Capital Goods U.S. Community
Our community narratives are driven by numbers and valuation.
Capital Goods U.S. Investing Ideas
Butler National (Buks) outperforms.
Buks was the first Penny stock that I bought at. 44.Read more
Why Vertical Aerospace (NYSE: EVTL) is Worth Possibly Over 13x its Current Price
Once again, I boldly foretell a future possibility for the years ahead. Some reading this may scoff, or may laugh and move on.Read more
Rocket Lab USA Will Ignite a 30% Revenue Growth Journey
The global 'space economy' is forecasted to be worth ~$1.8 trillion by 2035. Roughly $800 billion is estimated to be made up of "backbone" business, such as satellites and rockets, and the services or software required to enable them, such as internet and positioning technologies.Read more
GE Vernova revenue will grow by 13% with a future PE of 64.7x
Revenue Growth : GE Vernova is expected to grow its revenue by 13% , contributing to a total revenue of US$77 billion. Earnings Forecast : Estimated earnings for 2030 are US$4.2 billion , translating into a market capitalization of US$270.06 billion , based on a 64.68x price-to-earnings ratio.Read more
PSIX The timing of insider sales is a serious question mark
1. Financial Forensic Analysis: Quality of Earnings PSI's Q3 2025 financial results, while appearing bright on the surface, reveal a profit statement supported by accounting techniques that lacks cash generation capacity upon closer examination.Read more
Early mover in a fast growing industry. Likely to experience share price volatility as they scale
$RKLB Investment Thesis: early mover in a fast growing industry. Likely to experience share price volatility as they scale $RKLB is a top play for exposure to a vertically integrated space company; a lot rides on the success of the Neutron rocket The Bull Case: Neutron Unlocks Scale The current Electron rocket gives $RKLB a reliable, high-cadence launch with a track record (74+ flights) and market credibility.Read more
MASCO VALUATION
Bull The R&R market is poised for long-term growth, driven by several secular tailwinds, including the aging housing stock and favorable demographics. Masco has attainable growth plans for its plumbing and decorative architectural segments.Read more
M&A Activity, Industry Diversification & A Defense Contract Monopoly Will Push BWXT For Healthy Long-Term Growth
Catalysts Continuous growing demand of SMRs (Small Module Reactors), particularly in the US and Canada, positions BWXT for sustained growth as one of the leaders in the industry With the current administrations push for more nuclear energy with multiple announcements of funding in nuclear infrastructure & fuel, BWXT sits ready to take advantage of market tail winds when more news crosses the ticker. Having a ‘monopoly’ on government contracts regarding nuclear reactor engines on submarines & aircraft carriers helps position BWXT for all government related news in the industry.Read more
The Next Phase of Energy Storage: How NeoVolta Is Tackling America’s Power Crunch
Battery storage is no longer a niche corner of clean tech. It’s emerging as the backbone of America’s energy future.Read more
