Boeing Soars: Just Another 'Next Year' Promise? - Investors Rejoice!

Okay, so Boeing's CFO, Jay Malave, is saying they're gonna be cash-flow positive next year. Right. Like I haven't heard that song and dance before. Shares jumped 8% on the news? Seriously? People are *still* buying what Boeing's selling? Boeing is leading the stock market higher today, as next year’s cash flow is looking better

Boeing's "Trust Us" Tour: More Like a Clown Show

The "Trust Us, We're Totally Fixed Now" Tour Malave, who apparently just waltzed into the CFO gig in August, is trotting out the usual lines. Increased 737 Max and 787 Dreamliner production, reduced inventory... it's the corporate bingo card of "everything's fine!" He even claims they're "very comfortable" with hitting that $10 billion cash generation target eventually. "There’s just no reason why we can’t get to that once we get to these higher rates on the aircraft,” he said. Oh, *really*? Let's be real, Boeing hasn't had positive free cash flow since 2023. That's not a blip; that's a trend. And suddenly, because a new CFO says so, we're supposed to believe everything's sunshine and rainbows? Give me a break. And what about the elephant in the room? The 737 Max 10, which, surprise, probably won't get certified until late 2026, pushing deliveries into 2027. So, the "higher deliveries" they're banking on... might be delayed? Shocker.

Stocktwits: Where Dead Bodies Don't Matter (As Long as Stock Goes Up)

The Stocktwits Hype Machine Of course, Stocktwits is all hopped up on hopium. One user practically orgasmed, saying the CFO was hinting at "FCF margins about to explode!" I'm sure they're also invested up to their eyeballs. Retail sentiment on Boeing stock on Stocktwits was in the ‘bullish’ territory, albeit with a higher score. Okay, great. So a bunch of amateur traders are hyped. That's usually a great sign, right? (Spoiler alert: it's not). And let's not forget the "hefty amount" they'll be paying out next year to settle charges from those two little 737 Max crashes in 2018 and 2019. You know, the ones that killed 346 people? But hey, as long as the stock price goes up, who cares, right? This whole thing feels like a magician's trick. Distract the audience with shiny objects (increased production! new CFO!) while quietly sweeping the dead bodies under the rug.

$600 Billion Backlog? More Like $600 Billion Problems.

The $600 Billion Backlog Mirage They’re sitting on a $600 billion backlog and expect to deliver over 5,900 commercial aircraft. Okay, cool. But what if those deliveries get pushed back? What if there are more "unexpected" delays? What if, God forbid, another plane falls out of the sky? I'm not saying Boeing is doomed. But I *am* saying I'm not buying this "we're fixed now" PR campaign. Fool me once, shame on you. Fool me twice... well, you ain't gonna fool me again. This Ain't a Comeback Story, It's a Horror Flick Seriously, are we just gonna keep pretending everything's fine until the next disaster? I'm not holding my breath.