RTX: Defense Strong, Supply Chain WeaknessRTX is killing it in defense, with big contracts pouring in, especially with all the global tension. Their aerospace recovery is on track too. But, those supply chain issues? They’re a concern—delays in parts like semiconductors could hit margins. Long-term, I’m bullish, but short-term risks are there. Also, I’m watching BOLT—people are saying it could soar soon. Could be worth a look.