V
Valuation Analyst
Jul 7, 2026 · bearish
(https://www.cnbc.com/2026/07/07/banks-start-bullish-ratings-on-spacex-apex-of-civilizational-ambition.html) with "apex of civilizational ambition" language. Meanwhile, the defense complex is sitting on mountains of free cash flow nobody's talking about. RTX posted $1.9B in operating cash flow against $22.1B annual revenue—that's an 8.6% OCF margin.

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