Executive Summary
Boeing trades at $250 after a 75% run in two months, creating a high-bar earnings setup where execution must justify stretched valuations. The aerospace giant sits at December 2023 resistance levels with heavy insider selling across senior management, including $1.6M in net disposals over 90 days. Texas Instruments faces similar pressure at $193, up 30% recently despite trading at 35x earnings in a cyclical semiconductor downturn. The hosts identify a critical divergence: memory stocks like SanD...
Key Investment Opportunity
Energy Integrators Regime Change Play
Exxon and Chevron benefit from new administration energy policies and Venezuela market access while trading at reasonable valuations
...and 1 more investment opportunities
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