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08:19
May 19
Noah Smith Economist; ex-columnist, Bloomberg Opinion Noahpinion
The article explicitly mocks Rheinmetall's CEO for dismissing Ukrainian drone innovation, then contrasts a $500 drone with a ~$5 million Rheinmetall tank, arguing that drones are 'three orders of magn
The article explicitly mocks Rheinmetall's CEO for dismissing Ukrainian drone innovation, then contrasts a $500 drone with a ~$5 million Rheinmetall tank, arguing that drones are 'three orders of magnitude more versatile' and that a day's drone production can destroy a year's tank output. This directly challenges Rheinmetall's core product line and suggests structural obsolescence. Risk: Rheinmetall may pivot to drone production or counter-drone systems, but the cost structure and industrial base are heavily tilted toward traditional platforms.
RHMNY

About RHMNY Analyst Coverage

Buzzberg tracks RHMNY across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked.