Bought a bunch of Boeing and CCIV Friday, seems to be paying off today. They are long holds but I am super bullish on the short, mid and long term prospects.
Boeing flew the MQ-25 and refueled a F-18 in a first ever test for the MQ-25. If they can get this concept dialed in before anyone else it will be a pretty big defense interest item from around the DoD and US partners. Biggest hindrance will be getting it set up for a real refueling boom for refueling USAF aircraft. But, I think this will probably be the starting point for the next gen USAF tanker (the KC-Z). The MQ-25 is no KC-10 replacement, but expect high interest from the USAF if this program works well.