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Defence Contractor Research — BAH, LDOS, BWXT, PSN, AVAV
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
Castellum (CTM) vs Booz Allen Hamilton (BAH) vs Science Application International Corporation (SAIC) Comparisons & KEY Takeaways
(05/23) Trump Comments Causing Market Volatility! - Interesting Stocks Today
(05/23) Trump Comments Causing Market Volatility! - Interesting Stocks Today
BAH to the moon. Consistently beats its quarterly projections.
What are some news headlines/longer-run trends that motivate your stock picks?
Recent stock transactions by US congressmen alongside trade returns
Mentions
The money was from the BAH, which is money given on paychecks. So instead of $1776 spread out over I think it was the next 8 months of normal semi monthly pays it was a lump sum. This benefited some and hurt others because due to whatever circumstances was going on in their careers at that moment that gave some more and others missed out, but overall it was a complete wash as far as money in the bank for all personal.
Lol the 1776 dividend that was BAH and COLA funds?
Glad I held SPX puts over the long weekend. Added some more $BAH shares and STO $ASO csp.
I wouldn’t be surprised to see $BAH go for it after this administration.
Where else am I supposed to get my joy from? Helping fellow humans? BAH!
Iran struck another data center in Bahrain that it claimed was used by Amazon Web Services (AWS), with high-resolution satellite imagery showing visible damage and thick smoke rising from the facility. The site, located in Zallaq (26°03'01.96"N, 50°30'13.22"E), corresponds to the Amazon AWS BAH – Zallaq Facility, part of the AWS me-south-1 Region. https://x.com/i/status/2080999327523094698
**BAH GAWD THAT'S KEVIN WARSH'S MUSIC** *nWo theme blares over speakers*
Warsh steps up to podium *Austin 3:16 glass shatter noise* BAH GAWD ITS JPOW WITH A STEEL CHAIR
They are all pulled from DoD website. [https://www.war.gov/News/Contracts/](https://www.war.gov/News/Contracts/) Full details of the contracts are: |LDOS|$10.5B|DoD IT, intelligence systems| |:-|:-|:-| |BAH|$7.5B|DoD consulting/analytics (new awards post-Treasury cancellation)| |BWXT|$5.6B|Naval nuclear propulsion ($1.4B May 7 alone)| |PSN|$1.3B|Infrastructure/engineering| |AVAV|Ongoing|Tactical UAS (Switchblade, Puma)|
Been watching BAH for a while, just been scared to jump in tbh
Can you send a link showing where you found 🥭 buying BAH? I’ve been digging around and can’t find any evidence of that. Would be really interesting considering he got the Treasury to sever ties with BAH over them leaking his tax records
This deserves a real answer, not a dismissal. The bear case has legitimate components. Every bubble in history had a narrative this compelling — railroads, dot-com, housing. “AI on every slide deck” is objectively true. Valuations on names like NVDA are pricing in perfection. And the person is right that distribution events are real — smart money does sell into retail euphoria. But here’s where the argument breaks down specifically for your portfolio. You are not holding NVDA directly. You’re not a retail momentum chaser who bought the top. Your AI exposure is through VGT calls — a long-dated options position waiting on a specific government catalyst, not a bet on NVDA going higher forever. Your ORCL, BAH, and ServiceNow positions are priced on government contract revenue, not AI hype multiples. BAH is trading at P/E 11x versus a 5-year median of 24x. That’s the opposite of bubble pricing. The strongest version of the bear case that actually matters for you is this: if AI capex spending slows because enterprise ROI doesn’t materialize, Pentagon AI modernization could get deprioritized or delayed. That would hurt VGT calls directly. That’s a real risk worth monitoring, not dismissing. But “I sold everything” is an emotional statement, not a strategy. The person who sold everything in 2021 calling dot-com was right. The person who sold everything in 1997 calling dot-com missed three more years of 30%+ gains. Timing the top is nearly impossible and the cost of being early is enormous. Your system is designed exactly to avoid this trap — you’re not buying hype, you’re following verified government money. That’s a fundamentally different risk profile than the retail NVDA buyer this person is describing. The honest risk to your portfolio isn’t the AI bubble popping tomorrow. It’s the Pentagon AI catalyst never firing before your January 2028 expiration. That’s the specific scenario worth losing sleep over, not a Reddit post.
Jim Ross should be the official WSB commentator ***BAH GOD IT'S SPX WITH THE GREEN CANDLE!! BER IS DEAD! AS GOD AS MY WITNESS, BER IS BROKEN IN HALF!!***
KOO BAH bracing for invasion
*baaah-dup, baaah-daaaah...duh-nuh-nuh-nuh...duh-nuh-nuh-nun...bah-dah...BAH-DAAAHHH* >!(o )( o)!<
Want to view a Masterclass in ber complaining, [watch the first 10 mins or so of this](https://www.youtube.com/watch?v=5BAH56ecbE4) he's even straight up calling the market fake and manipulated, all but blamed wsb
9:02pm BAH GAWD! Thats Putins music! It looks like we are going to finish things once and for all as the oval office has been fitted with a steel cage.
Technically yes. So they gave us that $1776 purely as a cash bonus, but they stuffed it in our BAH living stipend. They did that because BAH is non taxable income! And thanks, the military has been a really good gig.
I agree. I’d sell BAH into strength.
I bought USO last week, so I am smiling. But, I also took both cars and all of our gas canisters to the gas station and filled up yesterday. THIS WAR, the war that no one wanted except Israel and some Iranians, will now drive up the price of everything for months. Which will increase freight costs, drive up inflation, cause more job losses. Meanwhile, the oil companies, and companies like HAL, LMT, RTX, BAH, GD, HII and others will go up. Full disclosure: I am long USO and HAL, and plan to get some RTX and BAH. Just to even the score for me.
More than 3,400 flights have been cancelled today across seven airports in the Middle East (DXB, DOH, AUH, SHJ, KWI, BAH, DWC), as many airspaces remain closed for security reasons.
BAH might never recover after the tax faux pas — otherwise looks sturdy af
Joined army out of the HS. Got a bonus. Started investing made about 1k. Got cocky and tried to "trade" cryptos. I lost about 2k. I bought 10k of PG&E at around $7 it went to nearly $14 the same week i bought it because of some investigation that cleared them. I didn't know what i was buying i just got lucky. Finished my contract after 4 years and finished with about 100k. Being married at the end helped me make more. I saved the majority of my money when I was single because I chose to ride my fat tire bicycle instead of buying a car when I was stationed in AK. When I got married bah was about 1900 a month with 400 cola and 300 bas, rent was only 900 when I got married and my wife was working but only for around $12 an hour. The VA injury compensation was around $4,500 and I got 1200 for going to school. Wife made about $20 an hour. Then my wife joined the army and got a 40k bonus and my school BAH was about 2k-3k depending on the city I went to school and her Bah was about 2k.
These aren't exactly small drops, if you are talking about the large defense companies sure it could be seen as a small correction because they weren't hit as bad, but for the smaller contractors, they took a big hit. SAIC down 16% PSN down 14% BAH down 12% LDOS down 12% CACI down 9%
BAH! You've ruined it. I wanted to see how long it would take him to figure it out on his own.
BAH GAWD he wants to get back up. SPY is tougher than a two dollar steak
Same with BAH .. that's been my equalizer stock. Always seem to go inverse.
This will 100% affect re-compete of all their current contracts after they expire. BAH holds much larger contracts in the defense and health space. The federal contractor space is SUPER competitive and future outlook can be fragile for most organizations who compete for these contracts. They plan a decade ahead to compete for upcoming contracts and have whole teams to kiss the ass of federal employees to get their foot in the door. If they can’t bounce back, they will be loosing much more revenue than this across other contracts.
Thats fine. Booz came in last year and illegally outed a longstanding contract holder in my area on a 300 million dollar contract. So they are really eating good either way. Also fuck BAH.
Oh without question - they are a government consulting firm. I have several friends within the firm (not insider trading lol), but they have bids out all the time for several Billion dollar long-term contracts. I don't think they're going to pivot out of government too much, they just have to continue to find ways to deliver value. Deloitte and Accenture can't do them all lol - BAH is definitely necessary, but IDK how much further growth they can have into a 100B company? Probably not.
All of this hand-wringing over a measly 406k records. Fucking DOGE stole hundreds of millions of records and in turn helped Elmo avoid all those pesky criminal investigations. Who would be surprised if those BAH contracts somehow get awarded to a major GQP donor?
BAH was a dump and pump. I’m calling it. “US Treasury CANCELS their BAH contracts over a leak”. ………..The US Treasury contracts only total $21mm annually which is like 2.5% of their annual earnings.
BAH BAH black sheep Have you any government contracts
BAH is down from roughly $190 -> $90 since Trump was elected. What makes you think the underlying business is the same proposition it was back then?
This is literally COMPLETE misinformation. The majority of your funds still go to the parks - BAH gets a small portion of each transaction.
Right but the federal government paid essentially nothing for the system to be built and maintained, freeing up NPS budget to be spent on park services from the appropriations package. They probably shouldn’t write deals like this but blaming BAH for the government writing a deal that worked out super bad in retrospect is a little much. You could spin up infinite entities to take advantage of the government writing bad deals, while stopping the government from writing bad deals would deal with the problem at the source.
BAH has a number of contracts and contractors at the DOD. Would assume those may be reduced or cancelled in the future.
Guess we will see. Just bought more BAH lol
good, fuck those guys (BAH) when you do certain things regarding national parks in particular (like reservations for entering and/or camping typically), you have to use a website maintained by them, and for every fucking reservation they tack on a pretty hefty fee (like a few dollars, even for a "free" reservation sometimes). NONE OF THAT MONEY goes to the national parks, it literally goes straight into BAH's pockets FUCK BOOZ ALLEN HAMILTON
BAH lost a 21 million contract and the market punishes by dropping over 1 Billion and accelerating.
BAH is finally doing something.
Dam wtf going on with BAH? Thought it was tied to defense and would be up with the proposed defense spending but looks like shit. Maybe time to jump in or catch the knife.
it's BAH, basic allowance for housing. Pretty sure you can apply it to anything.
*The One Big Beautiful Bill Act — Trump’s sweeping tax and spending law passed earlier this year — appropriated $2.9 billion to the Pentagon to supplement the BAH entitlement.*
VIX lol. For me it was BAH by a mile. Figured they would get more love from the White House.
i'm in the mf sub urbs widdit braah bing bop BAH AYO TERRY! Fuk goin on
Here comes the V....wait... BAH GOD IT'S AN N
Trump's tariffs are going to die at SCOTUS BAH GOD THATS SHREK'S MUSIC
Jim Ross: BAH GAWD!! STOP THE MATCH!! YOU SON OF A BITCH!! WHY!! *camera pans to me, gushing blood and collapsed through a broken table as the market stares at my lifeless body maniacally and the post show credits role*
*Nvidia by the end of 2026* BAH GAWD ALMIGHTY NVIDIA JUST HIT $250!! 📈💥🐂 I CAN’T BELIEVE WHAT I’M SEEIN’ FOLKS, WALL STREET HAS BEEN BROKEN IN HALF!! 💔📉🩸 THE ANALYSTS SAID IT COULDN’T BE DONE, THEY SAID VALUATION WAS DEAD, BUT BY GAWD, NVIDIA JUST GOT BACK UP LIKE IT WAS POSSESSED!! 👹💻🔥 HELL HAS FROZEN OVER! ❄️😱🔥 CHIPS ARE PRINTIN’ MONEY LIKE A VEGAS SLOT MACHINE AT 3 AM!! 🎰💸⚡ SOMEBODY CALL A DOCTOR, SOMEBODY CALL THE SEC, THIS IS ABSOLUTE FINANCIAL CARNAGE!!” 🆘📊🚑
BAH is down 50% since Trump was elected, directly due to his policies. Someone make it make sense!
RIP anyone holding stocks like BAH. Consulting heavy federal players are not the move…especially during a long government shutdown
Hey BAH, maybe focus on fixing your company instead of shelling out money for Dumpy’s new balls
I thought the government shut down, I want to gamble our BAH
BAH GAWD ITS GLD's MUSIC
BAH GAWD thats 🥭’s music. What!?! Bah gawd! He just grabbed JPow by the printer! And now the tariff - his signature move. JPow doesn’t seem comfortable there Jim.
I wouldn't say the opposition has "always" been silenced. This is a relatively new thing. But, we all kind of knew shit was going in the wrong direction with the Patriot act after 9/11, then Citizen's United, etc...well some people did. We've had low times before though, so hopefully its just a phase 😅 . Calls on BAH, I guess
I remember back in March a dude was telling me that BAH was an obvious steal in the $100-110 range…it is currently at $104. I tried to warn him lol
I’ll try to actually answer your question. Typically in the past, the market hadn’t been affected unless it lasts over three days which this could. I bought VIX calls yesterday and I bought 10 GLD 350C 10/3. I trimmed half so I am on the houses money. IWM and tech could be vulnerable due to the administrations support for them and how their fingers are in so many pies from AI to chips to crypto. Then their are the news effected tickers. Services short (BAH/SAIC/CACI/LDOS/MMS): (headline-sensitive). But simply VIX and GLD but know, MM’s are already priced in.
can't wait for Christmas so I can scream *BAH...HUMBUG* at the slightest inconveniences
Fuck, I need a ticker ….. Usual suspects are all overpriced so hard to make a single bet : BAH, LDOS, CACI, NVDA, PLTR, etc.
BAH GAWD is that Stagflation's music?
BAH, you actually believe 50% of the US gov't, so we can't even agree to disagree. We got inflation under Biden, we will get inflation under DJT, and we would have gotten inflation under Harris, and we will get continued inflation under Vance for 8 years, and then more inflation under Barron for a further 8 years, then more under lil x.
Not sure what that was about today but looks like SPY is starting to recove- BAH GOD ITS JEROME POWELL WITH A STEEL CHAIR!!!!
Seems to be some strong downtrends developing on consulting stocks recently. ACN, BAH, IT, CDW, FCN etc.
One thing I find crazy about media's influence is that they command more control over "buy and hold" type investors compared to more frequent traders. Those who are tuned into the system, do not need to be told what they should do since they have a consistent opinion that gets updated daily/weekly. But the BAH investors see Ackman crying on TV and think they forgot to update their thesis and transact some % of portfolio, just cause they were never tuned into the system.
$BAH founded 1914. Will be there a long time.
AMZN NBIS AMD OPEN GRAB MRVL BAH ASTH TDW Maybe UNH? This has been a real POS in my portfolio, though I bought it at during the recent 50% fall. So no loss yet, but looks like it has run into some many controversies
One more to add on the list: **BAH** \- **Booz Allen Hamilton Holding Corporation** P/E: 16.73 52 Week Range: 98.95 - 190.59. CMP: 108.35
Next presidential debate is gonna play out like a WWE promo shoot "BAH GAWD THATS ELONS MUSIC"
bears closing their basement blinds on the fourth "BAH! HUMBUG!"
Mango entering the sensitive final days of his Liberation Day tariff extension. HERE COMES ELON MUSK WITH A STEEL CHAIR BAH GAWD
They’re no different than any other government contractor, they’re working in the same things as IBM, Accenture, BAH, and every other consulting firm with a tech practice
The chart on BAH looks terrible. I'd probably wait. LDOS doesn't look terrible, but AMTM looks way better because it got so oversold after the spinoff.
I do wonder if BAH and LDOS are worth buying again here or not... First bite of the apple worked well for me dont want to get greedy
Good Afternoon!!!! BAH GAWD he did it!
\*soft piano music plays\* BAH GAWD THAT'S JPOWS MUSIC!
Why is $BAH Booz Allen Hamilton still depressed? It hasnt jumped like the other defense stocks.
Drops gonna fizzle a lil bit then bulls are gonna breathe a sigh of relief but THEN HERE COMES IRANS MISSILE RESPONSE WITH A STEEL CHAIR BAH GAWD
I just don't really agree with the market valuations and am willing to sacrifice the gains to have cash and enjoy myself now, probably spend a lot of it then start adding to my stock positions if their prices start making sense .. still looking for deals out there, BAH, CHWY, ERIC, PYPL, and RYCEY are a handful that have done super good for me last couple years, I like stuff like that but the magnificent 7 and nasdaq just seem way overbought and I'm not risking 20-40% drawdown at the risk of losing out on even bigger gains, I'd rather spend my money on my life than try and chase the market up and potentially lose hard earned funds but I still put some towards like broad based funds and bonds and stuff for retirement I've taken a lot of profit and don't feel like allocating extra funds to equities when cash is still around 4% and I'm looking at never being able to afford owning a home right now lol sorry for the rant you got me talking to myself
The risk and the debt is very manageable, and I believe with some coaching this young man could get himself off to a very good start in life. A 2LT with under 2 years in the Marine Corps with no dependents who is stationed at Camp Lejeune has a gross monthly income of around $5,867. This included Basic Allowance for Subsistence and Basic Allowance for Housing. It doesn’t even include any hazard duty pay or other additional pay. Here are his estimated expenses: Monthly Income • Base Pay: $3,998.40 • BAH (Camp Lejeune, NC – no dependents): $1,548.00 • BAS (Food): $320.78 Total Gross Monthly Income: $5,867.18 Deductions (from Base Pay) • Federal Tax (~12% est): $479.81 • State Tax (NC ~5% est): $199.92 • Social Security (6.2%): $247.90 • SGLI Life Insurance: $31.00 • TRICARE: $0 (fully covered for active duty) Total Deductions: $958.63 Net Base Pay After Deductions: $3,039.77 Net Monthly Income (Base Pay + BAH + BAS): $4,908.55 Monthly Expenses (Living Off-Base) Housing & Utilities (covered by BAH) • Rent (1BR): $1,200 • Utilities: $140 • Renter’s Insurance: $15 Total Housing: $1,355 Covered by BAH, with ~$193 surplus Food • Groceries (BAS): $320.78 • Dining Out: $75 Total Food: $395.78 Transportation • Car Payment: $300 • Insurance: $115 • Gas: $210 • Maintenance: $50 Total: $675 Communications & Subscriptions • Cell Phone: $70 • Internet: $60 • Streaming Services: $25 Total: $155 Personal & Miscellaneous • Gym: $40 • Uniform Care: $25 • Entertainment/Leisure: $125 Total: $190 Net Monthly Income (After Deductions): $4,908.55 Total Monthly Expenses (All Categories): $2,770.78 Estimated Monthly Surplus: $2,137.77 OP has over $2,000 after expenses, assuming he has no other obligations. He could put $300 into $SGOV in a brokerage account. It gets the going federal interest rate and is exempt from state taxes. It acts as a HYSA and is fairly liquid as it takes about 1 day to settle the sale of the fund in a brokerage. This can be his emergency fund. He pays the interest on the loan starting initially only at $125 a month. He now has $1,575 dollars, which equates to around 26% of his pay. If he wants to retire when he is 42 years old with $5 million or more then he will keep a tight budget and invest this money. If he wants to spend frivolously and enjoy his younger years, he will spend it. That’s not a bad option either. It’s all preference. If he wants to strike a balance he can. But the loan is not the critical factor, the person managing it is. And I believe if OP is a Marine Officer, he’s got a good head on his shoulders. He will manage this money just fine. And he’s not alone. There is financial assistance at almost every major military installation. And your counterparts and commanders should be more than willing to help you budget.
The BAH comeback story begins today.
Interesting that the last one was based on fear of DOGE, this one is actually because BAH and SAIC had less than impressive earnings.
Tomorrow at 8:30 JR - Welcome ladies and Gentleman to CuckMania 25, this stadium is filled with 69,420 regards tonight Jerry - Yeah Jim look at that regard, waving his SPY 600 calls JR - Tonight, we may see 🥭 make a special appearance in Elmo vs Tim 🍎 Hell in a Cell match. Lights go off. Jerry - Uh Oh Bears make squealing noises. JR - BAH GAWD THAT’S JPOW’S MUSIC! LOOK AT THAT MASSIVE PRINTER HE IS HOLDING! BAH GAWD Jerry - WHAT?! BRRRR music starts 
BAH maybe the better target. Goldman downgraded to sell with $94 target (106$ Friday)
Just got some BAH at 108 on that drop
Full port calls on BAH bc my name I like booz and my name is Allen. Idk who this Hamilton guy is but we’ll make it work
Booz Allen Hamilton (BAH). Long history of government contracts and houses all the top gov guys that move to the private sector.
Is anyone else in here thinking BAH calls?
Case in point: Military pay raises and off-base housing. yearly BAH raise? Coincidently the rent for housing near base also goes up the same amount. Such a mystery.
**BAH GAWD, IS THAT TIMMY APPLE’S MUSIC????** 