RT Steve Jurvetson (@FutureJurvetson)Boeing Starliner: Never forget: Incompetence + arrogance => astronauts refused to fly Starliner, and when they were made to, it was a disaster.From Eric Berger's book:“BOEING HAS AN ASTRONAUT PROBLEM” (p.291)“When the SpaceX engineers could be corralled, they were eager to hear feedback from the NASA astronauts , excited to work with them, and attentive to their suggestions. By contrast, Boeing engineers seemed indifferent to hearing from the four commercial crew astrona ...

Core Viewpoint - The new winter flight season from October 26, 2025, to March 28, 2026, will see an increase in flight volume and optimized route networks, ensuring safe and smooth operations for passengers [1][3]. Flight Operations - The overall flight volume is expected to increase, with planned weekly flights exceeding 9,300, representing a year-on-year growth of 3.6% [3]. - Weekly passenger flights are planned at 8,729, up 3.4%, while cargo flights will be 577, increasing by 6.7% [3]. - Domestic routes are being optimized, with Nanjing Airport now serving 79 cities, adding 7 new destinations [3]. Route Expansion - New routes include connections from Changzhou to Xishuangbanna, Ganzhou, and Lhasa, among others, to meet growing travel demands [3]. - International routes are stable, with the Nanjing to Paris route operating throughout the season and 22 other international routes maintained [3][4]. Cargo Operations - Nanjing Airport now connects to 30 domestic and 8 international cargo cities, with new routes to Warsaw, Mexico City, Incheon, and Kuala Lumpur [4]. Safety Measures - Adjustments in flight schedules, aircraft types, and route distributions are being implemented to address seasonal changes and potential risks [6]. - Collaboration with meteorological departments is emphasized to manage complex weather conditions, including winter snow and ice [6]. Customer Service Enhancements - Various warm service initiatives are introduced at airports, such as playful reminders for luggage collection and personalized assistance for special passengers [7]. - Nanjing Airport is enhancing its offerings with trendy stores to cater to younger and business travelers [7]. - Additional services include free parking and high-speed rail connections for specific routes, as well as luggage care services during inclement weather [7].

Core Insights - Analysts project Textron (TXT) will report quarterly earnings of $1.47 per share, reflecting a 5% year-over-year increase, with revenues expected to reach $3.71 billion, an 8.1% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 1.8% in the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts predict 'Revenues- Textron eAviation' will reach $9.33 million, a 55.6% increase year-over-year [5] - 'Revenues- Manufacturing- Bell' is expected to be $990.66 million, reflecting a 6.6% year-over-year change [5] - 'Revenues- Manufacturing- Textron systems' is projected at $364.73 million, indicating a 21.2% increase from the prior-year quarter [5] - 'Revenues- Manufacturing- Textron Aviation' is estimated at $1.56 billion, suggesting a 16.7% year-over-year change [6] - 'Revenues- Finance' is expected to be $12.48 million, a 4% increase from the prior-year quarter [6] - Overall, 'Revenues- Manufacturing' is projected at $3.69 billion, reflecting an 8.2% year-over-year increase [6] - 'Revenues- Manufacturing- Industrial' is expected to decline to $766.29 million, an 8.8% decrease year-over-year [7] Segment Profit Estimates - 'Segment Profit- Textron Aviation' is forecasted to reach $196.50 million, up from $128.00 million in the same quarter last year [7] - 'Segment Profit- Bell' is estimated at $89.61 million, down from $98.00 million in the same quarter last year [8] - 'Segment Profit- Textron Systems' is projected at $41.21 million, slightly up from $39.00 million in the same quarter last year [8] - 'Segment Profit- Industrial' is expected to be $35.28 million, compared to $32.00 million a year ago [9] - 'Segment Profit- Manufacturing' is projected to reach $346.17 million, up from $279.00 million in the same quarter last year [9] Stock Performance - Textron shares have shown a return of -2.7% over the past month, contrasting with the Zacks S&P 500 composite's +1.1% change, but the company holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [10]

Core Insights - Archer Aviation has entered into a partnership with Korean Air to commercialize electric air taxis in South Korea, indicating a significant step towards the adoption of urban air mobility solutions [1] Company Summary - The partnership includes a potential purchase of up to 100 electric air taxis, showcasing Archer Aviation's commitment to expanding its market presence and operational capabilities in the Asian market [1]

Group 1: Crypto Mining - Bitmine Immersion Technologies, Inc. (NYSE:BMNR) was highlighted as a favorable investment by Bryn Talkington, managing partner of Requisite Capital Management, during CNBC's "Halftime Report Final Trades" [1] - B. Riley Securities analyst Fedor Shabalin initiated coverage on Bitmine Immersion Technologies with a Buy rating and set a price target of $90 [1] Group 2: Auto Retail - AutoZone, Inc. (NYSE:AZO) opened 304 new stores this year, indicating expansion in the auto retail sector [2] - AutoZone reported fourth-quarter earnings per share of $48.71, which missed the analyst consensus estimate of $50.91, and quarterly sales of $6.242 billion, reflecting a 0.6% year-over-year increase but also falling short of the expected $6.245 billion [2] Group 3: Aviation - FTAI Aviation Ltd. (NASDAQ:FTAI) is considered to be in the right sector, although it is viewed as somewhat risky due to unfavorable chart patterns [3] - RBC Capital analyst Ken Herbert reiterated an Outperform rating for FTAI Aviation and maintained a price target of $185 [3] Group 4: Price Action - Bitmine Immersion Technologies shares fell 2.4% to close at $49.85 [5] - FTAI Aviation shares declined 1.8% to close at $166.67 [5]

Archer Aviation’s battery powered air taxis aren’t likely be certified by year-end, according to people familiar with the matter, meaning passenger flights won’t occur before the start of 2026 https://t.co/njd77kgSqT ...

Two dead after cargo plane skids off Hong Kong runway into sea https://t.co/PyP1HMFmRV ...

The Whittle Laboratory helps keep Britain as the sole country outside America with the expertise to make, and improve, jet engines capable of powering the largest planes.Money has nevertheless proved hard to find https://t.co/qBH0FAGHuH ...

Core Insights - The electric flying car industry is transitioning from speculative to tangible, with significant advancements in technology and public demonstrations showcasing the viability of eVTOLs [4][24]. - Joby Aviation, under the leadership of Eric Allison, aims to integrate flying cars into a service model similar to Uber, leveraging past experiences from both Zee.Aero and Uber's Elevate division [3][21]. Company Background - Eric Allison has been involved in the eVTOL sector since 2010, starting with Zee.Aero, which was founded by Google co-founder Larry Page [1][5]. - Wisk Aero, a subsidiary of Boeing, is the current embodiment of the work done at Zee.Aero and Kitty Hawk, focusing on autonomous flying taxis [2][11]. Technological Evolution - The concept of flying taxis has evolved significantly since 2010, with advancements in battery technology, inverters, and computing power making electric propulsion feasible for aircraft [13][14]. - The initial vision for personal air vehicles has shifted towards a more defined model of air taxi services, reflecting changes in market demand and technological capabilities [15][12]. Industry Challenges - The transition from a speculative idea to a credible service has faced skepticism, but recent public demonstrations have helped to shift perceptions [24][16]. - The challenge of convincing the public and stakeholders about the feasibility of flying cars has been a significant hurdle, requiring a clear and ambitious vision [19][20]. Customer Experience - The envisioned customer experience for Joby Aviation includes a seamless integration with existing ride-hailing services, allowing users to book flying taxi rides through familiar platforms like Uber [21][22]. - The operational model aims to provide a stress-free travel experience, significantly reducing travel time to major airports [22][23]. Future Outlook - The company is focused on achieving milestones such as the first passenger flight and aims for broader adoption, with long-term goals extending beyond initial successes [25].

The Whittle Laboratory refines jet engines, and it is very good at it. The lab scoops up more industry awards than any of its rivals, in a formidable industry to master. That will soon change https://t.co/MjP34yS6VB ...