GE
▲ Bullish
GE Aerospace Is the Sleeping Giant Nobody's Watching — Up 35% With Room to Run
GE Aerospace (GE) is up 35.7% in the last year but down 18% from its highs — and Barron's just called it 'unfairly punished.' With a $40B engine backlog, a new Air Force contract for the GE426 adaptiv...
RTX
$175.98 +0.65%
▲ Bullish
RTX Just Dipped 18% From Its Highs. Here's Why That's Your Entry Point.
RTX dropped 18% from its $214 high despite posting $90B revenue, $7.2B FCF, and a growing dividend. At 25x forward earnings with a 28% analyst upside and defense budgets only expanding, this is the ki...
AXON
$389.84 -2.16%
▲ Bullish
Why AXON is the Ultimate Unkillable Portfolio Diversifier
Axon Enterprise (AXON) crossed $1.5B in ARR with 125% NRR and AI revenue exploding 700% YoY. At $386 — nearly 50% off highs — this defense-style AI monopoly is the ultimate asymmetric portfolio hedge.