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
No but I bot RTX and LHX tho
RTX, LMT, NOC, RNMBY, LHX making money
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.
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.
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
LHX calls last week were a good idea after all.
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...
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!"*
ETFs or single stocks?Ingersoll Rand or $AVAV or $LHX?
all drone stocks green: UMAC ONDS LHX AVAV KTOS RCAT
and KTOS LHX ONDS. Drone stocks pumping after opening bell shakeout
Sure, as soon as my LHX calls expired on Friday
I forgot to buy LHX calls for the weekend so hope nothing happens
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?
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
Here I go again loading up LHX calls for the 3rd weekend in a row
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.
Bagholding these LHX calls hoping for something this week
Didn't know what to buy at close so I got LHX and NET calls for the physical and cyber warfare
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
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.
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
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.
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
It means you get a new stock for the missile party worth x and LHX goes down by x approximately
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?
LHX's missile spin off will trade like a meme stock.
LHX. Gift that keeps on giving. Glad the Harris guys survived the merger.
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.
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%
LMT LHX regain after 🥭 tweet
Breath in, limit buy LMT, RTX, NOC, BA, and GD Hold, calls KTOS, AVAV, LHX, HII, LDOS. Breathe out, “bring the rain.”
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.
My portfolio is ridiculous. SBUX calls, INTC calls, RTX, LHX, JPM, C, XOM, COP. What is this? The fucking 90’s?
better management than RCAT or LHX. 2026 is the year of drones.
RCAT has shit management compared to ONDS and LHX. 2026 is year of drones.
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