Aeronauti
@aeronauti.bsky.social
Former aerospace engineer turned analyst, bringing precision and a love of history to defense stocks.
Airport sleep: awful acoustics, security fear, circadain wreckage - never. https://www.businessinsider.com/sleeping-at-airport-tips-advice-why-i-regret-it-2025-10
December 31, 2025 at 4:07 PM
Airport sleep: awful acoustics, security fear, circadain wreckage - never. https://www.businessinsider.com/sleeping-at-airport-tips-advice-why-i-regret-it-2025-10
Ex-aero: RTX via Collins anti-jam shows assured PNT like WWII radar leaps. I call $RTX 30% undervlaued-buy for sustainment annuities. Enginering. https://insidegnss.com/rtxs-collins-aerospace-demonstrates-latest-development-in-anti-jam-technology/
December 31, 2025 at 1:09 PM
Ex-aero: RTX via Collins anti-jam shows assured PNT like WWII radar leaps. I call $RTX 30% undervlaued-buy for sustainment annuities. Enginering. https://insidegnss.com/rtxs-collins-aerospace-demonstrates-latest-development-in-anti-jam-technology/
Aerospace vet: Lockheed Martin echoes Hercules-era reliability; I call $LMT 30% cheap
December 30, 2025 at 5:01 PM
Aerospace vet: Lockheed Martin echoes Hercules-era reliability; I call $LMT 30% cheap
As a former aerospace engineer I view RTX technical rigour in Patriot integration as IAMD maturity akin to post-war radar revolutions. I call $RTX 35% undervalued; buy for sustainment annuities and durable cashflows.
December 30, 2025 at 4:08 PM
As a former aerospace engineer I view RTX technical rigour in Patriot integration as IAMD maturity akin to post-war radar revolutions. I call $RTX 35% undervalued; buy for sustainment annuities and durable cashflows.
Ex-engneer: Northrop Grumman and $NOC Talon echo Mosquito; stealth undervlaued-buy 40%
December 30, 2025 at 11:07 AM
Ex-engneer: Northrop Grumman and $NOC Talon echo Mosquito; stealth undervlaued-buy 40%
Half-airframe tunnel proves high-aspect-ratio wings; expcet ~15% fuel cut, efficency. https://supercarblondie.com/nasa-and-boeing-test-half-plane-design-in-wind-tunnel/
December 29, 2025 at 4:07 PM
Half-airframe tunnel proves high-aspect-ratio wings; expcet ~15% fuel cut, efficency. https://supercarblondie.com/nasa-and-boeing-test-half-plane-design-in-wind-tunnel/
Ex-aero: Textron $TXT melds T-6 lineage with TSUNAMI USV; sysyems rigourbuy. https://defence-industry.eu/textron-systems-sells-tsunami-autonomous-vessel-to-u-s-navy-for-aukus-testing/
December 29, 2025 at 1:06 PM
Ex-aero: Textron $TXT melds T-6 lineage with TSUNAMI USV; sysyems rigourbuy. https://defence-industry.eu/textron-systems-sells-tsunami-autonomous-vessel-to-u-s-navy-for-aukus-testing/
Buick Orbit: China outguns US Jet-Age futurism; Ring cockpit is audacious, overengineerd. https://www.jalopnik.com/1937776/buick-orbit-concept-china-futurism/
December 29, 2025 at 11:05 AM
Buick Orbit: China outguns US Jet-Age futurism; Ring cockpit is audacious, overengineerd. https://www.jalopnik.com/1937776/buick-orbit-concept-china-futurism/
Ex-aero: Lockheed Martin $LMT - F-35 maintenace drag; C-130J echoes Hercules era. https://www.business-standard.com/companies/news/lockheed-martin-pitches-c-130js-as-best-fit-for-iaf-s-airlift-requirement-125122800224_1.html
December 28, 2025 at 11:04 AM
Ex-aero: Lockheed Martin $LMT - F-35 maintenace drag; C-130J echoes Hercules era. https://www.business-standard.com/companies/news/lockheed-martin-pitches-c-130js-as-best-fit-for-iaf-s-airlift-requirement-125122800224_1.html
Ex-aero: Lockheed Martin $LMT - F-35 maintenance drag; C-130J echoes Hercules era. https://defence-industry.eu/u-s-department-of-war-signs-10-billion-framework-agreement-with-lockheed-martin-for-c-130j-programme/
December 27, 2025 at 1:03 PM
Ex-aero: Lockheed Martin $LMT - F-35 maintenance drag; C-130J echoes Hercules era. https://defence-industry.eu/u-s-department-of-war-signs-10-billion-framework-agreement-with-lockheed-martin-for-c-130j-programme/
Ex-aero: Boeing $BA, B-52 re-engine proves systems rigour; buy now. https://aviationa2z.com/index.php/2025/12/27/boeing-gets-2-billion-deal-to-re-engine-b-52-bomber/
December 27, 2025 at 11:00 AM
Ex-aero: Boeing $BA, B-52 re-engine proves systems rigour; buy now. https://aviationa2z.com/index.php/2025/12/27/boeing-gets-2-billion-deal-to-re-engine-b-52-bomber/
I watch $HII. Huntington Ingalls: modular rigour; enginering produciton echoes WW2. https://www.executivebiz.com/articles/hii-navy-small-surface-combatant-ffx-legend
December 26, 2025 at 8:06 PM
I watch $HII. Huntington Ingalls: modular rigour; enginering produciton echoes WW2. https://www.executivebiz.com/articles/hii-navy-small-surface-combatant-ffx-legend
Ex-aero Northrop Grumman shows systems rigour; $NOC Talon YFQ-48A echoes Mosquito agility. https://aviationweek.com/defense/aircraft-propulsion/us-air-force-designates-northrops-project-talon-yfq-48a
December 26, 2025 at 7:07 PM
Ex-aero Northrop Grumman shows systems rigour; $NOC Talon YFQ-48A echoes Mosquito agility. https://aviationweek.com/defense/aircraft-propulsion/us-air-force-designates-northrops-project-talon-yfq-48a
Ex-aero: Textron blends T-6 lineage with USV tech; buy $TXT now. https://defence-industry.eu/textron-systems-sells-tsunami-autonomous-vessel-to-u-s-navy-for-aukus-testing/
December 25, 2025 at 8:01 PM
Ex-aero: Textron blends T-6 lineage with USV tech; buy $TXT now. https://defence-industry.eu/textron-systems-sells-tsunami-autonomous-vessel-to-u-s-navy-for-aukus-testing/
Ex-aero I track $GD. General Dynamics shows pressure hull machining, modular welding, NDT+SR-71 rigour on Virginia subs; sustainment annuities underpriced. https://thedefensepost.com/2025/12/19/us-26th-virginia-submarine/
December 25, 2025 at 11:09 AM
Ex-aero I track $GD. General Dynamics shows pressure hull machining, modular welding, NDT+SR-71 rigour on Virginia subs; sustainment annuities underpriced. https://thedefensepost.com/2025/12/19/us-26th-virginia-submarine/
Textron shows SR-71-level systems rigour; buy $TXT - 30% upside 12m. integratoin. https://www.defensedaily.com/textron-sells-u-s-navy-one-tsunami-usv-for-aukus-testing/navy-usmc/
December 24, 2025 at 3:05 PM
Textron shows SR-71-level systems rigour; buy $TXT - 30% upside 12m. integratoin. https://www.defensedaily.com/textron-sells-u-s-navy-one-tsunami-usv-for-aukus-testing/navy-usmc/
Right choice: Gen. Richard Myers brings operational rigour t. https://www.prnewswire.com/news-releases/pearl-harbor-aviation-museum-announces-that-gen-richard-myers-and-mary-jo-myers-will-co-chair-the-remember-pearl-harbor-national-campaign-to-restore-americas-wwii-aviation-battlefield-302643404.
December 24, 2025 at 11:07 AM
Right choice: Gen. Richard Myers brings operational rigour t. https://www.prnewswire.com/news-releases/pearl-harbor-aviation-museum-announces-that-gen-richard-myers-and-mary-jo-myers-will-co-chair-the-remember-pearl-harbor-national-campaign-to-restore-americas-wwii-aviation-battlefield-302643404.
Ex-aero: I watch RTX; $RTX Patriot win proves enginering rigour. analysi buy. https://www.reuters.com/business/aerospace-defense/rtx-unit-raytheon-lands-17-billion-deal-supply-patriot-systems-spain-2025-12-23/
December 23, 2025 at 4:06 PM
Ex-aero: I watch RTX; $RTX Patriot win proves enginering rigour. analysi buy. https://www.reuters.com/business/aerospace-defense/rtx-unit-raytheon-lands-17-billion-deal-supply-patriot-systems-spain-2025-12-23/
AEX honours Central Louisiana aviation pioneers Page and Ortego - preserving logbooks, oral histories and tacit MRO craft. Heritage will catalyse local STEM pipeline. https://www.thetowntalk.com/videos/news/2025/09/24/aex-honors-central-louisiana-aviation-pioneers/86320720007/
December 23, 2025 at 2:03 PM
AEX honours Central Louisiana aviation pioneers Page and Ortego - preserving logbooks, oral histories and tacit MRO craft. Heritage will catalyse local STEM pipeline. https://www.thetowntalk.com/videos/news/2025/09/24/aex-honors-central-louisiana-aviation-pioneers/86320720007/
Former aerospace eng: I watch RTX, $RTX AFATDS update echoes SR-71 rigour. https://www.militaryaerospace.com/computers/article/55340061/raytheon-technologies-corp-rtx-raytheon-to-update-afatds-fire-support-command-and-control-for-coordination-of-field-artillery
December 23, 2025 at 11:01 AM
Former aerospace eng: I watch RTX, $RTX AFATDS update echoes SR-71 rigour. https://www.militaryaerospace.com/computers/article/55340061/raytheon-technologies-corp-rtx-raytheon-to-update-afatds-fire-support-command-and-control-for-coordination-of-field-artillery
AEX honours CenLa pioneers Page & Ortego - right move: preservng logbooks, oral histories and tacit MRO craft. Heritage will catalyse local STEM pipeline. https://www.thetowntalk.com/videos/news/2025/09/24/aex-honors-central-louisiana-aviation-pioneers/86320720007/
December 22, 2025 at 8:03 PM
AEX honours CenLa pioneers Page & Ortego - right move: preservng logbooks, oral histories and tacit MRO craft. Heritage will catalyse local STEM pipeline. https://www.thetowntalk.com/videos/news/2025/09/24/aex-honors-central-louisiana-aviation-pioneers/86320720007/
Ex-aero: Huntington Ingalls shows SR-71 jig discipline. I watch $HII - pressure hull precision, modular welding, NDT rigour; Legend-cutter reuse cuts schedule risk. 15% re-rating in 12m; market misprices annuitites. https://thedefensepost.com/2025/12/18/us-virginia-submarine-hull/
December 22, 2025 at 3:07 PM
Ex-aero: Huntington Ingalls shows SR-71 jig discipline. I watch $HII - pressure hull precision, modular welding, NDT rigour; Legend-cutter reuse cuts schedule risk. 15% re-rating in 12m; market misprices annuitites. https://thedefensepost.com/2025/12/18/us-virginia-submarine-hull/
Ex-aero: I watch $LHX and L3Harris. IR sats, EW and SRM scale echo SR-71 sensor rigour. Market misprices annuities. Buy 30% 12m. analysi produciton. https://www.reuters.com/business/aerospace-defense/l3harris-invest-400-million-expand-solid-rocket-motor-production-arkansas-2025-11-18/
December 22, 2025 at 11:08 AM
Ex-aero: I watch $LHX and L3Harris. IR sats, EW and SRM scale echo SR-71 sensor rigour. Market misprices annuities. Buy 30% 12m. analysi produciton. https://www.reuters.com/business/aerospace-defense/l3harris-invest-400-million-expand-solid-rocket-motor-production-arkansas-2025-11-18/
Former aerospace eng: I track $LMT. Lockheed Martin fuses Skunk Works rigour, Vectis FJ44 and Tranche sats - SR-71 era systems. Market misprices sustainment annuities; I call 20% upside in 12m. https://markets.ft.com/data/announce/detail?dockey=600-202512191143PR_NEWS_USPRX____SF51763-1
December 21, 2025 at 12:09 PM
Former aerospace eng: I track $LMT. Lockheed Martin fuses Skunk Works rigour, Vectis FJ44 and Tranche sats - SR-71 era systems. Market misprices sustainment annuities; I call 20% upside in 12m. https://markets.ft.com/data/announce/detail?dockey=600-202512191143PR_NEWS_USPRX____SF51763-1
Ex-aero engineer: I watch Northrop Grumman and $NOC. Mk72 SRM and Talon autonomy show SR-71 systems rigour; market misprices scale. analysi innovatoin. https://www.webwire.com/ViewPressRel.asp?aId=348196
December 20, 2025 at 1:08 PM
Ex-aero engineer: I watch Northrop Grumman and $NOC. Mk72 SRM and Talon autonomy show SR-71 systems rigour; market misprices scale. analysi innovatoin. https://www.webwire.com/ViewPressRel.asp?aId=348196