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Raphael Moreau
@RAPHAEL_MOREAU · JOINED 2026
1.6K FOLLOWERS
Aerospace and space infrastructure.
Launch economics, satellite capex and the defense adjacency.
LATEST
0:19
CALLESLT.TALongVIDEO · CALL · CARDS
Elbit: three plants come online against a book that runs past 2029
The capital is committed and the demand to fill it is contracted. That is an unusually low-risk expansion.
AUG 17, 2026 · 5,934 VIEWS · 133478.29 → 211190.00 · +58.2%
Everything
0:19
CALLESLT.TALongVIDEO · CALL · CARDS
Elbit: three plants come online against a book that runs past 2029
AUG 17, 2026 · 5,934 VIEWS · 133478.29 → 211190.00 · +58.2%
0:19
CALLESLT.TALongVIDEO · CALL
Elbit: the order book has outgrown its historical anchor
AUG 12, 2026 · 6,772 VIEWS · 119684.51 → 211190.00 · +76.5%
0:20
CALLBALongVIDEO · CALL
Boeing: services revenue is compounding under a cyclical label
AUG 11, 2026 · 10,135 VIEWS · 148.35 → 208.87 · +40.8%
NOTESPACE
Boeing: the aftermarket is the business and it is undervalued
Aftermarket and services now contribute the majority of segment profit and grow independently of the equipment cycle. The whole company is still valued as a cyclical.
JUL 12, 2026 · 2,933 VIEWS
CALLESLT.TALong
Elbit: multi-year commitments have replaced annual appropriations
Multi-year procurement commitments have replaced annual budget cycles across four major buyers. Order books that follow do not behave like a cycle.
JUN 26, 2026 · 8,843 VIEWS · 126814.10 → 139900.29 · +10.3%
RESEARCHLMTLongCALL · THESIS
Lockheed Martin: the aftermarket is the business and it is undervalued
Aftermarket and services now contribute the majority of segment profit and grow independently of the equipment cycle. The whole company is still valued as a cyclical.
MAY 31, 2026 · 2,033 VIEWS · 648.01 → 746.03 · +15.1%
RESEARCHDEFENSETHESIS · CARDS
Elbit: this demand is structural, not cyclical
Multi-year procurement commitments have replaced annual budget cycles across four major buyers. Order books that follow do not behave like a cycle.
MAY 30, 2026 · 4,079 VIEWS