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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
He forgot the ticker LMT at the end. Silly Trump.
RTX, NG, LMT calls This isn't hard, guys
LUNR, RDW, LHS, LMT, NOC and several smaller private space companies just got a massive Space Force contract to replace older GEO satellites https://breakingdefense.com/2026/04/space-force-slates-1-8b-for-commercial-sats-to-replace-gssap-neighborhood-watch-birds/
From claude ai. The Korean play is interesting im going to look into it more “Lockheed Martin (LMT) is the single biggest beneficiary. They manufacture PAC-3 MSE interceptors, THAAD interceptors, JASSM/LRASM, and PrSM — essentially the four munition families most depleted by Epic Fury and most needed for Pacific reconstitution. The Pentagon is partnering with Lockheed Martin to triple PAC-3 MSE production from roughly 600 annually to 2,000 by 2030 , and THAAD production is being quadrupled from 96 to 400 per year, including a new Munitions Acceleration Center in Arkansas. PrSM production would be quadrupled to 1,134 units in FY2027 at $1.7 million each. That’s multi-year, multi-billion-dollar revenue visibility across three separate program lines from one company. RTX (Raytheon) — Tomahawks and SM-3s. Tomahawk production is set for a 1,200% increase from 58 in 2026 to 785 in FY2027 , and RTX has framework agreements to increase SM-3 Block IB and IIA output by two to four times. RTX also builds the SM-6, which is the Navy’s do-everything interceptor for the Pacific. They co-produce Patriot interceptors with Lockheed. Northrop Grumman (NOC) — B-2 operations in Epic Fury showcased the platform, but the bigger play is that both Northrop Grumman and Raytheon have been awarded contracts to develop common rocket motors that plug into multiple missile families. If you’re building the engine that goes into SM-6, future hypersonic interceptors, and next-gen standoff weapons, you’re positioned across the entire reconstitution wave. They also build the GBI homeland defense interceptors and are a key player in the Next Generation Interceptor program. Boeing — This one’s a chokepoint story more than a growth story. Both US and Japanese PAC-3 production depends on the availability of crucial seeker heads, which have been slowly coming off production lines at Boeing. Boeing makes JDAM kits (deep stockpiles consumed), SDB IIs, and Harpoon. They’re also the other half of the Patriot interceptor production with Lockheed. Their defense revenue benefits, but their seeker head production is actually a bottleneck constraining everyone else’s ramp. L3Harris — Named in Modigliani’s piece as one of the companies with framework agreements under Deputy Secretary Feinberg’s Munitions Acceleration Council. They build key sensor and electronics components across multiple interceptor programs, and they’re the prime on some counter-drone systems that are now in urgent demand. The Second Tier — Where the Smarter Money Might Look Aerojet Rocketdyne (now part of L3Harris) — Solid rocket motors for virtually every interceptor and missile in the U.S. inventory. Every production ramp across every program flows through their motor supply. They’re the hidden dependency underneath all of the above. General Dynamics (GD) — Ordnance and tactical systems division makes the bomb bodies, propellant, and munitions components. Less sexy than the primes, but when you’re rebuilding 13,000+ expended munitions worth of inventory, someone has to make the casings and explosives. Kratos Defense (KTOS) — Target drones and low-cost attritable systems. The Epic Fury lesson about cost-exchange ratios is accelerating the push toward cheaper, mass-producible autonomous systems. Kratos is the leading pure-play in that space. If the Pentagon gets serious about not fighting the next war with $4M interceptors against $100K threats, companies like Kratos benefit. Anduril — Not publicly traded (yet, though IPO rumors persist), but their Roadrunner interceptor-drone is specifically designed to solve the cost-exchange ratio problem. Epic Fury is the best marketing case study they could ask for. The International Angle South Korea’s M-SAM (Cheongung II) achieved its first combat hit against Iranian missiles during Epic Fury in the UAE. That’s a combat validation event for LIG Nex1 and Hanwha Aerospace, the Korean manufacturers. The Korean defense export sector was already booming — this accelerates it. Eurosam (MBDA/Thales) — Currently producing around 100 interceptors in 2026, an increase from around 60 previously. European allies now have their own depletion anxiety, and MBDA’s SAMP/T is one of the few non-American systems that can handle tactical ballistic missiles. Rheinmetall — Not directly in the interceptor game, but they’re the European leader in ammunition production and are building new facilities specifically for munitions surge capacity. The lesson from Epic Fury generalizes to all munition types.”
I asked Gemini to write me a post. This was attempt 2, after I told it to be less lame. Puts on AI. 🚨 IRAN JUST RUG-PULLED THE ISLAMABAD PEACE TALKS 🚨 The Ayatollah’s theta gang literally told Pakistan to go pound sand. Zero delegations are showing up to the table unless Lebanon gets a piece of the ceasefire action. They are absolutely diamond-handing this proxy war and refusing to close their positions until their price target hits. Puts on global stability. I’m YOLOing my wife’s boyfriend’s entire 401k into short-dated out-of-the-money Lockheed Martin ($LMT) and RTX Corp ($RTX) calls at market open. Brent crude is going to Uranus! Bears r fuk. 🛢️🚀🚀
nah i'm skeptical on this one tbh. i've been burned before on the "geopolitical catalyst" plays and they almost never pan out the way you think. like yeah oil prices spike but then what? the actual defense contracts take forever to materialize and by then the market's already priced it in. plus i looked at LMT and NOC already and thier charts look overextended to me rn. i'm not saying your wrong about the macro situation but the entry point seems way off.
#TLDR --- **Ticker:** OIL, GOOGL, LMT, PRIVX **Direction:** Up (To the Deel Dimension 🚀) **Prognosis:** Buy $OIL $150 Calls (5/15) & Accumulate SpaceX/AI Proxies ($GOOGL, $MSFT) **Catalyst:** The "Great Global Deelension," Iran proxy wars, and impending Mega-IPOs **Brainrot Level:** Terminal 4D Chess ♟️🤤
LMT, chevron, OXY, yeah there will be green candles
Is a nuke being proposed? Calls on LMT
Lol...only dumb people would put something in a company where basically you buy 40% of the company and give 60% to Musk. More valuable than Boeng Airbus LMT and Rayteon...lol...and RKLB and ASTS...and so on... The level off dumbness is amazing...
yeah that dip in LMT does look pretty shallow after that big run up, fwiw i'm still waiting to see if they can maintain that momentum before jumping in
yeah that dip in LMT does seem pretty minor considering the run up, and i'm starting to think it's already priced in for a lot of the potential conflict scenarios, fwiw.
The almost 7% dip in LMT after the 49% run up from December. Idk if that’s a great play.
The defense underperformance vs oil makes a lot more sense when you cross-reference STOCK Act filings from Armed Services and Intelligence committee members. Members receiving classified briefings on the military situation have been clustering into energy names — E&P, integrated majors — not into defense ETFs. Their Q1 filings show conviction in "this oil shock runs a while," not in "RTX and LMT are about to see a contract surge." Defense capex cycles take 2-3 years to show up in revenue; oil margins hit next quarter. The 100% breadth in Oil & Gas vs 61% in defense isn't random. The people with the best information on how long this conflict drags are positioned in energy. Defense already priced in a lot of anticipation pre-war — the STOCK Act positioning never confirmed the follow-through thesis the way the energy positioning did. Worth watching Q2 filings when they start rolling in around August. If Armed Services committee members start rotating out of energy names, that's a cleaner exit signal than waiting for the news cycle to turn.
index funds will get crushed along with everything else, so buying the dip in defense contractors like LMT or NOC might make more sense if you're betting on escalation but honestly, what makes you think boots on the ground are coming instead of drone strikes or proxy ops? iirc the administration’s been avoiding direct conflict since the 2020 assassination blowback, so is this more about Trump posturing than actual policy? seems like oil and short-vol strategies would react faster than stock picks anyway, fwiw
Bro gonna yolo on LMT & RTX first thing Monday now.
Also DARPA is part of defense spending, which has lead to things like GPS and the internet. I think for short term SNAP has better ROI, but like you said, the money still circulates. Even if the idea is like the defense contractors are getting super rich, well I mean LMT was like unperforming the SPY over the past 5 years until recently. On the flip side, WMT and KR would be some of companies that benefit from SNAP spending, which all three of these are betting the SPY over a 5 year period. Like you, not trying to argue morals or what is better or worse, but simply even corporation will benefit from any government spending.
LMT is already up 40% since this figure was proposed by the WhiteHouse. Priced in.
1.5 Trillion in Defense Budget proposed today; LMT? NOC? RTX? HI? Lay out your thesis
Love seeing LMT shareholders getting fukt
I mean we already have high inflation, and if war continues states hit the money printer and it gets worse, so what are you going to do stay in cash? The startest option seems stacking gold and stocks that may profit or not be affected by the war. I bought Chevron 2 months back as hedge against the war, also had LMT since way before, both have given me very good returns and I also have stocks in places that won't be affected by the war itself only by oil prices or not even that, like Singapore, Switzerland, etc, I'd rather keep those stocks and get my dividends during the war that sell for cash and wait in fear while inflation goes crazy
#### 🚨 REMINDER: WAR IS **BULLISH** 🤡 >!if you're invested in LMT [Lockheed Martin]!<
I’m sure his friends who loaded up on LMT and similar know!
Bloomberg reporting that Trump wants to move to a war economy in 2027. Sounds like MB Ghalibaf was right that the wealthy were war profiteering. Calls on LMT
I remember seeing that regards response to your post, I also know how the oil and war machine worked, Up 2700$ across XOM,COP,LMT, and a couple others. If I had more capital upfront, i could have just worked the pile between connoco and Exxon the last few weeks and rode them up until a bit ago
I'm cashing my 5% win tomorrow over 250 humbly dollars but hey a win Is a win (thx LMT)
Another war... anyone have a clue what defense stocks like LMT will do?
🥭 forgetting NATO countries buy our weapons and tech precisely because we're on good terms and support each other. Pulling out will be a multi-decade stain our defense industries Puts on LMT Calls on EUAD Stonks on RNMBY
DoW reaches agreement with BA and LMT to Triple PAC-3 Seeker production. Does that trigger other Primes like NOC, GD and RTX to aggressively lock up what they need in tungsten going forward? I’m looking to the price update Friday.
Anyone playing LMT? They built the spaceship...
Conscripted? RTX and LMT both have modern anti drone systems available.
I agree the drop in LMT, RTX, BA, and ITA stands out. In my view, it's profit-taking after last year's run plus Boeing issues. Personally, I'm long term bullish but holding off new entries until stabilization
(trying to pump my $700 LMT bags) they have alien propulsion tech
I have no idea what to do next. LMT? I know, I’ll have some lunch.
Not sure if sarcasm, but, yes? They are rising. Relative to the rest of the market, defense stocks are killing it.. no pun intended. LMT is sitting at like a 21 forward PE while its average is in the mid teens… so it’s more expensive now than it usually is. It hit an all time high less than a month ago. Granted, like the entire market is on a slight downtrend over the last month, but zoom out past a month and defense is doing fantastic.
It's down over 10% since the start of the war, retard. Yeah they've destroyed 140% of Iran missiles and capabilities, how can you be so stupid to buy this cheap propaganda... LMT can't replenish their PATRIOTs, that also let a lot of iranian missiles pass through, and had their mythical F-35 hit.
LMT is up 24% nimwit. Over 11,000 targets have been hit in Iran. Over 1,000 in the last 36 hours. Israel has been hit but it's not even comparable. The internet has been turned off in Iran since the war started and you want to talk about censorship?
I started out with SCHD ($14K) and JEPI ($6K), did a little research and realized VOO would be a great growth stock, NVDA and MU gives me tech exposure, LMT (possibly good with the current geopolitical situation), VXUS covers international and O for real estate. Basically I was looking to add structured diversity. The amounts are allocated based on when I have $$ available and what I feel is a good dip. I’m still learning…
Just the defense industry ones. LMT + NOC all the way! lol
You, a fool, buy LMT at the top because of WAR I, a genius, buy LMT at the top because of the IMAX at the air and space museum
you know shit is bad when even LMT is red
Scenario: Invasion using ground troops is announced Question: What happens to the market immediately afterwards? I think VIX goes nuts and spy sees its worst week in years. Defense tickers will start mooning and oil will continue to moon or draw down until one of the thousand Hamas aligned militant groups sinks another tanker. I have most of my port in SO, FE, and USO and am still holding USO calls and I couldn't feel more secure right now. If boots don't hit ground by Wednesday I'm going leaps on RTX, PLTR, BA, and LMT If it happens before hand, I'm just going to buy their weekly calls. Does this make sense to anyone else? What do you retards think is the best play to be holding, the moment boots hit ground?
A lot of people think splitting between tech + gold + international ETFs counts as diversification, but when things drop, they all drop together. Different wrappers, same trade. What actually works is finding businesses driven by completely different forces. Defense stocks (LMT, NOC) and insurance (PGR) genuinely move on their own because their revenue has nothing to do with AI hype or consumer spending. The key isn't finding "uncorrelated assets." It's finding businesses whose revenue depends on forces that have nothing to do with what drives the S&P 500. One more tip. If you watch 13F filings, you can see where big institutions are moving money. When hedge funds start quietly trimming tech and adding boring sectors like defense or utilities, that's usually a signal that correlation regimes are shifting. I've been tracking this lately and it's been pretty useful.
What area do you think will have the biggest moves Monday outside of oil? Airline calls/puts? Good ol’ semiconductors? Beauty stocks have been hammered lately, but I don’t understand what moves them. I wonder if LMT will move much next week.
Only keeping my portfolio positive right now is CVX and LMT
LMT, IPI, GEV, PWR. You are welcome
Buy XOM, HAL, SLB, RTX, CVX, GD, and LMT. These are free money after shit that is about to happen this weekend.
Materials/ industrial stocks. I think XLI is one of the tickers. Defense stocks should work for awhile too bc supplies need to be replaced. RTX, LMT, XAR
Buy XOM, HAL, SLB, RTX, CVX, GD, and LMT. War will pay massive returns Monday
Buy XOM, HAL, SLB, RTX, CVX, GD, and LMT. These are free money after shit that is about to happen shit weekend.
Buy XOM, HAL, SLB, RTX, CVX, GD, and LMT. These are free money after shit that is about to happen shit weekend.
reminder: US and Israel is getting humiliated by an Iranian Military whose weapons are from the 1970s. puts on LMT
That's unfortunate. I'm not sure why my comment got so much blowback, my dude. Looking at the market today... what's up? Oil. What's shaky? Tech stocks. What's rated to do well in the longer term despite being shaky? Tech Stocks. What's going to benefit from the volatility happening to the oil market? The oil companies raising their prices on the front end to respond to oil futures. Hell I'll add that I'm also walking on defense contractors at the moment despite them having done well for the most part for the past few months because LMT's value is weighed heavily into the F-35 and there's a lot of uncertainty there at the moment, both because one was shot down and also because they need an upgrade to their radar systems. Anywho, you guys are allowed to feel however you want about it. I'm up today, I mean so far lol. Still a lot of day left, right?
just got the dividend payout from LMT, ports saved
Trump is losing control of the narrative in the media. Buy XOM, HAL, SLB, RTX, CVX, GD, and LMT. 15k boots on the ground tomorrow. He needs something fucking crazy to happen. These will go up.
Just went deep on XOM, HAL, SLB, RTX, CVX, GD, and LMT. 15k boots on the ground tomorrow. Dump Monday.
Energy sector currently overvalued just like memory was you will get wiped out twice, and saw your post about LMT you are clearly chasing gains
Tech is overrated Only $LMT can save you
Defense like RTX And LMT are the better bets for this environment!
Another spike on LMT sus again.
Wait, you can put a nuclear bomb on a vest? BRB, shorting LMT
Even as someone making shit tons from swing trading mostly puts, ain't no way they aren't gapping up 10% post earnings when there were confirmed orders from Pentagon after they exhausted 4 years of stockpile they bought from RTX and LMT
>TDG would also get a boost similar to LMT and RDX Why would you think that? It makes zero sense
Every? The CEOs of PLTR, LMT, NOC, HON, RTX, LHX, etc will likely say "Unexpected TAILwinds", no?
Palantir has been public for 5+ years and you still see people in those Palantir threads on this sub who don’t understand what the company actually does. Feels like part of the issue is no one wants to bother correcting it. Why spend time writing a real explanation just to get buried under moral debates and valuation takes? And it’s funny even setting aside that revenue is roughly split between commercial and government (with commercial growing faster), those same moral arguments don’t come up nearly as much with LMT, NOC, RTX, or other defense names.
It likely because PLTR has more people ok with bashing it. You would never see a thread about defense companies like LMT, RTX, and NOC.
LMT had a really strong 2 months before the war started. The stock peaked on the first trading day after the war started and it's been going down ever since. Even thought US and it's allies are using way more missiles than anyone expected. Opportunity? 🤔
I’d be careful with LMT it really topped out and I sold Not sure if it has the juice to run back up towards $700 guess we’ll see Very bullish on RTX and Northrop though, don’t know much about GD
Over 80% cash, rest is MCD & LMT from pre-pandemic
Bought ITA, RTX, BA, and LMT right after Orange Julius won the election. They're doing quite nicely. Just bought some AIRO and LTRX recently. Hoping those turn out well, but it was only 100 of each, so not huge money if not. I'm buying picks and shovels where drones are concerned because there are so many different companies vying for market share.
Same, the dividends are nice I’m long RTX but sold all my LMT when it topped out recently
I don't know if Iran will win the war or if the USA will win the war , but I'm sure LMT, RTX NOC, GD, will win the war.
Yeah man the braindead one wants 1 million drones produced. I believe the high-end ones. Count 'em, 1m. LMT produced 16 F-16s in 2025. Then you have counter drone tech like aerovironment and electro optic systems. Seems like a huge emergent industry. I've no clue. I'm overseas but want to get stateside to buy silver bars man serious. Keep the faith, make money. In younger years I made money splitting firewood.👍
the LGBT LMT, GD, BA, and i forget what T is
Economy so bad, even LMT drilling during war times.
Shorting LMT some IRGC soldier in some cave shot down an f-35 presumably with some special fuckin pencil
>F-35 STRUCK BY WHAT WAS BELIEVED TO BE IRANIAN FIRE - CNN Send LMT to 300 and DXY to 70. Iran can target and hit F35s.
Iran shot down F-35 Puts on LMT, Stealth my ass 🤡🤡
You show up to the scene and all the worms are taken. LMT was a nice trade that day when orange idiot announced no dividends for defense stocks back on Jan. 7th. Buying LMT shares on Jan 8th at $525 until today would have returned a nice 21%. Did you know that those LMT Mar 20th $600 calls were $5.00 on 1/8, and not sitting at $37. Just wait for that orange idiot to make some wild remarks like calling Newsome "President Newsome" and then get in on the reversal swing.
Calls on LMT they will get an order of at least one F-35 more then priced in
Alright I'll bite the retarded bait, post all time or sybau. I'll start first: https://preview.redd.it/njabpwqjbvpg1.jpeg?width=458&format=pjpg&auto=webp&s=2952141073259a27ba7113876da31518e50d4267 I call you broke because you sound exactly like all those broke permabol that can't stop losing money back in 2022 Btw I'm holding USO and LMT calls like every non-retard that can actually read the market, enjoying thinking it's only bulls and bears when I'm specifically talking about macro factors directly affecting the market. One kangaroo market and all you extra dumb retards come out from the woodwork. Please post your port, I want to having something to laugh at.
Could be worse! Could be dying for Iran instead of Israel. My oil is printing. $LMT calls printing. Is it worth war?
Energy is a trade. Defense is a structural shift. If ceasefire happens tomorrow, XOM and OXY give back 30-40% of the move within weeks. LMT and RTX barely flinch because their order books are already full for the next 5 years regardless of what happens in the Middle East.
Also LMT and RTX are both down the last month. Less than the rest but still, I wouldn't call them quietly printing.