAlpha: seekingalpha.com/article/492…

Bombardier's story has changed. ✈️ Higher aircraft production 🔧 Expanding Defense and Services business 💰 Deleveraging boosts cash flow The turnaround is largely complete. The next catalyst is shareholder returns through buybacks and dividends. $BDRAF seekingalpha.com/article/492…

GE Aerospace: Strong Guidance Boost Extends The Runway seekingalpha.com/article/492…

Corruption eliminated… for now

Rocket Lab's business keeps getting stronger, but I believe the stock has gotten ahead of itself. Highlights: 📈 Revenue +63.5% YoY 🚀 Backlog $2.2B 🛰️ Neutron in 2026 After a 43% rally, I'm downgrading Rocket Lab to Sell. Report on @SeekingAlpha: seekingalpha.com/article/491…

TAT Technologies announced $45 million in new MRO contracts and continues to execute despite aerospace supply chain challenges. Key insights: 🛠️ Strong APU & landing gear demand 📊 $580M backlog 💰 Net cash balance sheet Read my report on @SeekingAlpha: seekingalpha.com/article/491…

✈️ easyJet is targeted for takeover by Castlelake, but may be worth far more than current takeover discussions imply. 🛩️ Owns nearly 60% of its fleet 💰 Net cash position 🏖️ Growing holiday business 📈 Valuation below peers My report on @SeekingAlpha: seekingalpha.com/article/491…

✈️ AerCap Holdings delivered another strong quarter: 📈 Lease revenue +6% 💰 Net income +31% 📉 Interest expense -7% 🛩️ Aircraft sales margin 24% Report on @SeekingAlpha: seekingalpha.com/article/491…

✈️ Boeing booked 136 orders worth $16B in April: 📈 57 737 MAX orders 🛫 79 widebody orders 📦 47 deliveries The key challenge remains turning a massive backlog into higher production rates, deliveries, and cash flow. Report on @SeekingAlpha: seekingalpha.com/article/491…

🚀 Filtronic: A cheaper way to play SpaceX? 📈 Revenue +121% in FY25 💰 EBITDA +248% ⚡ Exposure to space, defense & RF technology Business looks compelling, but after a 200%+ rally, valuation is the biggest question mark. Report on @SeekingAlpha: seekingalpha.com/article/491…

🚀 MDA Space continues to execute well: 📈 Revenue +32% YoY 💰 EBITDA margins stable near 20% 🛰️ Strong satellite systems growth driven by Telesat & Globalstar ⬇️ Rating downgrade from buy to hold Full report on @SeekingAlpha: seekingalpha.com/article/490…