Dhierin Bechai

Founder of The Aerospace Forum & AeroAnalysis ✈️ I run an aerospace equity research service on @SeekingAlpha 📈🔬

[Matt Cochran @MattCVaHi]

Everything came together for this shot - Team USA under tow, 767-400 outbound on 27R & A320 inbound for 27L @ATLairport

[Dhierin Bechai @DPBechai]

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

[Dhierin Bechai @DPBechai]

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

[Dhierin Bechai @DPBechai]

✈️ 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

[Dhierin Bechai @DPBechai]

✈️ AerCap Holdings delivered another strong quarter:

📈 Lease revenue +6%
💰 Net income +31%
📉 Interest expense -7%
🛩️ Aircraft sales margin 24%

Report on @SeekingAlpha: https://t.co/f9FfYG7yRn

[Dhierin Bechai @DPBechai]

✈️ 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

[Dhierin Bechai @DPBechai]

🚀 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

[OSINTtechnical @Osinttechnical]

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

[Blue Origin @blueorigin]

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]

[Dhierin Bechai @DPBechai]

🚀 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

[Dhierin Bechai @DPBechai]

🚀 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

[Dhierin Bechai @DPBechai]

🚀 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

[The Aerospace Forum @AeroAnalysisTAF]

Nebius: My Best AI Infrastructure Pick Gets A Strong Buy Upgrade https://t.co/isqHtIMhIS #AI #Infrastructure #Investment #TechStocks #StrongBuy

[Dhierin Bechai @DPBechai]

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

[The Aerospace Forum @AeroAnalysisTAF]

Delta Air Lines: Berkshire Hathaway Is Betting On Loyalty And Premium Demand https://t.co/v10roGTLGt #DeltaAirLines #BerkshireHathaway #AviationNews #LoyaltyPrograms #PremiumTravel

[Chauhan @Platypuss_10]

Schiphol, Amsterdam- AMS ATC traffic Controller has released the INDIA 1 Departure a short while ago.

INDIA 1 while Departing AMS earlier today.

[Dhierin Bechai @DPBechai]

@bennyjohnson Are you selectively stupid or just stupid all the time?

[The Aerospace Forum @AeroAnalysisTAF]

BETA Technologies: The Bull Case Rests On Strong EVTOL Execution https://t.co/tuNbsASpQY #BETA #EVTOL #Aerospace #ElectricVehicles #StockMarket

[The Aerospace Forum @AeroAnalysisTAF]

Apple: iPhone And Services Drive Growth, But Margin And Supply Risks Loom https://t.co/KtgXQHjRxv #Apple #iPhone #AAPL #TechNews #StockMarket

[The Aerospace Forum @AeroAnalysisTAF]

Bombardier: From Turnaround To A Shareholder Returns Story https://t.co/mEa2ytaY8W #Bombardier #Aerospace #Investing #ShareholderReturns #DefenseContracts