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Defence Contractor Research — BAH, LDOS, BWXT, PSN, AVAV
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
$CTM is an interesting one, it's both good and not so good at the same time
Castellum ($CTM) vs Parsons ($PSN) — Cybersecurity Contractor Comparison
Value Penny Stock? Meihua International Medical Technologies Co., Ltd. (MHUA)
Did Parsons (PSN) really land $97bn contracts in Qatar??
PSN - Undervalued Defense & Infrastructure Contractor With Asymmetric Upside
PSN - Undervalued Defense & Infrastructure Contractor With Asymmetric Upside
$PSN: Parsons Selected As Delivery Partner For King Salman International Airport
Limited Time Only: Get A Free PSN Card
Mind-blowing opportunity hidden in plain sight: $SONY 🎮->🌙
Okay, Rocket League is down. Fuck them. This is below the belt. $PSN $AMC
I've been seeing a lot of chatter about outages so I thought this might help.
Akamai DNS outage knocks many major websites and services offline: PSN, Steam, Fidelity, more [U]
Major Website Outages That Could Affect The Market ? Possible Cyber Attack ?
Mentions
They are all pulled from DoD website. [https://www.war.gov/News/Contracts/](https://www.war.gov/News/Contracts/) Full details of the contracts are: |LDOS|$10.5B|DoD IT, intelligence systems| |:-|:-|:-| |BAH|$7.5B|DoD consulting/analytics (new awards post-Treasury cancellation)| |BWXT|$5.6B|Naval nuclear propulsion ($1.4B May 7 alone)| |PSN|$1.3B|Infrastructure/engineering| |AVAV|Ongoing|Tactical UAS (Switchblade, Puma)|
I'd buy PSN because I have a PlayStation
Been following some of these defense names for while now and this data is pretty solid. LDOS especially caught my attention since those congressional selling patterns stopping is usually good indicator something brewing. The timing with all these contracts dropping June 8th definitely not coincidence. One thing I learned from tracking defense stocks is that mid cap ones like these tend to have more volatile moves when contracts hit compared to the big boys. Your backtesting confirms what I've seen - LMT and RTX barely move anymore on contract news since everyone expects them to win everything anyway. But these smaller players can really pop when they land something significant. PSN looks interesting even without the political buying signals - that T+90 performance in your data is pretty compelling. BWXT worries me bit though with that low hit rate on longer timeframe, might be more of quick swing play. Defense sector overall has been getting lot of tailwinds lately so timing seems right for this kind of strategy.
GME - Bull vs Bear + Moat (Final Analysis) Bull case: \- $6.3B cash (confirmed SEC EDGAR Jan 2026 10-K) = no bankruptcy risk • Ryan Cohen is a proven capifal allocator (built Chewy from nothing) • Trading near book value — math works if turnaround succeeds • PowerUp Rewards = 20M member database with monetization potential Bear case: • Revenue declining structurally: $6.0B→ $5.3B and falling • Digital downloads are permanent — Steam, Game Pass, PSN don't reverse • 4,100 stores are a liability, not an asset • No durable competitive moat exists Moat assessment: None. Amazon owns e-commerce. Best Buy owns retail. GameStop owns nostalgia — and that doesn't pay rent. The honest summary: • Cash is real • Business is dying • Stock price reflects hope, not fundamentals • Ryan Cohen is the only reason to own it Market is pricing in -20-30% chance of successful turnaround. You decide it those odds are worth $21.80.
Don't companies make video games anymore? I'm looking at the new games on PSN and these all look like shit.
Damn, the way they handle PSN does suck (for no logical reason as well, they would make more money always copying Steam).
Because consoles in the past, except for Nintendo, have always been a loss leader. I believe Sony did eventually stop doing that with the PS4 and PS5 to where they do make a small profit. A vast majority of profit comes from the 30% store cut, microtransactions, and PSN subs. The subs have in particular been huge money makers. So more consoles in more peoples houses creates more money. To do that, you want to make the console as cheap as possible. Which is why, in the past, consoles were able to use more efficient components as they have gotten older and therefore were able to decrease the price in order to get them in more homes. For Sony to increase the price by $150 and $200, which is going to wreck their sales, they absolutely have to be trying to avoid losing money on their consoles. In the end, it's just a math problem. If you are going to sell your console at a $100 loss but only make $80 over the lifetime of PS5 user, you have to increase it. Otherwise you'd just be losing $20 and a business doing that isn't going to be a business that much longer.
Full ported into #PSN Parson's Corporation exactly 2 years ago, don't plan to check the price until March 18, 2027. Weird feeling knowing my $240K could be $750K, $500K, $240K, or even $200K if worse came to worse. Not gonna read any comments under this since I don't want to be spoiled, but just thought I'd share the strategy for those of you worried about watching your holdings go red for a little while.
I'm solidly green on a red day which when you add it up over many days equals winning. For perspective I'm up 4.3% on the year trading nothing but QQQ and IBIT long, with a couple quick buys in NVDA, MSFT, and PSN.
Can I trade in my silver, gold and platinum PSN trophies for the actual metals or nah
i'll take my tariff refund on a PSN giftcard thx
Anytime! The best thing I could find/think of is that CACI and LDOS takes because of the combo of market conditions and PSN/AMTM earnings. PSN/AMTM are peers and report missed. Not uncommon for peers to move on earnings reports from other companies.
These aren't exactly small drops, if you are talking about the large defense companies sure it could be seen as a small correction because they weren't hit as bad, but for the smaller contractors, they took a big hit. SAIC down 16% PSN down 14% BAH down 12% LDOS down 12% CACI down 9%
I think some are from PSN earnings. Like LDOS and CACI probably selling probably because of it. Also AMTM missed their earnings, so wonder if there is some fear in the names.
I tried to get my brother to use SmellsLikeCDiff as his PSN Gamertag. He said no.
Yeah, PSN is one i watched but never bought because of the fundamentals. I own LDOS. LDOS and CACI where the two I was looking at, especially last year with all the DOGE news.
I was in PSN for a bit but got out. Just didn't work with my portfolio overall goal.
BWXT, DRS, LMB, LNTH, OSIS, PL, PLAB, PSN, Q, RMBS, and gonna buy a few more XLU leaps. Trying to focus on mid/small caps for the IIJA, Naval Upgrades, Onshoring, and Space Industry for the next few years. Fingers crossed.
TE, PSN, POET calls for today
Parsons (PSN) set for decent recovery today
Parsons (PSN) awarded position on $151 billion missile defense contract. They are down 20% this month. This was announced after hours.
PSN down like 20% in the pre market https://www.barrons.com/articles/parsons-stock-air-traffic-control-contract-0074db6d
They have about 50m backlog order. If they are able to do this, it's easy money! Also they partner with PSN we might prolly feel the effect next year.
Yah bro. I’ve downloaded so many games during the past PSN sales, I don’t even know what I own anymore. 😩 I’ve still got PS3 games shrink wrapped. I had finally played Pokemon Conquest last year after buying at release years back. That’s how bad my backlog is.
$PSN Parsons reports Q3 adjusted EPS 86c, consensus 75c -- Q3 revenue $1.6B, consensus $1.67B. -- Cuts FY25 revenue view to $6.4B-$6.5B from $6.48B-$6.68B, consensus $6.57B. -- Narrows FY25 adjusted EBITDA view to $600M-$630M from $595M-4635M. -- Narrows FY25 cash flow from operating activities view to $380M-$460M from $400M-$440M.
Is that game good? It’s free on PSN this month
P5 better. Even my PSN is Kidwithoutxbox stop playing with me
$PSN looks good in terms of EPS, total revenue, net income, free cashflows and manageable debt
UNH and PSN are my winners for today, so far anyway.
$GHM (heart/skin of Navy fleet upgrades), $PSN (backbone of missile defense system since 80s’ Star Wars initiative), $MTRN (the de facto only supplier of large-scale beryllium, a critical element for space and defense industry), $MRCY(embedded software, edge computing for drones)
For Golden Dome, PSN, and MTRN: MTRN serves as an enabler for all manufacturing companies by supplying the essential element, beryllium. PSN acts as the brain, coordinating all the components within missile defense systems and space infrastructure engineering.
Parsons corporation- look into it. Ticker is PSN
53% win ratio, hop on PSN➕ & cum catch these hands from Kale 👊👊👊👊
Nah :) Especially in cities, life is still life. Brands leaving country sold their properties and businesses to their local management, they renamed it and still doing well. So fastfood, consulting, clothing, furniture, etc remains. However some things became not so comfortable for consumers: - travelling to Europe and USA (still possible but more expensive and hard), travelling to other countries same as it was or even improved; - H&M and couple other clothing brands weren’t truly replaced; - western-made movies come to cinemas a month later than they were released; - European and American cars and gadgets became more expensive (to be fair, most problem about cars are created by our own government setting higher and higher taxes for imported cars to support local carbrands) - economyclass and midclass car brands replaced by Chinese (Geely (it owns Volvo), Chery, Haval(Great Wall Motors)). Luxury cars are still offered by cardealers (brand new Mercs, BMW, RR, Bentley, Mclaren and so on), also appeared Chinese prem brands like Zeekr, Lixiang, Voyah, Hongqi. Devices like Apple, PS, Xboxes still available but more expensive than they were. - ApplePay doesn’t work :(, but paying with Android NFC works; - some software is unavailable to buy (bad for business cos they’re not allowed to install cracks, so they have more expenses on buying licenses via offshore companies or rebuild their infrastructure for russian analogs); - Youtube turned off ads in videos and demonetized russian bloggers (then our government banned YT and everyone now uses VPN to watch it cos it’s blocked from inside the country not from outside); - Canva, ChatGPT, Miro, Adobe, PSN and other programs (not all but many) - we cant pay for them with Russian credit cards, however there emerged the market of people selling prepaid accounts or paying for subscription with foreign credit cards (not so comfortable but people already used to it); - and so on. Idk what else to describe. . In general - life hasn’t changed significantly, market adapted. Nowadays our own government puts more pressure on the market with “restrict this, restrict that” than sanctions are. And mobile internet and GPS jamming sometimes (cos of drone attacks from the south). If you look onto big Russian city you’ll see life same as it was (malls, office centers, real estate in construction, luxury cars in city centre, bars, clubs, theaters and so on). People live as they lived before 2022 As for country budget, I’m not an economist but seems it’s not doing very well, partly cos of military expenses, though which country’s budget is doing great rn while approaching another global economic crisis? Only power that can turn Russia into North Korea are its own lawmakers trying to restrict everything they see, but they’re doing it since 90s 🫠🫠
I've been an investor since IPO and sold close to the 52 week high before the market adjustment. Another article was released today stating its undervalued with a fair value of $115 (its at $60/share today). I'm bullish. [Parsons Corporation's (NYSE:PSN) Intrinsic Value Is Potentially 72% Above Its Share Price](https://simplywall.st/stocks/us/commercial-services/nyse-psn/parsons/news/parsons-corporations-nysepsn-intrinsic-value-is-potentially-2?utm_medium=article&utm_source=robinhood)
PlayStation Network = PSN
Interesting news: "Today in Qatar, President Donald J. Trump signed an agreement with Qatar to generate an economic exchange worth at least $1.2 trillion. President Trump also announced economic deals totaling more than $243.5 billion between the United States and Qatar, including an historic sale of Boeing aircraft and GE Aerospace engines to Qatar Airways," the White House stated in fact sheet circulated in conjunction with the president's trip. "Parsons (PSN) has successfully won 30 projects worth up to $97 billion. These high-value engagements have fueled significant company growth, supporting thousands of jobs across the United States and reinforcing American leadership in cutting-edge engineering and innovation. Quantinuum (HON) finalized a Joint Venture Agreement with Al Rabban Capital, a prominent Qatari company, to invest up to $1 billion in state-of-the-art quantum technologies and workforce development in the United States, supporting U.S. jobs and leadership in this critical emerging technology... Raytheon, an RTX (RTX) business, secured a $1 billion agreement for Qatar's acquisition of counter-drone capabilities, signed by the U.S. and Qatari governments. This deal establishes Qatar as the first international customer for Raytheon's Fixed Site - Low, Slow, Small Unmanned Aerial System Integrated Defeat System designed to counter unmanned aircraft. The deal directly supports high-skilled manufacturing and engineering jobs in the United States and reinforces America's leadership in innovative defense technologies," the White House added.
PSN - Parsons Thank me later…
Curious how this would work with PSN and Gamepass. Since you don't own many of the games but just "borrow" them, and in some cases don't even install them.
With the DOGE victims recovering now, I'm going to look into starting a position in PSN. Wish I held LDOS but I'm happy I grabbed AMTM during the downturn.
Still been nerding out on some defense and aerospace names. Still not sure if I would buy them, since they are looking at not the greatest sales growth, but man, insiders are really loving their own stock at SAIC. [http://openinsider.com/SAIC](http://openinsider.com/SAIC) I wouldn't buy at these levels, but KRMN been on a nice little run this they started trading a few months ago. Really expensive based off next years numbers, but they are a really interesting company. Here's their latest investor presentation: [https://s205.q4cdn.com/167499471/files/doc\_financials/2024/q4/Karman-FY-2025-Investor-Presentation.pdf](https://s205.q4cdn.com/167499471/files/doc_financials/2024/q4/Karman-FY-2025-Investor-Presentation.pdf) Still really blown away by how well LOAR has been trading. Way too expensive for my taste. Still find the IT names interesting too, like CACI, LDOS, and PSN. PSN is starting to look somewhat interesting at these levels, depending on how you feel about the government cuts vs the fact they are trying to pass 1T defense budget. Looks like some insider buying last month. [http://openinsider.com/search?q=psn](http://openinsider.com/search?q=psn)
We’re also making all PSN subscriptions more expensive and the games even shittier!
Lol. Was talking about this the other day, that the market is giving a lot of credit to the Theil/Vance connection with PLTR. Like almost every IT defense name has been dumping since November, like you can look at the chart of LDOS, CACI, PSN and see they all fall almost the exact date and are like 30-40% off their highs.
Just a call out, a few other names in the space like CACI has been crushed since November. LDOS is now down like 35% since it's November high, which the same for PSN. They all fell on like November 12 of last year. I do think it's overdone, but there is going to be nothing but really negative sentiment to some of these names with DOGE still ongoing.
Yeah I was torn between LDOS and CACI, PSN is still a bit more expensive of the three, but it's the Space exposure which pushed me towards LDOS. [https://www.leidos.com/insights/leidos-awarded-476-million-nasa-cargo-mission-support-contract](https://www.leidos.com/insights/leidos-awarded-476-million-nasa-cargo-mission-support-contract)
I think it could just be how the indexed are weighted. When you are buying the SP500 now, it's extremely top heavy in tech. APPL, NVDA, MSFT, AMZN, META, AVGO, GOOGL make up about 30% of the weight of the index. Macro factors of what you are listing really haven't impacted some or any of these companies. Under the hood, you are talking individual stocks, they have been impacted. For example, stuff that deal with government/defense spending have reflected some of what you are saying. LDOS, PSN, CACI are down like 30-40% since November.
Not sure if it will happen, but I'm sure the fear of DOGE is still there regardless. Some of the names that do more like IT with defensive have been crush, like LDOS, PSN, CACI. Part of the reason why I like DRS, is they have exposure to naval power systems, which is one component of the military that is really needed. US is really lagging behind China in terms of ship building.
It's crazy seeing some names just going down, like LDOS, PSN, and CACI. I get it, but DOGE is like deep seek moment for defense names.
Puts on Sony because of the PSN outrage last weekend
Still so conflicted on some of the defense names like PSN, CACI, and LDOS. Fundamentals are solid, just seems like they might be dead money because of DOGE. Wonder if this is a case of buying into the fear.
There’s been some solid earnings in the aerospace sector. Actually been buying some names in the space. Yeah I find CACI, PSN, LDOS interesting. Just wonder how much the negative sentiment will keep pushing them.
It 100% sucks waiting and hour to download updates or games before you can play. PSN has been out this weekend locking everyone out of their digital game catalog. No y'all cant play at all. You (physical games) ain't goin noooo where. -Ooogie Booogie
Hey idiots I know a lot of you were really upset the last day or so because PSN was down. Just thought I'd let you know there's a sony state of play event next week, at the end of the week. You're welcome.
Thank god PSN is back up I was about to call the cops
It would likely need to be a PS3 level event to see a significant drop. PSN was down for practically months whereas this will likely be an outage over the weekend. Of course I could be wrong but PS5 hasn’t seen anything bad yet.
Thoughts on SONY PUTS? PSN has been down for 16 hours now and no official update or resolution time has been provided
Welp, if you have a PSN account may as well change the password before Sony confirms it had it's annual hack
PSN servers got Luigi’d, & your personal information’s probably now in a 🇳🇬 prince’s crusty hands 🍵😌
Lel, 🚹ik-🚹ok service was reestablished in far less time than it’s taking to restore PSN servers…they got hacked really bad this time for sure
Somewhere, some poor regard lost $1m today...and thought "At least I can play video games with my PSN crew when I get home"
Fucking shit! I can't play games on my PS5 now. Rumor says that PSN got hacked 
If PSN is down, how was able to go on and pre-order the assassins creed shadows deluxe edition for $120 just now? That aint right
Fuckers. Don't touch our PSN
 First they came for our pets  THEN THEY CAME FOR OUR PSN➕ MEMBERSHIPS
PSN down and I lost this week 
Everyone is saying “it works until it doesn’t”. It’s true. I did this for PSN stock in November and now I’m forced to hodl. I didn’t factor in how this administration would influence the sentiment of this stock 😭😭
I'm there with you. There is a lot of good growth in the aerospace components. Like ATI announced the other day, they do a lot of business in that space. They saw 10% YoY growth. Also think there is going to have to be a good spend at some point in the naval space, since the US is behind in terms of ship building. It's kind of a contrarian play, but some of the defense names that deal with more software side of things, like CACI, LDOS, PSN, are all down pretty big with DOGE fear.
Curious to see some people's thought around some of the defense contracting names that work more in the information services spaces. Seems like some are selling off because of DOGE, but look to have solid valuations at this point. Stuff like CACI, PSN, LDOS. Just curious people think it might pay off to be contrarian here
I don't have a PS2, if they release it on PSN i'll get it
lol bro, whenever a company experiences serious downtime the price tanks. Look at cloudflare, Sony when they got hacked by anonymous and had PSN offline for 2 weeks… etc
https://preview.redd.it/27wob3jcrp4e1.jpeg?width=1170&format=pjpg&auto=webp&s=aa30bda383cf1d513e54e849c4d9403df62fa73b GSAT/PSN
Dame this Black Friday PSN sale 
Date showed up obese. I've had enough bros - just checked out, went home and got a subscription to PSN and downloaded like 50 games
PSN Infrastructure 
Now you found one I haven't heard of, either, lol. HWM is SP500, $47B cap PSN is in the SP400 midcap index, $11B cap. So, not tiny-tiny either.
I have never seen anyone talk about PSN and that's one of my runners. 👟
I think that was on PSN Plus a month or 2 ago. so maybe I'll play it.
PSN is not Walmart. Not even close. Very poor example.
It would always be better to buy the S&P ETF instead. 1) Sony might change the conditions in a way that will render current purchases void 2) PSN will likely not even be around that long, it will be replaced by something else, without transfer of your unspent subscription to any potential replacement
Asking a question to dodge an answer. No, PSN was launched 18 years ago, almost 24
This guy is right, there is a very good chance that the model would have changed not supporting this guys purchase or PSN itself wont exist
Need a new PSN username give me some good ones 
Give me some new PSN usernames 
Similar situation, depends what you consider risky. I like WM, WMT, PSN, MU, GOOGL. I have been pushing money into them since I reallocated some of my NVDA gains (invested in 2020 so I took some profits).
GOOG shares, RDDT shares, AMD puts, and PSN calls. Just need PSN for the 4/4 this is looking beautiful
Spotify, PSN, BoA… yeah we’re getting targeted very cool