jetcityimage I began covering RTX (NYSE:RTX) (back then still known as Raytheon Technologies) back in November when I assigned an Overweight. My thesis was largely based on the confluence of a heavily discounted valuation in light of the recent GTF issues and a promising portfolio benefitting from the current aerospace upcycle, especially driven by Collins' aftermarket strength. In January I commented on RTX's Q4 and FY23 earnings which reaffirming my conviction as the company demonstrated strong execution ...