Aug. 20 at 7:29 AM
$UNP $NEE $BA $QCOM $T Union Pacific benefits from freight activity, NextEra Energy benefits from power and renewable investment, Boeing remains tied to aircraft production and deliveries, Qualcomm benefits from mobile and edge-AI chips, and AT&T benefits from wireless and broadband demand. I'm watching freight volumes, electricity demand, aircraft deliveries, handset cycles, and subscriber growth.