Sell BA by Aug 24, 2026.

so italy quietly dumped the kc46 plan and signed for six airbus a330 mrtt tankers instead. looks like a boring defense headline but retail investors are completely missing what this actually means under the hood. obviously boeing takes the first hit losing a tanker deal in a major nato country is a brutal look and hurts the backlog. but look two steps ahead. airbus isn't just delivering planes; they’re gonna be doing all the conversion, spares, and multi-year mro (maintenance/repair) …