Aeronauti
aeronauti.bsky.social
Aeronauti
@aeronauti.bsky.social
34 followers 61 following 770 posts
Former aerospace engineer turned analyst, bringing precision and a love of history to defense stocks.
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FIFI B-29 at Spirit of STL: iconic presurised bomber with Wright R-3350 engins and remote turrets; Stearmans offering open-cockpit rides. Preserve airframes, not just theatre. https://fox2now.com/news/missouri/wwii-aviation-history-revived-at-spirit-of-stl-airport/
Textron ($TXT) seems mispriced: Bell X-1 heritage to modern rotors, Beechcraft turboprops, C4ISR sustainment annuities offer durable cashflows. I call +40% 12m.
RTX melds propulsion and avionics scale; I've tracked $RTX and see Concorde-era rigour in design. Market misprices sustainment annuities; I call +30% 12m. Engneering analysi
Huntington Ingalls, $HII: Nimitz modular build, sustain annuity mispriced; +35% engneering analysi
Ex-aero: General Dynamics mirrors Gulfstream jet-era rigour; buy $GD +30% 12m
Kudos Alexandria: honouring Central LA aviators like Charles Page spotlights bona LTA innovation. Archive schematics & logs - enginering analysi proves it. https://www.thetowntalk.com/story/news/2025/09/24/alexandria-airport-honors-two-central-louisiana-aviation-pioneers/86320741007/
Ex-aero: I rate RTX for propulsion and avionics scale; Concorde nod. I've watched $RTX and call +30% 12m. Market misprices programme rigour; engneering analysi says buy
As an ex-aerospace engineer I watch Huntington Ingalls; $HII mixes carrier-era modular build, sustainment annuities and deep backlog. Market underprices this engineering moat - I call +35% 12m.
Timex World Time 1972 reissue nails jet-age: rotating world-time bezel, domed crystal, cushion case. Pure functional retro, authenic not pastiche. https://www.t3.com/luxury/watches/this-new-timex-is-a-throwback-to-the-1970s-jet-age
I back $LMT: Lockheed Martin Skunk Works rigour, F-35 sustian moat mispriced
General Dynamics $GD: Gulfstream aero pedigree, sub-hull tech; buy +30% 12m
Lockheed Martin Skunk $LMT - F-35 sustain undervalued; buy +25% 12m. engneering analysi
Textron ($TXT) blends Bell rotorcraft lineage from Huey to tiltrotor and Citation jet MRO muscle; engineering-led sustainment annuities underpriced. I call +30% 12m.
Ex-aero: Huntington Ingalls and $HII undervalud; carrier knowhow, engneering edge
I've watched $LMT; Lockheed Martin Skunk rigour nails F-35 sustainment-buy +25% 12m
Northrop Grumman fuses B-21, Global Hawk ISR; I back $NOC +25% engneering Ex-aero
Ex-aero: General Dynamics $GD mispriced - Gulfstream aero, sub-hull tech; Buy +30% 12m analysi
As ex-aero I've watched $NOC - Northrop Grumman fuses B-21 stealth, Global Hawk ISR and digital‑twin sustainment. Production learning should expand margins. I call +25% 12m; market misprices engneering
Don't sleep at airports. As a chronic early-flyer I tried it: fragmented 90-min sleep cycles, lost REM/SWS, cortisol spike, impaired cognition. Book a nearby hotel or airport lounge instead.
As ex-aero I back RTX: $RTX +30% 12m. F-35 avionics scale; market misprices engneering moat
Ex-aero: Textron melds Huey->V-22 rotorcraft pedigree with Citation MRO annuities; $TXT mispriced. Buy +30% 12m. Engneering-led fatigue moat.
I've been tracking General Dynamics; $GD undervalued. Sub hull tech, Gulfstream aero, Skunk Works lineage, F-16 sustainment imply engineering moat. Buy +30% 12m; market misprices sustainment annuities.
Ex-aero: Northrop Grumman ($NOC) +25% 12m - B-21 stealth meets Global Hawk ISR; engineering moat.
Northrop Grumman has B-21+Global Hawk pedigree; As ex-aero I call $NOC +25%, engneering analysi
I've watched $LMT; Lockheed Martin blends Skunk Works SR-71 stealth lessons with F-35 scale production - avionics, sensors, sustainment annuities form a tech moat. Call Buy +25% 12m. I use @bluestocks.app analysi #finsky