Reddit Posts
What i think could be a real jackpot in the next decade
1,000+ Trades: Trump portfolio active in defense and energy during June
U.S. has used 'virtually all' of its long-range precision missiles during Iran war: Reuters
Just thoughts on LMT / NOC for dividends and dividend growth / future space technology
$50B+ in NATO defense deals: LMT, NOC, Saab, RTX & more in focus (Reuters)
Put most of my (20) life’s savings into Aerospace Defence (XAD, LMT,RTX), and now MU since recent blatant corruption
SpaceX: People are getting this IPO wrong
LMT likely to go up after aliens & UFO's are confirmed
Leidos Holdings (LDOS) - Interesting defense name worth adding
My friends and family can never know (My portfolio)😔✊
IS THIS REALLY WHAT WE VOTED FOR??? I WANTED CHICKEN TENDIES NOT TENDERIZED PEOPLE!!!
Hidden gems stocks that will benefit the most from the success of Artemis and building permanent presence on the moon?
Are Lockheed and Boeing about to get crushed by SpaceX?
Nobody is talking about what the SpaceX IPO does to the rest of the market
Golden Dome Is No Longer Just A Slogan: Where The First Real Money May Go
What separates TDG from other defense stocks?
Trump just announced a 5-day pause on Iran strikes and futures are up 2%+ across the board, is this the relief rally or a dead cat bounce?
I didn’t expect the market to move like this after Iran
Nobody warned me the Iran war would literally flip my entire watchlist upside down
The Iran war didn’t just change politics. It completely reshuffled the entire market and most people are still sleeping on it.
Kopin (KOPN) - 3 positive signals for mid- to long-term gains
$LMT up while the world burns. Is defense the most honest trade right now or just the most uncomfortable one?
The CSIS estimated Operation Epic Fury burned through $3.7 billion in munitions in its first 100 hours. What does that actually mean for defense investors?
Imo 3D Systems (DDD) will likely beat strongly fy2025 earnings expectations
Imo 3D Systems (DDD) will likely beat strongly earnings expectations
Lockheed Martin up 15%!!! In extended hours. Insanity?
What are your stock picks for Monday (regarding Iran vs USA)?
Sec. of State Marco Rubio heading to Israel March 2-3 to talk Iran, Lebanon, Gaza peace plan – State Dept just announced.
US orders non-essential embassy staff to leave Israel ASAP as Iran war risks spike.
QNC - The Quantum Security Company That's the #1 Holding in QTUM $3.6B ETF and Uplisting to NYSE This Week
QNC - The Quantum Security Company That's the #1 Holding in a $3.6B ETF and Uplisting to NYSE This Week
My thesis on Defense Stocks for 2026: Why the $1.5T Budget makes LMT & RTX a mathematical lock
What a great business looks like, please post yours that meet this definition
Trump: THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA - ZERO!
Trump: ‘We are going to do something on Greenland whether they like it or not’
Defense stocks rally as Trump pushes 50% jump from $1T to $1.5T 2027 budget. RTX +4% LMT +7% NOC +8% pre-market
Trump announces to increase military budget to $1.5 trillion. Let's talk about the company who will profit the most
Trump’s x+1 market manipulation — and no one cares anymore (Defense stocks)
Trump says he will not permit dividends and stock buybacks for defense companies
$328M Taiwan Contract for LMT Just a Blip or a Signal for 2026?
$328M Taiwan Contract for LMT Just a Blip or a Signal for 2026?
2026 Investment Strategy: Stop chasing AI shell companies. Invest in bottleneck industries.
Lockheed Martin (NYSE:LMT) versus New Horizon Aircraft (NASDAQ:HOVR) Critical Analysis
Lockheed Martin (NYSE:LMT) versus New Horizon Aircraft (NASDAQ:HOVR) Critical Analysis
What defensive stocks are best setup to benefit from a rising conflict with Venezuela?
Flight radar looking crowded near Venezuela. If the Thursday night rumors are true, what's the play?
📓 The Pick-and-Shovel, Double-Digit Growth Space Play You Haven’t Heard Of
Don’t let the UK–Russia war talk, gov shutdown drama, tariff headlines, or AI bubble, distract you… the real macro trade is right in front of you.
Started trading options to dabble a bit. Figured LMT would pick up after the government opened.
Nestlé soars ~7.5% today ; here’s what’s actually driving the rally
Defense stocks slide after U.S. Treasury signals possible limits on buybacks (LMT:NYSE)
Why I’m Not Buying $KTOS Even Though I Love the Tech
Buru on the cusp great price currently
A swarm of refueling tankers has been launched
Is there a stock you think is undervalued now or might be soon?
Lockheed Martin Awarded Prototype Agreement by the US Army for Next Generation Command and Control (NGC2)
$CPSH - TraderJoge has been posting about this for weeks - more insider buys on friday
Space Tech Firm Firefly's Stock Pops in Its Trading Debut (August 7, 2025)
$CPSH: Why Isn't This Low-Float Microcap Moving? Great Financials, Big Contracts, and Huge Potential! Low Volume is main reason
🚀 LMT — The Boomstick Buffet is Just Getting Started 💥🇺🇸
$CPSH: Why Isn't This Low-Float Microcap Moving? Stellar Financials, Big Contracts, and Huge Potential!
$CPSH: Why Isn't This Low-Float Microcap Moving? Stellar Financials, Big Contracts, and Huge Potential!
Suggestions? 19 YO new investor, put almost all money into stocks
Geopolitical Alert: Trump Warns Iran Not to Restart Nuclear Program Should We Watch Oil & Gas and Military Stocks?
Markets rose on trade deal optimism and ahead of the Fed meeting, with rates expected to stay unchanged.
LMT dropped 10% after Q2 – overreaction or real concern?
Big boys have joined the party! LMT adds support to TMC's thesis.
Mentions
Yes I have like 5k in LMT but I‘m not sure if LMT can outperform the S&P.
If u r willing to hold it for a long time but don't want to mess around, just buy LMT. With any high beta like onds you should know it's the pure lottery bet for 10y or you need to keep your finger on the pulse
LMT acting like its going bankrupt, wtf??
Meh some of the boring boomer stocks I hold are doing well. JNJ XOM RNR AMGN LMT
LMT presumably looking attractive if ukraine/iran negotiations/deals cause algo dump keeps dipping. Forward PE 15, guaranteed inflation protected backlog
More to this story from my friend Parakleet: The MTA states that the agreement is fully paid up and “royalty-free.” But it turns out not to be the whole story. This provision that allows LQMT to charge Apple royalty fees. The MTA defines LQMT technology as “any and all Intellectual Property and Intellectual Property Rights \[owned by LQMT\] during \*\*the Capture Period.”\*\* The original Capture Period ran from August 5, 2010 through February 5, 2012. But Apple and LQMT then signed 3 amendments to the MTA which extended the capture period to February 5, 2016. And that’s important because... The MTA, on page 1 states that: “For purposes of clarification, however, improvements or derivatives of LMT Technology first created, conceived, invented, or discovered \*\*after the Capture Period shall not be ‘LMT Technology’”\*\* So any LQMT technology, patented or otherwise, that LQMT developed after Feb. 5, 2016 \*\*is not covered by the MTA,\*\* and if Apple needs that technology, LQMT can require royalties.
Keep an eye on LMT. Long. Could be a great buy if defebce primes keep selling off
Looked at the watchlist, checked the indexes, DEX, VIX, 10Y and decided to sit out. Added some WMT, DUK, and LMT shares. Boring.
the CIA chef is the most qualified person in 🥭 administration. the regarded orange king and his cabinet is too unqualified to do diplomacy, so they had to send cia chef to moscow to negotiate on behalf of themout of desperation. calls on LMT, PLTR and other """"""deep state"""""""" companies.
And the war winner between 🇺🇸 vs 🇮🇷 is…..$LMT🏆
Conflict in the middle east is good for the war machine though. Give it a year or two- RTX, BA, LMT, NOC, GD will all be very lucrative.
Are yall bullish on QQQ going forward? QQQ vs LMT , NOC, RTX?
Why is anyone buying meta now and at these prices? What are they, Stupid? Buy LMT instead the real cash cow.
LMT is following an identical pattern to tesla from jan 2025 until now. that's why i bought calls (unfortunately there wasnt too much volume, but i made 800% overnight). anyway, this basically means LMT will surpass ATH by december
its LMT, do you even trade
I'm not an expert on them entirely but I know that they recently acquired BIRD Aerosystems, an Israeli-origin company and its airborne missile-protection/ISR technology into ONDS. BIRD has systems deployed on hundreds of aircraft globally. That seems to me a more meaningful connection rather than simply an incidental customer relationship. I do still hold some defense stocks, but I try to keep ones that are focused on NATO allies (and maybe occasionally selling to Israel/ Middle East) and not doing business with them directly. I did a bit of other digging into it after I realized and can tell you that: I'm a hard no on: Elbit, Rafael, IAI as pretty directly involved with Israel. And I'd probably avoid: LMT, RTX, NOC, GD, Boeing, L3Harris as Israel being a pretty meaningful market for them.
Trump daddy out of missles… $LMT 🚀 🚀
More production for NOC, LMT, BA, RTX
Looks like V is coming. Defense stocks doing well. Lets go LMT.
Trump has gotta be balls deep into LMT, anytime that shit is down, more Iran news comes out
People are so weird. Deep down, though they would deny it, many people want the warm embrace of a ubiquitous nanny state. I don’t willingly walk into a gay strip club and complain about seeing dicks & balls. Cigarettes are bad for you so I don’t smoke. I love beer but keep it to a couple days a month (usually football Sundays). I don’t care for Facebook or Instagram so I simply don’t use it beyond Marketplace for selling crap around the house or buying a dresser. It’s that easy. As for minors, parents should parent like you said. And though not a panacea, I’m in favor of cell phone bans at school. I feel much grossing owning Raytheon & LMT in my S&P holdings.
There’s 3-4 competing trends with none showing prominence at the moment. I’m still fairly defensive with a large healthcare tranche for the midterm rally. I have some energy, a long term call on CRAK that’s been printing, i have some GLD. I’ve had some military defense names like LMT and RTX.. I sold out of semis, but i have a large 50k or so Google position. I bought apple as well, their costs for chips won’t matter as they’ll pass that cost to their very loyal customer base. If the AI trade can hold up I’ll begin adding again. For software i have CRM and Sailpoint. A lot of names in agentic security are too pricey - i think sailpoint could 5x or get acquired
Stocks I’ve owned for more than 20 years: AAPL, AMAT, AMD, LMT. You tell me how they’ve done.
Set your order type to EXTO. If it says LMT or DAY then it won't go through.
Bro, just buy a few LMT shares and let it ride
Ultimately if their growth looks like it will outrun the dilution then I won’t reduce. They also have some key players involved including LMT and PLTR partnerships and investments into other drone companies like UMAC. Last week David Barnea, former Mossad director joined ONDS as well. Not sure exactly what his role is but with the recent defense bill creating the United States of Israel I think he will be a great asset. Aside from the dilution which is more of a double edged sword, there is not a lot of negatives I see.
I don't know if Ukraine is going to win the war or if Russia is going to win the war. and I don't know if Iran will win the war or if the USA will win the war, but I'm pretty sure LMT and RTX stockholders will win the war.
Instructions unclear, full ported LMT.
Hmm. Maybe LMT calls is a decent hedge rn.
Is it too late to get into missile reproduction? LMT/RTX
Yep 👍 LMT, RTX, NOC, KTOS
LMT has been doing great for me. I bought some from last winter and took profits list time it spiked. Then I came back and bought more later https://preview.redd.it/f33tsbey6nhh1.png?width=827&format=png&auto=webp&s=67181b1628f50852cda0bea4ea9372f8574150db
It takes awhile to spin those factories back up to real speed. That inventory was built over decades. But yes, LMT, RTX, maybe Northrup Grumman too. But again, I wouldn't expect amazing gains overnight. Those companies build missiles, but it's hardly all they do. Probably not even the bulk of what they do.
8-12 max. I’d keep MA, V, KO, Google, COST, LMT, CVX, LLY.
Freedom of the Press is obviously critical - but when does leaking shit like this cross over into recklessness? Maybe we should send out a memo to China suggesting the best time they should invade Taiwan 🤦♂️ Also, calls on LMT [https://www.cnbc.com/2026/08/04/us-has-used-virtually-all-of-its-long-range-precision-missiles-report.html](https://www.cnbc.com/2026/08/04/us-has-used-virtually-all-of-its-long-range-precision-missiles-report.html)
Seriously considering adding calls to my share positions in NOC & LMT.
Does anyone like LMT stock. I like because of the 3.45 cents a share pay out
After everything with semiconductors this past week I think anything in that sector is a safe bet. Other than that I’m bullish on WW3 so global security stocks like LMT
i have a substantial position in ondas and LMT.
RTX or LMT are natural picks druing geopolitical uncertainty. Gov contracts are stable regardless of the economy. The dip is sentiment driven, not business driven. They tend to recover faster.
Analysts with AVAV double beat: temporary revenue increase. Overbought… whatever Analysts with LMT double beat: buy buy buy!
Ya'll are sleeping on defense while these massive budgets are getting passed. Look at the big ones: LMT, NOC, RTX. All up big the past month
If you could only choose between LMT or GS stocks to own, which one would you choose?
Instead of shorting SPY and later questioning your sexuality, long oil and LMT 🤷♂️
Who trades on the NYSE that are major NATO defense revenue winners? Standard bunch of LMT, RTX, GD, NOC, BA? Quick google search to my own question: Yes
It will definitely pass the senate. Congress was the whole point. We may see more war in the future. No wonder LMT pumped 10% after earnings. Maybe weapon stocks is the way.
Authored by RTX LMT.
Microsoft is the play. If it doesn't beat earnings, it won't drop any lower. But if its beats, within a couple weeks itll easily go up past 430. If meta shits, it still has lower to drop IMO. LMT and MSFT look similar on my charts. People called me crazy for buying LMT calls 3 weeks ago.
My chart is litterly day candles and 5 MA's. 7 , 20, 60, 100 and 360. Absolutely amazing. Shows you different references of all the traders. If I good company is trading near 360 line, and the other lines are above current price, a catalyst will send it off to the highs within weeks. (LMT) If price is above all MA's and longterm traders arent selling off, thats when you get the new highs (Roku , O).
Why is everyone betting on shit like NOW and ORCL, when you have top of the line companies like LMT and RTX posting and being backed by the us government and a never ending backlog of orders, that have basically gone nothing but up since 2023?
What's wallstreetbets consensus on $LMT upcoming earnings? Always love going inverse.
Hopefully my LMT can fucking do something now
TXN, NOK and maybe LMT
That was my philosophy dropping cash into defense stocks like LMT. I don't want to see us in stupid ass wars but if they're already gonna do it, I might as well also reap the same benefits they were going to.
AVAV - NDAA & 500 million contract in the works. Might pull back with class action headlines but it might reclaim a lot of their SCAR contract DAMD, USO and short everything - in case the war keeps up… we are escalating. We hit a desalination plant today. If refineries start blowing up again, we might not get out of this.. the oil shock is already bad news around the globe and that was during the MOU. It’s not a light switch and the market is entirely dependent on AI being worth trillions of dollars.. and then there are open source threats MP - benefits from the NDAA and they’re going to subsidize the frick out of magnets. LMT will probably get a double beat Crypto lobby has a lot of money and there’s a certain global leader who can’t get enough of it.. SMRs will probably get subsidized soon too. A lot of billionaires seem to own their own company of one… gates, bezos etc. CQQQ might be a bet too with their memory IPO
NOC / LMT / BAE all make drones There are other established defense contractors that make them too They’re all better bets because they have bigger portfolios
> Water! Ah, so you're saying LMT, RTX, NOC, GD and GOOGL
LMT and HAL earnings next week
lol I had a personal finance class when I was 14 and graphene was just coming out as the next big thing. I told my parents to invest in Lockheed Martin @ \~$130 a share because they were researching it. LMT has skyrocketed since but it’s certainly not because of graphene! Parents never listened to me anyways.
Frankly this is Linux all over again. Everyone thought companies would clamor for Linux because everyone could make their OS do whatever they wanted. Instead we wound up with fractured and fragmented distributions that companies who had no business employing armies of SWEs would ever have the ability to capitalize on. Which is why Microsoft is a trillion dollar company today and Linus Torvalds isn’t a trillionaire. Who has the equipment and manpower to train their own LLM besides the LLM operators? You think a company like LMT is going to waste resources building their own model?
🥭’s speech tonight is alien disclosure you heard it here first LMT Calls
Got shook out of LMT earlier grrrr now 🚀
Aerospace — LMT, RTX, NOC
If you have the income, just stop with the short term trades lol. You could just pop a few grand in OTM/ATM quarterlies for some high beta stocks with upcoming catalysts and then hedge with some puts A lot of bills are being pushed through congress for rare earths, defense/drones, quantum and aerospace right now. AVAV is likely to get the $500 million laser contract for drone defense before their next earnings. You might get lucky on SCAR news too INFQ is likely to benefit the most from sensor tech from the defense bill and then subsequent quantum bills, IONQ a close second. RIOT is building out a new data center and they’ll bring IMSR with them.. which has been pushing through regulation and permitting for their DOE pilot project They’re subsidizing the fuck out of rare earths. MP is probably the most to benefit. LMT will probably rock their earnings with a double beat next week Quit fucking with dailies, lol. Just get some good stuff at a good price and keep building it into their catalysts. This week and next week are the time to buy. Buy the stocks that usually win on their earnings like SMCI and APLD. Hedge with oil calls and speculative puts. Data centers look like they want to puke another 20%. OKLO might get back down to their 20s. This is the week to buy. Don’t give up now
All in defense swing calls RTX LMT PLTR
my 401k has 25 shares of LMT in it... just in case we implode.
I figured the ‘safest’ hedge on Friday was LMT guess we’ll see
LMT might be it right now, they have brought in about 68 b in the past 30 days and won 39 awards all from government contracts according to tidings research
1/4 of my port of defense stocks. But no amount of war makes them go up. I made my peace with this fact by now. In 2030 there will be no LMT, NOC, HII... 100% of the Pentagon budget will be spent at Starbucks.
yeah VTI is basically the whole US market in one ticker, so owning it means you already have LMT and NOC at their market cap weight. no extra work required. glad it was helpful!
The difference is that dividends come from the earnings of the underlying company, whereas the stock price is determined by what another market participant is willing to pay for the stock at a given point in time. Dividends tend to give much more stable growth over the long term, and aren't subject to quick drawdowns due to negative market sentiment. I have no idea what the stock price of LMT is going to be in 15 years, but, given that they have been consistently raising their dividends \~5%/yr, I can make a good estimate that the dividend, currently $3.45/qtr, will be about $7. This is money I can build a long term financial plan around.
Well, the issue becomes that strategy is likely to be a loser for most tickers. Since 2022 for example the S&P has beaten LMT by 10%, and a lot of tickers are in a similar situation. Buying and holding growth stocks can make some sense, but these big defense primes and even the hyperscalers given their huge market caps are going to be hard to see the kind of percent gains that we historically have seen.
LMT and NOC are solid companies but just a heads up — dividends aren't free money, the share price drops by the dividend amount on ex-div date. both of these are already in VTI at market cap weight, so a total market fund gives you the same exposure without the single-stock risk. worth considering if you're aiming for long-term
I snagged a bunch of LMT around 400 last July and rode it up with the war but didn't have the heart to ride it all the way back down and sold half of it near the top. I just feel like the way the market has been the last few years the traditional idea of a long-term buy and hold is kind of dying. Drawdowns in out of favor tickers have become so big now that holding something after it gets its time in the sun pretty much just guarantees no return over a longer timeframe. The companies are great, they will definitely be involved in the new space race, but the market would rather take a chip company with 12 employees up 6000% right now so buying anything near a 52-week low almost guarantees a new 52-week low.
You would think LMT would have gone up at least a little
should we ladder calls on LMT or just short the news
Won’t LMT and RTX both pop if Ukraine gets to manufacture their own systems?
LMT looks like a buy. Endless bombing means even more replenishment.
Does high oil prices kill defense stocks? GE, RTX, LMT, BA, and HON all bled today.
the US invades greenland, spending over 3bln a day trying to kill all the penguins. 3 ICBMs is needed to eliminate 1 penguin. Bullish on LMT
LMT Buy Ultra Maritime. Ultra Maritime submarine company. Big brain dolphins submarine apes. Dolphin so long and thanks for fish - go to moon. LMT go to moon?
*Processing img j8yytotirebh1...* Does she look cool too? LMT.
I stopped with my ROTH IRA when I decided to stay in the Army instead of get out. In three years I will get 50% of Lieutenant Colonel pay then any disability from three deployments to AFG and getting a Purple Heart. I buy a share of VOO a month then a share of LMT, PLTR, and NVDA. Then I also have 7500 shares of HUMA that are busting my balls right now. The science is great already have FDA approval but slow sales for the first product. Hopefully dialysis approval gets it moving back in the right direction.
Stocks on the rise: LMT