GE Aerospace's rising orders and higher 2026 free cash flow strengthen its growth case. Orders rose 49% overall and 58% in Commercial Engines & Services. That segment's revenue rose 21%, with services up 17% and equipment up 38%; defense rose 7%. Commercial Engines & Services margins were in line, with mix and inflation noted. x.com 

GE Aerospace's premium valuation looks hard to justify as margin expansion slips to 2028. Services are guided to low-double-digit growth with flat margins in 2027, while faster-growing original equipment could keep overall margins flat. Roughly 10-12% revenue growth would imply about $1.2-1.3B operating profit growth, down from about $1.9B in 2026, against a 35-38x multiple. Q3 departures rose only 1%, with prolonged Brent above $100 a further near-term risk. x.com 

Howmet Aerospace is an obvious short because its valuation is insane for a cyclical industrial. Its oligopoly in turbine blades, where only three companies can produce at scale, is already well known and priced in at about 100x free cash flow. Even a bull case implies only a 2.7% free cash flow yield on 2030 numbers, far less attractive than Microsoft, Meta, Nvidia or Salesforce. x.com  x.com 

Carpenter Technology's scarce alloy capacity should earn more as aerospace orders grow and contracts reprice. Two aerospace agreements were signed at higher prices in fiscal Q1, structural bookings rose 49% year on year, and the bull case assumes new Athens capacity starts early. That case puts FY29 operating income at $1.36B, above the company's target, and the twelve-month valuation at $594-$650. At $275 most of the bear case has played out; it is a great time to build a long-term holding. … Show more

Scarcity across grid equipment, electrical steel, HBM, turbines and foundries leaves their suppliers with upside through 2028. The 2026-28 bottleneck scores are 94, 94, 93, 88 and 86 respectively; they measure constraints, not market size. The list covers Hitachi, Powell, TBEA, Nippon Steel, POSCO, Cleveland-Cliffs, Samsung, SK hynix, Micron, Howmet, TSMC, Intel and SMIC. Powell has the highest remaining upside at 7.5/10 with 3.2 risk; Intel scores 7.4 upside but 6.8 risk. x.com 

GE Aerospace is getting a new life as a streamlined jet engine maker, and its chart pattern targets $390. x.com 

Howmet Aerospace's gas-turbine business is accelerating, but the market still prices it as one business on one multiple. Aerospace grew 12% in 2025, while industrial gas turbines grew 25% and 32% in Q4, and management sees that business rising from about $1B to over $2B in 3-5 years. Unlike GE Vernova and ATI, whose stories are absorbed, this is not yet fully visible. The May 7 Q1 report will show whether the turbine growth holds. x.com 

LPKF faces mostly lumpy, cancelable pilot-line revenue until 2029, while the market already prices in much of its glass substrate option. Volume demand for its glass equipment hinges on TSMC and NVIDIA choosing glass for CoPoS panel packaging; that wave lands around 2028-29 and could slip to end-2030 on warpage and yield issues. Absolics' and Semco's 2027 plans are qualification. The real signals are TSMC's CoPoS tool-vendor selection and an LPKF order above EUR 10M naming a Tier-1 customer. … Show more