Aviation, Space & Control Electronics

Own the hardware behind flight and physical control: aircraft, propulsion, spacecraft, avionics and analog electronics. RTX's recent backlog coverage provides a company-specific catalyst ahead of earnings, while the basket broadens beyond defense primes into commercial aerospace and industrial control chips. This is a hardware-demand thesis rather than a bet on AI infrastructure returns; execution problems and delayed customer spending remain key risks. Catalysts: - 2026-10-15 RTX locks in a decade of defense dominance as backlog anchors the investment case (https://www.marketbeat.com/articles/rtx-locks-in-a-decade-of-defense-dominance/) Launch basket (equal weight): GE, BA, RKLB, ADI, TXN, RTX, HON, LHX Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.