Boeing is the clearest beneficiary of Trump's May 14-15 Beijing trip. CEO Kelly Ortberg is traveling with him, and industry sources say talks may cover 500 737 MAX jets plus dozens of widebodies, China's first big Boeing order since 2017; Ortberg said in April a near-term order needs government backing. Risks: Trump's last China visit brought a 300-plane, $37B deal that later stalled, and Airbus has won about $55B of Chinese orders since 2025. The news should be priced in by May 15, then sold. … Show more

Magellan Aerospace could gain recurring work from Boeing's $20B Navy contract for next-generation Super Hornets (F/A-XX), since it supplied Boeing components for the predecessor F/A-18 Super Hornet. Its past work includes F-18 fuselage frames, landing-gear components and GE F414 engine components. Nothing is set in stone and what carries over is unclear, but it should be a nice win for its US facilities. x.com  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 

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 

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 

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 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 

Northrop Grumman shows a bullish disconnect: the stock is pricing in supply chain issues and lagging near its lows, while sales are surging and the government is ready to spend $1.5 trillion on new arms. 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 

Defense stocks such as Kratos, AeroVironment, Ondas, Northrop Grumman and L3Harris are trading as if global leaders had turned into pacifist hippies, which is probably not the case. x.com