RT Ian Miles Cheong (@ianmiles)Elon Musk: The real breakthrough SpaceX is chasing isn’t hype — it’s full reusability. No one in history has ever built a fully reusable rocket, and that’s why access to space is still insanely expensive — We’ve already landed Falcon 9 boosters over 500 times, but we still throw away the upper stage — and that alone costs as much as a small jet. Starship changes everything. When every part of a rocket comes back, space stops being exclusive and starts becoming scalable.Starshi ...

Group 1 - Boeing is viewed positively by analysts, with a focus on cash flow rather than earnings, indicating a bullish investment stance [1][2] - The company has not reported earnings yet, but management has indicated that cash flow will exceed expectations, which is considered a key metric [1][2] - Boeing's stock has increased by 14% for the year, reflecting positive sentiment among investors [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to Boeing, suggesting a competitive investment landscape [3]

Core Insights - The article emphasizes the importance of data-driven analysis in identifying investment opportunities within the aerospace, defense, and airline sectors [2] Group 1: Analyst Background - The analyst, Dhierin-Perkash Bechai, has a background in aerospace engineering and specializes in the aerospace, defense, and airline industries [2] - The goal of the investing group, The Aerospace Forum, is to uncover investment opportunities in these sectors [2] Group 2: Investment Analysis - The analysis provided by the group is informed by data analytics, which helps contextualize industry developments and their potential impact on investment strategies [2] - The group offers direct access to data analytics monitors, enhancing the investment research process [2]

分组1 - The stock market is experiencing mixed results, with the Dow down 285 points, S&P slightly up by 0.03%, and NASDAQ up by 28 points, indicating a focus on fundamentals moving forward [2] - Newor, a leading steel company, pre-announced earnings that fell short of expectations, yet the stock rose by approximately 12% following a Fed rate cut and tariffs on foreign steel, suggesting a buying opportunity if the stock dips [3][4] - Boeing is expected to report earnings after a significant stock increase, with a positive outlook for a multi-year turnaround, indicating potential for continued investment [4] 分组2 - General Motors is set to report earnings, with a historical pattern of underperformance in the initial trading hours, presenting a potential buying opportunity [5] - CSX and Union Pacific are highlighted as key players in the transportation sector, with expectations for positive performance [6] - Seagate, a storage and memory chip manufacturer, has seen a 25% increase in stock value this year due to rising demand from data centers, with expectations for a strong earnings report [8] 分组3 - Starbucks is reporting earnings and will follow up with an investor day, raising questions about the sustainability of its recent stock performance, which is considered overbought [10][11] - Generova, spun out from GE, has seen its stock price rise significantly, but high expectations may lead to a better entry point for investors [12] - Corning is noted for its strong prospects in data centers, with a recommendation to wait for a price drop to buy [13] 分组4 - Microsoft and Meta have faced stock price pressures, with Microsoft affected by concerns over generative AI, while Meta's stock has fluctuated following comments from its CEO about spending [14][15] - Tesla is positioned as a company focused on autonomous driving, with expectations that its upcoming earnings report could significantly boost its stock price [16] - Service Now is anticipated to be a critical report of the week, with the CEO needing to clarify the company's position amidst a stock decline [18][19] 分组5 - Honeywell's upcoming earnings report is complicated by its plans to split into multiple businesses, which may lead to stock volatility [21][22] - Caterpillar is expected to perform well due to its role in providing backup generators for data centers, contrasting with past performance trends [24] - Apple has faced stock declines due to rising storage costs, which may impact its gross margins, but the recommendation is to hold rather than trade [25][26] 分组6 - American Express typically reports strong earnings but often sees stock declines post-reporting, presenting a buying opportunity [27] - Chevron and Exxon are highlighted for their strong cash flow and buyback programs, with Chevron favored for its consistency and potential benefits from operations in Venezuela [28]

Earnings Reports - Nucor, described as the "best steel company in the world," will report earnings on Monday, with expectations that rate cuts may spur economic growth despite a lackluster mid-quarter update in December [1] - Boeing and General Motors will release results on Tuesday, with Boeing shares having rallied significantly, leading to cautious expectations for further gains [2][3] - A busy earnings day on Wednesday will feature reports from Corning, Danaher, Starbucks, GE Vernova, Meta Platforms, and Microsoft, all of which are holdings in Cramer's Charitable Trust [4] Company Insights - Danaher is expected to have its first strong quarter in years due to a resurgence in biotech orders [6] - Starbucks is considered "wildly overbought," requiring exceptionally strong earnings to maintain upward momentum, but is still viewed positively for the long term [6] - Microsoft shares are under pressure due to AI-driven disruption risks, which are seen as a false concern [7] - GE Vernova's results are anticipated to be underwhelming due to high expectations, while Corning is favored for long-term growth due to AI-related benefits [5] Market Context - Honeywell will report on Thursday, with potential for a disappointing stock reaction as investors await the company's breakup later this year [8] - Apple is set to post results after eight weeks of decline, attributed to concerns over rising memory costs affecting margins, but the recommendation remains to "own it, don't trade it" [9] - The Federal Reserve's interest rate decision is expected to remain unchanged, with potential market-moving news regarding Fed Chair Jerome Powell's replacement [10]

Musk’s SpaceX Can Fit Inside Of An ETF. Why Don’t More Funds Hold It? https://t.co/L7vGlAoSfZ ...

（来源：新华日报） 它的地面通过性同样不俗：团队创新研发的"复合转向全驱底盘系统"融合大扭矩轮边电机和麦克纳姆 轮，不仅让这辆飞行汽车能实现原地调头，更将其在狭窄巷道中的调头效率提升70%以上，可实现从仓 库到野外起降点的全链路通行。 发布会现场，演示视频展示了一场"人机比拼"：一名真人跑腿员小张与陆空一体的"外卖员"同场竞技。 最终，鲲鹏2号以更快的响应与通行能力，率先完成订单。 "这一切得益于其深度智能化的系统设计。"殷国栋告诉记者，鲲鹏2号的订单系统集成了大语言模型， 用户信息传输到设备后即可快速生成导航路径，整体定位精度可达2—5厘米。 "'东大·鲲鹏2号'的价值，不仅是一项科研成果的突破，更是为低空经济提供了'实用化范本'。"殷国栋表 示。这款平台可灵活搭载高清光电吊舱、多光谱测绘传感器、小型物资投放装置等设备，既能为物流行 业打通"空中中继"，也能为基础设施巡检提供"无人替代方案"，更能在应急救援中搭建"生命通道"。 发布会上，在鲲鹏2号送来的"空中贺信"中，一份可载人的"东大·鲲鹏3号"飞行汽车设计手稿也藏身其 中。殷国栋透露，预计在今年东南大学校庆前后，鲲鹏3号将正式亮相。 1月23日，"鲲鹏 ...

Based on the reaction to its earnings, GE Aerospace must have said something troubling about the company or the outlook for the aerospace and defense. It didn't. ...

Group 1 - FTAI Aviation and Hexcel are complementary stocks in the aviation sector, with Hexcel being a better long-term investment currently [1] - FTAI focuses on the aerospace aftermarket, while Hexcel specializes in advanced composite materials for the original equipment market [2] - Owning both stocks allows investors to benefit from strong aircraft production (Hexcel) and increased usage of older planes during manufacturing delays (FTAI) [2] Group 2 - GE Aerospace has performed well due to its relevance in both the OEM and aftermarket, similar to the dual roles of FTAI and Hexcel [3] - FTAI competes with GE Aerospace in engine maintenance and servicing after long-term service agreements expire, while also supporting GE's engine sales [4][5] - FTAI's recent stock surge is attributed to the launch of FTAI Power, which converts CFM56 engines into power turbines for data centers, capitalizing on AI demand [6] Group 3 - Hexcel's advanced composite materials are increasingly important for future aircraft, providing strength and weight advantages over traditional materials [9] - The use of composite materials helps airlines improve productivity and meet emissions goals, indicating long-term growth potential for Hexcel [9]

Core Insights - Eaton has completed the acquisition of Ultra PCS Limited for $1.55 billion, enhancing its aerospace systems portfolio for both military and civilian aircraft [1][2] - Ultra PCS is expected to generate approximately $240 million in sales by 2025, contributing positively to Eaton's Aerospace sector growth [2] Company Overview - Eaton is an intelligent power management company focused on sustainability and improving quality of life, with nearly $25 billion in revenues projected for 2024 [3][4] - The company operates in various markets including aerospace, and aims to address global challenges in power management through electrification and digitalization [3]