Jan. 15 at 12:46 AM
$AIRI
$RTX $SIDU $GELS $ROLR
Recent comments from Donald Trump criticizing major primes like Raytheon (
$RTX) highlight a broader issue: large defense contractors prioritizing buybacks over rapid capacity expansion and responsiveness. That puts pressure on the supply chain.
Where
$AIRI fits 🔧
$AIRI is not a prime like
$RTX, but a downstream supplier of mission-critical aerospace components. When primes are pushed to increase output, they often rely more on smaller, flexible manufacturers to fill gaps
Why this matters 🌍
• Government focus on readiness and surge capacity
• Pressure on primes can shift work downstream
• MRO and spare parts demand rises during conflicts
How AIRI can step up 🚀
• Faster turnaround vs mega-primes
• Specialized machining for defense platforms
• Backlog leverage if demand accelerates
Speculative targets 🎯
• Base:
$4–6
• Momentum:
$8–12
• Major rerate:
$15+
Bottom line ⚖️
Macro pressure on big defense names can quietly benefit agile suppliers
$AIRI 💎
