Reddit Posts
how to unfuck your brain when you have a trading addiction
I trade Vix at IBKR, but just noticed Schwab claims much cheaper on CBOE portion. CBOE allows?
Why is no one here talking about Cineworld?
WBD Short Squeezing off Multiversus, GOT: HOD, The CW sale, Black Adam - Over Sold
$BBIG $TYDE Turns out we DID have pr's. They were during the quiet period and were hushed. Wattum and CW Machines are Cryptyde subsidiaries
$BBIG $TYDE Post spin off DD for a made in America metaverse
$BBIG $TYDE Post spin off DD for a made in America metaverse. And a reminder, short share dividend liabilities (10%) are in effect for any short position on record not closed by June 1st.
Ya'll be over thinking it. Invert CW has always been the way.
CW's Unity shoots itself in the foot by compensating managament and pissing on investors
$BBIG $TYDE Post spin off DD for a made in America metaverse
$BBIG $TYDE A metaverse made in America. Post spin off DD
POET Technologies - 1st institutional investor ($2.2M) - photonics industry probably next market bubble
POET Technologies - disruptive technology - first institutional holding
CW Machines ( $BBIG Cryptyde ) Just off basic math will generate $8,000,000 profit per year from 4000 s19 miners
$BBIG $TYDE Wattum mining, subsidary of Cryptyde, has expanded capacity at their facility. Added links in description.
$BBIG $TYDE UPDATE Wattum mining, subsidary of Cryptyde expands 14mw facility operations.
I have an idea for a tech startup and I am in FOMO
$BBIG - REVESAL, OPTIONS RAMP & ULTIMATE SQUEEZE PLAY
$OGGFF Future of Cheese Expands Distribution to New Retailers, Food Services and Restaurants; Enters Discussions With Additional Distributors to Support National Roll-Out (could pull a NUZE)
Why General Motors $GM, $KAR Global, and Motorola Solutions are Morally Wrong Today
Why General Motors, KAR Global, and Motorola Solutions are Morally Wrong Today
$RECAF.....last huge oil deposit
(CW: distressing images of animals) I’ve many popular posts in this subreddit of people adopting orangutans. If you love orangutans please take notice of this post. Baby Orangutans should not be ripped form there mother and put on display for human entertainment. REPORT GOLDFUSSSA ON INSTAGRAM.
Mentions
Because they're banking on usage catching up before their cash reserves dry up. I'm ONLY talking about the companies outside of the mag 7 (even though the mag 7 are also saying this) I've given you tons of data here and you can see the trendline yourself because there are multiple trackers on the rent to own GPU markets. It's been constantly downward for 2 years now with CW imploding in the past month. If this is normal to you then there is no convincing you and that's O.K. it's not my job.
It's not really localized to CW. It's just an oversupply in the wider market. Back in 2024 I used to have to pay like 2 to 3x for vram than what it is today. But since so many VCs funded fab cloud providers it flooded the market with cheap rental GPUs that just sit around. Just a quick search and some place called Hyperbolic labs rents h100s as low as 1.50 an hour. Insane rates. These are the companies making up Nvidia's customer base (outside of the mag 7 mind you since hyperscalers are where most of the sales go to)
Are the idle gpu’s out of date and no longer worth spinning? Did CW overestimate demand? How does one even reach 50-70% idle unintentionally
CW dumping 🌽 was one of the main drivers causing it to drill last week, so the fact she is buying back in is wild.
Damn do I just DCA on CW at this point …
> Selling leaders to buy laggards is selling high and buying low. It's only buying low if you think the laggards are inaccurately priced. And if you think that... I can imagine a different strategy you could employ, since you're already actively managing anyway. If you don't think that, then you're selling leaders to catch falling knives. Giving away upside to increase exposure to downside. No amount of pointing to "historical evidence" can make that into a good idea. The third option is if you have no idea whether the laggards are underpriced or not. Congratulations, you're a typical Joe Schmoe without the time or inclination to get involved in serious trading. Jumping in and out of different portfolio weightings isn't for you. Dollar-cost averaging into benchmarks is the game. What you're missing is that the comparison isn't between CW and EW. What you're also missing is that your indices will by dynamically changing their allocations as the scenarios you envision are unfolding. The correct comparison is between CW buy-and-hold vs. CW-EW and holding for the intermediate term. Each step in this weighting change risks giving away upside in exchange for increased downside, because you're switching allocations before the "correction" you envision materializes. Understand what that process looks like: At t0, you sold (part of) your CW position, which means you sold the leaders before the top, forgoing upside, and you bought more of the laggards before their bottom via the EW, embracing additional downside. Now, at t1, your imagined corrective scenario unfolds. It can do that in a couple of ways: 1. The leaders correct hard and nothing happens to the laggards. Your EW index sells the leaders *after* they correct and buys more of the laggards, which haven't moved yet. You gave up upside in exchange for ambiguity. 2. The leaders correct hard and the laggards rise. Your EW index sells the leaders *after* they correct and buys more of the laggards *after* they go up. You sold low and bought high. 3. The leaders correct hard and the laggards follow. Your EW index sells the leaders *after* they correct and whether they buy more of the laggards or not depends on whether the laggards fall less or more than the leaders did. Once again you gave up upside in exchange for ambiguity. In all three of these scenarios your strategy ultimately reduces to a play on the laggards. Since you're doing this actively, you have to compare the decision to switch from CW to EW, to an alternative decision where you sell CW to buy laggards only. Because you're not fully divesting your CW position, you might as well just do the latter, if you're going to do anything at all (which I don't think most people should). Far from avoiding an emotional toll, you're exposing yourself to an even greater one. Because after all, you have no idea when (or even if) the leaders will correct.
Selling leaders to buy laggards is selling high and buying low. I’m only pointing out that historical evidence (which of course may not hold into the future) shows that following significant periods of CW outperformance and concentration, EW outperforms in the intermediate term. For a lot of people holding CW and never thinking about it may work, but for a lot of others, the large swings can be dampened by buying EW here so they avoid the emotional toll and make a rash decision in the future. Obviously CW would continue to outperform if we continue to see concentrated outperformance, but EW will outperform over the intermediate term if we see a large drawdown or a broadening out which has historically occurred after similar periods of concentration today.
At that point you're actively managing your portfolio. Or at least, you'll need to be. If you're holding CW and sell off some of that to switch to EW, think about what you're actually doing: you're selling today's leaders to buy more of today's laggards. Now what happens if the CW over-exposure blows up? Obviously, those leaders take a hit, and you dodged some of that. Good on you. But now you're betting that the rest of the market doesn't also take a hit. If you're not paying attention (ie: actively managing your collection of indices) then you probably gave up some upside in the initial switch from CW to EW. Then, you get hit again when the rest of the market follows. Since the condition that caused you to swap from CW to EW has abated, what do you do next? Switch back and eat the loss, or hold until CW becomes expensive again? You're just doing buy-high, sell-low with extra steps.
Bro did anyone here read the article? Coreweave is paying Vast Data 1.17 billion, not the other way around. Why would CW go up?
I knew I was DCAing for a reason on CW
Yeah, I post about these type of companies here a lot. I find them really interesting. Like PH is great, but I think there is better value/better investments in the space, however PH is still solid. I've moved a lot of position into aerospace the last 6months or so, since it's just been killing it and it's a great way to get out of tech. Like I'm better heavy in data center and electrification, but I've been there before the LLM's and explosive growth. So wanted to get some exposure out of those sectors and aerospace is rad. $CW is another really cool name, but it's more energy/naval/aerospace play. I love $OSIS which gets you some aerospace and just general defense. $ESE is kind of like $CW, but more focused on naval. $MLI is extremely boring, does like copper pipping, but is a set and forget type of investment. $APH is boring connectors company, but this more data center exposure, but still have business in things like aerospace. $ITT does like pump values and what not, with some aerospace. $HWM is another name that does like fasteners for planes. $MOG.A is another boring company that does like sensors for aerospace.
$CW * Reported sales of $869 million, up 9%, operating income of $166 million, operating margin of 19.1%, and diluted earnings per share (EPS) of $3.31; * Adjusted operating income of $170 million, up 14%; * Adjusted operating margin of 19.6%, up 90 basis points; * Adjusted diluted EPS of $3.40, up 14%; * New orders of $927 million, up 8%, reflected a 1.1x book-to-bill; * Backlog of $3.9 billion, up 14% year-to-date; and * Free cash flow (FCF) of $176 million, generating 137% FCF conversion. **Raised Full-Year** **2025 Adjusted Financial Outlook:** * Sales guidance increased to new range of 10% to 11% growth (previously 9% to 10%), which continues to reflect growth in the majority of Curtiss-Wright's end markets; * Operating income guidance increased to new range of 16% to 19% growth (previously 15% to 18%); * Operating margin guidance range of 18.5% to 18.7%, up 100 to 120 basis points compared with the prior year; * Diluted EPS guidance increased to new range of $12.95 to $13.20, now up 19% to 21% (previously $12.70 to $13.00, up 16% to 19%); and * FCF guidance range of $520 to $535 million, which continues to reflect greater than 105% FCF conversion. "In the third quarter, Curtiss-Wright continued to deliver strong results under our Pivot to Growth strategy, with higher revenues and growth in operating income across all three segments,” said Lynn M. Bamford, Chair and CEO of Curtiss-Wright Corporation. "We achieved adjusted operating margin of 19.6%, mid-teens growth in diluted EPS and improved free cash flow generation. We also demonstrated solid order growth of 8%, yielding an overall book-to-bill of 1.1x. Based on our strong year-to-date performance, we have raised our full-year guidance for sales, operating income and diluted EPS." "In addition, we recently expanded our 2025 share repurchase program, targeting a new record in annual share repurchases of more than $450 million. This return of capital to shareholders reflects the Company's confident outlook and demonstrates our commitment to leveraging our strong balance sheet in support of disciplined capital allocation.""
That could be interesting...check out IMP and PNG if you want a cheap defense stock with good long term upward growth potential...funny enough both companies do 1 thing the same but one for land and one for underwater lol And then you got the standards like KRMN,ATI, shit like that, my regret was not buying more Kratos at 16 a share same with HWM when it was in the 40s lol CW as well and BWXT....i bought sooo many military stocks when the war in Ukraine started and all have done amazing...i made my own market cap weighted "ETF" if youll call it that of Aerospace and Defense stocks i like and think have major upside and so far ive been right, ive avoided some of those stagnant behemoths and went for fast moving growers
i am thinking the bot write this to cheer up the sub. This is copy paste from a 5 year old post about Ornament Gourd. [https://www.reddit.com/r/wallstreetbets/comments/kzoh1c/i\_am\_financially\_ruined\_agricultural\_futures/?share\_id=5CW1L5SYHoEI6ynZyMhA1&utm\_content=2&utm\_medium=android\_app&utm\_name=androidcss&utm\_source=share&utm\_term=1](https://www.reddit.com/r/wallstreetbets/comments/kzoh1c/i_am_financially_ruined_agricultural_futures/?share_id=5CW1L5SYHoEI6ynZyMhA1&utm_content=2&utm_medium=android_app&utm_name=androidcss&utm_source=share&utm_term=1)
If I found the [right one](https://www.amazon.com/Lenovo-ThinkPad-E16-Business-Fingerprint/dp/B0F143FZLT/ref=sr_1_1?crid=2S80FWCWSBH5L&dib=eyJ2IjoiMSJ9.hGAPhgHFHQ-efut2F4wPNKBKFdHvS7qfXZVD1u132LaQI1wXKhJc-ZmV1FvylI7lpm1RZKFXmG5-nHS7UVFvKY1sObUn27CYJE1pHLxwREOA5e9cafkGTQ18lBxLhtanryW14OPOTGQLugQonZg_OUcz67tU0oMH9qyIpudKhvFbe6FB0gLq_mm7taPFoADJbmR0kRr_sYYz63QEMc-r5ISkrprF0r6bsCDj89VzkdI.NmTTHid3pmXJCqM55JZIBCi9e1ulxssh4GHb5qVy3Ug&dib_tag=se&keywords=Lenovo%2BThinkPad%2BE16%2BG2%2BBusiness%2BLaptop%2BComputer&qid=1760487314&sprefix=lenovo%2Bthinkpad%2Be16%2Bg2%2Bbusiness%2Blaptop%2Bcomputer%2Caps%2C168&sr=8-1&th=1), at $900 that's way more than you need for this. Just yesterday I bought [this Lenovo](https://www.amazon.com/dp/B0CW3L5VM6?ref=ppx_yo2ov_dt_b_fed_asin_title&th=1) for $350 for my wife, and she needs enough computing power to do some high-powered Excel stuff for work. And personally, I never pay more than $300 for a new laptop, and the one I'm typing from right now is plenty to run the ThinkorSwim platform and do whatever research or charting you'd want to do.
Sure, my question is whether I'm correct in saying that SPY500 is not making that much more of a profit than CW8 in practice?
Are you comparing total return of whatever you are comparing to CW8? CW8 is an accumulating fund. Also - you have to factor in the forex.
I’m a bit of a newbie (and European) but in my mind, reading this forum, I had roughly in mind that spy500 and qqq are much more dynamic than a world etf (eg CW8) However, looking at the past 9/10 years, it seems that QQQ did better (in particular recently) but that CW8 and SPY500 made roughly x3 Is that expected? I thought that SPY500 would generally have much higher return than a world fund What’s the main point of holding SP500 then? It’s high volatility allows for day trading or things like that? But if we’re more interested in “hold and chill” shouldn’t we just get a split of CW8 and QQQ and that’s it? (I guess in the US you have equivalent Vanguard funds for those)
Why use the obfuscation with ŚCWÓ instead of using normal characters? I'm invested but it definitely seems pretty shady and bot-like
>People have gained easy access to stocks, I think that is the reason for a big part of this inflated looking numbers. **Also from what I** ***understand*** **it will only be** ***up*** **from here.** I know this is WSB, so my comment may fall on deaf ears, but you should spend some of your free time reading about the history of the capital markets, specifically reading books that talk about *credit* & the *Fed.* You are making a bold assumption about the future of a meme stock that involves housing transactions in the US to generate revenue, and therefore a profit. You are young, but you can age yourself by reading about the past. * Mastering the Market Cycle: Getting the Odds on your Side - [Howard Marks](https://www.oaktreecapital.com/about/leadership/bio/howard-marks) * 21st Century Monetary Policy: The Federal Reserve from the Great Inflation to COVID-19 - [Ben S. Bernanke](https://www.brookings.edu/people/ben-s-bernanke/) * Trillion Dollar Triage: How Jay Powell and the Fed Battled a President and a Pandemic---and Prevented Economic Disaster - [Nick Timiraos](https://www.wsj.com/news/author/nick-timiraos?gaa_at=eafs&gaa_n=ASWzDAiG0PAoMoT-0eM0CW-iIIcQjBQHvJb8u9EXuKBWe3v1dpFohAuBlCsEUhDwfR0%3D&gaa_ts=68e3c118&gaa_sig=jyivqjRfuKXts2APqGeCRZCc6bBr_2IcN1A2Jn7gXewReJZMSs7i24WTMD1N33BqBEWGIt4BES6imDu66ber8g%3D%3D) I will leave you with a quote from the greatest investor of the 20th, and possibly 21st century. >Once a bull market gets under way, and once you reach the point where everybody has made money no matter what system he or she followed, a crowd is attracted into the game that is responding not to interest rates and profits but simply to the fact that is seems a mistake to be out of stocks. In effect, these people superimpose an I-can't-miss-the-party factor on top of the fundamental factors that drive the market. Like Pavlov's dog, these "investors" learn that when the bell rings - in this case, the one that opens the New York Stock Exchange at 9:30 A.M. - they get fed. **Through this daily reinforcement, they become convinced that there is a God and that He wants them to get rich.**
A lot of y'all are trading with record levels or margin and the proliferation and flows into S***-tier single-stock 2x and 3x funds is really crazy. There are a lot of billionaire bears that have been calling bubble all the way up. So far, they haven't stepped in front of the train in a major way. They will eventually. This low-vol uptrend has been nuts in a fun way but it has been a long time since we had even a 3% pullback in the S&P. I know CW and stats say that shutdowns are good for the market. But, keep in mind that we are in statistically uncharted territory.
> recession It’s a fear but most commenters thought it would be small if it occurred. Going back to the beginning of the year, think the CW is worst case .. the Federal Reserve starts printing in earnest. Meanwhile the largest U.S. stocks are up, while many “smaller” S&P 500 companies are fairly flat. The “bifurcation” of the U.S. market has been noted but remains to see if they melt up or it’s a melt down.
Everyone was talking about Coreweave while they were drowning in debt. Nebius is practically debt-free, sitting on a mountain of cash, and was expected to turn a profit by the end of this year. Until today, they were the smaller startup compared to CW, but with a much clearer growth path (and backing from Nvidia). Nebius wasn't that spectacular yet and was somewhat underrepresented compared to CW. With this news, Nebius is at number one, and CW will take a HUGE hit on the stock market today. Nebius has every intention of reaching $200 by the end of next year...
Great tip, Comrade! Made me consider loading up on ARCH puts. CW? You can’t be serious.
Good business strategy would be to start a company which promises to send mining robots to an asteroid belt and wait for CW to heavily invest in it...
Strategic and CW don't belong in the same sentance. She's an idiot.
Ignoring that CW seems to make a habit of being wrong I just don't see a huge market for this sort of product. A lot of the interesting places you'd want to fly already have busy air spaces or limited parking space. I think this will mostly compete with helicopters rather than create a new market.
Sorry, but CW has used up 100% oh her credibility. Doubling down on anything she considers a hcp (high conviction play) is a clear short at this point.
Rad ty! Totally would have forgot lol I have like 2 accounts. So for like aerospace/defense stuff broken down per account: 18% 21% Breaking them into the naval stuff, it's going to be smaller, but the names for naval exposure, which some of these companies are just defense and have other lines of business: $MOG.A $LODS $ITT $ESE $CW
\+1 $DRS and $CW, right? I'm late to the game on it, but I was considering starting a position in $DRS now (given the recent drop). Strong backlog!
Oof, not a good sign. But I like that short interest on CW
Like clockwork, the $CTM shorts give back all of their shares 🤙 onward & upward... "'We are pleased to have raised another $4.5 million at $1.22 per share,” said[ Glen Ives, President and CEO of Castellum](https://www.globenewswire.com/Tracker?data=jElDPegFDxE1uIUBAM6EMdRb_tNbJm5G1vSSwSnofymDoED61ZvAFchkCGr5Qt5OzTpola1adu_UWzg1ezb3zpMspiSis2ebrs0szll3A5n0-mi069LPbkKJCzfYeOg96QPBxhUHuSodC-M7OWikMQ==). “This new capital further strengthens our already [solid balance sheet](https://www.globenewswire.com/Tracker?data=Q0t-yTr1tPoKsOSBtL9RPfhYLc-nihWKIPZHnYRQsBOy6_0ibpQzDVe7H61fwHXHJ8k1RwAdMraX3_R-Q9FPxXMbExNk1ABhIVOZtDBQkf67N14KVtuh8rFKIAUdmRlMDuoY185F1oCYDk3ZP59N5kLBs6VcGScewCVd0ceHT6HI75vP48bcxLmMSTBJ74i8qY4CW5J1NrNj8IHmAdwK4BRptSKZS2rYg5ZHGmvkjIECUP0ZbRDZDy4eY7O88R5PoeOm2oT4OaW-h25p0tuAcGAGCXjEz9bEc9BHcr0xuuHECyiRkDpwkIgvQJqbSs0c) and positions us to finish 2025 with powerful momentum going into 2026.'" # Source: ["Castellum, Inc. Announces Aggregate Warrant Exercises Raising Additional Proceeds of Approximately $4.5 Million"](https://investors.castellumus.com/news/news-details/2025/Castellum-Inc--Announces-Aggregate-Warrant-Exercises-Raising-Additional-Proceeds-of-Approximately-4-5-Million/default.aspx) https://preview.redd.it/qc9h881atyif1.png?width=601&format=png&auto=webp&s=b8246c26859c754cc36bef7576900ed3b698ec3d
OK, I see their price targets were mostly reaffirmed to around 560 by citi and Morgan Stanley. They seem solid and the recent drawback is profit taking. CW finished cratering out hopefully cause I just bought some
I've posted about them for a while here. Been long for a while. Big fan of them and ESE. CW you get military/defense plus nuclear as well. Biggest drawback, is that is it's kind of expensive in terms of valuation. However, a set and it forget name for me.
Curtiss-Wright Stock? Is it worth the buy in? This has been a very well performing stock over the years and it consistently exceeds earnings but its down over 5% from its ATH. Is it worth getting in now? Has anyone here invested in CW?
The CW knows that nearly everything he says is a lie, so yes, markets declined last week.
CW: Unfounded opinions and wishful thinking ahead... I'm not concerned. I think Buffet has trained a world-class team of analysts, and while the stock might be going down a bit in the short-term, I have no doubt that they will find the perfect buying opportunity at some point during the Trump chaos, proving that Berkshire is still a powerhouse with a bright future. In the meantime, I'll keep DCAing into the stock. If I had to guess on a timeline, the stock might be sketchy for the next 1-2 years, but will continue to outshine the S&P 500 on the 5-10 year horizon. Also, since everyone keep talking about the Heinz investment as a failure, I think this is also overstated. Yes it has lost significant value, but I think it's severely undervalued right now, and will bounce back. They have the kind of consumer staples that can do well during recession/inflation. Not to mentioned the massive dividends that Berkshire will receive. Morningstar has also touted Heinz as a value opportunity in several recent articles.
I also mentioned it this morning https://www.reddit.com/r/wallstreetbets/s/CW18pRR8mq
Sorry the wait, as of now, this is more heaviest names: STRL, FIX, IESC, RLKB, AGX, NVDA, CW, JBL
Most of the sectors you talked about are irrelevant. There is enough capital in those industries to support capex. With just tax breaks and tariffs those industries are already restoring manufacturing capacity. The only pain points where the government has to heavily subsidize is Mining and refinement specifically rare earth elements, Shipbuilding. That's it. There isn't enough capital and margins/market to compete without subsidies. Shipyards/mining have the same issues and require massive subsidies to function. GD/HII have been getting billions of dollars for the industrial base for years there is zero play there (outside of long term holding for increasing revenue) All the new entrants are private companies and private equity companies there is zero way to capitalize on that. Mining is company and location specific. You need to do a ton of due diligence on each company. I focus on the suppliers of key industries. CAT and other heavy equipment manufacturers, railroads that are going to be moving these goods. Naval/shipbuilding. GE, CW, PH, LHX, LMT, RTX. Basically who make the engines, and equipment. Then who makes the weapons systems, weapons and radar for those ships. The suppliers/support companies have the margin and profit
Keep those core muscles even bro. Knew a guy who was a beast clockwise. He tripped one day and blew his pelvic floor out. Doctors said it was the worst case of testicular torsion they've ever seen. Twister into a knot. Hundreds of hours going CW and not a single CCW thrust. 😢
Happy dividend day for anyone holding $CW. Reinvested my 1 dollar back. Going places.
Big fucked. If CW said its sunny, I grab an umbrella
Tsla is up on the robotaxi launch after all these recorded issues with only 10 cars? https://www.reddit.com/r/SelfDrivingCars/s/CW73XD2coC
Y'all, CW is a hell of a stock
Yep. I’m still holding them and $CW for nuclear plays.
I think these are much better trading instruments than long term holds. They are still way aways from actually building or generating revenue/profit. I think there are pretty plays out there if you do want hold something long term. It's not as cheap anymore, but something like $CW will get you defense exposure as well as a nuclear play. They sale things to power generating plants, generating real FCF. $CDRE just acquired some nuclear testing equipment companies to expand their portfolio. I like the sector long term, but there's a lot of stuff that is pure speculative that has crazy gains. Nothing wrong with that per say, just need to make sure you get out before you are the one holding any bags.
The EU itself stated in a strategic review last year that they would target 50% of procurement needs being sourced domestically by 2035, they are low 40s today (IE only a marginal increase). EU defense stocks, especially RHM, are already effectively priced to perfection on 5% of GDP defense spend which has been the latest signaling from Germany (and some other Nato members). You can see price action reaction to each incremental increase in assumed % of GDP increase decelerating. 2%->3.5%->5%, each bump has seen diminishing returns on share price gains. EU has no military industrial base (realistically), now they are working towards having a minimal one which is why we have seen the massive short term share price appreciation. At this point a long position on RHM is all execution risk on what is effectively a welfare economy converting a significant % mix of its government spend to military production. It's possible they pull everything off perfectly, but risk weighting is to the downside in my opinion relative to a BAE, LMT, CW, etc.
That's still why I like stuff like $CDRE and $CW. They are making real money from nuclear and not really running insane. I'm happy to keep holding and see them benefit of actual nuclear trends and not just hype.
$CW won a nice little contract from the air force CW has been awarded an approximately $80 million firm-fixed-price Indefinite Delivery, Indefinite Quantity (IDIQ) contract by the United States Air Force (USAF) to provide its High-Speed Data Acquisition System (HSDAS) hardware and associated repair services. * The company said the contract covers its full line of Flight Test Instrumentation (FTI) products and will support production platforms as well as future USAF development programs. * Under the agreement, Curtiss-Wright will provide its HSDAS aerospace instrumentation technology including High Speed Data Acquisition, Network, Recording, Gateway, RF, and Data Analysis Software (IADS) products and services. * The sole-source contract provides products, enhancements, upgrades, repair services, field service, and technical support to the HSDAS equipment and is scheduled to run through March 2030, said the company.
Seems CW is her way to bankrupcy too.
They issued a 13 m warrants at $7.19 per share to CW. It constitutes as a form of equity dilution. Retail regards dont realize this. No institutions are buying at this price. This is all fomo from retail. Just be careful. Institutions know retail has lots of money and they will take every chance to take it.
I see (re:NATO spend). Yeah I feel similarly. I missed the boat (re:Hanwha), but nice to see I was headed in the right direction. Maybe next time :) I first heard about Hanwha from browsing r/CredibleDefense several months ago (first heard about Kongsberg Gruppen there too). And I believe you mentioned ship building here over 6 months ago and creemeeseason mentioned CNRD in that conversation. I ended up looking into that and investing, and that has doing well recently (after a long consolidation period). Going to keep holding that and CW and see where we go.
It still has a long way to go......CW is doing big things and adding alot of contracts.
Well the energy is required. Even without the data centers, the US is far behind in which needs to upgrade the grid. Steve Eisman has been talking about this, even before the AI boom. I think investors will be more forgiving, around the Capex spending since companies can afford it. AI investment in which products and things that are currently running on is a much better investment than compared to the "metaverse". Also part of the metaverse story is also when it happened, we saw rates going up for the first time. That's what a lot of people miss when talking about META and the turn around. META was in a unique position, part of it is that the company is owned by Zuck via his Class B shares. Part was the Metaverse looked stupid and investors wanted better returns. It's rational to question all these things, but I'm just pointing out, even outside of AI, there is still need for grid updating, more electrical generation, and just more compute power from data centers. I'm more bullish on some pockets of things. Like for nuclear, I'm playing with $CW and $CDRE. CW is an aerospace and defense company, but they have a line of sales that does components and things for nuclear power plants. Here's their latest presentation from the last quarter, they presented like a few weeks ago: [https://www.curtisswright.com/sites/default/files/Investor-Relations/Quarterly-Results/2025/CW-Q125-Earnings-Conference-Call-Slides-Final.pdf](https://www.curtisswright.com/sites/default/files/Investor-Relations/Quarterly-Results/2025/CW-Q125-Earnings-Conference-Call-Slides-Final.pdf) Go to page 4 of the slide deck, it lines out their 1st quarter sales by segment. Naval and Power saw 18% growth YoY. Total sales for the company was 13% YoY called out is that it's driven by strong growth in commercial nuclear markets.
We are only a small portion of the conglomerate's industrial division. CW.
I guaranteed you at least some of the people replying to your comment shitting on CW had at least one ARK etf back in 2020.
His groupies are speaking out against him… Puts on ww3 calls on CW2
It has. Many, many, many times before. Twice during the CW itself the only thing that stood between the Soviet's and nuclear apocalypse were Soviet radio operators. Once on a submarine and once on the mainland.
My two favorite plays are indirect ones. I like $CW and $CDRE. CW is a bit richer in terms of valuation, but they also get you exposure to aerospace and defense. Been long for a few years and the company is a steady compounded. Just got a position in CDRE before their last earnings report. They are more of a defense company, sell to like police departments. However, they just acquired a few nuclear testing companies to expand their business. Nice part is that both are actually FCF positive and lot less speculative than some of the small reactor plays. Plus will get you some international exposure where we see places like Germany looking to get back into the nuclear energy space.
Of course! I’ve been long $CW for a few years. They have a few different revenue segments. One of the lines is selling equipment to nuclear plants. $CDRE just acquired nuclear testing line of business. I like the small reactor stuff, but they are going to be better trades than long term holds.
Still think $CW and $CDRE are solid ways to play nuclear. Much better valuations.
No position in them. Looked into them and BWXT. Just never found the valuation making sense. I like going after more of the competent suppliers than the actual builders. I posted about and bought DRS before that went on a solid run. Been long on them and CW as my ship plays. I guess also ITT as well. CW is rad because they also have nuclear exposure, they sale things to the power plants. Same reason why I bought CDRE. CDRE recently acquired some nuclear testing companies to expand their business.
Because the world is about to become thirstier than tumbleweed in the Sahara for inference compute, and CW are so well positioned to quench
Man didnt even know CW was in nuclear and I own some lol, what a beast they are. Ill look into CDRE, thank you
$CDRE and $CW. CDRE just acquired some nuclear testing companies. https://www.cadre-holdings.com/news-events/press-releases/detail/68/cadre-holdings-to-acquire-multiple-leading-nuclear-brands I just bought CDRE like a month ago. Had a pretty big jump after earnings. Been long on $CW for a while. They have a division that sales to nuclear plants. https://www.curtisswright.com/markets/power-process
Around 25 positions. Most of them are kind of interconnected, keeping it somewhat easier to follow everything. However, probably follow like 50 companies or so. I also check my screener daily to see if anything new ever pops up that is interesting. Made a great swing trade on SKYW. Haven’t really done too many moves. Did most of balancing during the deepseek stuff. Been posting here for years about how I mainly focus on electrification, physical data center, tailwinds from IRA and infrastructure bills. About a year or so ago, started looking more into companies that deal with ships and the navy, hince the positions in DRS and CW. I was reading about how far behind the US is in shipbuilding. During the deepseek stuff is when I moved more capital from some of positions to more aerospace and defense.
CW rule of trading, buy high, sell low, burn money.
$CW * Reported sales of $806 million, up 13%, operating income of $129 million, up 29%, operating margin of 16.0%, and diluted earnings per share (EPS) of $2.68; * Adjusted operating income of $134 million, up 34%; * Adjusted operating margin of 16.6%, up 260 basis points; * Adjusted diluted EPS of $2.82, up 42%; and * Record new orders of $1.0 billion, up 13%, reflecting a 1.26x book-to-bill. **Raised Full-Year** **2025 Adjusted Financial Outlook:** * Sales guidance increased to new range of 8% to 9% growth (previously 7% to 8%), which continues to reflect growth in the majority of Curtiss-Wright's end markets; * Operating income guidance increased to new range of 13% to 16% growth (previously 10% to 12%); * Operating margin guidance range increased by 40 basis points to 18.3% to 18.5%, now up 80 to 100 basis points compared with the prior year; * Diluted EPS guidance increased to new range of $12.45 to $12.80, now up 14% to 17% (previously $12.10 to $12.40, or 11% to 14%); * Free cash flow (FCF) guidance range increased by $10 million to $495 million to $515 million, which continues to reflect greater than 105% FCF conversion; and * Full-year 2025 guidance includes the potential direct impacts from tariffs on our operations as well as mitigating actions. "We achieved strong growth in the majority of our end markets, accentuated by the timing of naval defense revenues which drove a better than expected increase of 15% in our A&D markets. Additionally, we benefited from a stronger than anticipated operational performance in our Defense Electronics segment, which in combination, greatly contributed to 42% growth in diluted EPS. We were also pleased to start the year with strong momentum in orders, reaching a record quarterly high of more than $1 billion. This performance continues to reflect strong demand in our Aerospace & Defense and commercial nuclear markets." "Overall, we are confident in our ability to achieve strong growth and profitability this year. Building on the strength of our first quarter results, we have raised our full-year outlook and now expect to generate total sales growth of 8% to 9%, operating margin expansion of 80 to 100 basis points, and diluted EPS growth of 14% to 17%. Furthermore, we continue to maintain an efficient balance sheet, with ample liquidity, to execute on our disciplined capital allocation strategy. Curtiss-Wright remains well positioned to deliver long-term profitable growth for our shareholders."
We also get KTOS earnings today after the bell, should be interesting to see so more insight on the defense names. ESE will also give us some more insight on aerospace. CW for more defense as well.
Like here's this from 1y ago: [https://www.reddit.com/r/stocks/comments/1d382bi/comment/l68rjyk/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1d382bi/comment/l68rjyk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) CW is now +34% DRS is like +100% POWL has been on a wild ride but still +20% WWD is +15%
Thanks! Yeah I don't always pick great companies, but one thing I've learned over the years, you don't bat 100%. My gains outweigh my losses. Yeah, I really like CW because it's also a nuclear play, they have a segment of business that does things for nuclear power plants. I posted about DRS like a year or two ago, that's been on a solid run. CDRE is another interesting name. They've acquired some new companies that will expand their nuclear business. Yeah, been saying for close to like 3+ years, i like to invest in the general trends of electrification, onshoring, data centers, and companies that will have tailwinds from the IRA and infrastructure spend. Over the last few years, been doing more naval and defense. The DOGE thing seems really overblown as well.
Haha I don't think you can chalk it up to luck! Great stock pick! I managed to get in before the run up thanks to your mention of it! Thank you for your efforts screening through these names. I've learned a lot from reading your comments on how you search for companies. With the new big defense budget coming in, looks like nuclear, space, and shipbuilding are in-play. I probably should have grabbed HII right after the insider buying (https://sherwood.news/markets/huntington-ingalls-board-members-who-almost-never-buy-company-stock-bought/). Got some AMSC and more RDW recently. Might add some more CW!
There was a functional government in place during the GD/GR. The banks won't be sending people to repo things during CW2...if they're smart.
Im as big of a CW hater as most, but at least get her comments about that right. She said something along the lines of god wants hger to run a fund and make money through stocks, she didnt say god gave her stock picks.
whats forever? if you are 24, why do you need them to go up forever? all you would need is another 26 years and once you are 50, you shouldn't have big exposure anyway. if index's have only gone up during WW1, WW2, CW, Great Depression, slavery, bad presidents, corruption, 9/11, dot com bubble, real estate bubbles, gulf war, trade wars, covid, etc, and managed to get through all that, what's going to happen over the next 26 years to change that? and please don't tell me the this time is different stupidity. im all ears?
I'm **passive investor**. I make since 3 years a **monthly DCA**. Moreover I have some **levels of purchase** when the market is red -10%/-15%/-20%... I would have your opinion about the allocation of my portfolio below. CW8 - 70% PAEEM - 15% PANX - 10% RS2K - 5%
That's the tough part, a lot of had solid runs. TATT is interesting. ISSC is much smaller, but another interesting name in the space. I like CRS, which is more of a metal play with other sectors, like they also do customer things for healthcare. ATI is more of a pure metal play ERJ has seen a crazy run, but the fundamentals aren't bad if you think they can keep up the growth. For more military defense stuff, DRS, CW, MOG.A are really interesting. I like a lot more of the mid cap/smaller companies. That should be a little list to dig into some stuff. Been doing a bit more digging in the last few days, just find it really interesting. So many small niche companies. Like TTMI does missiles and data centers circuits. Low margin business, but interesting how like these little niche companies exist.
There's also the american CW (the ones I use), you can always execute it before with that type, my bad, I said european CW referring to that they're CW on european stocks, but I buy the american type, yeah, but that was great from you to clarify that
You know that when you buy naked options you become the writer and if you sell you have to assume the obligation to sell the stock at a certain price on expiration date, right? Well, with CW you never become the writer and you can trade a bigger amount of contracts just for the premium without a thought cause they're already covered by some financial institution In case you hold until the expiration date you don't need the money to buy the stock or make some poor man strategy, the financial institution just pays you directly If things go wrong when the price of the CW reaches €0 the broker closes it automatically, losing only the money you invested whitout having to set a stop loss
September 19, european CW, much better than options
When CW is wrong, it slaps. Per Morningstar in 2024... - Cathie Wood's Ark Invest has destroyed $14 billion in wealth over the past decade. - A Morningstar analysis found that Ark Invest topped the list of wealth destroyers among other investment companies. - "These funds managed to lose value for shareholders even during a generally bullish market"
That might cause the CW2 bubble to pop
They want CW2. These are the preppers who hoard ammo, worship AR-15s and idolize Timothy McVeigh. The suffering of “The Other” is the Republican voter’s dream.
*\[pause to imagine SNL calling in Christopher Walken to play Trump in the opening sketch: no dialog at all, just five minutes of CW winning an Emmy by acting against a silent phone\]*
Don't worry, I have a few grands in savings and I invested a couple hundred not even in options, but CW, it means no risk. It was money I wasn't afraid to lose. I may be a regard but I'm not a gambling hooker