David Nelson combs through GE Aerospace’s (GE) blockbuster earnings. He discusses the spin-offs of old General Electric and its turnaround story. “These are behemoths at this point,” he says, that are “growing hand over fist.” He notes that Boeing’s (BA) success is “part and parcel” of GE’s success. He also covers GE’s ties to the defense sector and what might be ahead during the Trump admin.