Boeing's recent run — justified optimism or just noise?

It's interesting to see $BA climb back above 220, currently sitting at 220.69 after yesterday's low of 217.69. The daily range has been somewhat subdued, but the move itself is undeniable. Are we really seeing fundamental shifts taking hold, or is this more about broader market sentiment lifting all boats, even those with ongoing operational headaches? The talk of increased production and backlog is positive, but the execution risk remains high.

My take is that this feels premature. There's a lot of past baggage to clear, and while the recovery narrative is strong, I'm not entirely convinced the current price fully reflects the remaining hurdles. Am I being too cautious here? Push back if you think I'm missing something crucial in the aerospace recovery story.