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Aeroméxico has premium demand, loyalty scale and record-margin evidence after its U.S. listing, but the Delta JCA, MEX constraints, fuel, FX, engine issues and a negative equity balance sheet make the setup high risk.
AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
Archer has enough liquidity to make the eVTOL race worth watching, but the filings still show a pre-revenue aircraft company burning cash while certification, manufacturing, launch operations, conditional orders, and IP fights decide whether Midnight becomes a