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"Funding comes from Horizon Europe and Digital Europe Projects include agentic AI for $AIR.PA Airbus $BAS.DE BASF and $SIEGY Siemens Brussels wants AI made in Europe not by $MSFT or $AMD"
X Link @downloadvestr 2025-10-08T16:38Z 1003 followers, XX engagements
"Defense stocks rally as Trump in a major shift says Ukraine can win back territory from Russia $BA $RHM.DE $LDO.MI $LMT $RTX $AIR.PA $HO.PA $ITA $CIBR $SAABB.ST"
X Link @Alpha_Bronze 2025-09-24T20:45Z 7554 followers, XXX engagements
"Heico $HEI and TransDigm $TDG appear well positioned to navigate and benefit from the next decades of structural growth in global aviation. As the world population grows and the disposable income of the average individual grows that individual's propensity to travel by air continues to grow faster than the product of demography and GDP. Airbus $AIR.PA projects: - Global population will increase by 1.2B people in the next XX years. - 1.3B more people will live in urban areas which are the main nodes of air travel. - 1.5B more people will join the middle class adding disposable income for"
X Link @Finding_Moats 2025-09-12T16:36Z 21K followers, 10.9K engagements
"Perhaps the most straightforward investment theme from the passage of the Big Beautiful Bill is the big impact it will have on private jet sales. Specifically: General Dynamics $GD who makes Gulfstream jets Bombardier $BDRBF $BBDB.TO $BBDB who makes Challenger Global and Learjet Textron $TXT who makes Cessna and Beechcraft Embraer $ERJ Boeing $BA and Airbus $EADSF $EADSY $AIR.PA benefit but only trivially since they're airline focused. The bill's permanent XXX% bonus depreciation allows buyers to deduct full cost of a private jet in year of purchase. Here's the % of revenue each gets from"
X Link @SayNoToTrading 2025-07-03T23:11Z 10.8K followers, 6652 engagements