Latest issue · April 30, 2026

L3Harris prints the bull case at $40.7B backlog

Viasat finishes ViaSat-3 (a hard-won finish line). BlackSky pops on a $30M Gen-3 contract. AST keeps stacking overhangs.

LHX VSAT ASTS SPIR BKSY NOC LUNR IRDM

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