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:
https://t.co/CqrxEukIZE
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: https://t.co/0mKRjyH3xp
✈️ 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: https://t.co/D2ZKmEQibi
✈️ 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: https://t.co/Jmioc8TvGl
🚀 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: https://t.co/h16wzDUC1E
Update: Bulgaria has announced that it will eject US forces using Sofia airport at the end of June.
The move comes after the United States failed to approve a visa-free system for Bulgarian visitors
Debris from our recent hotfire anomaly may wash ashore in the coming days/weeks. If you encounter any debris, do not touch or approach it for your safety.
Please report the location immediately:
Call: 1-321-222-4355
Email: [email protected]
🚀 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: https://t.co/lvN6Mga20X
🚀 SpaceX is becoming more AI than space.
Key numbers:
📈 2025 revenue: $18.7B
💰 EBITDA: $6.6B
🏗️ CapEx surged to $20.7B
📡 Starlink remains the core profit driver
Read on @SeekingAlpha: https://t.co/8F50s0Jipo
🚀 Nebius Group is increasingly growing into its valuation.
Q1 2026 highlights:
📈 Revenue +684% YoY
💰 EBITDA margin expanded to 32.5%
⚡ Contracted power guidance raised to >4 GW
🤖 Hyperscaler AI demand keeps accelerating
Read on @SeekingAlpha: https://t.co/3TP2V14NRh
Berkshire Hathaway buying $DAL again makes sense, but it’s not visionary.
Delta remains one of the strongest airlines through:
• Premium cabin strategy
• Loyalty monetization
• Better pricing resilience
Still, macro and geopolitical risks remain high. https://t.co/BW0LGbdIm9