So I'm feeling reasonably insulated holding RKLB and ACHR atm. Tell me why I am wrong.

RKLB especially, military contracts, and even with a downturn a global reliance on rocket launches to keep everything running. New rocket coming, and the simple longevity of the industry.

ACHR, military contracts and the fact that these things were only going to be sold to the super rich, Dubai etc to start with anyway who will still be able to afford these just to show off.

Their manufacturing costs could go up, but relative to their RnD and other huge costs anyway, it wont be as high a percentage of their total operating costs, plus some will be passed on.

Im not going to write about their P/L etc. etc. you can read that on your own time.

Maybe I am wrong.