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01-14 10:30

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@Barcode：$Boeing(BA)$ $Airbus SE(EADSY)$ $iShares MSCI Qatar ETF(QAT)$ ✈️📈🚨 Boeing vs Airbus: The Order Book War Just Flipped 🚨📈✈️ Boeing $BA just reclaimed the global commercial aircraft sales crown for the first time since 2018, logging 1,175 gross orders in 2025 vs 1,000 for Airbus $EADSY, ending a 7-year losing streak that began after the 737 MAX crisis. That shift is not cosmetic. It is a structural demand, pricing, and backlog inflection that directly feeds revenue visibility, margin expansion, and free cash flow normalisation into 2026. Institutional positioning is already front-running that re-rating. 🚨 $3.8M in long-dated call premium just hit the tape on $BA 320C 15Jan2027, a deep-OTM, multi-year convexity trade expressing bullish delta, gamma and vanna exposure into a full Boeing recovery cycle. This is dealer-hedging sensitive flow. As spot rises, market makers must buy stock, reinforcing upside momentum through positive gamma feedback loops. 📈 Price, Structure and Momentum $BA is breaking higher through post-crisis recovery ranges as capital rotates into industrials, defence and global transport alongside strength in $DJI, $SPX, $XLI and $ITA. That cross-asset alignment matters. When aerospace leads while indices trend, it signals risk-on positioning and cyclical re-rating. 📦 2025 Deliveries Reality Check • $BA: 600 jets, best year since 2018 • $EADSY: 793 jets, 7th straight delivery crown Airbus still wins on near-term factory throughput, but Boeing is now winning the order book, which controls future production slots, pricing power, supplier leverage, and valuation multiples. Orders create backlog. Backlog creates earnings. 📊 Backlog, Pricing and Visibility Boeing’s 2025 orders were anchored by a record Qatar Airways wide-body deal, locking in multi-year international demand just as global travel, fleet replacement cycles, and long-haul utilisation accelerate into 2026. That is where operating leverage and cash-flow torque are born. ✈️ Macro and Cross-Asset Tailwinds Rising defence budgets, sustained air travel demand, and easing supply-chain constraints are pushing capital into aerospace, defence and industrial cyclicals. That tailwind is visible across $LMT, $RTX, $GE and $BA, reinforcing a sector-wide regime shift. 📈 Why this matters for the tape Airbus dominates today’s output. Boeing is capturing tomorrow’s revenue. When order leadership, delivery recovery, long-dated call flow, and dealer gamma dynamics all align, that is how a multi-year aerospace breakout begins. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerObserver @Daily_Discussion @TigerStars @TigerPicks @TigerWire
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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