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RTX

Raytheon Technologies Corp

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Reddit Posts

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Spirit Airlines Relative Valuation

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CES 2024: AI field still have a large potential

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RTX 🚀🚀🚀

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LMT call options epic fail

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RTX Play

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$SAVE Premarket is up 20% (at the time of this post)

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Election year. Trump stocks and Biden stocks

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Election year. Trump stocks and Biden stocks

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Election year. Trump stocks and Biden stocks

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Red Sea Tuesday?

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I should just putt all my money into stocks that profit from war huh

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$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings

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First investment as student?

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Does it count as treason to hold RTX shares as a Persian?

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Does it counts as treason to hold RTX shares as a Persian?

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Does it counts as treason to hold RTX shares as a Persian?

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Puts on Raytheon(RTX)?

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Companies similar to Palantir and Anduril?

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US gov to Nvidia: 'If you redesign a chip that enables China to do AI, I'm going to control it the very next day'

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Early Morning Call On Defense Stocks As Warships Attacked In Middle East - PLTR (Palantir) - LHX - NOC - HWM - RTX

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Why is Raytheon (RTX) down 19% on the year when geopolitical tensions are the highest they’ve been in years?

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What is Rotten, Never dies. Chinese thousand year egg. NEWEGG is just that but base in US Regulated by US unlike its ADR counterpart

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Nvidia's Future Dominance: 🚀 Unleashing the Power of GPUs in the Metaverse! 👾

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Chinese have a workaround for the US government's newly imposed export rules — modified NVIDIA RTX 4090 cards serve as great AI accelerators

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NVDA Blows Away Expectations, Offers Strong Outlook… Will it Be Enough?

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RTX Calls

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Nvidia Call and Outlook Notes

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RTX successes keep coming.

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Can RTX Squeeze?

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Why aren't defense stocks really taking off?

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How To Profit From War

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How To Profit From War

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Gaza invasion started

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Buy RTX Corporation $RTX

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RTX up 5.5% Should I sell

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Most Important Stock Market Earnings from Today - (10/24/2023)

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Thoughts on RTX

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RTX buyback…

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Is Nvidia the future?

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RTX corp, will the increased military sales offset the PW1100G-JM engine issues?

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Why aren’t Lockheed and RTX up today?

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It's now illegal to sell 4090s to China

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RTX Stock Worth Buying?

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Placing bets in the stock market on the start of a multi-front proxy war in the Middle East.

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War Plays

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Calls on RTX

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Why would you not buy RTX right now?

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$37K+ RTX May 2024 80c yolo

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Thoughts on defense stocks I bought today

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Stocks buying advice/discussion

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Stock but advice

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$NOC $LMT $RTX gonna making a KILLING

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Growing MiddleEast Problems + War - Stocks to buy/ Stocks to short and why

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About the Israeli-Palestinian War

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Defense Stocks now - Lockheed, RTX?!

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Publically traded US and UK defense companies with operations in Israel

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Cheap Yolos for the Small Positions

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Lost half portfolio and I now understand the market.

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Thoughts on RTX?

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RTX - lost 10k today

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4 in a row! 💰💰💵💵

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Aerovironment $AVAV up 20% after monstrous revenue growth

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IVR, the long play you have been waiting for. Jean short and corvette money.

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IVR is the long play you have been waiting for. (jean shorts and corvettes play)

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NVIDIA to the Moon - Why This Stock is Set for Explosive Growth

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Best and Odd stocks to consider in case US goes to war in next 5 years

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Jim Cramer sent me into bankruptcy.

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$RTX - the only DD you need

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Should I join the RTX lawsuit

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u/poppy_harlo92 RTX post is real

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Tomahawk missile directly into my anus - $RTX

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My final YOLO to make back everything I lost (RTX)

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RTX Losses so far. Im told yall like this shit

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RTX is heavily undervalued. Buy the dip

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350% Account Gain 2 Weeks -> shill me your worst stonks to buy for growth

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RTX leaps (but I’m not the RTX double down syndrome dude)

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Are there any oversold stocks worth looking at?

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That damn RTX winner

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The Bear Case for Northrop Grumman ($NOC)

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RTX Technical Analysis

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Excellent Opportunity in RTX.

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I win more than I lose by cashing out early. Scalped 10k in profits

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I said I wanted to stop gambling. I can’t stop. 60k RTX YOLO

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Thoughts on $RTX CALLS/SHARES?

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Susquehanna analyst Charles P. Minervino reiterated a Positive rating on RTX Corporation (NYSE:RTX), price target to $110.

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FDs on RTX… LFG🚀🚀🚀

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I made nearly 100k in 2 days. Please help me stop gambling

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Over 40k in gains in 2 hours in RTX: GOD BLESS AMERICA

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I’ve doubled down on RTX calls, making this an over 100k yolo

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$70k RTX yolo. WE ARE CLOSING GREEN TODAY

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Me with my RTX gains

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Maybe made the luckiest buy of my life. 30k in a day ($RTX)

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Hundreds of RTX-made jet engines recalled over metal contamination – sending stock tumbling

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Guys RTX is way oversold I am all in calls at the bottom. (Not selling yet)

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Loss porn

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RTX YOLO earnings

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Insane risky RTX play

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RTX pattern again

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Bought calls at open spy

Mentions

Just to counter your LMT point, if WWIII breaks out, they aren’t going to just suddenly turn on the faucet and buy 100 more F-22s and F-35s and LMT just lost the next-gen fighter airframe to Boeing. What will happen is they’ll buy a metric fuck ton of bombs and as many engines as possible for the current fleet. That’s RTX.

Mentions:#LMT#RTX

People are so stupid barring his entire cabinet coming out wearing matching black uniforms with armbands and them re-branding the US Flag with black stripes and red stars most people do not think things are bad. People in this country need a cartoon villain to "get it" and as long as they are all wearing suits and our smart phones have internet, and we're fed, things will move along as 'normal' until there is a tipping point and its openly and unabashedly insane. Anyway, I'm long on RTX and FUN because I think dictatorships will still have amusement parks.

Mentions:#RTX#FUN

I am loving this RTX 5090! I am also missing a kidney!

Mentions:#RTX

Keeping a close eye on RTX

Mentions:#RTX

Someone tell RTX we're at war

Mentions:#RTX

To add to that, the panther lake coverage from CES was VERY favorable. What people have to realize about Intel, is that we might very well have seen the bottom of their competitiveness and it will keep improving from here. Getting RTX 4050@45W~ performance out of a iGPU is extremely impressive. Before anyone replies, Strix Halo is not a normal iGPU, it has a custom 256 bit memory bus and is considerably more expensive. They are not competing products. With where DRAM prices are going. And what that will do to entry discrete graphics prices in the next 1-2 years. Intel might just dominate the entry gaming laptop segment. With SKUs like the cut down and cheaper Ultra 5 338H that should have a 10-20%~ slower iGPU than the one shown at CES.

Mentions:#RTX

$RTX $AMPX $SHLD gonna load up on calls tomorrow

GD, RTX, LMT, LHX, NOC, ITA, SHLD, CVX, XOM, all up between +0.5%-4.4% on this baboon-ass red day

Pltr seems to lag a bit though. But stocks like RTX is popping off

Mentions:#RTX

RTX going to 220 EOM for earnings buy calls folks beat and raise coming up. Sure bet

Mentions:#RTX

LMT 605 and RTX 210 by end of week would make me some serious coin

Mentions:#LMT#RTX

Been riding RTX as well!! Unfortunately I didn't buy back in March lol.

Mentions:#RTX

What was the RTX price when you bought this contract?

Mentions:#RTX

That quick dip on RTX and quickly getting bought up was definitely insiders lol

Mentions:#RTX

Probably because of this being having an expiry out pretty far. High probability RTX stock would keep going up

Mentions:#RTX

What happens is I celebrate. All those super expensive missiles that get launched? I own some of them (RTX). I'm sure the US is also getting some help from Palantir, which I also own. And even if I didn't own those, the Iran regime deserves to be bombed. I'm tired of those people, so let's just get rid of them.

Mentions:#RTX

LMT NOC RTX has shareholders too 

Mentions:#LMT#NOC#RTX

KTOS, RTX, LMT and chill if that happens.

Mentions:#KTOS#RTX#LMT

lol yall get a 1% pullback and freak the fuck out. No wonder you’re all poor lmao Also, if you can’t handle drawdowns, maybe don’t full port tech stocks only. Balance with some high quality defensives like Johnson & Johnson, RTX, Caterpillar, Walmart, Coca-Cola, Procter & Gamble, PepsiCo, McDonald’s, JPMorgan Chase, Visa, Berkshire, Exxon, Lockheed, General Dynamics & TJX. Or just keep being regards. Whatever

Mentions:#RTX#TJX

You used AI to write this post, also Burry is wrong, the old chips will continue to depreciate even slower than past trends not faster for the following 3 reasons.   1. The new chips will still be supply constrained and not everyone will get them even if they want them.   2. moore's law is actually slowing down and it is what was largely responsible for the hardware obsolescence trend.  3. It's likely that the cutting edge AI will be able to get more out of older hardware by upgrading older algorithms.  You see this in nvidia going back 2 generations to get samsung to start producing 3000 series gpus while updating the DLSS to get more performance out of these old chips. This is like taking a human from 10,000 years ago and giving them modern language, education, and tool usage. The hardware didn't change but the algorithms did and the intelligence increased.  4. For some evidence of this already happening an RTX 5090  almost a year ago bundled in a pre-built pc for about $5k is now projected to cost roughly the same as the entire PC in a couple of months. So current Gen gpus are actually appreciating in value.   5. if geopolitical instability disrupts global semiconductor supply chains (read China -> Taiwan)  old hardware will spike in value because there will be no new hardware.    

Mentions:#RTX#PC

If it helps... I have a Bloomberg Terminal and an RTX Pro 6000 :D

Mentions:#RTX

There are different types of cards. H100s are not graphics cards like the RTX line. They made for deep learning workloads.

Mentions:#RTX

!banbet RTX +3% 3d

Mentions:#RTX

The NVDA valuation is priced for perfection, but it completely ignores the geopolitical risk premium. 100% of their Blackwell chips come from one island that is currently being encircled. It's the single greatest point of failure in economic history. I watched a doc on the 'Kill Box' scenario—basically, if TSMC goes offline, the global GDP contracts by $10T in a week. It makes the 2008 crash look like a hiccup. **\[LINK\]** Are you guys hedging with Defense stocks (RTX/LMT) or just hoping nothing happens? [https://www.youtube.com/watch?v=Cz7FGY3eVns](https://www.youtube.com/watch?v=Cz7FGY3eVns)

The NVDA valuation is priced for perfection, but it completely ignores the geopolitical risk premium. 100% of their Blackwell chips come from one island that is currently being encircled. It's the single greatest point of failure in economic history. I watched a doc on the 'Kill Box' scenario—basically, if TSMC goes offline, the global GDP contracts by $10T in a week. It makes the 2008 crash look like a hiccup. **\[LINK\]** Are you guys hedging with Defense stocks (RTX/LMT) or just hoping nothing happens? [https://www.youtube.com/watch?v=Cz7FGY3eVns](https://www.youtube.com/watch?v=Cz7FGY3eVns)

The NVDA valuation is priced for perfection, but it completely ignores the geopolitical risk premium. 100% of their Blackwell chips come from one island that is currently being encircled. It's the single greatest point of failure in economic history. I watched a doc on the 'Kill Box' scenario—basically, if TSMC goes offline, the global GDP contracts by $10T in a week. It makes the 2008 crash look like a hiccup. **\[LINK\]** Are you guys hedging with Defense stocks (RTX/LMT) or just hoping nothing happens? [https://www.youtube.com/watch?v=Cz7FGY3eVns](https://www.youtube.com/watch?v=Cz7FGY3eVns)

The NVDA valuation is priced for perfection, but it completely ignores the geopolitical risk premium. 100% of their Blackwell chips come from one island that is currently being encircled. It's the single greatest point of failure in economic history. I watched a doc on the 'Kill Box' scenario—basically, if TSMC goes offline, the global GDP contracts by $10T in a week. It makes the 2008 crash look like a hiccup. **\[LINK\]** Are you guys hedging with Defense stocks (RTX/LMT) or just hoping nothing happens? [https://www.youtube.com/watch?v=Cz7FGY3eVns](https://www.youtube.com/watch?v=Cz7FGY3eVns)

Introducing the RTX T04ST3R!

Mentions:#RTX#ST

NVDA unveils the Autonomous Sex Bot powered by GeForce RTX

Mentions:#NVDA#RTX

That’s so not true. Yes, Google & Apple are performing well. NVIDIA has been kinda flat. Microsoft pulling back. Amazon kinda flat. Meta flat. Tesla is Tesla. The real opportunity in the market is the second-tier, non-MAG7 stocks: Taiwan Semi, ASML, Micron, AMD, Applied Materials, KLA, Lam, Amphenol, RTX, Lockheed, Northrop, Exxon, GEV, etc.

NVDA 200 this week and I’ll stick my GeForce RTX 4080 Super up my ass

Mentions:#NVDA#RTX

RTX babyyyyyy

Mentions:#RTX

Along the same lines, l own VOYG Outside those lines, I own defense - RTX, HII, PPA Good luck !

Mentions:#RTX#HII#PPA

https://preview.redd.it/kgahir3n7ucg1.jpeg?width=1320&format=pjpg&auto=webp&s=9f00239aadd74ce4e65992c3302348bfabb4372c After buying RTX, drs, avav, KRMN, KTOS and hon back in December— I’m adding some smith and Wesson

Considering a War Pig port for Tuesday LMT, NOX, RTX, LHX, ITA, SHLD, OXY, CVX, XOM

Oh yeah, stocks. If the BRICS+ naval exercises in South Africa get called off early, start loading up on GD/RTX/LMT.

Mentions:#GD#RTX#LMT

Also $RTX (raytheon) because of the AN/FPS-132 early warning radar at Pituffik Space Base (which is located in Greenland and is planned for the Golden Dome) [https://www.arctictoday.com/greenland-should-prepare-for-possible-pituffik-expansion-expert-says/](https://www.arctictoday.com/greenland-should-prepare-for-possible-pituffik-expansion-expert-says/)

Mentions:#RTX

Cant go wrong with FAANG. Mix in some top crypto plays (do a little research and find something you actually believe could have future value) Crypto for me BTC ETH Stocks for me FAANG $NAV $MU $RKLB $QBTS $RTX

ONDS KTOS UMAC RTX LMT all printing and will keep printing lol

Currently on a plane to Mexico holding dog shit RTX calls. I shouldn't be allowed to make decisions any more

Mentions:#RTX

NVDA used to run with conviction Now it just mimics the RTX 4060 Ti 8GB

Mentions:#NVDA#RTX

Taiwan war wouldn’t start this year. 2027 at the earliest imo. My personal bet is RTX which has had steady eps increases the last couple years and doesn’t need the Taiwan war to actually trigger to continue having growth especially since trump wants to increase defense spending

Mentions:#RTX

yeah i'm in on RTX and AIRO.

Mentions:#RTX

I'm flying to Mexico in less than eight hours for vacation qAND I'm holding RTX calls. I don't know how to feel 🥹 Fuck it, the calls will expire worthless and I'll get blown up. Free at last

Mentions:#RTX

- be me. Canadian - hold RTX calls - flying to Mexico in less than 8 hours - Get drunk af and walk the beach - Watch a missile fly your way made by the company your holding calls on - RTX 200+ tomorrow - me dead

Mentions:#RTX

**The "$1.5 Trillion" is the bait. The "No Dividend" clause is the hook.** I spent 14 years as an institutional PM, and while the headline number looks bullish for Defense Prime (LMT, RTX, NOC), the caveat in paragraph 5 is a "Code Red" for institutional holders. **The "Capital Allocation" Trap** Trump pledging to **block dividends and share buybacks** until production accelerates is a massive valuation reset. * **How Institutions View Defense:** We don't buy Lockheed Martin hoping it acts like NVDA. We buy it as a "Bond Proxy"—a safe, compounding cash-flow machine that pays a dividend and buys back stock. * **The Problem:** If you strip away the capital return to shareholders and force them to plow 100% of that cash into CapEx (factories/production), the Free Cash Flow to Equity (FCFE) drops to zero in the short term. **The Trade Setup** You are going to see a tug-of-war: 1. **The Algo Reaction:** Algorithms read "$1.5 Trillion" and buy the sector blindly. 2. **The Desk Reaction:** Portfolio Managers read "No Dividends" and start dumping/rotating out because the yield support is gone. **My Take:** Be very careful buying the gap-up on the Primes today. This is not "free money." It is a regime change from "Cash Cow" to "Industrial Utility." The volatility here is going to be mispriced. If you want to see how I model these kinds of "Headline vs. Reality" setups, I have a framework pinned to my profile.

This news hasn't moved RTX much. Closed about the same.

Mentions:#RTX

For US defense, I'm currently in RTX, KTOS, and ONDS. My defense adjacent plays are TDY (sensors, cameras, etc. used in drones and missiles), HEI (replenishment and refurbishment), and SSYS (3D printing patents; one of the few vendors certified to 3D print drone/aerospace components for DoD).

Man those RTX puts on my watchlist I forgot about printed hard lol

Mentions:#RTX

The market doesn't like Donnie fucking with defense stocks. How much of Eric's shitcoins will RTX have to buy to get Donnie to leave them alone?

Mentions:#RTX

Could be holding RTX calls like me!!! Try 5%

Mentions:#RTX

Not selling my RTX calls this morning was a TERRIBLE choice. They went from $6, now down to $1. Sad about it.

Mentions:#RTX

As someone with a lot of RTX and KTOS positions...thanks trump!

Mentions:#RTX#KTOS

Saw polymarket % spike regarding Iran conflict and tweets about Russians pulling their diplomats out of Israel. Bunch of RTX 197.25c Jan 16

Mentions:#RTX

RTX green boner

Mentions:#RTX

Man, RTX you beautiful girl....

Mentions:#RTX

I missed it.  Really need to get out of some RTX calls I sold.  Fuk

Mentions:#RTX

When they founded Nvidia I think he had an idea parallel computing was important but graphics was the only obvious use case. CUDA came about from a physics researcher calling them up and explaining his success with compute shaders. What Jensen definitely DID do though was jump on the deep learning train as fast as it appeared. cuDNN was a hard pivot for the company. Volta came out surprisingly fast after deep learning picked up steam - shortly after resnets blew up. They followed Volta up with Turing/RTX, the first large scale consumer deployment of AI. I was blown away at the time- denoising autoencoders in the rendering pipeline seemed like a really smart direction, and they were right!

Mentions:#RTX

Defense Stocks are raging after 🥭 proposed $1.5Trillion defense budget. LMT NOC RTX

Mentions:#LMT#NOC#RTX

When he transfers all the contracts from LMT and RTX to Anduril and Palantir will the compensation cap still apply?

Mentions:#LMT#RTX

$RTX down and up. What happened while I slept? Another bribe extortion round that succeeded?

Mentions:#RTX

Honestly I saw the RTX nosedive just before market close and his post about this, thinking it must be part of something larger.  It's too random a time and something with no follow through. Then a few hours later announce the largest proposed military budget ever... As usual everything is just for show.

Mentions:#RTX

Lmao he’s mad RTX didn’t tank as much so there with the all important love how the news wire just says it’s some uncertainty after setting new aths. The President of the United States is playing Halloween ghost. Spooking

Mentions:#RTX

Sell RTX ASAP! And don't buy any defense stocks. Trump is trying to get defense companies to stop paying dividends and no share buy backs. I don't know if it will stick, but not worth the risk until it gets worked out.

Mentions:#RTX

Higher after Trump comments on defence . AeroVironment (AVAV) up 8.6% • Lockheed Martin (LMT) up 6.4% • Northrop Grumman (NOC) up 5.7% • L3Harris (LHX) up 5.3% • General Dynamics (GD) up 4.3% • Huntington Ingalls (HII) up 3.7% • RTX Corp. (RTX) up 3.5%

LMT and RTX buying TRUMP coin soon

Mentions:#LMT#RTX

And somehow RTX is down

Mentions:#RTX

Can’t believe 🥭 came after my babies LMT and RTX today  Leave them alone!!!!

Mentions:#LMT#RTX

I think a short position or puts on RTX is a nice short term trade Just double topped and has two bad news stories that just dropped for investors

Mentions:#RTX

So what's the inside scoop on RTX. I mean the F35 was a Elon thing, Lockheed was a Thiel thing & NG was a Palmer thing. What's the real deal here?

Mentions:#RTX#NG

Lol RTX only down 3% after what would seem to be a massive blow. People are taking that fat retard 🥭 less and less seriously day by day.

Mentions:#RTX

Damn- Trump just called out RTX and said they're banned from any future military business unless they change their ways.

Mentions:#RTX

7000 volume on the 185 weekly puts for RTX on no news until his after hour tweet sinking them 5% netting that buyer over 100%

Mentions:#RTX

Did you also short RTX? If so, you might be a cabinet member in DC

Mentions:#RTX#DC

Lmao he’s mad RTX didn’t tank as much so there with the all important truth on the matter.

Mentions:#RTX

How low RTX gonna go?

Mentions:#RTX

RTX puts might be in the money 🤣

Mentions:#RTX

RTX shat the bed

Mentions:#RTX

https://preview.redd.it/29a8fdg3ozbg1.png?width=1008&format=png&auto=webp&s=52e0d3ddd14bb2ab51bcf4f5212377559035037c Holding ampx, PTC, SLS, RTX, and SPY. SPY is my hold and forget everything else is short to medium term.

can anyone see the defense contractor stocks and what happened when POTUS made his statement about executive pay and stock buybacks? LMT, RTX, ... enjoying the gaping and thank you for your attention to this matter.

Mentions:#LMT#RTX

Had a call with my FA today, he wants to add some AMD into my Roth. Currently hold NVDA, RTX, and NOC as well. His 24mo PT for NOC is just shy of $700 FWIW.

Little diversification in your holdings. Add some financials (MS a favorite), some defense (RTX, HII, BA) and cyber (CRWD). I own all of these so I put my money where my mouth is. But, to be fair, I am in at much lower prices.

Bought a pallet of NVIDIA GeForce RTX 5090's for $15K... I start opening them and they're filled with strawberry jelly?! TF?!???

Mentions:#RTX

Didn’t expect SLV, RKLB, RTX, and LMT to fly me to the moon at EOY but I should’ve known 

Depends on the angle you want to play GLD/SLV would skyrocket  Defense companies (look at LMT/RTX)  Mining/material companies like UAMY/LAC 

Everyone sleeping on RTX

Mentions:#RTX

What about RTX? There's also DPRO and ZENA which are both down since October but are up today.

RIP consumer GPU market... not even a mention of the RTX card refreshes.

Mentions:#RTX

Google, Amazon, Microsoft, NVIDIA, Broadcom, Meta, Apple, TSMC, ASML, AMD, Micron, AppLovin, Eli Lilly, JPM, Berkshire, Visa, Walmart, Exxon Mobil, GE Aerospace, GE Vernova, RTX, Palantir, Uber, Amphenol, CrowdStrike, Johnson & Johnson, Arista Networks, Lam Research, Cisco, KLA Tencor, TJX, Procter & Gamble, Coca Cola, McDonald’s, FirstSolar, Albemarle, Credo, NextEra, Constellation, Shopify, SalesForce, UNH, Abbott, McKesson, Thermo Fisher, Novo, Intuitive Surgical, Applied Materials, Analog Devices, MP Materials, Linde, Williams Co., Marathon, Chevron, Shell, ConocoPhillips

Pulled the data on publicly traded small arms manufacturers: **Gun Stock Fundamentals:** | Ticker | Company | Price | Op Margin | P/E | 52W Position | |:-------|:--------|:------|:----------|:----|:-------------| | SWBI | Smith & Wesson | $10.18 | 5.0% | 33.9 | 9% below high | | RGR | Sturm Ruger | $34.59 | 5.9% | N/A | 27% below high | Here's the issue: gun stocks have **terrible margins** (5-6% operating) compared to tobacco (55%) or even oil (14%). The gun business is: - Cyclical (spikes around elections, then crashes) - Commodity-like (no pricing power) - Low barriers (competition from imports) SWBI went from $25 in 2021 to $10 today despite "favorable" political environment. If you want violence exposure with better fundamentals, defense contractors (LMT, RTX, NOC) have 8-10% margins, massive government contracts, and dividend stability. The "unethical" play works better when the company has actual pricing power.

Or regards from home ordering pizza while yolo'ing LMT and RTX

Mentions:#LMT#RTX

LMT RTX NOC PLTR The age of American conquest has begun

saw some analysts recomment Raytheon RTX bought some today.. looks like we're heading into a time of more wars/ spending. sad but true

Mentions:#RTX

Is ONDS moving because of global macro if RTX is basically flat?

Mentions:#ONDS#RTX

European Defence Stocks are priced in largely. I have concerns that their prices are largely based on the presumption of future contracts, but thus far the firm contracts placed are nowhere near the commitments by nations. Therefore, I see a risk that on the conclusion of the Russian/Ukraine war some spending commitments are dialled back. You can see this in how European defence stocks drop everytime a ceasefire comes close. I think there may be some value in picking the right stocks after a post-war drop, and some uplift in defence spending will be maintained. Atm I have a couple of US defence stocks. I placed 8% of my port into HII this time last year on the basis of an overblown reaction to earnings and Trump pivoting to China where the USN is the primary combat arm. However I think it's verging on overpriced now. NOC has been slept on a little. I bought last summer when there was speculation over B2 strikes in Iran, which did happen. I like the fact they have a few catalysts coming up (B2 order increase, Sentinel contract restructuring, FA/XX). Some space involvement too. I have LMT and RTX on the watchlist, maybe if another shutdown happens end of the month. I'm sure 10 people will mention ONDS. I like and I've been in and out of the stock, but I expect dilution this year. Will buy in if it dips to $7.

The fact RTX and Lockheed barely moving premarket makes me think this is dumpy

Mentions:#RTX

ASUS saying it will raise laptop prices by 15–20% NVDA raising RTX 5090 prices to $5k. AMD saying it will raise graphics card prices. Memory shortages everywhere. PC gamers are fuked. lol.

Mmmmmmm those leap 155 RTX calls I bought for $800/contract have been fucking printing.

Mentions:#RTX

Got it. RTX calls.

Mentions:#RTX

Grumman, Lockheed, and RTX already up 2% in after hours trading.

Mentions:#RTX