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🐂 take LMT, 🌈🐻 everything else?
Lockheed Martin Reports Fourth Quarter and Full Year 2023 Financial Results
Election year. Trump stocks and Biden stocks
I'm creating a portfolio for my brother, any thoughts?
I should just putt all my money into stocks that profit from war huh
Why Lockheed Martin (LMT) Might Be a Smart Investment Right Now
Own 5+ LMT shares and support UAP disclosure?
Stocks that went up during the lost decade 2000 to 2010
LMT and LIN have outperformed the market since 1993
33 day update: Still 6’0, No job, Market paid rent last month.
Small account growth over October. SEDG, ENPH, LMT, SPY, NVO.
Growing MiddleEast Problems + War - Stocks to buy/ Stocks to short and why
Publically traded US and UK defense companies with operations in Israel
I just put in an order for 0.008476 shares of LMT so they can literally take me to the moon.
Epazz Sets Sights on $400B Market Opportunity with AI Smart Battery Technology
Favorite defense contractor for the long term? (LMT, RTX etc)
I Was Right... Aliens and Defense Stock Connection Part 2
RKLB has already gone to the moon - literally.
Insider Trading Weekly Update #036: 6 Insiders at Intuitive Surgical Sell Combined ~$35M, Regional Banks Catch a Bid - Insider Trading Recap
Drones Makers EPAZ and UAVS Flying High With AI
EarningsGPT: This Week Earnings Releases and Reactions Summary by ChatGPT
EarningsGPT: This Week Earnings Releases and Reactions Summary by ChatGPT
Calls time on LMT: Vladimir Putin is preparing to attack the UK
Lockheed Martin Reports First Quarter 2023 Financial Results
Stock predictions #notfinancialadvice
Pentagon said to plan request for jump in spending amid tensions with China (NYSE:LMT)
$LLAP 3 different insiders just filed the conversion of options to shares. What are they preparing for? Moon gang is ready! 🚀🚀🚀🚀 possible $LMT buyout incoming???
Drone Technology Usages Are Expanding as a Rapid Pace for Military Applications & Purposes
Investing in a Dooms Day Scenario
Planes are needed to shoot things down: LMT 🚀 🔥
Insider Trading Weekly Update #024: $DDOG CEO, $AA CFO Dump Shares, Largest Trades + Sector and Market Cap Overviews From The Past Week
Biden responds to inquires about F-16 fighter jets for Ukraine (NYSE:LMT)
Defense contractors stymied by supply chain hurdles (NYSE:LMT)
Defense spending in focus as Turkey casts doubt on Sweden's NATO bid (NYSE:LMT)
Technical Analysis & Trades: SPY QQQ IWM // JNJ LMT CVS
Lockheed stock jumps after adjusted profit, sales rise above expectations
Technical Analysis & Trades: SPY QQQ IWM // NFLX JNJ LMT UUP
Australia (NYSE:LMT) | Seeking Alpha
defense stocks situation amid rumors of military spending cuts
What are your favorite (small/mid sized) defense manufacturing stocks that supply important materials for the large defense contractors?
LMT shooting down yesterday was due to General Musk entering the chatroom!
How would you capitalize on a new Russian offensive?
What are good P/E ratios for different sectors?
KULR: Innovative Thermal Management Technology for NASA & Beyond
KULR: Innovative Thermal Management Technology for NASA & Beyond
Puts on $LMT? For legal reasons this is a joke.
$LMT $LLAP Breaking News! LLAP Rev. increased 171%, beats earnings+Catalyst.
$LMT $LLAP It's all about hearing the guidance
$RTX Earnings Premarket Tomorrow Should Be Good Look At $LMT Rip After Earnings
$RTX Earnings Premarket Tomorrow Should Be Good Look At $LMT Rip After Earnings
Puts on humanity. Calls on LMT and RTX
"...but if that were to happen, you'd have other things to worry about than your investments, anyway."
Raytheon (RTX) has won a $985 million Pentagon contract to develop prototypes for hypersonic attack cruise missiles
Raytheon (RTX) has won a $985 million Pentagon contract to develop prototypes for hypersonic attack cruise missiles
Mentions
Bro how greedy are you it's still up 11.5%. Remember like 2 weeks ago when LMT was up 25% and XOM up 10% overnight, just for them to be +3% and red EOD respectively? Remember when SNDK opened up 25% on an earnings beat, faded to red, and ended with like +4% EOD?
So Dubai is going to need to buy better air defense systems. And the Chinese air defense systems sold to Iran completely sucked and are typical Chinese garbage. LMT and RTX go brrrrr
Had a LMT dip i saw support built bring 80% the moment I opened it then it Slowly grew to 1000% over the next week 😅🤗
The oil spike is real but the smarter play is looking at what historically follows the initial crude spike. Pattern from past US-Iran escalations: 1) Brent leads (already happening), 2) Gold follows as safe-haven demand kicks in 2-3 weeks later, 3) North American producers (XOM, CVX) reprice as supply chain diversification accelerates. You're not too late — the duration trade is actually just starting if Hormuz stays disrupted. Defense contractors (LMT, RTX) also tend to outperform 30-60 days after escalation onset.
There’s definitely no good fucking news coming this weekend. If this is the start of the bear market and crash back to fundamental pricing, I gotta try to find a recession proof, safe haven stock with some upside. Need to park capital there until we all can pile back into tech at discounts. Netflix? LMT? 🤷♂️ gotta figure that out this weekend just in case. Fuck.
Meanwhile ONDS, RTX, LMT, NOC are having bad weeks even with all the partnership deals
That just means LMT and RTX will have a huge backlog for years to come. To the moon!
Institutional investors are what drive demand. If you or buy LMT, RTX, or whoever else, it's unlikely in the extreme to change things very much one way or another. I'm not pro-war, but I am very much against watching my earnings devalued as people who instigated and profited obscenely off this war inflate my earnings away. If it makes you feel better to be at a remove, just buy ETF's.
Jimbo must have stock in $NOC and $LMT
Apocalypse portfolio doing well (LMT, NOC, PLTR, RTX, RHM)
American tax payer money goes to the Military industrial complex, LMT profits and sends missiles to Israel, ISRAEL PROVIDES UNIVERSAL HEALTHCARE TO ITS POPULATION. These levels of retardation will echo throughout the universe.
LMT is blood money or freedom bux? You decide
Anybody want to revenge trade LMT for me? It’s hit 700+ the last two trading weeks between Friday AH and Monday PM then rugged. I’m not but probably will
Oh yes they will, armament production is up anyway from 2022 expansion. They don’t get a choice either we have spending obligations on defense. Who is telling you these things? You think LMT is at ATH because of memes?
Fair point, I'll own the imprecision. What I was getting at isn't that they're obscure names, it's that the concentration matters. LMT derives over 90% of revenue from defense. RTX is around 60%. These aren't diversified industrials where defense is one division among many. The "broad sector" framing actually undersells how leveraged these companies are to exactly the spending cycle that's playing out right now.
I bought LMT calls before a Trump speech in 2016 and made $6k after he mentioned “Lockheed Martin”. I felt weird the whole day like I didn’t deserve it
Sponsored by Ratheon and LMT
Defense stocks took a beating. RTX, LMT, BA, etc. all down!
LMT is down today, not enough warmongering!
RTX, LMT, NOC, RNMBY, LHX making money
With a LMT division right next door Im probably biased
Really?!?! Let me close my LMT stocks’ eyes so it doesn’t see none of this potty mouth!
I mean I plan to add calls of PLTR, RTX, NOC, LMT….
Still here, watch us win CALLS with PLTR, LMT, NOC, AVAV, RCAT, RTX
Calls on $RTX and $LMT!
FYI LMT (Lockheed Martin) opened up near 20% last Monday and then dumped to end the day at 3% so they're going to hard dump oil at some point as well
“TRADING THE PROPHECY” Defense LMT, NOC Drone warfare AVAV, KTOS Naval conflict HII Energy spike XOM, CVX Chaos hedge Gold, BTC
Imo 3D Systems (DDD) will likely beat strongly q4 25 earnings expectations My earnings expectations for DDD's q4 25 are as follows: Sales 100,32 Gross profit margin 34% Adj Ebidtda -4 -4% Operating cash flow around 5m Free cash flow break even 146m shares eps -0,061 I analyzed thoroughly results of DDD strategic customers Align Technology ALGN und United Therapeutics UTHR. I estimate USD 1m of milestone payment and revenue from United Therapeutics's advanced printed lung project and USD 6m additional cash inflow through catched up materials purchases by Align Technology. And, current news on the Iranian war suggest that DDD's joint venture NAMI with Dussur (i. e., strategic industrial investment firm owned by Saudi Arabian Public Investment Fund, Saudi Aramco, and SABIC), and Saudi Electric Company in Saudi Arabia might profit from strong demand for defense parts from Saudi Arabia and its allies and NAMI's partner Lockheed Martin LMT. So, I am strongly invested in DDD.
I guess my thing is, where is the moat. Can't any company like RTX, LMT, etc just make their own drones to compete. Or is the tech, IP and software hard to scale.
🥭 supersized missle orders from LMT 💰
everyone in here buying raytheon and LMT but the actual bottleneck is the minerals that go into those munitions. we burned through 3000+ precision guided weapons in 36 hours. each one needs platinum group metals for components and rare earths for guidance systems. theres a reason the pentagon put out a call for 13 critical mineral suppliers LITERALLY the day before the first strikes. the metals play is upstream of the defense stocks imo
RTX and LMT for the ultimate unethical play
This is as good as it's going to be- if antimissile ammo runs out for the GCC and potentially Israel before Iran runs out of Shaheds then casualties and more lasting infrastructure damage rises as more get through, similar to what Ukraine has been seeing. This is why Trump is meeting with Boeing, LMT, and RTX today. One patriot missile is $4-5 million. One shahed can be made for 40-50k with basic components and launched from anywhere- with range to hit as far as Riyadh from the Iranian interior. Iran is filled with mountains, underground bunkers/stockpiles, and has a large conventional military and ideological component with the IRGC. These things cannot be overcome quickly and attrition is on Iran's side here.
I have LMT and RTX combined for 12% of my portfolio right around January. So far helped my portfolio to not shit entirely.
I may die for Israel, but at least I have $LMT calls.
I always get a good laugh out of it when the only things green on my watchlist are LMT and RTX
LMT has a space division as one of its 4 main business components.
Franz Ferdinand 💀 Poland 💀 🥭 tweet 💀 Calls on LMT 🔥
Lockheed Martin (LMT), Northrop Grumman (NOC), RTX Corporation (RTX), and General Dynamics (GD)
Either way LMT and RTX is going to make shit tons of money off this disaster
Thinking about adding more RTX, LMT and VDE.. Just not sure which of my other stocks to sell.
How to hedge a long Iran war EQT/LNG/VG/USO (US energy production and exports) RTX/AMPX/LMT (drones and interceptors) UAMY (antimony production)
I'd expect oil to gap up hard at the open - WTI could easily spike $5-10 if the strait gets threatened. Defense names like RTX, LMT, NOC will probably run too. But honestly, these geopolitical spikes tend to fade pretty quick unless things really escalate. I remember when Russia invaded Ukraine, oil hit $130 then fell back within weeks as markets realized supply wasn't actually disrupted that much. The key thing to watch is whether Iran actually tries to close Hormuz or if this stays regional. If it's just tit-for-tat strikes, markets will probably settle down after the initial panic buying.
Yep, which is why I bought last summer's LMT dip (end of July 2025) with a fairly significant chunk of my investable capital. Took everything I had left from what I had pulled from the general market on Feb 24 right after the tariff announcements were made that I had sitting in stable funds (and had not already bought back into the general market on the April dip) and threw it all into LMT on the LMT dip. Best 7 months of returns I have seen...
Little Marco's speech at the Munich security summit two weeks ago was inspiring. The future is bright for LMT, RTC, NOC, GD, BA and LHC.
Calls on LMT and RTX obviously
Israel is getting hammered it seems and they are trying to hide it.... [https://x.com/furkangozukara/status/2029174979363762349](https://x.com/furkangozukara/status/2029174979363762349) UAE is also fining anyone who films anything up to 136k USD in fines and up to 5 years in prison. Seems like USA is preparing a ground invasion with the Kurds, and Iran is being absolutely carpet bombed right now by the US Jets and bombers in the North West Azerbeijan area to prepare for that. The market is definitely going to crash in the coming weeks when more info comes out. They can't suppress this forever. Also seems like they've burnt through 5 years worth of stockpiles of interceptor missiles. [https://x.com/scarylawyerguy/status/2029146126394298860](https://x.com/scarylawyerguy/status/2029146126394298860) . SO maybe load up on LMT, RTX, NOC calls?
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.
Really appreciate all the responses, this is exatly the kind of discussion I was hoping for when I posted this. So it sounds like most people fall into a few buckets. Theres the "I already own it through VTI, not gonna chase" crowd which honestly fair enough. Then a few of you are actively DCA'ing into defense ETFs or individual names. And then the contrarian camp thats waiting for a pullback before touching anything, which I kinda respect. The european defense angle is what keeps grabbing my attention though. Like its not just a momentum trade, these are multi-year budget commitments from Germany, Poland, France etc. Thats a fundamentally different setup than chasing a sector thats already run. Problem is, how do you even get clean exposure as a US investor? IDEF exists but the volume is pretty rough still. One thing I noticed nobody really mentioned: if you hold a total market fund your defense exposure is basically just the big primes. LMT, NOC, RTX. You're not getting the mid-cap suppliers like HEICO or TransDigm that benefit from maintenance and upgrade cycles regardless of who wins the contract. Different risk profile entirely. **For those who already sold or trimmed, where are you putting that money now? Back into broad index or is there another sector you think has a better setup going forward?**
LMT annual production capacity for THAAD missiles is 96. The gulf states fired around 800 in the first couple of days. The math ain't mathing.
some stocks are in the red, some sold in the green and buying the dip If it has obvious potential and was a long term position, I hold. (FKING VRT, CEG, NEE) If I was able to sell at the top of the range and buy again low, I do (NEM, GEV) War stocks I am going long term because the use of inventory and rise in oil prices will reflect on the 10q and I will be holding good value (XOM, LMT, RTX, HII) If it was garbage for a quick buck, I'd sell, but I don't buy garbage anymore.
LMT is such a joke it needs another war to pump
Banbet for LMT to hit $690 was clown shit in hindsight
SCHD is experiencing recent success because of the surge in oil companies and the flight to safety of defensive stocks like Coke and Pepsi as well as the surge of LMT. It is not a replacement for VTI/VOO. I think it's a good ETF, but it was basically flat before dividends for almost a 5 year period until December.
Are LMT calls the move rn?
So who was the newly crowned Pelosi that started a huge position in LMT?
The European defense story is real but the timeline matters. Most of the budget commitments are multi-year -- Germany 2% GDP ramp, France accelerating SCORPION, Poland going from 2% to 4% GDP. The contract backlog for Rheinmetall, MBDA, and Thales is measured in years, not quarters. For US names, the dynamic is different. LMT and NOC were already priced for elevated defense spending before this. The question is whether the European conflict premium on top of the existing US cycle creates another leg or if its mostly priced. My take: the European ramp is not priced in because most US investors have minimal exposure to EU defense primes. HEICO, TransDigm on the components side might be cleaner plays than the primes if you want less geopolitical binary risk. For index holders -- you already own the US exposure. The only way to get meaningful EU defense beta is via IDEF or similar ETFs, which are still pretty illiquid.
LMT, RTX, and NOC with the limp bisdik v
In what world does it make sense for XOM and LMT to be down today whereas TGT is up?
Buy LMT Aliens are real and they have the tech
LMT & CVX calls or no?
Honestly im personally not going to get into war type stocks very much. SU and ENB are my only oil type stocks just for a bit of canadian exposure and dividend but they are pipeline. I got out of oil around cocid and didnt get back. I flipped some LMT earlier this year. I may buy some UMAC again. Did ok on it. But in general my impression (from a couple people I like and listen to) is to get into good companies youd regularly buy that arent oil or war related when retail starts panic selling. So I bought CRWD (defence related sorta) and more SLVR yesterday. Its a weird year and going to continue to be one. I would strongly recommend researching anything you buy. Its looking like a volatile year. But I can. Say with confidence that keeping a bunch of cash arohnd won't age too well. Money prjnters are going already. But dont listen to anythjng I say, im a bum on the internet. Do your research. Best of luck out there!
the longer this goes on, the higher defense and oil stock will go. Its about fundamentals. RTX makes patriots -> more used, then they will need to make more, more income, yadda yadda LMT, every plane is all over everyones TV and a success story > more orders, yadda yadda, Hormuz is closed, barrel price is up? Every sale makes more money for XOM. The duration of the conflict is unknown, so it is NOT priced in, infarct the opposite, as every 'trader' is in for a quick buck the stocks will pump and dump, but over time they will trend up. I am in all for the long haul.
If you want an actual play on the war instead of just shitposting, CLF makes the steel that the defense contractors use. If you missed the RTX/LMT runup, next best thing. US is going to need years of elevated production to replace whats getting shot off in Iran and Ukraine.
well my LMT, RTX, and XOM, all bought before the war are up, but not as up as good old waste management! Guess there is always money in traaaaaash
$1.5T sounds massive, but defense budgets are multi layered and stretched over years. What matters for LMT is contract awards and backlog growth, not just top line budget proposals
They coulda done it like 5x already. If that was the goal, idk why the don’t just do it. Anyways, calls on LMT.
I have not yet died for Israel, but my $LMT calls have printed.
Thinking outside the box for how to profit from another forever war. Everyone thinks of RTX and LMT. I want something creative. Who makes the coffins for all the soldiers that get packed up?
LMT just jumped. Zoinks
a 15% move in extended hours looks insane for a name like LMT, but the real question is: what changed?? if it’s tied to a major contract win, guidance revision, or a material shift in defense spending expectations, the move can be rational, the market reprices future cash flows fast. extended hours also exaggerate moves because liquidity is thin. a few large orders can push price harder than during regular trading. the real test is whether institutions defend the move at open. if volume confirms it tomorrow, it’s repricing. if not, it might just be emotion + thin liquidity.
ITA SHLD DFEN LMT spiking biiiiiggg
Who's the clown that bought LMT at $750
Which one of you paid $750 for LMT last night
LMT bc of alien tech Google bc of quantum and AI
LMT why you no like hangout with RTX and NOC
LMT is almost back to opening lmao.
LMT gains today show otherwise
Does this comment mean you think that Lockheed stock price will never rise past today's 9:30 am? That seems wrong to me. It may not have been the absolute best time to buy sure, but I don't think LMT will never get past $\~700 ever again.
Lol LMT was at 760 last night. Tf happened. It's not like they called a truce already.