LMT

Portfoliana

tbh the LMT/GD comparison is a bit of a strawman since thosd defense companies wont compound their OCF 10x anyway. but 0.6% OCF yield is rough on its own terms - even accounting for growth you need the business to 5-6x from here before this starts making sense. feels like the market is giving credit for a decade of AIP execution taht hasnt fully materialized yet.

UnObtainium17

There was a day in January where defense dropped significantly.. I sold some of my winners and moved the money to RTX and LMT. So far the best thing i did this year.

cmann1492

Go full Brunson and all in LMT

Bill_Clintons_Desk5

I’m guessing you mean *LMT* but I have the same set up for long term. Defense never stops

Sea-Bill2759

Why not just buy LMT? It hit all time high right now.

Interesting-Rub4482

Will my LMT calls print if war over the weekend? Or priced in already

Rvin16

Buy LMT calls thank me later

SecondhandStoic

No see actually I have an evil portfolio with like RTX and LMT and they have consistently not dropped. I have PLTR as well but i would rather shit in my hands and clap than ever see it successful

justanotheredditttor

LMT it is

Nakedputbuyer

Anyone else with LMT calls

Hopeful_Invite_8275

Which US stocks would benefit the most? LMT/PLTR/RXT?

Embarrassed_Coast548

Aliens are real, but a 0DTE call option tmrw on a defense stock similar to LMT (you’re priced out of those calls

Ecstatic_Wheelbarrow

LMT (Lockheed Martin) is already up 38% YTD. The insiders knew this was coming and have been buying all since the start of the year.

Alone-Travel-7732

$LMT est actuellement à 666$, so calls. We’re living in a cruel world

Matt2_ASC

If the moron goes into Iran, what stocks are skyrocketing? LMT?

wampum

I think the potential disruption of the strait of Hormuz and 20-30% of global petroleum products is the largest factor at play here. Iran likely has more ballistic missiles/drones than we have missile defense interceptors. So they could plausibly spend a bulk of their munitions in a massive salvo and overwhelm antiair defense. This would be akin to them saying “if we’re going down, we are bringing your gulf state friends down with us.” I’m thinking actual large scale conflict with Iran is still around 50-50, and I’m hoping the admin gets some kind of formal structure for policy decision making in the region. I’m also hoping they didn’t fire their last advisor willing to give honest advice that may be unpopular. I’m holding XOM calls, RTX calls, and LMT shares through this conflict.

biomasterstar

these LMT and NOC calls are really expensive ATM so if the war does not happen a lot of guys will bleed ...

Alimakakos

OXY and LMT looking like a typical Republican administration winning to me missiles and oil!

TomatoSpecialist6879

You must've not been here when people were betting on US starting a war with China back when the trade war escalated in 2017, also the big gain posts from LMT and RTX calls bet before the Russian invasion of Ukraine back in 2022

FoodCooker62

You need to filter out stock based compensation For palantir 700M of their 2.2B OCF is stock comp Legacy defense stocks like LMT do much less. LMT has 300M of stock comp on 8,5B of OCF, which is like 3% Also palantir pays no taxes yet. Once they will need to pay their net margins decline significantly. so in reality the stock is even more expensive

BatApprehensive9908

!Banbet LMT -10% 1M

BatApprehensive9908

!Banbet LMT -6% 1M

BatApprehensive9908

!Banbet LMT -4% 1M

ButterRollercoaster

LMT rising after hours isn’t usually a good sign for world affairs.

burn_bridges

32. 55% US (VT), 30% International (VXUS, VYMI, and VWO), 5% stock pick ems (RTX, RKLB, LMT being primary atm), and 10% short-term bonds (3 months rotating, and ready to deploy if a good opportunity presents itself). Bond holding is high, I know, but I am using it also as a second emergency fund so some liquidity helps.

Sober_Alcoholic_

KTOS has shady government connections so I’m betting on corruption. PLTR is even more intertwined so fundamentally sound or not, it’ll be a momentum play but I’m not touching it. LMT, RTX, BE Personally I bought KTOS.

TomatoSpecialist6879

LMT and RTX gonna go brrrrrrrrrrr again. Also so much for "no more boots in the middle east" lmao, this retard really have frontal lobe dementia.

d33p7r0ubl3

LMT is probably a good shout

retard_trader

RTX, LMT, pretty much every US utility company, European defense stocks like Saab and Rhinemetall and consumer staples, WMT is probably a good stock right now.

Tricky_Statistician

!banbet LMT 662 24h

d33p7r0ubl3

Still trying to figure that out. Calls on LMT I guess

Iunatic

This is not the sub for virtue signaling. Just buy PLTR RTX LMT calls

Tricky_Statistician

!banbet LMT 658 1D

Flokithedog

im balls deep in xom and lmt rn in case it pops off. dont know if thats the play, but so far LMT is doing me well.

Far-Bit-2295

I love some LMT when things heat up. I’ve been in oil the last few months anticipating operations in Venezuela and Greenland. Doesn’t look like we’re actually gonna take either by force. DVN is a good ticker if you want 10 bagger potential

ga643953

1. The management has said time and time again, war sucks but it's a necessary evil. I'm pretty sure they don't laugh at people's suffering. 2.They did not make the pagers. They just work with Israeli government to gather intelligence. So it seems you like pushing things to the logical extreme and taking the moral high grounds. In that case, you also need to know Boeing and LMT manufacture military weapons that also result in casualties and collateral damage when used. Pltr is more like an operating system for AI, which still requires an LLM or it wouldn't work. They don't build their own LLM. Those LLM could be grok, chatgpt, llama, or any other LLM made by the companies you love so much. So are you going to start hating all these companies for enabling PLTR to enable the government to commit genocide too? Apple and Nikes are also exploiting laborers in 3rd world countries to expand their gross margin. Maybe we should hate on them too. But if we keep going down this path, you'll soon find out that the world is fucked and no one is a saint. The entire stock market should all go to 0. And humans should not have any of the technologies that we enjoy today because everything is the product of evil corporations and can be used for "evil" ends. You can start rectifying this problem by throwing your phone away right now if you see things purely in black and white.

Sea-Bill2759

Buy LMT, it’s already mooning

zDefiant

I hope you Bought RTX and LMT, becuase we’re about to be in the sandbox again.

Contango_withme

Put in a LMT order for BTC at $30k Should get filled EOW no problem

Fauster

I think metals are a fine trade if you look at what central banks are doing, put your finger in the air, and say secular trend until proven otherwise. But, I did check what assets really help up in the liberation day scare, the last real market crisis other than the slow-bleed re-rating of high software PEs to not so high PE ratios. My only qualms with central banks buying metals is that it starts to make less sense when the prices of metals get really volatile because they are so high. Anyway, Gold didn't do well. Mining stocks didn't do well. Consumer staples did okay but still lost, LMT held up really well. Back then, gold, silver, and metals weren't as crazy high. It's fine to own gold because its a secular trend for most central banks to hoard metals right now. But, I personally don't think that gold will be a great barbell or hedge in a real liquidity scare that makes Liberation day look like a growth scare. But, I'm conservative, though concentrated in memory now, and I think some hedges should be actual hedges, like super long duration bear spreads, that have low insurance cost/day. In a liquidity crisis, think of where leveraged retail traders and leveraged hedge funds have their money: those sectors will correlate the fastest and the worst. I'm not saying we're there now, though. The correlation of the market as a whole is actually pretty historically low, though it seems high because only a few stocks are talked about. Anyway. Cash is a a hedge in an emergency. Hedges are hedges. The beta of metals vs. the S&P has been going way up.

MaybeaDingoAteUrBaby

My largest gains have been because some world leader said they were going to do something, and then they followed through on it. Russia going into Ukraine saw LMT skyrocket, and he literally said he was going to do that if you paid attention to international news. Trump going into Venezuela was fairly telegraphed, but at the same time we had Taiwan surrounded by a Chinese war fleet "doing a drill". LMT and other military stocks were a very obvious play there at that time too, and it paid off huge. Trump had to either take over Taiwan or Venezuala right then and there, and China was likely "running a drill" because they heard Trump was making some kind of play, and they were worried it was Taiwan. I also bought Chevron calls just after Trump went into Venezuela because of course he was going there for the oil. That's all the U.S. does anything for: Minerals/metals or oil. I am usually making plays based on the geopolitical climate or specific world events, and for the past few years so far have been right more often than not. Is there luck involved? Of course - giant investment firms have enough money to make a stock do the opposite of what logic would dictate and could screw me at any time. But between risk mitigating strategies and researching things deeply before making decisions, I've been able to reduce my exposure to risk as much as I am personally capable.

CEOofBeanz

I don’t think the movement on LMT is ceremonial price action on news. It’s a leading indicator on pre-planned moves

Bittygirl707

$LPTH = dark fiber strategic partners Lockhead $LMT $ONDS up after earnings

CEOofBeanz

I haven’t really seen volatility in defense. Now we have LMT up more than 2%, two days in a row into the weekend

Huckleberry-V

Back in business baby. GEO UNH LMT.

Tricky_Statistician

!p LMT

BigOunce854

lamo, y not just go defense sectors ? RTX, LMT, NOC

zetia2

Spy calls and LMT calls is the way to go

ThaliaFaye

Whut? I'm literally looking at my own port. LMT(+2%), RTX(+1.31%), NOC(+1.56%), BA(+1.62%) all up today lol

ThaliaFaye

from my own port: XLP +1% today LMT +2% today those were the only survivors, dunno if there are others

Warm_Implement3088

Rate my dystopian evil port: UNH, PLTR, TSLA, LMT, META, JPM

Thisguymoot

LMT just about the only thing green on my watchlist.

Trizzz-y

Looking for short swings on WMT, LMT, and KO.

Contango_withme

Placing a BTC LMT buy order at $25k

Tricky_Statistician

!banbet LMT 645 2d

ThaliaFaye

So glad my current week's port is proving to be resilient - VXUS XOM LMT BRK.B SLV Added a small portion of SOXL today during the dip and that's working out well too

ThaliaFaye

Other than SPY options, same. VXUS, XOM, LMT, BRK.B, SLV/GLD main core. Sometimes I swing trade SOXL lol

BrandonLeeOfficial

Space Alien Cartel drones were invading our El Paso air space, so Plump flew down there himself to shoot them all down with a Remember The Alamo souvenir musket. This has all been verified and fact checked by the WH. LMT 650

Pluth

Most likely not. I wish. LMT has a large facility in that area. A 10 day shutdown suggests wargames and testing. I'm sure other defense contractors are involved, but that is the most logical. We are planning to attack someone, I wonder who that could be?

Pluth

El Paso is shutdown because LMT is testing ballistic missiles and energy weapons.

Normal-Meringue7592

There will be no deal. They are stalling for time. It’s so fucking obvious. There will be a war within the next 2-4 weeks. Long FRO / OXY / XOM / RTX / LMT

zetia2

Like a hell fire missile, LMT about to blow

Internal_Field5970

LMT ad NOC up massive past month High beta stocks sold off including 🌽  I’m sure it’s nothing tho 

zetia2

6k on LMT today. I always pullout too early but thats 10k on lmt so far between right before earnings and now.

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?

SeaEnvironmental756

Um this is the home of LMT $500c, just stop. 

JewelerSufficient604

Makes sense, I wanna start derisking too. Sold some TSMC, will sell my NVDA, MSFT, META, AMZN and RDDT when they go up, maybe 20% from here. My INTC and SMCI are probably close and I should sell some. Same with defense - NOC and LMT

BrandonLeeOfficial

Allegedly epstein logged into his Fortnite account from [Israel yesterday](https://www.reddit.com/r/Epstein/s/x4txaf0bW0). Grinding for Vbucks is beyond death. LMT 650

BrandonLeeOfficial

Been waiting for Sheryl Crow to speak up. Can finally rest. LMT $650

FragrantLake2

$LMT

KaotikRush0198

Thoughts on tomorrow? HOOD and MSTR puts, AVAV/RDW/LMT/OXY calls?

Thisguymoot

So…uh…LMT went vertical same time spy did in AH, but in the other direction.

ThaliaFaye

Right, I'm done with this volatile-ass market. I aged about 40 years this week so I'm going back in with a boomer port: $BRK.B $XLP $XOM $LMT $AAPL $GOOG $TSLQ See y'all next week 👵

FxkCanA

LMT calls it is babe

TomatoSpecialist6879

LMT brrrrrrrrrrrrrrrr

Stunning-Dig-8916

LMT down -2%

AmbitiousEconomics

When you say expected returns keep going up, what exactly do you mean? Outside of semis and the MAG7 most companies have margins around the same percentage as 10 years ago. I don't think of say JPM, LMT or WMT being punished by the stock market but they all have flat or declining net margin. I don't think the stock market punishing companies is responsible for companies like Cleveland cliffs or US Steel losing money making metals in the US, the stock market doesn't affect the bottom line. Wages do though!

WickedSensitiveCrew

Is being a war profiteer meant to be a bad thing when LMT, NOC, RTX, etc exist?

Adventurous_Tea_2198

If only I’d put more into LMT instead of buying the top on PLTR and NFLX.

MacroBombastic

Tbh I pasted the post on my gemini chat (all the prompts were created to work well on the economy world) it's reply: **1. 🛢️ Energy Sector (US Oil & Gas) - BULLISH** * **The Shift:** India replacing Russian oil with US (and potentially Venezuelan) oil creates massive new demand for US exports. * **Impact:** US energy producers and exporters (LNG/Crude) will see increased order flow. * **Your Portfolio:** This reinforces the "Real World Assets" thesis. Energy demand is shifting to trusted allies. **2. 🛡️ Defense Sector (The "Lockheed" Angle) - SUPER BULLISH** * **The Context:** Historically, India bought most of its military hardware from Russia. Trump's post mentions a commitment to buy "$500 BILLION" in US products. * **Implication:** A pivot away from Russia likely means a pivot **towards US Defense contractors** for future jets, missiles, and tech. * **Direct Impact:** **Lockheed Martin (LMT)** and similar defense primes could see a generational influx of contracts from India to replace Russian legacy systems. **3. 💻 Big Tech & Manufacturing - BULLISH** * **The Deal:** Modi committed to buying "Technology" and lowering barriers to "ZERO". * **Impact:** Companies like **Microsoft (MSFT)** and **Tesla (TSLA)** (which has been trying to enter India for years without high tariffs) now have a red carpet entry into the world's most populous market. * **Specifics:** If India drops tariffs to zero as Trump claims, Tesla could finally launch effectively in India. **4. 📉 Geopolitical Risk - MIXED to LOWER** * **Russia:** This isolates Russia economically, potentially forcing a faster end to the Ukraine war (as Trump claimed). * **Market Sentiment:** Markets hate uncertainty. If this signals a path to ending the Ukraine conflict, the "War Risk Premium" on oil might drop, but the volume of trade for US companies increases.

BrandonLeeOfficial

white chocolate almonds and sea salt & black pepper pistachios. Still not hungry. Those files are fucking terrible dudes. monsters are very real and they’re running nations. LMT 650

BrandonLeeOfficial

For those that didn’t know or may be a tiny bit interested in not staring at your losses, G.Maxwell grew up in 53 room mansion in Oxford. Fifty. Three. Rooms. Her dad robbed some folks out of $400 million worth of pensions and was found dead floating by the family yacht. All in the wiki. She has enough credentials to give James Bond a headache. As far as I’m concerned, these people live on an entirely different planet. ##LMT $650

BrandonLeeOfficial

Alright. Enough of that stomach churning shit today. Wanting to be informed comes with a price and that was a complete loss of appetite this weekend. Gonna pirate that Jack Black and Paul Rudd Anaconda flick. Steve Zahn is in it too. LMT $650

Ok_Cry7572

Here are the best-performing stocks in the S&P 500 through the first month of 2026 🥇 Sandisk $SNDK +143%🟢 🥈 Moderna $MRNA +49%🟢 🥉 Seagate $STX +48%🟢 Micron $MU +45%🟢 Western Digital $WDC +45%🟢 Lam Research $LRCX +36%🟢 Lockheed Martin $LMT +31%🟢

ThatOneRedditBro

Bear market vibes Feels like we're due for a leg down until mid-terms, IMO. With all the political tension and lack of rate cuts, with mid-terms, the big boys aren't going to come in with volume. You have rare earth metal prices going up that's driving hits to profit margins, inflation elevated, layoffs, no rate cuts, potential WWIII, midterms...> If you're a serious investor you're going to be playing it very safe with some beaten down DOW names imo. I know those defensive stocks aren't the most sexy, but those high dividend plays could be the rotation coming. Look t PFE. It's divy is huge and it's slowly inching it's way up. LMT...OXY.....

OftenOlives

welp guys sorry war is off because 🦃 is so strong 💪 Anyways calls on LMT and RTX

Fair-Cranberry-8002

LMT = Let Me Take (that gain!)

buppiejc

- T - VZ - DLTR - LMT - DUK None will go bankrupt in your life time. All are defensive stocks, so they’ll typically move when SPY retreats. All pay a dividend. So, hold those, and gamble with the rest if you want.

sailortyx56

CAT and LMT calls have treated me well for the last few weeks.

BlackBaconBets

I’m not in on any European defense stocks at the moment. I’m on LMT and RTX

typewritertypo

LMT green, RTX green, HII green. Calls on bone spurs.

Damerman

0dte one of these for tomorrow: LMT GLD MU I have no clue

Lazy_Acanthisitta729

Everything blood red and LMT up. Did war start?

OffTheDivingBoard

LMT up 6%. Wendy's dumpster? Wake up boy, you're going to the middle east

Warm-Ice12

Everything blood red except LMT, up 6%. Very weird.

sportsntravel

Anyone else feel cursed with timing? I had a cvna put I sold last week before the crash for a loss. Sold my LMT call for $300 profit yesterday on a tiny drop and it would be 3800 profit today

fre-ddo

Crazy expensive WDC premiums this week 30 JAN 26 290 CALL 11.00 LMT

spellbadgrammargood

LMT up 6%, we going to war boyzzzz

Invincilble

quick 200% on LMT 600 FD

MoMeanMugs

I forgot to sell LMT CCs before close. IV was insane. Now I'm just going to sit here and sulk.