P U N D I T R U M B L E The Tape Debates Scores

Boeing

2 bull · exact words, dated and sourced

What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.

Bull 2026-07-28

737 Dash variants after certification, CEO guidance, book disclosed. contingent guidance, not a done deal

“start delivering those aircraft in 2027”

Kelly Ortberg · Boeing (CEO) · CNBC ↗

3 more from Ortberg

Bull leaning · 2026-07-28

the pending China commitment for 200 aircraft

“everything I see continues to say that we'll have some contracts here shortly”

Kelly Ortberg · Boeing (CEO) · CNBC ↗

3 more from Ortberg

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