CRS

FutureMartian97

Welfare queen rocket company? Are you serious? That "welfare queen" rocket company is the only reason we aren't still relying on Russia to bring our astronauts to and from the ISS. And is the first company to EVER launch and land an orbital class rocket booster. SpaceX dragged the entire space industry into the 21st century kicking and screaming. The amount of fighting they had to do to even stay alive in the 2010's is insane because of all the pushback. SpaceX now owns and operates the largest satellite constellation in history. Provides amazing Internet to over 10 million people and counting (me included), and has essentially reached their goal of Falcon 9 launches AND landings becoming so routine they are essentially "boring" now. Not to mention the HLS contract, commercial crew, the CRS contract, Axiom missions, and tons of commercial payload missions. SpaceX saved NASA billions of dollars over the years. NASA's words, not mine. And again, is THE ONLY REASON WE AREN'T RELYING ON RUSSIA ANYMORE. I love how people call SpaceX welfare queens when you didn't say shit when ULA had a literal $800 million/year subsidy to literally stay alive in the mid 2010's. All at the same time preventing SpaceX from bidding on military launch contracts.

2Hosslovescash

Don’t forget CRS and ATI

Maximum-Classic3416

Will CRS keep dropping below $10 over the next 2 weeks?

thisisaredditforart

I've just been bouncing between DRAM, MU, and much slower moving CRS (it's so damn predictable you just gotta be patient)

CaptHorizon

> Also somebody who has blown up more rockets than I have fingers on my body Let’s see here… The first 3 Falcon 1 flights failed… 2 Falcon 9 flights had catastrophic explosions (CRS-7 and Amos-6) and 1 had an upper stage passive failure (Starlink 9-3)… Starship had high-altitude tests using SN8, SN9, SN10, and SN11, as well integrated flight tests 1, 2, 3, 7, 8, and 9… and it all sum up to **16**, a bit less than the 20 fingers and toes. Now for successes… 2 Falcon 1 flights… Starship high-altitude tests using SN5, SN6, and SN15, as well as IFTs 4, 5, 6, 10, and 11… oh, and 649 Falcon 9 successes, summing up to **659** successful flights.

FullOf_Bad_Ideas

they have superior reliability >As of May 20, 2026, Falcon 9 had achieved 636 out of 639 full mission successes (99.5%). SpaceX CRS-1 succeeded in its primary mission, but left a secondary payload in a wrong orbit, while SpaceX CRS-7 was destroyed in flight. In addition, AMOS-6 disintegrated on the launch pad during fueling for an engine test. Block 5 has a success rate of 99.8% (582/583). For comparison, the industry benchmark Soyuz series has performed 1880 launches[116] with a success rate of 95.1% (the latest Soyuz-2's success rate is 94%),[117] the Russian Proton series has performed 425 launches with a success rate of 88.7% (the latest Proton-M's success rate is 90.1%), the European Ariane 5 has performed 117 launches with a success rate of 95.7%, and Chinese Long March 3B has performed 85 launches with a success rate of 95.3%. https://en.wikipedia.org/wiki/Falcon_9#Reliability

woganaga

12b1 fees are trails based on asset value, not paid up front. They are also clearly disclosed. While I agree with you in principle on all your points, and for many people (eg us in bogleheads) an advisor is not necessary. However, sales loads and trails are how the advisor gets paid and all this information is disclosed plainly on the form CRS. There are other ways to arrange for the advisors compensation including flat fee or fee based on AUM.

McKoijion

> Robinhood had asked the Securities and Exchange Commission to exempt it from having to issue Form CRS—a customer relationship summary detailing issues such as a firm’s fees and conflicts of interest—to Trump Account holders, arguing that the document could confuse investors and that the rationale for requiring the disclosure doesn’t make sense in the case of Trump Accounts. > “A primary purpose of Form CRS is to provide retail investors with important information about the fees they will pay and conflicts of interest, in order to help investors decide which firm they will retain to service their accounts,” John Markle, a lawyer for Robinhood, wrote in a May 5 letter to the SEC. https://www.msn.com/en-us/news/other/sec-cuts-robinhood-a-break-on-trump-accounts-here-s-why/ar-AA22IzlV

_hiddenscout

CRS had some great talking points about aerospace and defense spending.

_hiddenscout

Carpenter Technology (NYSE: CRS) reported Q3 fiscal 2026 operating income of $186.5 million, up 35% year-over-year, and diluted EPS of $2.77, significantly beating consensus estimates. The Specialty Alloys Operations (SAO) segment was a primary driver, delivering $208.0 million in operating income with an adjusted operating margin of 35.6%. Operating cash flow for the quarter improved due to higher earnings and working capital management, while capital expenditures reached $68.7 million to support brownfield expansions. The company raised its full-year fiscal 2026 operating income guidance to $680 million–$700 million (representing 30–33% growth) and increased its adjusted free cash flow outlook to at least $280 million. During the quarter, Carpenter executed $32.1 million in share repurchases and declared a quarterly dividend of $0.20 per share.  • Early-Stage Growth Cycle: Emphasized that these record results come while the Aerospace and Defense end-use markets are only at the "beginning of a growth cycle," suggesting a long-term runway for demand.

2Hosslovescash

Y’all can keep chasing SNDK, I’m getting rich AF off CRS.

DesignerSea494

Picked up my plates and explained I hadn’t ordered a vanity plate. She said it was random. “Then why does it say CRS DRSR? “Come on, ‘Sir’… you know why.”

_hiddenscout

Nice! I remember looking into that name years ago, never bought it, but what a solid run the company has been on! THR and CRS are my best performers today.

_hiddenscout

I own more niche smaller players, but basically this is some of my aerospace stuff: FTGG, ISSC, BELFB, OSIS, MOG.A, HWM, ATI, CRS, FEIM, CTS, ESE, AER from the top of my head lol.

_hiddenscout

Also Own CRS and MLI and IESC. Looked into USLM, great company but just never pulled the trigger. CRDO and ALAB really interest me, but have a hard time figuring out when it makes sense to buy. I always liked to look at like DCF before buying and these hyper growths don't really give great margins of safety and so it's hard to know when it makes sense to buy. Part of why I never bought.

IBangTokyoWife

Curious why you sold? Incredible, sustained growth and still quite a small market cap. Seems like you, u/_hiddenscout and I have had some overlap in smaller sized companies. I have small positions in MLI CRS KNSL USLM IESC. Looking at adding more MLI, and starting positions In UFPT and CRDO. Potentially ALAB but less interested in that one. Would love to hear your thoughts on any of these, and whether you're adding, holding, or selling (and why).

Compound_V_injected

Guys what do you think about the carpenter technology stock (CRS) ?

Sumif

Any legitimate financial advisor is required to provide RegBI/Form CRS documents that lay out their products and services and how they get paid.

Trickster_CDXX

Lmao you have to be ragebaiting. You just did the exact opposite of what I said. Anyways, I checked in on their EPS and sales estimates for march 2026… they’re pretty lofty. IF they hit, they might actually see a wild bounce and you might be able to get out even or even with 3-4x you keep yammering on about. But just know you ARE basically gambling. Even if it hits big. It would be like sitting down at a poker table, looking at your cards, seeing 7 2 off-suit (the worst hand in the game for those unaware), and betting all of your money. You could hit a full house and win big, but everyone would know it was entirely luck rather than wise investing strategy. Also, something tells me it would be a good idea to be forthcoming with all that stuff “at play” that “most people don’t see” if you really wanted to convince people to buy in. Until then, people are going to rightfully assume you’re baiting for exit liquidity. If you had inside info, you either wouldn’t be spouting on reddit, or you wouldn’t have timed the stock so poorly as to be down 32% or more. Btw a safer stock like, say, $CRS, you could be up 20-40% in the same amount of time that has passed since posting… a differential that would be in the mid-high thousands for you. Good luck with your triple down, and pray “inverse reddit” comes through. None of this is financial advice.

Justzyn_Jefferzyn

Nice, I bought CRS yesterday 

RoyalInformal5200

https://preview.redd.it/yzrpis5d8qhg1.jpeg?width=1440&format=pjpg&auto=webp&s=8a4d0bbb06721b078cb0972a181ee0cfd571ac79 What do yall think about $CRS?

_hiddenscout

Haven’t looked at the valuations in a second. SARO is interesting but going to be more of a play just on aerospace while something like CRS is that plus like other industries like defense and medical.  I’ll take a look later.  SARO did sell off a bit recently because of offering some senior notes, so some dilution. 

AzureRainnn

Hey Scout not sure if you follow/care about trades by politicians but senator Mullin just bought a nice amount of the stock CRS, I just remember you mentioning it before, I was looking at the list of space stock you listed before thinking of picking up some SARO but wanted to see what you think is the cheapest of the bunch rn

_hiddenscout

Carpenter Technology (NYSE: CRS)reported record second-quarter operating income of $155.2M for the quarter ended December 31, 2025, a 31% increase year-over-year, and adjusted EPS of $2.33.  Specialty Alloys Operations delivered $174.6M operating income and a 33.1% adjusted operating margin.  The company generated $132.2M cash from operations, repurchased $32.1M of stock, and raised fiscal 2026 operating income guidance to $680M–$700M with at least $280M of adjusted free cash flow expected. > “Demand in our Aerospace and Defense end-use market continues to accelerate as customers gain confidence with the ramping build rates. Notably, we saw bookings for Commercial Aerospace increase 23 percent sequentially. Given the strong demand outlook, our customers continue to be focused on securing their supply. To that end, we completed negotiations on three additional long-term agreements with aerospace customers, realizing significant value.”

_hiddenscout

Great company, don’t own. Solid run this year so far.  There’s some other names in the space sector that are profitable and a bit under the radar.  GHM, ITT, FEIM, CW, ATI, CRS, BELFB/BELFA, LDOS, AMTM, MOG.A are few other names to play space/defense with companies that are profitable. 

_hiddenscout

Here is a list of names that have space exposure that are generating profits and should benefit from any space boom: ITT, GHM, FEIM, OSIS, MOG.A, LDOS, AMTM, CRS, ATI, CW I post more in the daily and have been posting about these names for years, including RKLB.

JuneFernan

Lam is my bigger concern. I'm putting a lot into that one. Glad I bought BELFB and CRS on your rec!

_hiddenscout

Interesting. Funny enough, bought some GTX like a week or two ago. Yeah, I'm really excited for the spin offs. I really want to see the material and the aerospace business. Been investing in a lot of those type of companies. Stuff like CRS and ATI have been awesome to hold and great businesses. Same with a lot of aerospace names like MOG.A.

_hiddenscout

What's interesting is how well stuff like ERJ and Airbus has been doing. Aerospace suppliers have also been a nice pocket of the market. Done well with HWM, CRS, ATI, TATT.

Negative-Pea4928

thanks for the inspiration again - HWM, ATI, and CRS are monsters. if you leave out fundamentals, earnings etc what are your main screener settings for these growth stocks? i have tried to keep my settings quite simple with price above key moving averages accordingly and return 5y-10y +200% and market cap more than 20b

_hiddenscout

Just focus on buying good companies at good prices and you’ll done.  It’s simple advice, but it really works.  A ton of people investing do almost zero research on the stuff they buy. For example, aerospace has been in a really good place since Covid, due to a lot of back up demand.  Almost no one you know would have said to buy things like HWM, ATI, or CRS. However these companies are killing it.  For me, learning how to screen years ago changed the way I invest and research companies. 

_hiddenscout

What is interesting is a lot of supplier in the aerospace market have been such great investments. ATI, CRS, and HWM have all been killing it.

Dramatic-South-6236

As I said, I do what can be considered "swing trading". In January I had NVDA, Meta, AMD, CRS. They dropped so hard that I lost 30% of my portfolio into April. Everytime I rebought them they would drop again, so I started to move to small-cap stocks hoping to get the bump amd sell when they dumped.

_hiddenscout

There’s a lot of sectors doing well too.  Some of the names in Aerospace and defense.  RTX +53% ATI +83% CRS +89%  HWN +85%  WWD +64% 

_hiddenscout

There's a lot of great names in that space. I like PH, but personally, I think it trades at a higher valuation than I normally like. Like $CRS and $ATI are great names to get out of tech and also are seeing booms in aerospace. $BELFB makes fuses and is blowing almost every stock I've ever seen out of the water in terms of returns.

IJesusChrist

and the market is wrong. really stupid. cgem ... you really want to deal with CRS every 6 months or whatever? just stupid.

B1GD1CKRANDYBENNETT

There are six statutory provisions currently in place that control how the president and the executive branch can use tariffs. Three provisions require federal agency investigations before a tariff can be imposed. The other provisions do not require an investigation before actions are taken. Section 232 of the Trade Expansion Act of 1962 has been used by the first and second Trump administrations for steel and aluminum imports. It authorizes the president to ask the Secretary of Commerce to determine if goods are being imported in manner that threatens national security. The secretary then reports back to the president if he has any affirmative findings. “Section 232 does not require the President to follow the Secretary’s recommendations but permits him to take alternative actions or no action,” the CRS says. Under Section 232, there is no maximum time limit on the president’s tariff actions. Another provision that requires an investigation is Section 201 of the Trade Act of 1974. The act allows the president to impose tariffs if the U.S. International Trade Commission (ITC) finds that an import surge is threatening a U.S. domestic industry. If the ITC makes an affirmative determination, the president can take action accordingly, including placing tariffs. Tariffs imposed under Section 201 are not meant to be permanent, and the actions have a limit of four to eight years. Section 301 of the Trade Act of 1974 allows the United States Trade Representative (USTR) to authorize tariffs on foreign countries that restrict U.S. commerce in “unjustifiable,” “unreasonable,” or “discriminatory” ways. If the USTR confirms such behavior after an investigation, the president has the discretion to allow the USTR to impose tariffs for at least four years. Among the three provisions that allow the president to act on his own to impose tariffs without an investigation, only one has ever been used: the International Emergency Economic Powers Act of 1977. The act allows the president to declare an emergency under the National Emergency Act (NEA) and then use his extensive economic powers to regulate or prohibit imports. The CRS says that President Trump was the first chief executive to use this act in February 2025, when he announced tariffs on Canada, China, and Mexico. The emergency stated by the president can be terminated at this request, or by a joint resolution of Congress. Section 122 of the Trade Act of 1974, which allows the president to enact temporary tariffs to address “large and serious United States balance-of-payments deficits” or certain other situations that present "fundamental international payments problems; and Section 338 of Tariff Act of 1930, which authorizes the president to enact “tariffs on articles produced by, or imported on the vessels of, foreign countries that discriminate against U.S. commerce in certain ways,” have not yet been used. Ultimately, Congress can limit or expand the presidential tariffs powers through legislation, but the CRS concludes that based on precedents dating back to the time of Chief Justice Marshall, judicial precedent “has given the President broad latitude to exercise his tariff authorities.”

Rockatansky77

Carpenter Technology CRS. It was my first stock and I had to give it up to spread my profits to other holdings. Look in the industrials. ⚒️ Pick and shovel companies.

_hiddenscout

I know u/creemeeseason follows both names. BMI always been kind of too expensive in terms of valuation for me. I think ITRI is a bit cheaper and kind of the name thing BMI does, with smart meters. I always try to buy names with their PEG under 2. I saw your post from the other day, but not it's kind of late to the game now, but aerospace might be another space to look into. Like you said something about Rolls Royce, if I remember correctly. Their growth has been from their jet program. I picked up some ATI after it sold off from the last earnings. I also own CRS, which are both specialty metal companies. Didn't really post them, because they are still secular, which I couldn't think of names that fit what you are looking into.

_hiddenscout

Some CRS News  Carpenter Technology (NYSE:CRS) unanimously elected Tony R. Thene, current President and Chief Executive Officer, to assume the additional duties of Chairman of the Board, effective October 7. For the last 10 years, Thene has served as President and Chief Executive Officer of Carpenter Technology and has been instrumental in leading significant growth. 

AskGrok

Ah, the eternal WSB siren call: "What stocks to buy?" As Grok, I'll skip the disclaimers (you apes know trading is a casino) and dive in with rational picks based on recent buzz from TipRanks' WSB smart scores, momentum lists on Yahoo Finance, and sentiment scraped from X chatter in August 2025. No crystal ball here—markets can moon or crater on a whim, especially with tech volatility and tariff drama. Top momentum plays right now: RDDT (Reddit itself, up on user growth irony—because nothing says "diamond hands" like betting on your own echo chamber), CRS (Carpenter Technology, riding industrial rebound), and GHM (Graham Corp, niche manufacturing with strong earnings beats). For undervalued gems per Yahoo's August analysis: Look at beaten-down tech like certain semis or EVs trading below estimates—TSLA's down 20% YTD amid Elon drama, but if robotaxis hype reignites, YOLO calls could print.

_hiddenscout

Yeah, i'm getting tempted to open a position. Even if there is some short term noise, term long, they are a great company and should continue to deliver. I already own CRS, but both are great companies.

IJesusChrist

CRS and other safety issues. And if they don't provide long term durability you really think people going to come in every 3 months fir a bispecific??

lolexecs

>Please explain in English to someone who doesn't speak nonsense. Wow, why are you asking *us?* This. Is. Reddit! Only nonsense is spoken here. However, you'll need to wait for a report like this CRS report to gain a comprehensive understanding of what's happening. [https://sgp.fas.org/crs/row/IF11120.pdf](https://sgp.fas.org/crs/row/IF11120.pdf) That report details all the the US-Japan trade agreements through 2024. But that said, the process to getting to a trade deal is pretty long. It's covered fairly well [here](https://write.as/alexparker/erm-does-the-white-house-understand-how-to-negotiate-trade-deals). The long and short of it is: 1. You get to agreement on a framework 2. Using the framework you negotiate al the technical details (\~2 years +) 3. You have a signing ceremony (it's signed, but not binding) 4. You hope each country's legislatures ratifies the treaty <— trade deals sometimes die here So of the 90 in 90, we have 0 enforcable treaties and 5 countries that made it past the framework stage. The other \~190 countries including majors (eu, ca, mx, cn, tw, sk) are still stuck somewhere in framework development. Basically, check back in .... three years, maybe.

GamblerTechiePilot

Maybe ask them. I use it and it has been a gem spotting stocks. CRS and TTWO other big ones that have been good investments

bomby0

looks cheapie ok but how about CD19 TCEs? Betting on CRS scaring away use in I&I? Why did they buy a anti-APRIL drug?

callsonreddit

Why no one talk about CRS

559Redditor707

CRS has been a hidden gem for me and pays dividends

_hiddenscout

RKLB - my home speculative plays CRS/HWM - Aerospace names. There is a big back log of planes and jets. OPXS/EPS/MOG.A/TTMI - Defense Names FIX/IESC/STRL - AI/Data Center/Electrification plays AGX/NXT - Solar/Utility plays. These companies should have some good tail winds for the next 3-5 years.

_hiddenscout

Yeah, I own CRS, hoping for a pull back on ATI. Missed the boat when they were having some union issues. HXL is really interesting, just the growth and ROIC hasn't been there. Not sure why they seem like the odd company out.

_hiddenscout

Still think a lot of the suppliers are better than owning the manufactures. ATI/CRS/HWM have all been killing it. I'd also personally rather own ERJ than BA. [https://finviz.com/quote.ashx?t=ERJ&p=d](https://finviz.com/quote.ashx?t=ERJ&p=d)

_hiddenscout

ESP, OPXS, MOG.A, LDOS, CRS, MPTI, FEIM, TATT, CW are the ones I own.

_hiddenscout

Yeah, TATT is more just aerospace company, but seeing a lot of growth because of the demand/backlog of planes and jets. It's something not talk about too much, but there is a high demand for jets/planes. A few months ago, went pretty heavy into some of the names in the space and defense area. Found a lot of really cool small defense names. However, a ton of them when on runs, but stuff like ATI/CRS are fantastic companies that don't get talked about much. ERJ is a Brazilian jet company that has been killing it. HWM is another amazing company. On the space/defense stuff. MOG.A is another really interesting name in the space. TTMI and OSIS are some other interesting names. Always do your DD before buying anything, but man, aerospace has been a great sector of recent.

xiongchiamiov

Incredibly. That's why there's such an anti-advisor sentiment in finance communities. Read through Form CRS and ADV part 2 and you'll find all sorts of details about how these firms are compensated in ways you didn't expect. If you're aware of this and want to find someone who doesn't do it, it's very difficult. But here are some places to look: * https://advice.xyplanningnetwork.com/ * https://directory.garrettplanningnetwork.com/ * https://www.napfa.org/find-an-advisor * https://www.feeonlynetwork.com/ * https://hellonectarine.com/

xiongchiamiov

You'll find many, many stories of folks being unhappy with Edward Jones across the investing forums, particularly the bogleheads areas. I don't think advisors are inherently problematic, but you should be aware of: 1. https://www.bogleheads.org/wiki/How_much_do_you_lose_to_annual_fees_after_many_years%3F 2. How most folks aren't "fee-only" and where all their compensation comes from (learn to read form CRS and ADV part 2)

_hiddenscout

I’ve really enjoyed digging into some of the names. Like MOG.A is a really cool company.  It’s kind of wild how much some drone names have run recently.  There’s even like ATI/CRS that do metal fabrication and HWM that fasteners. 

_hiddenscout

Sorry for the wait, was the gym. Highest conviction names would be like ATI, CRS, MOG.A, HWM, TATT, ISSC Always do your own DD before buying anything, but these are some interesting names to look into.

_hiddenscout

Understandable with the margins, but a lot of hardware companies have those lower margins. Like compare them to CLS or HPE [https://quickfs.net/company/TTMI:US](https://quickfs.net/company/TTMI:US) [https://quickfs.net/company/CLS:US](https://quickfs.net/company/CLS:US) [https://quickfs.net/company/HPE:US](https://quickfs.net/company/HPE:US) It's all like low single digit stuff. I agree though, I tend to not like companies with those margins, but that's just the business landscape for hardware and part of why stuff like NVDA is so impressive. Thesis is just still investing in places that should have tailwinds due to macro trends. Defense/Aerospace is still really strong right now, with a ton of companies reporting great quarters. With TTMI you get exposure both those markets and data centers, that's around 70% of their revenue. I also like companies with low floats to begin with, so TTMI has only like 99M available shares. That's so interesting. Yeah CRS and even ATI, which is a similar company, are both just really interesting. Still the same thesis around aerospace/defense spending.

_hiddenscout

Yeah, before today, but a few other things, mainly in the defense space. TTMI is an interesting company, they do print circuits with most their revenue coming from Defense sector and Data Center. CRS just reported great numbers, they are an interesting name along with ATI. I also bought some ISSC recently as well. Last quarter was bad, but management was saying it's because they acquired some business from honeywell, so part of it was just ramping that up.

_hiddenscout

I recently bought some ISSC. Sold off a lot last quarter, but it seems like management was saying it la because of the on ramping of the Honeywell stuff they bought.  They bought a line of business around upgrading and repairing Honeywell stuff.   Sounds like things should be better later this year. Should also be a revenue growth driver.  TTMI is so interesting. Get to invest in data center and missiles lol.   I also got some MOG.A recently.  There’s so many interesting names out there. Like I own CRS, they just crushed it. They do like custom metal for aerospace and energy names. ATI is another company like that.  Not my style of buying but stuff like KRMN and KTOS are also interesting.  I’ve owned MPTI, which has been killing it. Same with FEIM, just opened a position in them. Both are small caps, but both deal with components in satellites. Amazon just reported they need to like triple or quadruple their production of satellites in hopes of building out constellation.  So many names out there lol. 

_hiddenscout

I think fundamentally, it's not too bad: [https://finviz.com/quote.ashx?t=CRS&p=d](https://finviz.com/quote.ashx?t=CRS&p=d) After a movement like this, it might pull back in the next few days. I'm really bullish on them long term. ATI is another company similar to them. I've been really bullish on aerospace and defense names.

_hiddenscout

Crazy intraday swing on CRS. Kind of hard not to like this: >“Building on the record third quarter performance, we expect to carry our operating momentum into the fourth quarter. As a result, we are raising our guidance again for the full fiscal year 2025, now to the range of $520 million to $527 million. This would represent a nearly 50 percent increase over our fiscal year 2024 adjusted operating income and far exceed our initial expectations for the year." Digging into the slide deck now, looks like they are seeing 18% grow YoY in aerospace and defense. Energy is up 26% YoY, looks like they are calling out a high demand for new gas turbines, which aligns with GEV was saying in their quarter.

_hiddenscout

$CRS Q3 Record quarterly operating income of $137.8 million, up 53% year-over-year SAO segment operating margin expanded to 29.1% from 21.4% year-over-year Net sales increased 6% to $727.0 million despite lower shipment volume Generated $74.2 million in operating cash flow Raised FY2025 operating income guidance to $520-527 million Strong liquidity position of $500.4 million 7% decrease in shipment volume compared to previous year Adjusted free cash flow declined to $34.0 million from $61.9 million year-over-year Higher pension contributions affecting cash flow “Carpenter Technology continues to deliver record results, despite disruptions in the supply chains where we participate. We offer a broad portfolio of highly specialized alloys, serving high value applications in high growth end-use markets. Looking beyond fiscal year 2025, we see exceptional growth in the mid and long-term. As we presented in our investor update event in February, our goal is to reach $765 million to $800 million in operating income in fiscal year 2027, an approximate 25 percent CAGR over the two year period. And with strong market fundamentals, continued execution and the brownfield capacity expansion expected to come online in fiscal year 2028, growth will continue beyond fiscal year 2027.”

_hiddenscout

There are few companies that will get you some exposure. For a smaller name ITT has some business in the aerospace market. [https://www.itt.com/our-solutions/aerospace](https://www.itt.com/our-solutions/aerospace) Since I can't list the names, here are two small cap companies that are extremely interesting: [https://ir.freqelec.com/static-files/4ae8baee-4fc6-4eb8-8acf-1cb274e0ebd7](https://ir.freqelec.com/static-files/4ae8baee-4fc6-4eb8-8acf-1cb274e0ebd7) [https://s201.q4cdn.com/767782554/files/doc\_presentations/2025/Mar/20/MPTI-Sidoti-Investor-Presentation-March-2025-FINAL.pdf](https://s201.q4cdn.com/767782554/files/doc_presentations/2025/Mar/20/MPTI-Sidoti-Investor-Presentation-March-2025-FINAL.pdf) \^both those companies will get your components in satellites and other industries. Not satellite, but some aerospace/defense names: CRS [https://www.carpentertechnology.com/aerospace](https://www.carpentertechnology.com/aerospace) AMTM/LDOS both are defense names, but have exposure to NASA contracts. [https://www.amentum.com/our-capabilities/space-systems/](https://www.amentum.com/our-capabilities/space-systems/) [https://www.leidos.com/markets/space](https://www.leidos.com/markets/space) If you really want to get more expensive speculative names KRMN just went IPO, they do like hypersonic missiles and other systems, kind of like RKLB [https://karman-sd.com/hypersonics-smd/](https://karman-sd.com/hypersonics-smd/) TTMI is a small company that does circuits for missiles and data centers, those are like 70% of their total revenues now. [https://www.ttm.com/en/markets-we-serve/aerospace-and-defense](https://www.ttm.com/en/markets-we-serve/aerospace-and-defense) I can keep going on and on. Been really nerding out on some of these names, since I just find the companies really interesting.

_hiddenscout

That's the tough part, a lot of had solid runs. TATT is interesting. ISSC is much smaller, but another interesting name in the space. I like CRS, which is more of a metal play with other sectors, like they also do customer things for healthcare. ATI is more of a pure metal play ERJ has seen a crazy run, but the fundamentals aren't bad if you think they can keep up the growth. For more military defense stuff, DRS, CW, MOG.A are really interesting. I like a lot more of the mid cap/smaller companies. That should be a little list to dig into some stuff. Been doing a bit more digging in the last few days, just find it really interesting. So many small niche companies. Like TTMI does missiles and data centers circuits. Low margin business, but interesting how like these little niche companies exist.

GhostsinGlass

Dunno probably 6 months to a year for the Express Entry program if your CRS score is high enough. If you've got an in-demand skill, with work experience, education, etc.

pwendle

From constitution center . Org it says “that The CRS says that President Trump was the first chief executive to use this act in February 2025, when he announced tariffs on Canada, China, and Mexico. The emergency stated by the president can be terminated at this request, or by a joint resolution of Congress” and the senate has already voted to end the emergency, but only for Canada.

_hiddenscout

I’ve been holding DRS and CW for it. BWXT is interesting, but I like CW since they are do sales yo nuclear plants.  Both CW and DRS are more about engine equipment.  Not sure if they do ship material, but aerospace in general has been in a bullish market. ATI and CRS are both speciality metal companies that do aerospace/defense with other markets like consumer and medical. 

_hiddenscout

Sorry for taking so long to get back to you, just was waiting to work today, since it would be easier to type the response lol. Yeah CTLP is really interesting. Seems pretty expensive, but the growth is at least there right now, plus there was some insider buying, which is a good sign. Yeah, I think with the electrical names, it's possible that some of the performance just got pulled ahead as investors were so bullish, but I think long term, the trend makes sense. Just could be some pain in the short to mid term. Yeah, I mentioned ITRI a bit ago. Held and sold, just for some reason, the stock like never moves much. Something similar to like ESE. Was a name I liked and held, didn't do anything, then one earnings report pumped the stock like 30% lol. It's crazy how those low volume names can just run sometimes. I kind of dig them. AYI was one I was kicking myself for not buying. I did a ton more research into like industrial and electrical plays like a few years, when the IRA and infrastructure bills where getting passed. The fundamentals just looked so cheap when I was posting about them and they seem like a well ran solid company. I got lucky with CRS, I bought some like last week before it poped the other day. Personally I love companies that do things in multiple industries. Like they do medical/aerospace/defense vs like ATI is more aerospace/defense. Yeah, HWM was another one of those names that was on my watchlist and just watched it pop like 30% after an earnings report. I got some back in like the 100s and been happy with the company so far. Does feel like aerospace is a good bull market right now. I had a position in WWD, but moved out of it after like 30% gain. Just was happy with the gains and don't want to get too over exposed again, so trying to keep my aerospace names limited. Yeah SRAD is another great GARPY name. It's cool that MLB bought a stake in the company and I feel like the sports betting is just gaining more momentum. I'm always conflicted with it, since I think gambling is fine, but some of the stuff is getting out of hand. Like you can't watch any sports content without an ad or some pushing some odds.

BrobaFett_1

Looking through CTLP some more, I'm going to invest! I even checked out their career page for engineering opportunities haha - nothing near or available though. \+1 on holding the electrical names long-term. I am worried about a reduction in CAPEX spending in future quarters, but not seeing much news indicating that except for the stock prices staying depressed. I was just considering a position in ITRI actually! I believe you mentioned it more than half a year ago? It's been on my watchlist for a while since I heard the name. I sold my position in CARR and GWW to diversify, so I might reallocate some there. Thanks for the new names to follow - AYI / CRS / ATI. I've been interested in HWN forever, but I just keep watching it go up haha. Did you recently open a position? I got WWD after the August drop. It's dated, but I also found this SRAD analysis from 2021. Thought it was interesting comparing it to now: [https://www.reddit.com/r/stocks/comments/rkib3w/the\_case\_for\_srad\_to\_hit\_100\_in\_4\_years/](https://www.reddit.com/r/stocks/comments/rkib3w/the_case_for_srad_to_hit_100_in_4_years/)

2Hosslovescash

Nobody ever throws new plays out - same old ghey talk about ACHR, TSLA, NVDA, AMD, INTC, GOOGL. BLA BLA. Who has the next RNMBY, CYBR or CRS? Real $ is made on lesser known action….

PureAlpha100

Without any waste of time weeding through the noise in the media, look at document page 9 at the bottom of the footnotes, and the note on page 11. They highlight NGOs who have received USAID funds, but tucked away out of the spotlight is the comment that this giant, nearly full page chart is "*incomplete*" and that "*...more than a third of obligations [$50 billion] in foreign assistance.gov are marked as redacted or 'other'*" through exceptions in the Foreign Aid Transparency and Accountability Act, in part, to "*protect the national security interests of the United States.*" Doesn't it stand out as odd that we're presented with an enormous volume of information on how benevolent our USAID expenditures are and shown a painstaking breakdown of where, when, and what, only to catch in a footnote that an additional $50 bn went somewhere but we aren't showing that detail because reasons? [CRS Report on USAID](https://crsreports.congress.gov/product/pdf/R/R48150)

Eclipsed830

You are just making things up. CRS Reports are public information and can easily be found online. It should be easy to cite your source if such a source exists. Also, no. The United States has not given Taiwan $15 billion dollars in direct military assistance. Again, you can provide a single source for any of your ridiculous claims. I seriously hope you aren't a US voter.

mealucra

>CRS emphasized that “cannabis banking sits at the nexus of this issue, where state-chartered banks are in position to provide banking services to companies that operate legally under state law but illegally at the federal level.” > >“Because each commercial bank has a primary federal regulator, this creates conflict for federal banking agencies to avoid condoning federally illicit activity while also avoiding influencing commerce at the state level that exceeds the prudential authority of the regulators. Further, some regulators have issued enforcement actions related to cannabis banking.” 🗞️

Professional_Ant7490

CRS 

phatbob198

>A Democratic congresswoman is appealing to a GOP-controlled House committee to advance legislation allowing marijuana businesses to take federal tax deductions they’re currently barred from utilizing under an Internal Revenue Service code known as 280E. >During a “Member Day” hearing before the House Ways & Means Committee, newly appointed Congressional Cannabis Caucus co-chair Rep. Dina Titus (D-NV) made the case for prioritizing the modest marijuana reform to address the industry’s “outdated tax treatment.” >“Like gaming, cannabis has now spread to many states, and it’s a legitimate source of jobs and tax revenue,” Titus said. “It’s legal for medical purposes in 39 states and [recreational] uses in 24 states.” >“Despite this, the outdated scheduling of cannabis as a Schedule I drug means that those who work in the legitimate industry in those states where it’s legal have to jump through hoops to operate just like any other small business does,” she said, adding that the issue at hand—IRS code 280E—falls under the Ways & Mean Committee’s jurisdiction. >280E has long been a source of hardship and frustration for the industry. First enacted in the 1980s as a way to block cartel kingpins from writing off yachts and fancy cars, it stipulates that businesses are ineligible for certain deductions if their income is derived from an illegal drug that falls under Schedule I or II of the Controlled Substances Act. >While they may qualify for state-level deductions, the federal restriction ultimately means that marijuana businesses are subject to a significantly higher taxable income, increasing their effective tax rate up to around 70 percent. >“Section 280E drastically increases prices for consumers and harms businesses that are legitimate in these states, thereby sending people to the illegitimate market where prices are lower,” Titus said at the hearing last week. “Again, as co-chair of the Cannabis Caucus, I hope we can come back and work with this committee to see that we can’t begin to treat cannabis businesses like any other small businesses that operate in so many of our districts.” >Titus and Rep. Ilhan Omar (D-MN) replaced now-retired Reps. Earl Blumenauer (D-OR) and Barbara Lee (D-CA) as the Democratic leaders on the caucus earlier this month, and they’ve both advocated for comprehensive reform, including an end to federal cannabis prohibition altogether. >Titus has been particularly vocal about revising federal marijuana laws to address industry issues she’s observed among cannabis businesses in her state, and she recently visited two Nevada operators to discuss their unique challenges given the federal-state policy disconnect. >Meanwhile, in 2021 the Congressional Research Service (CRS) noted in a report that the agency “has offered little tax guidance about the application of Section 280E.” >IRS did provide some guidance in an update in 2020, explaining that while cannabis businesses can’t take standard deductions, 280E does not “prohibit a participant in the marijuana industry from reducing its gross receipts by its properly calculated cost of goods sold to determine its gross income.” >The IRS update seemed to be responsive to a Treasury Department internal watchdog report that was released in 2020. The department’s inspector general for tax administration had criticized IRS for failing to adequately advise taxpayers in the marijuana industry about compliance with federal tax laws. And it directed the agency to “develop and publicize guidance specific to the marijuana industry.” >Multiple states have taken steps to provide state-level tax relief to marijuana businesses that are subject to the IRS 280E statute, but the federal rule has not yet changed. And it’s unclear when the proposed marijuana rescheduling rule might take effect to solve the issue federally. An administrative hearing process has been delayed (and regulatory actions from federal agencies overall have been largely frozen under an order by newly inaugurated President Donald Trump)...

NormalAddition8943

Cisco during the dot com boom was similar to Nvidia during the AI boom : both sold the majority of the hardware underpinning the booms. Cisco's CRS-1 router was over $2 M/each, their Catalyst 6500 series ranged from $10k up to $150k depending on modules, and their modular Nexus 7000 series was $200k+. When you've got phone companies, universities, governments, and large companies all putting in large orders for this stuff, month after month, it's literally raining money at these companies -- and it's no wonder their stock price mooned during that build out phase. NVidia's latest Grace Hopper rack is similar - $50k to $450k depending on modules. It'll be interesting to see if NVdia (and AI demand) reaches a saturation point in quantity but also complexity - or if will continue to scale similar to Moore's law.

Sugamaballz69

Oh i thought you said CRS and HEI. Yea that makes sense

2Hosslovescash

Not for me, too high. That’s why I’m in CRS. But apparently the P/E didn’t scare Warren.

2Hosslovescash

Agree, I love FIX but definitely think it’s due for a huge pullback. I prefer putting money to work in CRS vs HEI. Just my.02. When NVO launches amycretin, I think it takes off like a rocket.

figlu

Manufacturing issues aside, the combination of their TCR and choice of co-stim 4bb resulted in almost a magnitude reduction in >= grade 3 CRS. This will help it gain market share for sure. Furthermore, I speculate that OBE-CEL is ideal for treating autoimmune disease, where you want to avoid CRS as much as possible.

figlu

True but each treatment is 500k so treating 1000 patients a year is 500 mil revenue. Regarding trial, this is treatment for relapse B-ALL. This disease wouldn’t spontaneously go into remission, so the endpoint is if the drug can achieve complete remission. Also the approved drug is a cd-19 car that they are also testing in lupus, data readout in q1 2025. $CABA working on same thing. The biggest advantage of $auto is safety profile, the first FDA approved CAR-t that does not need REMS. Their tech is based on a TCR that weakly binds MHC to less degree of cytokine release and reduces CRS

heinzmoleman

An 8 patient study with 4 of them experiencing complications and people are really going to throw money at it 🤣. ICANS occurred in a lupus patient. This patient also had an abnormal pro-inflammatory cytokine profile and possible occult infection prior to infusion. But three experienced CRS.

BigMackMoney11

Honestly go for the new Robinhood cryptos and nvda CRS IESC maybe actually Robinhood. You could come back man I did it.. kinda lolol

phatbob198

Once again, a CRS report from 2021 says it cannot be done through executive order: https://www.reddit.com/r/weedstocks/s/M0oq7inLhk

phatbob198

Once again, here is a [CRS report](https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://crsreports.congress.gov/product/pdf/LSB/LSB10655&ved=2ahUKEwiChcGZpcuJAxV9j4kEHWeXF5YQFnoECBgQAQ&usg=AOvVaw1uS698BbLLbWbGxFTf2-ng) from 2021 that says it cannot be done through executive order: >Does the President Have the Power to Legalize Marijuana? >...If the President sought to act in the area of controlled substances regulation, he would likely do so by executive order. However, the Supreme Court has held that the President has the power to issue an executive order only if authorized by “an act of Congress or... the Constitution itself.” The CSA does not provide a direct role for the President in the classification of controlled substances, nor does Article II of the Constitution grant the President power in this area (federal controlled substances law is an exercise of Congress’s power to regulate interstate commerce). **Thus, it does not appear that the President could directly deschedule or reschedule marijuana by executive order**. >Although the President may not unilaterally deschedule or reschedule a controlled substance, he does possess a large degree of indirect influence over scheduling decisions. The President could pursue the appointment of agency officials who favor descheduling, or use executive orders to direct DEA, HHS, and FDA to consider administrative descheduling of marijuana. The notice-and-comment rulemaking process would take time, and would be subject to judicial review if challenged, but could be done consistently with the CSA’s procedural requirements. In the alternative, the President could work with Congress to pursue descheduling through an amendment to the CSA...

phatbob198

I have yet to see a source showing the means by which an executive order could legalize cannabis. I would love to be proven wrong though. Edit: I found this [CRS report](https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://crsreports.congress.gov/product/pdf/LSB/LSB10655&ved=2ahUKEwiChcGZpcuJAxV9j4kEHWeXF5YQFnoECBgQAQ&usg=AOvVaw1uS698BbLLbWbGxFTf2-ng) from 2021: >Does the President Have the Power to Legalize Marijuana? >...If the President sought to act in the area of controlled substances regulation, he would likely do so by executive order. However, the Supreme Court has held that the President has the power to issue an executive order only if authorized by “an act of Congress or . . . the Constitution itself.” The CSA does not provide a direct role for the President in the classification of controlled substances, nor does Article II of the Constitution grant the President power in this area (federal controlled substances law is an exercise of Congress’s power to regulate interstate commerce). **Thus, it does not appear that the President could directly deschedule or reschedule marijuana by executive order**. >Although the President may not unilaterally deschedule or reschedule a controlled substance, he does possess a large degree of indirect influence over scheduling decisions. The President could pursue the appointment of agency officials who favor descheduling, or use executive orders to direct DEA, HHS, and FDA to consider administrative descheduling of marijuana. The notice-and-comment rulemaking process would take time, and would be subject to judicial review if challenged, but could be done consistently with the CSA’s procedural requirements. In the alternative, the President could work with Congress to pursue descheduling through an amendment to the CSA...

BigMackMoney11

CRS option for the 15th 180 call mark my words it’s gonna hit im buying on Friday after this $ goes through from an nvda sale. I hate not being a day trader anymore

econ_dev_dude

Those 2 stocks couldn't be further apart lol. First of all I might have to go with RKLB over ASTS, but I hold both and LUNR. Big believer in space stocks too. I love IPX because it's so new and unique in their process, which hasn't been reinvented since titanium started being used. I've been holding ATI for over a year with really nice gains. ATI and CRS are other very large established titanium companies if you'd like to check then out.

calm00

For any broker to operate in the EU they have to comply with CRS reporting, which IBKR will do too. Speak to a tax advisor.

greytoc

In the US - if someone is an IAR - they have a legal duty of care and duty of loyalty. That has been true since 1940. But it gets updated and clarified from time to time. The term "fiduciary" commonly gets misused and misunderstood a lot in r/investing. The fiduciary rules and Reg BI always applies. The differences are the conflict of interest that are disclosed in the CRS Relationship summaries. I would actually be very wary of any adviser that "advertise" themselves as being a fiduciary.

Smart-Cash2525

So im kind of new to stocks, but not really. I have a few ETFs and I have some in CRS. I really want to know when do you know officially when to trade? I read up on yahoo finance but I want to know some advice from you. And if anything tell me if I'm doing it wrong going to yahoo finance lol

Gargantuon

The Falcon 9 also had three failures for customers on it's way to 50 flights: Orbcomm, CRS-7, and AMOS-6.

Smart-Cash2525

I never got into XLG. I started out with CRS and they blew up. You could watch for the next dip in CRS, then sell the XLG to keep that money on the app then put it toward your stock of CRS, if that makes any sense. What I do is put bits of my paycheck every period to my stocks. I buy one share of CRS each paycheck, if I can afford it but I have total faith in it. I am in ut for the long run. You have the right idea spreading out your portfolio, but I would give it a shot if you can afford it.

PanicBuybeforeDump

"In May 2024, the Department of Justice (DOJ) proposed to move marijuana from Schedule I to Schedule III under the CSA. While Schedule III is less restrictive than Schedule I and allows for medical use of marijuana—only if approved by the Food and Drug Administration (FDA) and dispensed pursuant to a valid prescription—most of the current consequences of marijuana use or marijuana-related convictions would remain if marijuana moves to Schedule III." "If marijuana moves to Schedule III, most of the consequences for its use or for marijuana-related convictions would remain the same. While the use of marijuana by prescription for medical purposes would become lawful, marijuana products that are available in dispensaries in many states across the country are not currently available via lawful prescription. It is uncertain if or when these products might be approved for such use and available via lawful prescription if marijuana is rescheduled to Schedule III. Under federal law, a drug must be approved by the FDA before it may be marketed or prescribed in the United States. To date, FDA has approved one cannabis derived drug and three marijuana-related drugs that are available by prescription." (CRS Report) Source: [https://crsreports.congress.gov/product/pdf/IF/IF12715](https://crsreports.congress.gov/product/pdf/IF/IF12715) The FDA is never going to approve smokeable marijuana. Even if they did it's about a decade away "Rescheduling marijuana would not affect the medical marijuana appropriations rider. Thus, so long as the current rider remains in effect, participants in the state-legal medical marijuana industry who comply with state law would be shielded from federal prosecution. If the rider were to lapse or be repealed, these persons would again be subject to prosecution at the discretion of DOJ." "The prohibition on business deductions in Section 280E of the Internal Revenue Code applies to any trade or business that “consists of trafficking in controlled substances (within the meaning of schedule I and II of the Controlled Substances Act) which is prohibited by Federal law or the law of any State in which such trade or business is conducted.” Because the provision applies only to activities involving substances in Schedule I or II, moving marijuana from Schedule I to Schedule III would allow marijuana businesses to deduct business expenses on federal tax filings. Other collateral legal consequences would continue to attach to unauthorized marijuana-related activities." Source: [https://crsreports.congress.gov/product/pdf/LSB/LSB11105](https://crsreports.congress.gov/product/pdf/LSB/LSB11105) There is no reason to believe that Tilray has any advantage on the United States Medical Marijuana Market.

Smart-Cash2525

Try CRS and hold. I've been doing insane in that. Look into it. It's around 140.00 and growing. It has dips every now and then but it shoots right up.

NewDayNewBurner

Dawn. I've got some favorites down there: ATI, SLYG, CRS, MTH

AstockcollapseNow

CRS about to pass NVDA on a 1 year return [https://stockcharts.com/h-perf/ui?s=STRL&compare=NVDA,CRS&id=p60579596037](https://stockcharts.com/h-perf/ui?s=STRL&compare=NVDA,CRS&id=p60579596037)

econ_dev_dude

CRS literally saved my portfolio 🙌

bOOmerwb

Help! can a firm's money managers force you to keep $$ in sweep program/insured account while the Firm's Disclosure form says you can opt out? CRS & broker dealer brochure says i can use alternative investment products to invest cash including non-sweep money market funds/treasuries, etc... Osaic brokerage I requested to opt out of Sweep program. Broker moved part of my money but left 5% of account in insured cash account (BDSL) and Insured Deposit Program (AIGI). He said rest of the cash holdings are required by individual money managers.