Reddit Posts
I should just putt all my money into stocks that profit from war huh
Early Morning Call On Defense Stocks As Warships Attacked In Middle East - PLTR (Palantir) - LHX - NOC - HWM - RTX
Publically traded US and UK defense companies with operations in Israel
L3Harris rises after reporting Q1 sales gain (NYSE:LHX)
Global Military Drone Market Expected To Reach $22.4 Billion by 2028
Hot Stocks: BZFD surges again; LHX rises on earnings; KLAC drops on guidance; GT slumps
Oxford Club- "super algorithm" for the CIA to predict the financial markets" - I'd like to see that or a similar replica???
Military industrial complex might be the next best move.
Are you only allowed to talk about AMC GME or BBBY here cuz…
Invest for profit, not morals, an impending wartime strategy. Or: how I learned to stop worrying and love the bomb.
L3harris: recession-proof, 2% dividend defense stock that's also an ARK Space pick?
Liberty Defense makes strategic new hires to in preparation for launch of new HEXWAVE product
What are the downsides to investing in defensive stocks?
Lets talk about SPACE baby - the next wave of companies ARKX will pick up
Mentions
Rcat management is trash. LHX is better imo. ONDS will dominate them all imo
RCAT & LHX are max dronage
In this order 1 AVAV 2 KTOS 3 LHX 4 ONDS
I’d bet on AVAV and LHX getting the majority of it
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.
GE (already up +84% YTD) RTX (+52% ) BA LMT GD (+31%) NOC (+21%) LHX (+38%)
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.
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?
!banbet LHX 306.0 60h
Doing my thing on LHX 🤑
# 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%
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
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
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
BOLDER BET MAN FUCK YOU !banbet LHX 300 2w
!banbet LHX 230 8/1
Dude not even close. Legacy: LMT, NOC, RTX Newcomers: LHX, KTOS
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.
# US House Passes New Ukraine Aid Bill, Ensuring Continued Military Support LMT, GE, GD, NOC, RTX, LHX, BA, WAR, LFG
# 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
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
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.
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
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.
Hoping for the same. My LMT and LHX need a boost!
>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?
- 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.
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).
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 😉
>>>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.
Diamond handing LHX and LMT calls overnight am I cooked
Oh man LHX is doing that weird thing again.
**Take a look at SHLD, Global defense Tech ETF.** Has 47 holdings defense related around the world. Europe has been rebuilding NATO and their defense budgets are increased. Top holdings are BAE systems, PLTR, Rheinmetall, LMT, GD, LHX, NOC. SHLD at $58.72 per share. Above both 20 day and 50 day moving averages. SLHD up 57% this year to date. 21% per last quarter and 7.0% per lasy month. Nice looking chart.
LMT and LHX are just begging me to buy the dip
RKLB, ASTS, LHX, PLTR went up a bit from this news
In fact LHX is a good choice at the moment as it just broke out. Certainly not the best stock to buy as its earnings and sales growth are subpar. RTX is a tad better and also just broke out. But their sales and earning are just a bit above LHX. I would not be a buyer. But it certainly is most likely not với g to hurt you. Just make sure you use a trading stop loss.
Profited 13k today. LHX calls TSLA calls SPY puts
LHX is at ATH. Personally, I never gamble on a stock at ATH. I'd sell.
LHX is the play kiddos. The world is not getting any safer anytime soon.
Yeah. LHX got to 269 overnight
Not forked if you bought calls in LMT, LHX, RTX, ITA....like probably everyone in the Israeli and American governments did.
Investing in RTX and LHX while praying for world peace? hat’s like buying a treadmill and a cake shop. Hope your portfolio survives the irony!
*Laughs in LHX USO TLT calls* You fookin muppet!! https://preview.redd.it/cbn8r5lyyl6f1.jpeg?width=1427&format=pjpg&auto=webp&s=5173c9fad48ade680b58be50a0471e9304ae00de
Hope you all got your LMT , USO and LHX calls
I think LDOS has some exposure. [https://www.leidos.com/markets/aviation/air-traffic-management](https://www.leidos.com/markets/aviation/air-traffic-management) Same with LHX and RTX [https://www.l3harris.com/all-capabilities/air-traffic-management-atm](https://www.l3harris.com/all-capabilities/air-traffic-management-atm) Not sure about CACI, but they also do like modernization.
Can they pass the bill already so my LHX calls skyrocket
Anybody wlse looking at drone stocks? Im in RTX KTOS and LHX. Thinking about NOC
There were others that I didnt bite because I felt like the price was already high ish, like rtx, bieing, LDOS and LHX. Zena is supposed to be one too. Out of my full list, everyone except zena and rtx are up today.
Good catch, you’re absolutely right, AJRD was acquired by LHX a while back. That's a dumb oversight on my part. That said, I still think the tech they bring (especially on propulsion systems) is a key asset, and being under LHX could actually accelerate its deployment across a broader range of programs. Appreciate the correction! I'll fix the post.
I have 400-500 RTX and LHX calls, your idea gave me a priapism.
LHX doin me good. Will go higher once the golden dome passes the senate https://preview.redd.it/x3734rtvlf3f1.jpeg?width=1179&format=pjpg&auto=webp&s=336143fda5d66f0ed65a3b6fe1ac9f737520edaa
LHX calls printing
LHX gonna print me some moneys
I suppose a diversified defense ETF would be a good investment for a retirement account. For my gambling account I have tons of RTX, LHX calls, and also calls on RCAT.
You guys should check out L3Harris (LHX) - named in the Golden Dome project
Golden Dome? Calls on American defense. LMT RTX LHX AME
\> Many of the early systems are expected to come from existing production lines. Attendees at the press conference named L3Harris Technologies [(LHX.N), opens new tab](https://www.reuters.com/markets/companies/LHX.N), Lockheed Martin [(LMT.N), opens new tab](https://www.reuters.com/markets/companies/LMT.N) and RTX Corp [(RTX.N), opens new tab](https://www.reuters.com/markets/companies/RTX.N) as potential contractors for the massive project. \> LHX Gemini 2.5, you are a beaut. My calls are ready.
LHX keeps me long in my cuck chare as i sip my Pink rose in a sippy cup
Calls on LHX they are the ones that are going to retrofit quatars 747 gift to the US with military equipment. 
Why is LHX ripping but DFEN down?
My question is, which of these provide good value to the govt. and are worthy of buying at a discount for a 4-10 year outlook. I work in the GovCon industry and have a lot of feelings about the state of things. Consultants are expensive and I've seen millions wasted on dumpster fire projects that never provide anything functional to the govt. I like players like Palantir, Anduril, and SpaceX which are focused on providing products that the govt. can buy and deploy without trying to make something themselves. Also avoiding long term projects that blow budgets to the moon (F35 comes to mind). However, if the current admin creates a mess who's going to clean it up afterward and provide the manpower? Regardless, I'm trying to take my personal feelings about the industry and politics out of the equation and determine which provide good value long term. I would expand this to include defense companies like LMT, RTX, NOC, and LHX. Because while many of these companies might be titles as "consulting" or "defense", they provide a lot of services in-between such as IT, Cyber, and Software that these other companies provide.
They don’t make the same products that LMT, LHX, or RTX makes. Moron.
I thought buying NUE (USA steelmaker) would be smart with tariffs when this came up initially, even without that should have been a good buy. Today he throws another tantrum with aluminum and steel tariffs because Rob Ford has shown him the middle finger, and even that surefire beneficiary of tariffs Nucor is trending down on a 1 month chart 📉 and a lot under my entry. And ask me about LHX (L3Harris), bought before he alienated all export buyers and announced shrinking the military budget. Lesson learned, stay away from US equities (except maybe gold- or silver miners).
Iron Dome for America stocks. RTX, LHX, and maybe NGC
PLTR might just be the beginning. Next, I think we should keep an eye on companies with a high percentage of government contracts, like LHX and TXT. They might drop too. But then again, the more they drop, the more opportunity there is. Even if defense budgets get cut, there's still going to be demand, so it’s really about catching the bottom.
I went out of LHX yesterday, they collaborate with PLTR and I once thought that's bullish. But now not even defence stocks are safe 🍊🚮
LMT, HII, NOC, GD, RTX, LHX stock am I missing any?
That’s why I bought, LMT, LHX, NOC, HII, and RTX.
🍊 about to “end the war?” Long on LMT, NOC, LHX, GD and recession defensive stocks
Tomorrow I’m buying SMCI ASTS LUNR RKLB LHX PFE What else
I think Trump will be bullish for defense contractors despite the disruption Elon is pushing that ostensibly should benefit Spacex, Palantir, and Anduril. The main co,pany that hasn't really taken off into its market segement is Anduril, so I think it'll impact mainly aerospace and companies supporting platforms that are ripe for drone tech, like destroyers, subs, and jets. That's boeing, northrup grumman, lockheed, general dynamics, raytheon, and huntington ingalls. I think cyber/electronic warfare contractors will still be in a good position and may even benefit form the lower barriers for defense contractors DOGE will push PANW, CRWD, LDOS, LHX
When Iron Dome contracts are handed out. RTX and LHX and PLTR I'm guessing.
The other problem with defense companies is that they make what they make. Everything is by government contract, so with the legacy groups there are no surprise earning reports, no massive growth spurts. PLTR is subject to the same laws of physics. (Am LMT/BA/NOC/LHX bag holder) It is a market darling, and God Bless, you can make a sh*t load of money with it. But everything priced in is 100% speculation, do so at your own risk. At least do so while the stock is hot. It will take decades to provide any material ROI for those at priced at this cost basis. That is with the exception of cost overruns from the broken USAF/USN procurement process. Cost overruns are the only surprise profit in this sector.
Financially speaking LMT is the strongest of the Defense stocks. Great margins, decent ROIC and balance sheet. NOC and LHX are disasters.
Raytheon (RTX), L3Harris (LHX) and Northrop Grumman (NOC) all have better earnings forecasts than LockMart (LMT). If I was going to buy LockMart anyway, I would wait for the price to fall below $495/share.
You’ve got it wrong. For every contractor there is a Government worker. Insane waste. More work will be contracted out. Bully this defense dip. Peace through strength ! Let’s go. Get long LMT, LHX, NGC.
Keep yapping, meanwhile I’m up ~90% on RHM, LHX, LDO, LOM, PLTR, RTX and more. These Iranian attacks gave me ~20% more every time. And Palantir is an AI company, it doesn’t sell weapons, but ways to weaponise information.
>So now you admit things are actually deployed and ready to go 24/7? Before we didn’t have shit in place…. There are systems deployed - I never said otherwise - but they're in the wrong place to counter attacks from Russia. >Ships, silos, allies, satellites, off shore bases, are all set up. The continental USA will be just fine. LHX, NOC, RTX, and LMT help make sure of it. It'll be fine as long as it's a limited attack by Iran or North Korea, which is what they're designed to counter
So now you admit things are actually deployed and ready to go 24/7? Before we didn’t have shit in place…. Ships, silos, allies, satellites, off shore bases, are all set up. The continental USA will be just fine. LHX, NOC, RTX, and LMT help make sure of it.
calls on NEE and LHX
People in Here still dont see the War economy: Calls on GD, LM, RTX, PLTR, LHX
It’s a massive increase in the YoY revenue for SNC and is allowing them to expand their operation significantly. They are nabbing talent from all the top competitors in the region (LHX, RTX, etc) and using this to boost their profile which allow for the continued winning of new, additional contracts. Boeing is cruising back down to Earth: SNC is taking flight. Main thing that pisses me off is I can’t own stock in SNC. This quote made me chuckle. What a dumb fuck thing to say.. sounds like a dip shit that depends on other dip shits believing them in order to make actual $. “If you lose a contract that you were going to lose money on, you actually win,” says Nicolas Owens, a Morningstar aerospace analyst, discussing Boeing’s move. “
Why not check out aerospace fund PPA? LHX is a solid firm with a pipeline of deals and are all over the world at different defence events. Palantir is number one for me though.
Morally or financially?? Financially is good, morally, some people wouldn't touch LHX If you want a "grey" stock that has defense but also commercial, may be Airbus that has defense but if your friends/girlfriend/coworkers ask, you can say you just like the new A-350 Besides Airbus is working with Palantir and I have a friend of mine in Madrid that works for them and he tells me things are gonna be even better in the future (not specifying) I don't own the stock btw
Going long on Harris Technologies LHX Very cool company. Nice name. Very good stock
LHX bought a rocket company. Full port LHX 
How can war be good?? Not even ethically or politically speaking. With which money do you think they pay RTX, LMT, LHX... contracts?? With money that otherwise they wouldn't be taxing out of you, or, since it is already taxed, put it on better infrastructures, Healthcare, schools... that are the things that really help to create more things, add value, create wealth... War destroys. Only a keynesian would think war is good
Added HOOD, LHX, and CVX so far today. What am I missing?