LMT

Hacking_the_Gibson

Yes, but unless virtually the entire defense budget is allocated to Palantir, there is a real ceiling. Also, government contracting is low, low margin. Great revenue builder, but there is a reason that LMT and others like it do not see exponential share growth. To wit, LMT is 1,673% on the all-time chart. PLTR is up 400% in seven months.

AdLatter3886

Like LMT?

tricycle-

LMT. They are nicely situated to deliver 5th gen fighters. They've been in India 30 years already. Congress has agreed to provide money and F-21 maybe F-35. [https://www.congress.gov/crs-product/IF12438](https://www.congress.gov/crs-product/IF12438) [https://www.lockheedmartin.com/en-us/who-we-are/international/india.html](https://www.lockheedmartin.com/en-us/who-we-are/international/india.html)

AxelFauley

All the contracts negotiated by Joe and RTX/LMT and co. need to be paid off first. Lots more need to go to the slaughterhouse!

NameTheJack

Nice, that's a cool idea. I'm probably buying CATL at its introduction on the HK exchange. A couple of other funny non US bets of mine you could follow, for the fun of it. ABB (ABB.ST), ATCO (ACO-X.TO), Kaspi.kz (KSPI Nasdaq), Reliance Industries (RIDGL.XC) and Tryg a/s (TRYG.CO) Set a reminder for a few years and come rub my face in it, when the US had kept out performing the rest of the world yet again. To make it worse, I sold ABBV, SO, CSCO, LMT, NOC, GLW and TXN in January, to cut my US exposure in half. Dumped most in my mortgage and the rest went into ABB, RIO and Reliance. At this point it seems nearly prescient, given how the USD has crashed, though I assure you it is pure luck.

Trippintunez

Every day my long term calls on LMT feel smarter.

jigglyjohnson13

$LMT and $RTX back on the menu.

fabjan12

Worth buying LMT with India Pakistan conflict escalating?

mrmister76

They could buy LMT

woooooottt

PLTR is propped up by Israel money (Alex Karp is jewish). PLTR is able to fire cybernetic rounds down range, a capability missing by LMT and other big boys, so it'll pump as long as the rape of Gaza and ongoing conflicts is allowed As the defense contractors pumped during the Oct 7 fight breakout, PLTR remains inflated. Expect a significant pullback once tensions ease I'm holding shares until morale improves in the ME

banditcleaner2

there's better ways to bet on the military industrial complex. just buy NOC or LMT. both NOC and LMT have significantly more revenue based on their market cap, with equivalent or better profit margins to PLTR. only thing PLTR has is that its growing more. but its got sky high expectations, so if it doesnt grow at the astronomical expectations, its not a buy here

accruedainterest

Can you explain why LMT went down yesterday

NVDA_to_125

Yeah, but does LMT's CEO own the vicepresident?

AnonymousBrowser6969

You see, LMT makes 17bn in revenue in one quarter, and it's worth 110bn. so naturally PLTR who makes not even 1bn in revenue in 1 quarter, should of course be worth 350bn. It just makes sense guys trust the market

FawningDeer37

My buddy only has PLTR,TSLA,META and LMT. His portfolio is literally a hate crime.

Significant-Music417

Indeed. Closed the FGV, maybe will capture liquidity below 10USD before explode....but, I do believe is a good play...I'm in 500 shares (Avg. price 15 and holding a LMT order at 10.50 for more 500 shares)

FearTheOldData

Why is this company worth almost 3X LMT lol

pinghing

>cuts social safety net programs >Blows it all on military parades Calls on LMT, RTX

Temporary_Ability996

Def calls on BA, LMT, RTX and PLTR. Puts on everything that isn't designed to surveil or kill someone though.

Psychopath1llogical

BRK.B has been my stock for day trading the whole time that and Lockheed. LMT doesn’t go along with the headlines at all and BRK.B follows exactly SPY and DOW but on a delay so it’s like free money.

SupaGhost345

What happened to LMT 

Psychopath1llogical

Kabooommmmm. LMT puts are life

yoless

V, XOM, LMT are 3 I can think of. Low Beta, and good enough volume

sarhama072

1% of principal. With $500k, and a portfolio margin account, he can utilize up to $3mln in buying power ( but my numbers are based on $1.5mln) Chipotle- consumer staple that’s not considered a luxury good Walmart- substitute good and a “risk off” company during recessionary periods. Always out performs in economic downturn X- US Steel. A lot of tariffs affecting and driving up commodity prices USO- Oil is at a multi year low and going to pop with any conflict overseas UNH- United health just had their biggest slide in 27 years. It’s the biggest health insurance provider in the US. This company is literally the definition of a value stock LMT- Lockheed Martin. Defense company that gets the biggest gov contracts when war ramps up. MRNA- Moderna, discounted vaccine company that doesn’t follow the market much and is at a 1 year low Easily been averaging .8% a week for the last 6 months. Very unaffected by the tariff news

Captain_Ahab_Ceely

Calls on LMT

DurrutiRunner

I need to add PLTR. I do have LMT and BA in the 'evil' portfolio.

Plus_Seesaw2023

And yet Nestlé makes me the most money. I love NESN lol Why isn't anyone talking about the devil PLTR? or LMT? or BA arms industry?

NVDAismygod

I’ll never forget that dat. Tons of news articles saying attack imminent, Russian forces on the border and I did nothing about it LMT calls went up 100x the next day

zestypotatoes

A defence ETF, so you get a little bit of all the major stocks. PLTR, RTX, GD, LMT, etc.

igotshrimps

Without the US government playing peacemaker anymore, I feel like we're going to see a lot more conflicts around the world. Calls on RTX, LMT, NOC and BA.

hugaddiction

I’m in Boeing, LMT, and a few other defense stocks. Also a little oil, but I inevitably lose money buying futures, or have 100% of the other times I have attempted to make a play with them. So probably whatever the market does will be the opposite of what ever bets I made

Max526

LMT

AxelFauley

You didn't bark when Joey was funding two wars and your RTX, LMT and co. were going up, did you?

Employee28064212

I rarely see LMT come up in these conversations, but I think that's going to be my main pick for May after doing daily SCHD through the past 30 days of volatility.

creemeeseason

Amentum (NYSE: AMTM) today announced it has entered into a definitive agreement to sell its hardware and product business, Rapid Solutions, to Lockheed Martin (NYSE: LMT) for $360 million in cash. The transaction, which is subject to customary regulatory approvals and closing conditions, will advance Amentum’s strategy as a pure-play provider of technology-enabled solutions and accelerates its debt reduction objectives.

meaty87

Idk prob calls on LMT or some shit

IronSnatchKitty

Jokes on you. LMT and NOC are corporations and sell to other countries.

Voaracious

Well what great results were already priced into LMT? Because the market reaction to their earnings beat pissed me off. 

30PercentIRR

LMT was a 3% down after earnings before India pledged to buy from them. GE has been to Only A&D firm that rose on earnings, no?

MustardFlavouredWine

BA either ends up like NOC or LMT, no in between

gizamo

US would likely go to war with China over Taiwan, regardless of who's in the White House. At the very least, we'd be supplying Taiwan with absurd amounts of weaponry. Tldr: LMT, RTN, etc.

Comfortable_Work_223

I know all the rage right now is TSLA and all the shenanigans with earnings, however, I think people missed a good opportunity with the Military Industrial Complex. RTX, NOC, and LMT all took pretty huge dives, and for fair reason on some of them, but calls for RTX and NOC, especially not 0DTE is not a horrible idea. My opinions of a man with lots of stake in RTX (Totally not cope for 11% drop today)

AxelFauley

RTX, LMT and co. surely will.

Zone4George

I'd like to know who else is in this market... LMT? GA-ASI? NOC? What kind of computers would TSLA have on the drawing board?

30PercentIRR

Should have expected the US to make buying F35s part of tariff negotiations with India. No wonder LMT backed off the NGAD decision then in exchange... That one's on me.

smokeandmirrorsff

Thoughts on NOC, LMT and defense sector in general?

glompulin

I am struggling with this too. They've been losing money like crazy, but their stock is at a slight discount. LMT and RTX pooped themselves on earnings, but GE did well. GE supplies a lot of parts to BA, so there could still be a lot of demand? Tough.

Yuweresoclose

Is it not weird that RTX and LMT beat expectations by 7.52% and 14.69% but RTX is down 8.5% today and LMT barely green. Yet Tesla looks to report a miss this afternoon and they are up 4.65% during market hours.

30PercentIRR

Lol, LMT just announced they won't contest the NGAD decision... I'm sure it's just a coincidence that they did that after the earnings and so didn't have to adjust their outlook for losing that tender.

bornofsupernovae

LMT is maintaining guidance for the year. Highly sus

mcs5280

Why did LMT died?

IronSnatchKitty

You keep talking about numbers and you are missing the point on why noc is being talked a about vs rtx.... who name is stamped on the iron dome. Ram 1500 who name is on it. Dodge ram or the computer chip company. RTX makes the chips but LMT AND NOC are the final product. LMT makes stuff for Boeing. Does the plane say LMT or Boeing.

30PercentIRR

I had LMT and GE puts and RTX calls. Nothing on NOC. When I said inverse me, y'all should have listened. Not that I think that the Earnings were that great for LMT (I'll admit GE was pretty strong), FCF and CFO both down a lot vs prev year and outlook basically came with a disclaimer that they just chose to ignore any negative impacts from anything in it..

30PercentIRR

LMT revenue and net earnings beat but CFO and FCF down, guidance reaffirmed but outlook "doesn't reflect tariffs or recent Next Gen Air Dominance announcement (which they lost) or executive orders". Very mixed bag but LMT bouncing hard though, I guess because NOC was so terrible?

IronSnatchKitty

Well LMT is already on contract till 2030. Most of the cuts were in cyber stuff from what i have reas.. LMT also is largest defense contractor in the world. So they sell to other countries. Like Brazil new zealand Germany. So while it may take a lol hit from US they stay afloat. Also they will end up making most of the shit for f47. They already help boeing.

whatislifebruh

Need awful news for LMT and RTX tomorrow morning or else these after hours moves are gonna destroy my puts lol

f0xinaround

What the LMT doin...?

JaraxxusPS4

Hmm AH LMT what’s this all about

shaghaiex

If you want to make money in options, sell them. Look at the expected move and sell outside 15 Delta. Example with $1000 risk (minus credit 2.30): SELL -1 IRON CONDOR TSLA 100 16 MAY 25 285/295/180/170 CALL/PUT u/2.30 LMT

IronSnatchKitty

Lol LMT is booked and busy with euro till 2030.

IronSnatchKitty

LMT and NOC even if they have movement the premiums are wild. It would be at best% LMT is the largest defense contractor in the world aka they sell products to other countries. RTX maybe cause everything computer. BA while it may have the biggest swing. LMT & NOC have business w them.

pmurt007

Anyone else on LMT and RTX lottos?

pmurt007

LMT lottos, what we thinking lol

ManyCommunications

Calls on LMT 

pmurt007

anyone else playing lottos on LMT and RTX?

NotPapaElon

!banbet LMT 440 2d

IronSnatchKitty

Puts on LMT ELV NG RXT calls on PM ATT SAP

IronSnatchKitty

I'm gonna hold your hand. Most manufacturing companies CEO either are from business and or engineering and have never touched a machine. I work at LMT. 95% of the people in charge and in executive position have never operated a industrial machine especially on the level of NTG and LMT. Most people in large scale manufacturing have engineering degrees.

Voaracious

Quantum computing is **absolutely** a game changer. When it arrives. But that's a big when. Note: I say "when" not "if". My pick for this sector is LMT. Look into their investments and special projects. **No way** the MIC is letting this pie go without it's finger in it.  Controversial: AGNMF. Check them out.  Air taxis: JOBY. I don't want to be on the opposite side of a bet with Toyota. 

CommanderLeona

thoughts on LMT going down 10% last earnings?

bornofsupernovae

META OSCR LMT actually

glompulin

ELV pre-announced their earnings. I wouldn't bet against LMT. This is a stock that boomers run to in times of economic instability, so they pay shit the bed with earnings, but the morning after boomers just buy up the stock on a "discount". Don't bet against the American war machine.

Antoniobets

Either buying ELV puts Or LMT puts 5-16 then roll profits into Tesla puts $200 or $220 5-16 after that hits roll profits again into NDAQ calls before Wednesday close then roll profits one last time into SKX puts lmk your thoughts boizzzz should I start off the week with ELV or LMT im undecided both have good bearish case

WickedSensitiveCrew

Interesting to see the morals of defense spending being mentioned in this thread. Havent really seen LMT, NOC, and RTX threads call them blood money for creating weapons. Or even that European defense stock thread last week. It wasnt about morals it was about making money off stocks.

WickedSensitiveCrew

Interesting how LMT, NOC, and RTX dont have threads derailed with blood money comments for creating weapons. But Palantir is blood money for this.

CommanderLeona

My plays this week: LMT calls, PM puts, maybe some fucking airline calls idk My account: the last of it will probably get blown to bits 

IronSnatchKitty

True. The public sector is shot. But the DoD is what might keep them above. Even though LMT didn't win the F47. LMT does alot of aviation work for BA. I think honestly they may remain flat. Right now alot of China news isn't really making moves

joethemaker22

NATO just signed a deal with Palantir. We could be watching LMT, NOC, BA, and RTX being disrupted right before our eyes. As the focus on for example Palantir could be on other aspects such as valuation or politics instead of what their products actually do to keep winning these types of contracts.

joethemaker22

We could be watching LMT, NOC, BA, and RTX being disrupted right before our eyes. As the focus on Palantir or other companies could be on other aspects instead of what their products actually do.

Suitable-Classic-174

Better off buying LMT for earnings next week.

IronSnatchKitty

Do we think the market will move next week since this was a flat one. Who are we thinking movers will be w earnings? BA and LMT are tricky but watching

ShellfishJelloFarts

!p LMT

IDL_The_Knight

How are we feeling about LMT?

Independent-Tree-985

> Ham as ready to release all remaining hostages for end to Ga za war, Ham as' Ga za chief says Maybe this is why LMT dropped?

Independent-Tree-985

!p LMT

Independent-Tree-985

> Hamas ready to release all remaining hostages for end to Gaza war, Hamas' Gaza chief says Maybe this is why LMT dropped?

Weak_Ostrich459

The LMT chart is sick as fuck lol

Parpil216

What I found useful lately is when I plan to open trade somewhere and I decide where SL is, I would often not open position but wait it to hit that SL, and treat it as actual position opener (LMT). I open less positions, but with higher accuracy.

mcs5280

why did LMT died?

WhiskyForARealMan

LMT 

Massive-Fan2571

Time for LMT calls

jarkon-anderslammer

LMT is up 7% since I made this post: https://www.reddit.com/r/StockMarket/comments/1jpk4hf/comment/ml1w5p3/ I'm still holding. 

Blesss

ja morant down. puts on LMT

Diamondhands4dagainz

LMT sitting at a PE of 21 in comp

noodlesofdoom

LMT, RTX, and idk the 50 other defense stonks 

Diamondhands4dagainz

RHM is currently valued at approx 71B USD. LMT is valued at 110B USD. LMT makes 18B revenue per quarter. RHM makes 3B. So LMT, in one quarter, makes more than RHM in a whole year. Yet RHM is valued at 2/3 or LMT. This is pure insanity 

TurielD

Computer, what companies would see their stock prices affected in the immediate term if China halts rare-earth and magnet exports? ChatGPT said: > Tesla (TSLA), Apple (AAPL), Lockheed Martin (LMT): Depend on Chinese rare earths for EV motors, electronics, and defense systems. Huh, funny how targeted retaliation works.

Indiusa

That does not justify 0.0 , ‘cuz LMT

The_Bit_Prospector

They already build most of their *civilian* ships to have light military capabilities. Their civilian ferries can carry tanks, for instance. You're living in a fantasy of 10 years ago. China is extremely capable now. And to the minor degree they do lack in modern technology (also worth noting their espionage efforts stole *everything* from LMT, RTX, etc, including the F35 information), they far exceed the US in capacity. you vastly underestimate them, but i see you posted elsewhere you havent been in the military since 2012, so your opinion makes sense.

Agitated-Sort-3037

I’m buying government contractors like LMT, HII, HWM, PLTR, and AXON. They have stable recession-proof revenue. As great as it would be it’s unlikely DOGE will force any serious reform of pentagon spending. It’s probably run its course by this point. For better or worse it’s very unlikely that the government is going to stop spending less on guns and bombs.