u/Judgement_Day88

Twitter sold for $44B with ~200M users

= ~$220 per user

Snapchat ~1B users

Same math? ~$220B valuation

BUT NOW? at $6 is merely $10B market cap.

1B people using filters, maps, messaging, stories

every single day generating insane amounts of data

At some point you realize these aren’t just “apps”

They’re data engines at global scale for data centers

Maybe the question isn’t “why is Snap so expensive?”

It’s “why do we still think users are free?”

Everyone’s watching Trump’s upcoming China visit, but I think the market is underestimating one thing: this trip isn’t really about diplomacy — it’s about deals. And Boeing is sitting right in the middle of it.

Let’s start with the obvious.

Trump is heading to Beijing soon to stabilize relations after months of tension, tariffs, and geopolitical friction . Expectations for a “big breakthrough” are low, but that’s actually the point — this is about transactional wins, not structural change.

And historically, what’s the easiest “win” in US-China relations?

Aircraft orders.

Boeing is already close to securing a massive jet deal with China (potentially hundreds of planes)

The CEO literally said they need Trump’s involvement to get it done.

That tells you everything. Boeing isn’t just a company — it’s a geopolitical tool.

China gets:

-Access to aircraft + spare parts

-Signal of economic cooperation

The US gets:

-Big-ticket exports

-Jobs narrative

-Stock market optics

This is classic “win-win optics,” even if the underlying tensions remain.

So where does Boeing fit in?

Boeing is uniquely positioned because:

It’s one of the few US industries where China still depends on American tech

Orders are politically timed, not purely economic

Deals can be scaled (100 planes… 500 planes…) depending on how “successful” the visit needs to look

This is why every US-China thaw cycle historically comes with aviation deals attached.

Now here’s the part people are missing: King Charles’ US visit

At first glance, it looks irrelevant. It’s mostly symbolic diplomacy — reinforcing the US-UK “special relationship” amid tensions .

But zoom out.

The visit is happening at a time when:

1. NATO cohesion is being tested

2. The US is dealing with Iran tensions

3. Europe is reassessing its reliance on the US

And King Charles’ message was clear: reaffirm alliances, security cooperation, and shared defense priorities

That matters for Boeing in a different way.

Boeing’s second lever: Defense, not just planes

People focus on commercial aviation, but Boeing is also a major defense contractor.

What stronger US-UK alignment means:

-Continued NATO military spending

-Joint defense procurement

-Long-term contracts (aircraft, surveillance, systems)

Even if no deal is announced during the visit, the direction is bullish:

Stronger alliances → more defense budgets

More defense budgets → more contracts for players like Boeing

The big picture

You’ve got two parallel forces:

1. Trump → China → Commercial upside

Potential mega aircraft orders

Reopening a critical market

Immediate revenue visibility

2. King Charles → US/UK → Defense tailwind

Reinforced alliances

Long-term military spending

Structural demand for Boeing’s defense segment

My take

Boeing isn’t just trading on earnings anymore. It’s trading on geopolitics.

If Trump secures even a partial aircraft deal → short-term catalyst

If US alliances strengthen → long-term defense upside

So while everyone debates tariffs and politics, Boeing is quietly positioned at the intersection of both.

And that’s where the real money usually is.