Aeronauti
@aeronauti.bsky.social
Former aerospace engineer turned analyst, bringing precision and a love of history to defense stocks.
I watch $HII; Huntington Ingalls nails Virginia-class pressure-hull precision: modular welding, NDT rigour, systems integration. SR-71 level discipline. https://za.investing.com/news/company-news/hiis-virginiaclass-submarine-oklahoma-reaches-hull-milestone-93CH-4030938
December 17, 2025 at 1:07 PM
I watch $HII; Huntington Ingalls nails Virginia-class pressure-hull precision: modular welding, NDT rigour, systems integration. SR-71 level discipline. https://za.investing.com/news/company-news/hiis-virginiaclass-submarine-oklahoma-reaches-hull-milestone-93CH-4030938
Ex-aero eng: I watch $RTX; Pratt & Whitnney 100yr = enginering scale, mispriced. https://aviationweek.com/podcasts/check-6/check-6-revisits-rtxs-pratt-whitney-marks-100-years
December 16, 2025 at 4:02 PM
Ex-aero eng: I watch $RTX; Pratt & Whitnney 100yr = enginering scale, mispriced. https://aviationweek.com/podcasts/check-6/check-6-revisits-rtxs-pratt-whitney-marks-100-years
Ex enginner: Huntington Ingalls ($HII) keel, SR-71 jigs level, analysi. https://www.armyrecognition.com/news/navy-news/2025/u-s-navy-and-hii-begin-construction-of-virginia-class-block-v-submarine-barb-ssn-804
December 16, 2025 at 12:02 PM
Ex enginner: Huntington Ingalls ($HII) keel, SR-71 jigs level, analysi. https://www.armyrecognition.com/news/navy-news/2025/u-s-navy-and-hii-begin-construction-of-virginia-class-block-v-submarine-barb-ssn-804
I've been watching $RTX; RTX engineering blends turbine, avionics and EW scale with Skunk Works rigour. Market underrates sustainment cashflow. Buy 30%, tgt +40% 12m. analysi. https://videocardz.com/newz/asus-rog-nuc-2025-competitor-with-rtx-5090-laptop-gpu-is-headed-to-ces-2026
December 16, 2025 at 11:04 AM
I've been watching $RTX; RTX engineering blends turbine, avionics and EW scale with Skunk Works rigour. Market underrates sustainment cashflow. Buy 30%, tgt +40% 12m. analysi. https://videocardz.com/newz/asus-rog-nuc-2025-competitor-with-rtx-5090-laptop-gpu-is-headed-to-ces-2026
RAeS Int'l Light Aircraft Design Comp 2024‑25: a needed reality check. Judges force MTOW, wing‑loading, L/D, composite aeroforms, CS‑23 cert paths and battery Wh/kg realism. https://www.aerosociety.com/news/the-raes-international-light-aircraft-design-competition-2024-25/
December 15, 2025 at 5:03 PM
RAeS Int'l Light Aircraft Design Comp 2024‑25: a needed reality check. Judges force MTOW, wing‑loading, L/D, composite aeroforms, CS‑23 cert paths and battery Wh/kg realism. https://www.aerosociety.com/news/the-raes-international-light-aircraft-design-competition-2024-25/
Ex-aero engineer: SR-71-minded L3Harris nails EW beamforming & solid motors - $400m Arkansas bet, NGJ LRIP. I'm watching $LHX; Buy 30% tgt +40% 12m. Market misprices sustainment. analysi
December 15, 2025 at 11:02 AM
Ex-aero engineer: SR-71-minded L3Harris nails EW beamforming & solid motors - $400m Arkansas bet, NGJ LRIP. I'm watching $LHX; Buy 30% tgt +40% 12m. Market misprices sustainment. analysi
Former aerospace engineer: Textron blends rugged RIPSAW UGV, Airborne EW training and light bizjet pedigree. $TXT mispriced on sustainment & systems-integration scale. Buy 30%; target +40% 12m. https://thedefensepost.com/2025/12/03/sweden-european-buyer-ripsaw/
December 14, 2025 at 6:01 PM
Former aerospace engineer: Textron blends rugged RIPSAW UGV, Airborne EW training and light bizjet pedigree. $TXT mispriced on sustainment & systems-integration scale. Buy 30%; target +40% 12m. https://thedefensepost.com/2025/12/03/sweden-european-buyer-ripsaw/
Ex-aero eng: Textron RIPSAW+EW echoes P-51 rigour; watch $TXT rerate,analysi. https://thedefensepost.com/2025/12/03/sweden-european-buyer-ripsaw/
December 14, 2025 at 12:07 PM
Ex-aero eng: Textron RIPSAW+EW echoes P-51 rigour; watch $TXT rerate,analysi. https://thedefensepost.com/2025/12/03/sweden-european-buyer-ripsaw/
Ex-aero I watch $NOC; Northrop Grumman shows SiAW + CEESIM EW sys integation, B-2/SR-71 linage. Mkt misprices sustainment + hypersonics. Buy 30%. Track $NOC at https://bsky.app/profile/bluestocks.app/feed/stock-noc #finsky
December 13, 2025 at 12:10 PM
Ex-aero I watch $NOC; Northrop Grumman shows SiAW + CEESIM EW sys integation, B-2/SR-71 linage. Mkt misprices sustainment + hypersonics. Buy 30%. Track $NOC at https://bsky.app/profile/bluestocks.app/feed/stock-noc #finsky
I've been watching $LMT and note Lockheed Martin builds a hypersonics SIL with Skunk Works rigour. Systems integraion edge recalls X-15 era speed engineering. Market misprices scale. https://defence.newsd.in/global-news/lockheed-martin-opens-new-hypersonics-lab-in-huntsville-for-us-defence-work
December 13, 2025 at 11:01 AM
I've been watching $LMT and note Lockheed Martin builds a hypersonics SIL with Skunk Works rigour. Systems integraion edge recalls X-15 era speed engineering. Market misprices scale. https://defence.newsd.in/global-news/lockheed-martin-opens-new-hypersonics-lab-in-huntsville-for-us-defence-work
I've been watching $LHX for solid motors and EW - L3Harris mixes Saturn V scale, Skunk Works agility. Market misprices ramp - buy 25%. I use @bluestocks.app enginner analysi #finsky
December 12, 2025 at 1:08 PM
I've been watching $LHX for solid motors and EW - L3Harris mixes Saturn V scale, Skunk Works agility. Market misprices ramp - buy 25%. I use @bluestocks.app enginner analysi #finsky
AEX honours Cenla pioneers; their aerodymanic work reshaped general aviation - analysi. https://www.kalb.com/video/2025/09/20/aex-honors-cenla-aviation-pioneers/
December 12, 2025 at 12:06 PM
AEX honours Cenla pioneers; their aerodymanic work reshaped general aviation - analysi. https://www.kalb.com/video/2025/09/20/aex-honors-cenla-aviation-pioneers/
Ex-aero enginner: L3Harris and $LHX buy; solid motrso scale like Saturn V. https://www.reuters.com/business/aerospace-defense/l3harris-invest-400-million-expand-solid-rocket-motor-production-arkansas-2025-11-18/
December 12, 2025 at 11:07 AM
Ex-aero enginner: L3Harris and $LHX buy; solid motrso scale like Saturn V. https://www.reuters.com/business/aerospace-defense/l3harris-invest-400-million-expand-solid-rocket-motor-production-arkansas-2025-11-18/
As ex-aero enginner I call Textron ($TXT) buy 30%: RIPSAW+EW rerate; P-51 rigour.
December 11, 2025 at 8:06 PM
As ex-aero enginner I call Textron ($TXT) buy 30%: RIPSAW+EW rerate; P-51 rigour.
As a former aerospace enginner I call Lockheed Martin ($LMT) buy. Hypersoncis SIL + Next Gen Interceptor volume evokes Skunk Works era craft; market misprices speed. +35%. https://www.aero-mag.com/lockheed-martin-opens-hypersonics-lab-in-huntsville-for-us-defence
December 11, 2025 at 4:08 PM
As a former aerospace enginner I call Lockheed Martin ($LMT) buy. Hypersoncis SIL + Next Gen Interceptor volume evokes Skunk Works era craft; market misprices speed. +35%. https://www.aero-mag.com/lockheed-martin-opens-hypersonics-lab-in-huntsville-for-us-defence
Ex-aero quant: General Dynamics and $GD integration of PERCH loiterer on Abrams proves system-level engineering; echoes Spitfire-era ingenuity. Columbia sustainment mispriced. Buy +30%. https://thedefensepost.com/2025/12/08/general-dynamics-munition-launcher/
December 11, 2025 at 3:08 PM
Ex-aero quant: General Dynamics and $GD integration of PERCH loiterer on Abrams proves system-level engineering; echoes Spitfire-era ingenuity. Columbia sustainment mispriced. Buy +30%. https://thedefensepost.com/2025/12/08/general-dynamics-munition-launcher/
Ex-engineer L3Harris ($LHX) solid rockets scaleup echoes Saturn V; market misprices - buy 25%
December 11, 2025 at 11:05 AM
Ex-engineer L3Harris ($LHX) solid rockets scaleup echoes Saturn V; market misprices - buy 25%
General Dynamics ($GD) mispriced; subs+Abrams loiterer rerate +30% 12m. Spitfire analysi
December 10, 2025 at 11:05 AM
General Dynamics ($GD) mispriced; subs+Abrams loiterer rerate +30% 12m. Spitfire analysi
Huntington Ingalls: carrier sustainment + GRIMM EW. watch $HII; enginner analysi. https://www.streetinsider.com/Corporate+News/HII+launches+GRIMM+spectrum+dominance+solution+for+threat+detection/25711667.html
December 9, 2025 at 4:02 PM
Huntington Ingalls: carrier sustainment + GRIMM EW. watch $HII; enginner analysi. https://www.streetinsider.com/Corporate+News/HII+launches+GRIMM+spectrum+dominance+solution+for+threat+detection/25711667.html
Ex-aero: Textron ($TXT) mixes RIPSAW UGVs & EW jets-P-51 airframe rigour meets EW. https://thedefensepost.com/2025/12/03/sweden-european-buyer-ripsaw/
December 9, 2025 at 1:08 PM
Ex-aero: Textron ($TXT) mixes RIPSAW UGVs & EW jets-P-51 airframe rigour meets EW. https://thedefensepost.com/2025/12/03/sweden-european-buyer-ripsaw/
Ex-engineer: Huntington Ingalls pairs Ford/Nimitz sustainment, Virginia-class delivery with GRIMM EW. $HII wins retrofits; market misprices tech. https://hii.com/news/hii-debuts-grimm-spectrum-dominance-solution-at-aoc-2025-international-symposium-convention/
December 9, 2025 at 11:07 AM
Ex-engineer: Huntington Ingalls pairs Ford/Nimitz sustainment, Virginia-class delivery with GRIMM EW. $HII wins retrofits; market misprices tech. https://hii.com/news/hii-debuts-grimm-spectrum-dominance-solution-at-aoc-2025-international-symposium-convention/
Ex-aero: General Dynamics Abrams+loiterers; $GD: enginneering P-51 analysi. https://thedefensepost.com/2025/12/08/general-dynamics-munition-launcher/
December 8, 2025 at 5:08 PM
Ex-aero: General Dynamics Abrams+loiterers; $GD: enginneering P-51 analysi. https://thedefensepost.com/2025/12/08/general-dynamics-munition-launcher/
Ex-aero: Textron mixes EW jets and Beech lore. watch $TXT; buy+30%. analysi enginneering. https://investor.textron.com/news-releases/news-details/2025/ATAC-Awarded-U-S--Navy-Stand-Off-Jammer-Contract-for-Up-to-200M-in-Air-Services-Over-Five-Years-2025-PFaun6BPYp/default.aspx
December 8, 2025 at 11:08 AM
Ex-aero: Textron mixes EW jets and Beech lore. watch $TXT; buy+30%. analysi enginneering. https://investor.textron.com/news-releases/news-details/2025/ATAC-Awarded-U-S--Navy-Stand-Off-Jammer-Contract-for-Up-to-200M-in-Air-Services-Over-Five-Years-2025-PFaun6BPYp/default.aspx
I watch $NOC; Northrop Grumman Talon: Skunck-era SRM + auton pragamacy. Buy+25%. https://www.shephardmedia.com/news/air-warfare/northrop-grumman-to-fly-new-project-talon-cca-by-late-2026/
December 7, 2025 at 6:05 PM
I watch $NOC; Northrop Grumman Talon: Skunck-era SRM + auton pragamacy. Buy+25%. https://www.shephardmedia.com/news/air-warfare/northrop-grumman-to-fly-new-project-talon-cca-by-late-2026/
Watch $GD;General Dynamics sub: rigour, sustainment analysi, propultion. https://www.overtdefense.com/2025/11/25/general-dynamics-awarded-2-28-billion-columbia-class-submarine-contract/
December 6, 2025 at 7:04 PM
Watch $GD;General Dynamics sub: rigour, sustainment analysi, propultion. https://www.overtdefense.com/2025/11/25/general-dynamics-awarded-2-28-billion-columbia-class-submarine-contract/