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Potential opp on the short side for TSLA?
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CATERPILLAR
Leonardo DRS, Curtiss Wright,
Boeing
Coach
Boeing has a lot of divisions. Currently, the only minor “engineering” issues they have is the 737 division. Since 737 is the “cash cow” of Boeing, management has been cutting corners to boost profits margins. Defense division is good now but defense sector is very good (due to multiple wars) on the whole. The commercial sector has lost a lot of engineers to the defense sector.
What area