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 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 

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 

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 

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com  … Show more

The selloff in smaller space stocks after SpaceX's IPO is an opportunity: it was mechanical rotation into the new benchmark, not a rerating, as Rocket Lab was sold the week it joined the Nasdaq 100. Satellites bill monthly for years while rockets get paid once; AST SpaceMobile stands out with approval and launch cadence. SpaceX is the core holding, Rocket Lab's Neutron the second-mover bet; Firefly, Virgin Galactic and Momentus are lottery tickets or survival cases. Suppliers are ballast. x.com  … Show more

FTAI Aviation is one of the most mispriced names in the power trade after falling nearly 50% from its high. It owns the largest pool of 737 engines on earth; airlines cannot get new engines, so old ones fly longer, and with fuel up 70% airlines are dumping jets, letting FTAI buy engines cheap. It is converting those engines into data-center turbines for 2027 delivery, while GE and Siemens quote 2029, with a $1.465B order in hand. Three sold-out markets, one engine, under 10x next year's EBITDA. … Show more

Legacy defense contractors such as Lockheed Martin, Boeing and RTX face new competition that is coming to eat their lunch. @damianplayer notes Anduril built a new Apache-launched drone weapon in six months that flies 286 miles and, in one version, hits as hard as a Hellfire missile, when defense projects used to take 20 years. An Anduril IPO is more exciting than SpaceX's. x.com 

Boeing, Northrop Grumman and Lockheed Martin look like losers from NASA budget cuts, because NASA money is shifting from government programs to efficient private providers rather than simply shrinking. Boeing faces structural pressure from high costs and NASA dependence, Northrop carries risk on large projects such as SLS, and Lockheed takes a direct hit from smaller government budgets. Rocket Lab, SpaceX and Planet Labs win. Per SpaceNews, NASA's Isaacman defended the budget despite steep cuts. … Show more