Post by
ZenithEquity89 on Nov 29, 2024 6:16pm
RTX: Defense Strong, Supply Chain Weakness
RTX 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.