No hard numbers from a DD perspective to back my thesis here but would love to get your thoughts.
The US government has established precedent in taking stakes in public companies as they’ve done with Intel and reportedly will do with a few Quantum companies.
My thesis: Boeing is next in line for an investment from Uncle Sam and will see a meaningful bump in stock price once it’s announced
\- it can be don’t under the premise of national security
\- importantly, Boeing is a duopoly and the other company (Airbus) is European, so Trump gets to help an American company win without hurting a direct American competitor in the process
Disclosure: I have a very small stake in Boeing that I first bought into in early Jan 2020 (lol) and then DCA’d down a few hundred bucks average up to a current whopping 7 shares