LIN Linde Plc.

$LIN Bernstein’s October 5 reiteration is primarily a space-growth call: they believe Linde can rapidly expand its space-related business, supported by strong satellite-launch demand and advantages in gas technology and supply logistics. Outperform, $563 TP. - Demand: Military, government and hyperscaler satellite applications support healthy launch demand. The constraint is customers’ launch frequency and progress toward full rocket reusability—not Linde’s ability to increase supply. - Competitive advantages: Linde combines engineering capabilities—including LION air-separation units and advanced materials—with a dense gas-supply network, logistics expertise and reliability. These are advantages in serving launch customers. - Multiple business models: Today, launch-related rev. largely comes from selling and delivering gas through Linde’s existing merchant network. As customers vertically integrate, opportunities could shift toward selling gas-production plants.

Cloud Watch 3 of 3: Four of the mid-eight above cloud: $LIN and $TMO far above-cloud. $DIS and $GE resting on top-edge of cloud.

$LIN nobody is adding up here keep lying folks its just short covering legal vs illegal nakeds 🤣

https://www.cnbc.com/2026/10/02/jim-cramers-top-10-things-to-watch-in-the-stock-market-friday.html $LIN Lots of positive analyst commentary about Linde following Day 1 of the industrial gas giant’s investor day. The focus was on space and electronics. Citi said the Club name is engineered to win in both lanes. Deutsche Bank called Linde’s space opportunity significant. We did a deep dive on Linde’s space business ahead of the SpaceX IPO.