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 

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'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 

Archer Aviation could become a 'Mini Monster' if its planned Boeing deal adds a defense business to help finance Midnight. Insitu has over $200M in annual revenue and is profitable per Boeing, but cash flow and synergies are unproven. At roughly $2.4B pro forma enterprise value before further burn, the next 12 to 24 months must show a closed deal, audited margins, certification progress and defense production awards. Delays or faster dilution could break the case. x.com 

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 

GE Aerospace's premium valuation looks hard to justify as margin expansion slips to 2028. Services are guided to low-double-digit growth with flat margins in 2027, while faster-growing original equipment could keep overall margins flat. Roughly 10-12% revenue growth would imply about $1.2-1.3B operating profit growth, down from about $1.9B in 2026, against a 35-38x multiple. Q3 departures rose only 1%, with prolonged Brent above $100 a further near-term risk. x.com 

Doncasters' earnings look relatively certain over the next three years, making the stock look quite cheap. Aerospace jitters center on JBLU and Elon Musk entering the blades and vanes market, but SpaceX might supply only its own needs and has no chance of external sales until 2031 or later. x.com 

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

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 is getting a new life as a streamlined jet engine maker, and its chart pattern targets $390. x.com