T3 Live on $BA (Oct 28, 2026)
Boeing is the most broken stock out there and breaks all of the speaker's rules, so he is not buying it; he does not endorse a backlog-based bull case. Holding it in an IRA without needing October-November income is, however, a different story.
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He's like, "Red dog, I'm buying Boeing." I'm like, "You're buying Boeing?" I'm like, "What the hell are you doing buying Boeing? the most broken stock out there. He goes, I don't care.
He's like, they're backlog this, they're backlog that. I'm like, well, I guess if you know technically get out here or get out here or get out here, to me, it's not my style. I'm not doing it.
But if you have an IRA and you and you want to put Boeing in your IRA and you're not getting paid in October, November, that's a different story. It breaks all my rules.