Boeing delivered more planes. Investors celebrated this like they just cracked the Da Vinci Code. Companies making products and selling them—revolutionary stuff.
Kelly Ortberg runs Boeing now. His job description is "make planes that don't fall apart." The bar sits so low you could trip over it in the dark. Yet here we are, analyzing delivery numbers like they're tea leaves. Another jump in deliveries proves the aircraft manufacturer can manufacture aircraft. Stunning work from the turnaround team.
The headline mentions staying in the stock. Staying in. Not getting in—already in. These people bought Boeing shares and now need to justify that decision by pointing at delivery numbers. This is what passes for conviction in 2026. "We got into the stock because we predicted they would deliver planes, and look, they delivered planes." The circular logic makes my head spin.
Technical analysis says none of this matters. The chart doesn't care about Kelly Ortberg's turnaround story. Price action doesn't read press releases about delivery jumps. Support and resistance levels existed before Boeing's CEO was born and they'll exist after he's gone. But sure, write another thousand words about quarterly deliveries like you're decoding the Rosetta Stone.
Retail traders read headlines like this and think they've found alpha. They haven't. They've found a company doing the bare minimum of its stated business purpose. Congratulations on discovering that Boeing's core competency involves building and delivering aircraft. Next week someone will write "McDonald's sells hamburgers, here's why we're bullish" and you'll eat that up too.
The really f*cking funny part? The stock already moved. By the time you're reading about jumps in deliveries, the smart money already priced it in. You're analyzing yesterday's news and calling it research. Kelly Ortberg could deliver a thousand planes tomorrow and it wouldn't change what the chart tells you today: you're late.
Photo by Bhavya Patel on Unsplash
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