Jack of All Trades: SKORE 01.06.2026
AAR: BUY 7.5/10 - Aviation aftermarket strength with defense tailwinds, tariff risks. PENG: BUY 7.0/10 - AI infrastructure transition executing but semiconductor controls remain concern. ANGO: BUY 7.4/10 - Med tech turnaround at profitability inflection, CPT I code catalyst.