Industrial

Rocket Lab And The Long Path To Profitability (Archive, Full Access)

Rocket Lab faces delayed profitability due to negative incremental margins from vertical integration initiatives.

Astronics: On The Cusp Of A Production And Upgradation Upcycle (Archive, Full Access)

Astronics rides a powerful aircraft production, retrofit, and premium cabin systems upcycle tailwind.

Harmonic Drive Systems: Early Signs of Demand Revival and Margin Expansion

Early-cycle robotics and semicap leader with demand revival, margin upside, and frothy valuation.

Rocket Lab: The Stock Is More Expensive Now, But I've Still Decided To Buy (Archive)

Rocket Lab's $2.2B backlog and clean technical breakout justify buying despite a 33% 15-year revenue CAGR ask.

Keyence Corporation Will Be A Big Winner In The IoT and Robotics Boom

Betting on Keyence’s asset‑light robotics vision positioning and an industrial rebound tailwind

Siemens Energy: Sold Out Demand And Pricing Hikes

Bullish setup on AI-driven demand, grid upgrades, pricing power, and a chart breakout.

Rocket Lab: The Market Is Saying This Is An Outlier Among Outliers (Archive)

Rocket Lab’s valuation demands extremely rare, sustained outlier growth to just match market returns.