Sell GE by Oct 6, 2026.

GE Aerospace is a genuinely high-quality business with real earnings power, but the market has priced in a trajectory that the current fundamentals cannot yet justify, and the Samsung-driven chip selloff yesterday is a useful reminder of what happens when peak-cycle pricing meets a reality check. **The mechanism and the numbers** GE Aerospace trades at a trailing P/E of 47.1x and a forward P/E of 50.8x. That forward multiple expanding above the trailing multiple is an unusual signal, it typically …