Elon Musk Spooked Howmet. GE Just Validated the Bull Case
Elon Musk's SpaceX plans and GE's $11.75B deal suggest turbine blade shortages remain one of aerospace's biggest bottlenecks.
Big aerospace companies need special turbine blades (parts that spin really fast), and they're hard to find right now. When GE buys a blade company for billions of dollars, it shows these parts are super important and companies are willing to pay a lot for them.
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