LHX

Fertal78

Yea I like LHX a lot!

scottie6384

LHX doesn’t make drones but the do make counter drone systems, command and control software to operate thousands of autonomous drones, and the manufacture all types of sensors/comm packs that would be carried by military drones. Interesting company well off its highs. AVAV is another interesting company well off its highs.

Disgruntled_FSO

LHX hitting them 52-week lows.

stuff_happens_again

Stock dropped 4% when they announced the CEO was out. Nothing in the fundamentals changed, still a huge backlog of orders. Pentagon dropped big money into LHX to build more rocket motors, they are going to need more.

stuff_happens_again

Just bought some LHX. Ex-CEO put 'Thy rod in Thy Staff', and now he is working at Wendys. One Big Beautiful Mid-East War still creates demand for what they build.

CharacterSell4054

LHX CEO fired for misconduct. I amma guess...sex with subordinate?

wrongrobertpatrick

Took profits to buy LHX at 263

zbern

If anyone was curious L3Harris spinoff of Missle Solutions has been push back. LHX reported last night, -12% as of this comment. "Delayed Missile Solutions IPO to mid-2027 due to market conditions, focusing on value creation and operational execution." • Missile Solutions (MSL) is the L3Harris division that builds the engines and steering systems for military rockets. They manufacture the high-powered solid rocket motors that blast missiles into the sky, along with the smart sensors and fuses that guide them. Basically, they supply the muscle and brains for major defense systems like THAAD, PAC-3, and Tomahawk.

zbern

I was looking at MSA a few months ago and have had it on my watchlist. Was looking to enter around $150ish but held off. Cool company and lots of tailwinds for them with everything being built. Nothing new in my account besides HONA and VVX. I did however start a position in SOLS in my kid's account with the drop on the merger with ESI. I hold ESI in my account so I'm just gonna chill with it because I've been wanting SOLS myself. I did find a new spin-off recently. AXYV, Missle Solutions. Being spinoff from L3harris $LHX later this year.

Midnite_07

Thinking about buying calls of, RKLB, NOC, LHX, HXL, PKE During the SpaceX IPO launch... What do you think??

MistressMinaDear

This is super cool work. Re LHX, I wonder if part of the “why isn’t price moving” thing is just the usual defense stock problem: market assumes contract spikes = lumpy, multi‑year programs with slow ramp, political risk, and margin uncertainty. So even a $1.2B bump in obligations gets mentally discounted pretty hard. Also worth keeping in mind a lot of the recent defense bid is already “macro priced in” from the Ukraine / Indo‑Pac narrative, so anything that looks like incremental upside from contracts might just be offsetting multiple compression from higher rates or election noise. The FCF linkage you’re seeing from obligations is interesting though. If that signal holds across more names than just LHX / HON, that’s a legit edge, even if it’s only explaining 10–20% of the story.

Original_Training786

I sold decent amount. I am holing since $4 in all my accounts. It looks amazing based on fundamentals and spacex valuations thrown around. It is trading at 80-90 P/S multiples. Its market cap is as much as some of established defense companies (LHX). At this point, we are expecting perfect execution for few years to come from RKLB.

AlfrescoDog

I haven’t parsed their latest earnings (yesterday), but the drop is tied to the defense primes. If RTX, LMT, LHX, etc. are falling, KRMN will continue to fall. I started loading up at $67, added a bigger share at $60, and will continue to do so, as long as there’s no specific bad catalyst related exclusively to KRMN. But I am aware that it might take time.

GrapefruitOrganic741

$SWMR partners Palantir Technologies — $PLTR Anduril Industries — private L3Harris Technologies — $LHX Shield AI — private RTX Corporation — $RTX Kratos Defense & Security Solutions — $KTOS Rakuten Group — $4755 HIMERA — private Helsing — private Leonardo — $LDO Saab — $SAAB.B

Pete26l96

of course war/defense stocks start falling off a cliff right after I initiate a position fucken RTX, NOC, LHX...

Pete26l96

of course war/defense stocks start falling off a cliff right after I initiate a position fucken RTX, NOC, LHX...

captainri66

Why not both? One is up and coming challenger to SpaceX and other one is the big lunar and national security play. LUNR has the whole lunar infrastructure locked up (landers, rovers, comms, surface fission) and then their other satellites business is bigger than RKLB satellites business, already have SDA contract through LHX and a Space Force Andromeda contract. LUNR $1+ billion 2026 revenue, $1.2 billion backlog. Cash flow positive this year. RKLB $850 million 2026 revenue, $1.6 billion backlog. Cash flow positive next year. LUNR is 1/10th RKLB valuation so it may have more room to run until RKLB locks up something equivalent to Starlink to use Neutron on. But if you

Pete26l96

of course war/defense stocks start falling off a cliff right after I initiate a position fucken RTX, NOC, LHX...

the_Q_spice

>LUNR is speculative company based on lunar surface infrastructure. LUNR recently became the main manufacturer of satellite busses for LHX, IRDM, SATS, T/TPG (DirecTV), SIRI, and NOAA. They are also a significant guidance, propulsion, and navigation provider for LMT, B, GD, GY, Spectrum Astro, and NOC. This isn't even new news at this point. *Way* too many people are failing to understand the significance of the [Lanteris ](https://lanterisspace.com/about-us/history)and [KinetX ](https://www.kinetx.com/missions)acquisitions.

PickleRickleTV

Buying more LHX, GEV, GE, GD, MDA tomorrow. Then will start DCAing into SATL.

AL0NEbutnotL0NELY

I bought weapons stocks at the start of the war to only see RTX & LHX slide down b.c everyone else had been buying the rumor and selling the news. Fortunately, I'd been buying XOM & COP when Trump began saber-rattling Venezuela last year. Win some, lose some? 🤷🏼‍♂️

Culass31

C'est une sélection audacieuse pour 2026. Tes thèses sont très axées sur le "récit" (storytelling) et les catalyseurs industriels. Pour équilibrer ta confiance, j'ai passé tes choix au crible de mes analyses quantitatives **ValorysTrader**. Voici un retour sans détour, confrontant tes arguments aux chiffres froids du marché en ce début avril 2026. **1. Amaroq Minerals ($AMRQ)** * **Ta thèse :** Transition réussie vers la production, catalyseur Phase 2 au T2 2026. * **Mon avis :** L'outil confirme le virage stratégique et l'optimisme des analystes pour 2026 (+96% de revenus prévus). Techniquement, le titre montre des signes de **survente (RSI 30,62)**, ce qui appuie ton point d'entrée. * **Le bémol :** C'est un dossier **hautement spéculatif**. Les fondamentaux actuels sont encore dans le rouge vif avec une marge nette de **-127,83 %** et des flux de trésorerie négatifs. La "machine à cash" est une projection, pas encore une réalité comptable. **2. Ferrari ($RACE)** * **Ta thèse :** "Hermès de l'automobile", pouvoir de prix imbattable, immunisée contre les taux. * **Mona avis :** C'est le seul **"Quality Compounder" exceptionnel** de ta liste. Les scores de qualité sont au plafond (**97/100**) avec un ROE stratosphérique de **43,22 %**. * **L'opportunité :** Tu as raison de ne pas regarder que le P/E. L'action est actuellement proche de son plus bas sur 52 semaines avec un **RSI de 28,47**. Ce repli technique est une opportunité rare pour une boîte de cette trempe. **3. Aston Martin ($AML)** * **Ta thèse :** Pari de redressement (turnaround), livraison de la Valhalla, valorisation plancher. +1 * **Mon avis :** C'est pile ou face. Si l'aspect spéculatif est là, la santé financière est critique. L'**Altman Z-Score est à 1,5**, ce qui indique une zone de détresse financière. * **Le risque :** Avec des capitaux propres négatifs et une dette élevée, le marché attend plus que des promesses de supercars. L'IA reste **neutre (40/100)** en attendant des preuves de stabilisation du bilan. **4. Fluor ($FLR)** * **Ta thèse :** Contrats dérisqués, acteur du nucléaire/SMR et des centres de données. * **Mon avis :** Le carnet de commandes est solide ($15,5 Md de revenus), mais la rentabilité GAAP peine à suivre (marge nette de **-0,33 %**). * **Le signal :** La situation de trésorerie est saine ($3,77 Md), ce qui valide ta thèse sur le rachat d'actions. C'est un dossier pour les investisseurs "Value" patients, mais attention à l'**incertitude technique à court terme**. **5. L3Harris ($LHX)** * **Ta thèse :** Défense technologique, scission d'actifs pour libérer de la valeur. * **Mon avis :** C'est une valeur mature et fiable (25 ans de hausse du dividende). Cependant, l'outil suggère que tu paies peut-être trop cher aujourd'hui : le **P/E de 41,54** est élevé par rapport aux standards historiques. * **Le conseil IA :** Le momentum s'essouffle avec un **signal de vente MACD**. L'IA recommande d'attendre un repli vers la zone des **310$ - 340$** pour optimiser le ratio risque/rendement. **6. Capital One ($COF)** * **Ta thèse :** Acquisition de Discover, synergies massives, sous-évaluation. * **Mon avis :** Gros potentiel de valeur. Si l'on normalise les bénéfices (en ignorant le creux cyclique actuel), l'action est **fortement sous-évaluée**. * **La solidité :** Contrairement à beaucoup de banques, COF affiche un ratio **Dette/Equity très bas (0,44)**. Malgré un momentum technique baissier, c'est un excellent candidat "Value" pour 2026. **7. NextEra Energy ($NEE)** * **Ta thèse :** Combo gagnant Utility + IA/Data Centers, 10 % de croissance du dividende. * **Mon avis :** Thèse validée par les chiffres. C'est une entreprise de haute qualité avec un **sentiment Bullish (75/100)**. * **La force technique :** C'est l'un des rares titres de ta liste avec un **momentum haussier solide** (prix au-dessus de la SMA 200). Attention toutefois à la sensibilité aux taux d'intérêt vu l'endettement inhérent au secteur. Tes convictions sur **Ferrari** et **NextEra** sont solidement épaulées par la data. Sur **Amaroq** et **Aston Martin**, tu es en plein territoire spéculatif : le timing technique sera tout aussi crucial que la livraison de tes catalyseurs. Si tu veux confronter tes prochaines thèses à ces scores factoriels, tu peux générer **3 analyses gratuitement**. J'en offre **7 supplémentaires** à ceux qui veulent suivre leurs positions de près en laissant leur mail : [**valorystrader.vercel.app**](http://valorystrader.vercel.app)

DeepSpeed2543

Every? The CEOs of PLTR, LMT, NOC, HON, RTX, LHX, etc will likely say "Unexpected TAILwinds", no?

captainri66

Space stocks are flying. An additional $10 billion to accelerate Golden Dome procurement. Biggest beneficiary $LHX, also $LUNR who supplies them with the satellite busses. https://spacenews.com/golden-dome-cost-estimate-rises-to-185-billion-as-pentagon-expands-space-layer/

Alert_Win359

Best of those are AMRQ, NEE, and LHX . Those will make money. The others not so much

superdookietoiletexp

Interest in anti-mine underwater drones is about to go through the roof. Just had a quick look at which companies offer the best bang for the buck if this sector blows up (ha ha) and here’s what I found: Kraken (KRKNF) - its already run up +300% in the past year, but is still only a $2 billion company and may have more to room to move Kongsberg Gruppen (KBGGY) - hasn’t moved all that much recently, but it’s a $37 billion company and so may not have much room to move. NATO navies widely use their underwater drones. Teledyne Technologies (TDY) owns the Gavia AUV platform and many underwater sensors, but has a market cap of $30 billion and has run up quite a bit recently. L3Harris (LHX) is a $68 billion company up 70% over the past year, but does a lot of cool underwater tech. Maybe not much room to move either, but I can’t imagine they are going to stop losing contracts in the current environment.

Stocks_N_Bondage

No but I bot RTX and LHX tho

shadylex

RTX, LMT, NOC, RNMBY, LHX making money

ClippingTetris

I’ve been investing in companies like L3Harris $LHX as their advance missile defense systems amongst other business lines. There’s massive spending on new advanced missiles including the golden dome.

el_kapro

I have some LMT, NOC, RTX and LHX stock and I'm strongly considering selling them. They are all at ATH after climbing up like crazy in just few months. I have 40-100% gains on them.

old-tennis-shoes

Look for defense primes and growth stocks that aren't as crowded. RTX LHX ONDS if you wanna go foreign: Rheinmetall RHM BAE Systems BA. Saab SAAB

burtonearnie

LHX calls last week were a good idea after all.

Stocks_N_Bondage

There is one jet known to be down, and it is not clear if it was brought down by Iranian actions or not. Some sources indicate it was due to friendly fire from a US Patriot missile. What seems clear, is that there is no diplomatic solution at hand. At the moment, the leadership chain has substantially been eliminated, so I imagine more chaos, not "war" so much. Regardless, I already bought RTX LHX etc last week in anticipation...

Stocks_N_Bondage

Well, there's obliteration and then there's obliteration. Last time was alternate obliteration. This time more better obliteration. Also, these companies rely upon us to blow up the things they make for us to blow up other things with. RTX • NOC • LMT • LHX • GD *Disclaimer: gentlemen, you can't fight in here, this is the war room!"*

investinreddit-

ETFs or single stocks?Ingersoll Rand or $AVAV or $LHX?

BigWarning8696

all drone stocks green: UMAC ONDS LHX AVAV KTOS RCAT

BigWarning8696

and KTOS LHX ONDS. Drone stocks pumping after opening bell shakeout

jabbaji

Sure, as soon as my LHX calls expired on Friday

dayvieee

I forgot to buy LHX calls for the weekend so hope nothing happens

KaotikRush0198

Fuck yeah, my WDC + Hecla + RDW calls boutta print tomorrow. Any reason why military stocks look bullish pre-market? KTOS, RKLB, RCAT, RDW, LMT, LHX and all of the sorts seem to be having pretty good gains. Do they think mango is gonna do something stupid soon?

dayvieee

I forgot to buy LHX calls for this weekend so therefore the strike will happen Sunday, if not I'm loading up calls on Monday for a Tuesday strike

dayvieee

Here I go again loading up LHX calls for the 3rd weekend in a row

KaotikRush0198

NOC, LHX, RTX, KTOS, COP, OXY, maybe GLD. Unsure about silver. Just look into defense and oil and i think you'll be alright, though might want to keep an eye out for the news cause 🥭 is prolly gonna do something stupid before talks on Friday.

dayvieee

Bagholding these LHX calls hoping for something this week

dayvieee

Didn't know what to buy at close so I got LHX and NET calls for the physical and cyber warfare

Apprehensive_Two1528

I don’t know about others, but I bought LHX in 2024 for $200 and sold it for $247 in 2025. for most part of 2025, it did nothing. it’s an ICE stock. whenever you hear about wars, it’s gaining.. don’t like the policy driven nature

Creative-Sherbet-584

I appreciate a post that isn't AI generated DD with rockets. I'll give these a look. I'm hesitant to touch Rivian just because its a luxury EV company without any Federal backing anymore. I love the company and the idea behind it but from an investment standpoint it would be speculative on hype. FLR, CIEN, and LHX look most interesting to me.

No_Bunch_2920

Where is LHX ?

ALMessenger

Damn, COF, LHX, and NEE are all at or near ATH. In a world where optimism has been driving equity prices for so long it seems to me that analysis of fundamentals is kind of a fool’s errand - the optimism for the future, reflected in the ATH price currently, could well have already assumed all the things you are suggesting should drive the price higher If that optimism were to cool, and prices were to just go back where they were 10 years ago, these positions would be badly under water. These seem like very risky plays to me

MaroSoo_eu

Solid list and clearly thought through. What I like is that each pick has a specific catalyst, not just cheap because down. I am holding two of them: NEE and LHX. That said, I’d be careful calling all of these undervalued. Some feel more like re-rating stories (Ferrari, NextEra) than classic value, where execution just needs to be okay. You’ve got a nice mix of cyclicals, infrastructure, and quality brands, but a lot of the upside depends on things going right on schedule. If timelines slip, returns may lag even if the businesses are fine. Overall: interesting picks, just more selective conviction than deep value in the traditional sense. You have a nice portfolio and not just a fomo-overhyped-thesame-reddit stocks.

moorhound

GD, RTX, LMT, LHX, NOC, ITA, SHLD, CVX, XOM, all up between +0.5%-4.4% on this baboon-ass red day

Bravadette

There's like 8 of them involved in communications from what im seeing. The one that is probly most recognizable is LHX (audio) and rdw (cameras). I think CACI is doing the actual transmission. Never see them talked abt much

VoidMageZero

It means you get a new stock for the missile party worth x and LHX goes down by x approximately

MelodramaticMouse

Sorry for a n00b question, but I have L3Harris (LHX) stock and I see that the DOD is investing $1B in their missile solutions business. There's supposed to be an IPO later in the year. What does this mean for LHX stock when they spin off the missile part?

birdman1972

LHX's missile spin off will trade like a meme stock.

birdman1972

LHX. Gift that keeps on giving. Glad the Harris guys survived the merger.

moorhound

Considering a War Pig port for Tuesday LMT, NOX, RTX, LHX, ITA, SHLD, OXY, CVX, XOM

ChairmanMeow1986

Listen to everyone telling you to sell. I'm I personally bullish, yes, do I think it could go higher into Friday yes, but this is basic risk management looking at the Trade you have running. First, and *least* important you are now going to be running into the period where Theta becomes a notable negative multiplier on *extrinsic* value if you end up holding around or below this price. I do not recommend this and think you should close the position judiciously tmrw, but at least roll up and out to secure profits and reset your Trade. You buying lottery tickets, gambling (no hate, it's all risk mgmt), or learning a skilled trade? More importantly though is the premium to cost buy right now versus to just close (i.e. Realized Volatility effect on IV, that leads to IV crush). If you are truly that bullish on ONDS and I am bullish on ONDS you can pour those profits in to shares preferably over a couple-few different buys instantly if you want to avoid Vega (i.e. this is a VRP-Risk-Volitlity Premium context). The risk here is Mean Reversion on news, not fundamentals. Timelines align, I think drone stocks are an incredible growth area *overtime*, but the fact that all drone stocks in my holdings and watch lists (ONDS, RCAT, AVAV, KTOS, LMT, LHX, etc) show this is a *sector pump* on potential news. That's just an exit with 650% profits with a Jan deadline. Flat out. Don't be overly greedy, reset the winners too.

Senior-Preference678

Higher after Trump comments on defence . AeroVironment (AVAV) up 8.6% • Lockheed Martin (LMT) up 6.4% • Northrop Grumman (NOC) up 5.7% • L3Harris (LHX) up 5.3% • General Dynamics (GD) up 4.3% • Huntington Ingalls (HII) up 3.7% • RTX Corp. (RTX) up 3.5%

surmoiFire

LMT LHX regain after 🥭 tweet

birdman1972

LHX

waitingOnMyletter

Breath in, limit buy LMT, RTX, NOC, BA, and GD Hold, calls KTOS, AVAV, LHX, HII, LDOS. Breathe out, “bring the rain.”

ritholtz76

RKLB is also up. AMD is up bigley. I have 45% of my portfolio between these 2. Need to find next space stack. Missed rally on LHX.

KalBux

My portfolio is ridiculous. SBUX calls, INTC calls, RTX, LHX, JPM, C, XOM, COP. What is this? The fucking 90’s?

ritholtz76

why now LHX?

Fit_Celery_3504

better management than RCAT or LHX. 2026 is the year of drones.

Fit_Celery_3504

RCAT has shit management compared to ONDS and LHX. 2026 is year of drones.

NOKIABUMPS69

Rcat management is trash. LHX is better imo. ONDS will dominate them all imo

Fit_Celery_3504

RCAT & LHX are max dronage

wrongrobertpatrick

In this order 1 AVAV 2 KTOS 3 LHX 4 ONDS

wrongrobertpatrick

I’d bet on AVAV and LHX getting the majority of it

Prune-Butter

Blue Water who makes drone warships isn’t publicly traded yet. They are close to production. Saildrone isn’t publicly traded either and they just bolted on Lockheed's JAGM Quad Launcher missile system and anti-ship missiles to make a drone warship. I guess this will be a suppler and support play for the next few years with my war money. TXT anti mine systems, RTX radar systems, OII maintenance, HON navigation and defense systems, LHX automated payload systems, NVDA, well they are in everything, VSAT satcoms, OUST LiDAR systems, CAT Diesel engines that can run a long time without humans. No huge plays, but they shouldn’t crash hard because of the tremendous build up in the coming years, if we are in a so called bubble. Who knows.

RJ5R

GE (already up +84% YTD) RTX (+52% ) BA LMT GD (+31%) NOC (+21%) LHX (+38%)

StonkCat27

These comments are killing me…… Currently all of the major space players: BA, LMT, LHX, NOC and such all work with SpaceX. The great thing about space is it’s not just about one company, it’s about partnerships. This is all information that can be found on these companies websites.

Tricky_Statistician

!banbet LHX +2% 48h

Caracas-ok

Im not going to lie, you’re right to some extent. Some of those stock are like that, but for LHX, RR, ONDS, and FIGR I had done good research. LHX and FIGR was a strategic sell bc I was reinvesting that, RR and ONDS were completely impulse panic sales. I appreciate your comment though, you got any tips for me?

Tricky_Statistician

!banbet LHX 306.0 60h

Potential-Print598

Doing my thing on LHX 🤑

No-Consequence-8768

# Top holdings Top 10 holdingsAS OF Jul-31-202564.44%of 32 totalSymbolCompany NamePercentage[KTOS](javascript:void(0))Kratos Defense & Security Solutions Inc10.23%[RKLB](javascript:void(0))Rocket Lab Corp9.37%[AVAV](javascript:void(0))AeroVironment Inc7.52%[IRDM](javascript:void(0))Iridium Communications Inc6.52%[ACHR](javascript:void(0))Archer Aviation Inc Class A6.16%[PLTR](javascript:void(0))Palantir Technologies Inc Ordinary Shares - Class A5.39%[LHX](javascript:void(0))L3Harris Technologies Inc5.03%[TER](javascript:void(0))Teradyne Inc5.02%[TRMB](javascript:void(0))Trimble Inc4.96%[JOBY](javascript:void(0))Joby Aviation Inc4.24%

wrongrobertpatrick

Top drone stocks: KTOS, AVAV, NOC, LHX, TXT best rs+dilution drone SPAC — ONDS (UAVS, RCAT, DPRO — check out their “leadership”) Yes, Anduril IPO is appealing AF — I sold this @ 12.50 and regret not selling at 13+ https://preview.redd.it/ici0ets3p9mf1.jpeg?width=2048&format=pjpg&auto=webp&s=3e223b6583e37f339009cec38a5d865b561be4eb These, “ignore the man behind the curtain posts” from AG gives Bart at Kamp Krusty — repeating to him himself, that everything is okay

BlackAdder7

Hold on a second. JOBY bought a money losing business from Blade and then called LHX to add some guns to it's potentially approved big drone??? And now is valued at 14B??? Wtf

InvestigatorWooden33

Quickly someone respond with the prompt (obviously not exact so you don’t get banned for my regardation) for a LHX 320 call 9/19

InvestigatorWooden33

BOLDER BET MAN FUCK YOU !banbet LHX 300 2w

InvestigatorWooden33

!banbet LHX 280 1w

InvestigatorWooden33

!banbet LHX 230 8/1

wrongrobertpatrick

Dude not even close. Legacy: LMT, NOC, RTX Newcomers: LHX, KTOS

GhostsinGlass

People bullish on the war in Ukraine ending soon really should see that video of one of Russias drone factories that's been making the rounds today. [Video](https://www.reddit.com/r/UkraineWarVideoReport/comments/1m4wr8h/video_from_inside_the_russian_factory_for/) That's the thing about war economies, they don't always start quickly but when they get legs they really begin to run. Unlike tanks and jets drone production can basically happen anywhere you got a big enough warehouse. I feel like long term plays on BA, GE, GD, RTX, LMT, NOC, LHX, etc are probably a good idea.

GhostsinGlass

# US House Passes New Ukraine Aid Bill, Ensuring Continued Military Support LMT, GE, GD, NOC, RTX, LHX, BA, WAR, LFG

GhostsinGlass

# US and Europe must prepare for war with China and Russia, NATO commander says # Hell yeah 𝕷𝖊𝖙'𝖘 𝖋𝖚𝖈𝖐𝖎𝖓𝖌 𝖌𝖔! * LMT * NOC * GE * RTX * LHX * RHM.DE * WAR ETF

rando9999912

Short answer, no. Longer answer 🥭 national defense strategy. There sure as shit are better plays than ASTS for that though. Their satellite signal can’t even penetrate leafs 😂 Long RKLB, LHX, IRDM

rando9999912

Short JOBY, ACHR. Long TXT, FINMY. Short QS. Long ENS. Short ASTS. Long RKLB, LHX, and IRDM. Ngl, I’m getting fucked up this past week fam, but I ain’t hear no bell.

emperorjoe

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

ZaneStutt

Yup, defense tech is back in focus…expect drones, robotics, and autonomous systems to lead. Alongside innovators like $KTOS, $ACHR, and $PLTR, don’t miss major players like $LMT, $NOC, $RTX, and $LHX…all heavily involved in uncrewed and AI-driven warfare. Also keep an eye on Anduril (private), General Atomics (MQ-9, Valkyrie), and even startups like PDW.

BigDesigner7199

LHX

f0xinaround

Hoping for the same. My LMT and LHX need a boost!

EverydayEverynight01

>Defense stocks that actually have the capacity for wartime production and increasing production quickly to actually get defense spending. EX LHX NOC RTX. Yeah but what are they supposed to be manufacturing if the critical minerals to manufacture military stuff is gone?

emperorjoe

- Defense stocks that actually have the capacity for wartime production and increasing production quickly to actually get defense spending. EX LHX NOC RTX. - Canadian or American oil producers ( not diversified, pure NA plays. Ex CNQ - us mining companies ( not diversified miners) ex MP - us chip makers ex Texas instruments Avoid Everything involving trade in SEA or China in their supply chain. Ie Nike, Avoid anything that gets a majority of revenue from China or SEA EX Starbucks Avoid Chinese or SEA stocks. Avoid travel/hotel companies. EX booking, Hilton, Marriott Avoid diversified miners especially in iron or copper ore with the main customer being China. Ex BHP, RIO. Avoid anything manufacturing related from China/SEA and focus on made in Europe or NA companies. Avoid tech companies like apple that rely on trade with China.

onamixt

I bought GEO, LHX calls before voting in House of Representative. House passed the BILL, these two tickers barely moved AH. Great. Must be priced in already (yeah I know that GEO moved like 50% in November was hovering 20-30-ish since then).

SuspiciousStress1

I've made bank on BA, LMT(LMA to MIC folks 😉), had a bit of play from GD, RTX, & hoping for big on the current NOC play(should be pretty good). Play what you know!! P.S. the recruiter in me still tracks salaries & job listings, so far it has been a good indicator of who will have the best year(higher pay = the best of the best, usually = best innovation or the most sensitive contracts(ie govt is willing to pay more due to whatever blackwork they find most important & whatever projects have highest clearance levels), there's alot of movement between companies)...I've been watching this for ~10y and it tends to be a good lagging indicator(hubs started with govt in 07(direct govt contractor due to salary constraints)-by '10 he oversaw MIC & kept them to contract language), joined MIC in 18 with an offer too good to refuse...where I joked that they just wanted him out of his role to quit hammering them so hard-lol)). Currently its RTX. Then LMT(they have the best sign on bonuses currently), NOC, LHX, GD, & BA pulling in the rear(which is honestly shocking, they used to lead the pack). Stock-wise I'm deepest in RTX, I'm expecting 2026 will be a big year, I buy more anytime they dip. Also have some LMT, NOC, & BA(not a huge GD fan based on things I've heard, only options plays for them-lol)....and tech because why not 😉

ASaneDude

>>>Dude, she openly stated that Congress members should be allowed to make trades in the industries they are overseeing. It's on camera! I’m clearly against that but I showed you four examples of folks timing their traded after being alerted above covid and you say nothing but Pelosi’s husband buying LEAPS. 😏 >>>Magically Nancy Pelosi entered Congress with only 3.5 million dollars from her husband's real estate and investments in publicly traded companies in the 80s. >>>Since she became a member of the House, her wealth has grown by almost 100x in that time frame. >>>With perfectly time trades of the absolute top and absolute bottom of a whole host of companies. I have her net worth at something like $250 million from various sources. If you assume 10% returns per year for her public and private assets since 1980, that’s like $250M (admittedly, not including taxes *but also includes no other investments*). But Paul runs money and gets a salary/carried interest too, so you can expect more investment. >>>Personally, I think you're injecting your politics into this because you claim to dislike Insider trading, yet the one person in Congress who is a household name for insider trading in Congress is Pelosi. Of course there's others and I don't like them either. They just weren't speaker of the house and on camera telling people she should be allowed to trade stocks that she's overseeing. That’s bs. Above I just showed you *four examples of CLEAR violations* of people selling quickly before a major negative event and nobody says anything. You’re saying that because more attention is paid to Pelosi then I don’t like her doing it but I’m ok with the TONS on the right that are doing even worse with even more fortuitous timing but I’m not going to call them out. >>>I mean you're sitting here claiming that every penny that she's made was Honestly made without insider trading by her telling her husband what to do and what kind of laws are going to be passed and or proposed that will change and have a major effect on Industries. If that's the case then her husband is a better Trader than buffet in that same time frame. Astonishing. I don’t know what happened here. And here’s the clincher, *you don’t either.* Fwiw, I do think she’s feeding information to her husband and I think it’s wrong. But I think her being the face of this because Fox churns out articles everytime Paul has a successful trade (their big “proof”: NVIDIA LEAPS when it was just getting popular, selling Visa before what the New York Posts calls a “MASSIVE ANTITRUST LAWSUIT” where the stock price barely declined (for less than week) and Palo Alto (which is has been a highly recommended stock. And if you search enough, you can find something on the congressional calendar tying an investment to congress. >>>She's only the most well-known Congress member for insider trading but since she's a Democrat and he's her husband they should get a free pass right just like most Democrats have been for the past decade. Bullshit - it’s you giving the tons on the right a pass for even more egregiously timed trades. These look much worse and just outright crass. >>> Republican Senator MarkWayne Mullin on May 12 bought between $15,000 and $50,000 of LHX, which is a military drone maker. On June 6, President Trump issued an executive order titled "Unleashing American Drone Dominance" that calls for boosting U.S. drone production. Mullin serves on the Armed Services Committee. >>> U.S. Rep. Marjorie Taylor Greene, a Republican from Georgia, bought shares of Palantir Technologies days before the U.S. Immigration and Customs Enforcement announced a $30 million contract with the company.