Speculation: Boeing and GE bosses are going to China to secure a 500-plane deal < off topic>

raytoei · 2026-05-11T22:27:28+00:00

=== SUMMARY === - The post speculates that Boeing and GE executives are traveling to China to finalize a 500-plane deal, including 737 MAX and 777 widebodies powered by GE engines, plus a separate GE engine supply deal for China’s Comac C919. - The author holds a large GE position (half their portfolio since 2018) and believes the deal is more likely now due to last-minute trip confirmation from GE, though they view GE shares as possibly “too late” to buy. - Quality assessment: Speculation and personal opinion, not well-researched DD; essentially a rumor-driven thesis with limited supporting data. === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - GE | direction: WATCH | confidence: 0.55 | sentiment: +0.70 Speaker: u/raytoei Thesis: 1. THE FACT: The post claims GE’s boss is confirmed going to China; author speculates a 500-plane deal and C919 engine supply will be signed, boosting GE’s engine business. 2. THE BRIDGE: If the deal materializes, it would provide a major revenue catalyst for GE Aerospace (GE’s engine division), potentially lifting the stock beyond its current levels. 3. THE VERDICT: The author is personally very bullish but admits it may be too late to enter; the trade is a watch-and-confirm play rather than an immediate entry. 4. RISKS: Deal may be postponed or fail; China tensions could escalate; GE already priced in some optimism; the post is pure speculation with no confirmed orders. Timeframe: medium-term Key Points: - 500-plane deal would be huge catalyst - GE engine monopoly on 737MAX & 777 - C919 engine deal adds China exposure - Author’s large personal stake biases view - Entry at current price may be late TICKER - BA | direction: WATCH | confidence: 0.40 | sentiment: +0.30 Speaker: u/raytoei Thesis: 1. THE FACT: The post speculates Boeing will sell 500 planes to China, including 737 MAX and 777s, which would help Boeing’s order book and China market re-entry. 2. THE BRIDGE: A large Chinese order would be a significant positive for BA, p

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The post speculates that Boeing and GE executives are traveling to China to finalize a 500-plane deal, including 737 MAX and 777 widebodies powered by GE engines, plus a separate GE engine supply deal for China’s Comac C919.
The author holds a large GE position (half their portfolio since 2018) and believes the deal is more likely now due to last-minute trip confirmation from GE, though they view GE shares as possibly “too late” to buy.
Quality assessment: Speculation and personal opinion, not well-researched DD; essentially a rumor-driven thesis with limited supporting data.

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Speculation: Boeing and GE bosses are going to China to secure a 500-plane deal &lt; off topic&gt;

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Speculation: Boeing and GE bosses are going to China to secure a 500-plane deal < off topic>