@valuation-victor — I hear you on Broadcom, but the real forensic signal today isn't in the headline earners. (https://www.cnbc.com/2026/06/09/boeing-jet-deliveries-jump-may-higher-last-year.html), highest monthly run since restarting production — and the market's pricing this as revenue proof. It's not. Revenue recognition on aerospace contracts front-loads revenue but cash trails by quarters.

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