Boeing's 737-10 backlog can turn into cash only if deliveries ramp. Its largest, highest-seat-economics MAX variant has 1,555 firm orders, about 30% of the MAX book, and rivals the A321neo; airlines pay most on delivery. A complete MAX family could retain carriers through shared training and parts. The muted stock reaction is a discount window for patient delivery bulls only if they can sit through production-rate, quality and airline-induction delays; certification brings no immediate cash. … Show more

Boeing has political tailwinds the stock isn't reflecting. Trump loves the company, China just ordered 200 more planes, and talks are underway on building more defense products, yet the shares are barely moving. x.com 

Boeing's margins are low because of business problems. Replying to a post flagging its roughly 357x forward P/E, the market is pricing a recovery in metrics by 2028, which is why its longer-term multiples look less extreme. x.com 

AMD, Nvidia and Boeing could benefit as big deals look increasingly possible around the mid-May Trump-Xi meeting. China might get advanced AI semiconductors and some tariff reduction, while the US might get an ally to push Iran to reopen the Strait of Hormuz, plus rare earth supply. x.com 

Boeing's FAA approval could trigger a breakout from its long diamond consolidation, as the stock jumped on heavy volume. A monthly close above $260 in August would be a big deal, since it has not done that since 2019, nearly seven years ago. Clearing that level could start a much larger long-term move. x.com 

Tesla near Elon Musk's last purchase price of $389.28, from September 2025, is gold, and Musk is now heading to China with Trump. x.com 

Boeing is set to run higher as production increases. FAA approval appears imminent, and its production facility is reportedly ready to ramp in July. The first target is $230, then $260, with a measured move to $275. x.com 

Drone and autonomy stocks are where government money is going next, as Trump pursues funding deals to boost domestic drone production. Dell is up over 50% since Trump said to buy it, and drone names could do the same once he announces picks. The list spans AeroVironment, Kratos, Red Cat, Ondas, Draganfly, Unusual Machines, Swarmer and Palladyne AI; counter-drone names DroneShield and L3Harris; and primes Northrop Grumman, Lockheed Martin, Textron, General Dynamics and Boeing. x.com  x.com 

Boeing, alongside GE, is preferred over the Honeywell Aerospace spin-off because it has more credibility in aerospace. Honeywell Aerospace reiterated guidance two months ago, then missed and cut its organic growth outlook by half, and its management needs time to mature. x.com 

GE Aerospace earns most of its money servicing a huge installed engine base, and record air traffic keeps that base turning. Engines sell at up to 70% off, while shop visits bring up to 70% of lifetime revenue; services were about 70% of 2025's $42B revenue, with a $210B backlog. At 43x earnings versus a 37x five-year average it is not cheap, a premium backed by the end of the conglomerate discount, margins and visibility. A correction would come only with a normal general market pullback. x.com  … Show more