RTX

Old_Guarantee_1115

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.

Willbo_Bagg1ns

I honestly don’t think the US can exit the war with Iran gracefully, the Oil price shock is delayed and already baked into affecting the mid terms. I can see the US doing a ground invasion of Iran, not joking. Edit: I’m holding RTX and NOC long (for transparency)

Key_Lifeguard_8659

I'm no expert, but trump et al bought tech between February and Apr if this year... just as similar corrections were taking place... many exceeded 20% downturns. It might be he will be dumping his tech and buying what's currently undergoing significant pullbacks, e.g., equities in the defense sector (RTX, NOC, and LMT... and many big name utilities like NEE, CEG, BWXT, and GEV are also down quite a bit. He may pump and dump those sectors next. They would be easy to pump, stressing how petroleum has become a political weapon and that renewable energies are the way forward, etc. He'll pump defense by pressuring allies to go shopping at Defense R' Us or suffer putin's and Xis wrath. He also pressuring US auto manufacturers to begin retooling their assembly lines to take the burden off the prime defense names, who are already backlogged for years to come. Defense will be huge under trump.

dailysandbox

Defense contractors are probably lighting up right now. LMT, RTX, NOC, BA defense division. When geopolitical stuff escalates this fast, the big money rotates into defense names within minutes and you get these violent sector moves. I keep my own momentum scanner running during market hours specifically for stuff like this. It catches the institutional flow in real time when sectors suddenly become hot. Usually see the volume surge hit these names before the news even gets priced in fully. Also watch for the flip side. Growth tech and anything risk-on tends to get dumped hard on escalation news. Could be some nice short setups if this gets worse.

flesjewater

Hosting AI isn't rocket science, it's all just GPU compute servers. A competing AI company accessing your model is like Nvidia giving AMD the schematics for their RTX 9000 generation GPU's.

gizamo

Broadcom just got hammered because of the NVDA RTX Spark. Qualcomm Snapdragon, Adreno, Hexagon NPU are gonna get it.

dash_trash4255

RTX calls gonna print?

Key_Lifeguard_8659

RTX Corporation (NYSE: RTX) is approximately 19.1% down from its 52-week all-time high of $214.50, based on its recent trading price of roughly $174.26

something-behind-him

Now you have a windows version in RTX spark

dash_trash4255

Soooo my RTX calls gonna print Monday?

RayU_AZ

I had some cash sitting on the sideline and bought some Tech & stock chips on the big dip today to finance my ROTH IRA for thsi year, $8,000, at the closing bell around 3:20. Tech and chip sectors got killed today. The usual defensive sectors were up today, consumer staples, Utilites and heathcare. Banks & financials broke even. I have some value stock that did okay today. Morst of my stocks were down versus up. It's good to have some diversity and not be concetrated in a single sector, SOXX. The Invesco large value cap ETF, PWV, held it's own today, slightly up. * WMT +0.97% * KO 3.5% * UNH +0.75% * Visa +1.1% * RTX +1.3% * FDX +0.91%

SomePolack

And now I know why my RTX was pumping  War back on this weekend

groggydys

are you a bot? RTX is not even down

Key_Lifeguard_8659

RTX, BWXT and GEV...super cheap

mmassami

The network linking will be conducted by Prime System Integrators such as Lockheed, Boeing and RTX. Not the drone manufacturers. There won’t be any margin in it, it’s a low barrier to entry business. Source: work in industry.

TemporaryCapital3871

Anyone on UMAC or RTX this week/today?

SocialSuicideSquad

Bro I've got an LLM locally on 8gb VRAM which is more than willing to get down and nasty... Which is a problem because it's not supposed to, but goddamn are the bots horny when you abliterate and remove negative prompts. I can do live facial features with \~12gb, TTS / Whisper with another 8-12gb, 12gb for conversation quick LLM response, and another 8-12gb for visual feedback from either a camera or whatever porn your watching. Call it 50gb VRAM you need for 5-12minutes twice a day, even at a full 30min/user that's \~50 Users per day for 50gb VRAM, so about \[$1.50/hr\](https://vast.ai/pricing/gpu/RTX-PRO-6000-S)... What gooners wouldn't replace a cup of coffee with a full days worth of faps? $5 - $1.50 = $3.50 profit per hour at fully remote no-owner hardware scaling on the cloud. Add a minimal of VRAM to sync an Autoblow which already have live sync dick stroking and you're 90% of the way to talking to girls for $5/hr. Incel lemmings to the cum slaughter.

TheLegendOfSteven

Arm’s production is incredible. Not an investor yet, but I am definitely buying the RTX Spark Laptop in the fall, which combines the Nvidia Blackwell chip with Arm’s Grace CPU to create a superchip. Arm will be a trillion dollar company in the next few years

ImpressiveAmount4684

Lets just wait and see how much performance vs cost these new RTX Spark chips will have. It makes no sense to market such new products without a good ROI. Especially coming from the front runners.

wrongrobertpatrick

RTX - aerospace and missiles aren’t going anywhere MU - memory is the AI bottleneck and this is most likely the next NVDA META - one of the only magnificent seven to not be truly rewarded for its merit GLW - electrooptics are becoming increasingly important and Nvidia is demonstrating significant interest MSFT - don’t underestimate their influence in AI, quantum technology, software and legacy elements

jbaker_28

Had this same these the last two months since visiting my buddy in NYC who works in AI. It’s obvious people and companies are going to *have* to upgrade machines to survive professionally. And the economics of doing all the work flows in the cloud just don’t make sense. Already headlines popping up about the astronomical corporate AI spend. A lot of it can be moved to the edge as they don’t need access to the latest LLM to do basic things, like aggregate an excel spreadsheet or create a word document. That’s what Jensen’s announcement with the RTX spark was really about - computing at the edge. And don’t forget a big kicker here: the accelerated depreciation in the new tax bill. Huge tailwind for a corporate upgrade cycle. It will become more and more obvious that if you don’t do this, you will get left behind. And I don’t think it’s too late - just some names have more catch up potential than others. Been on AAPL heavy since April for this reason. Still think it has a lot of room to run as this also applies to mobile devices. Agentics are about to be everywhere.

kwijibokwijibo

Something could make perfect business sense, but not move the needle on share price by itself For example - I wouldn't trade NVDA purely based on the sales performance of the RTX 5090 OP is bullish because of this news specifically

No-Improvement3164

Well I bought META and PEP and they both went down. I bought WMT and it went down. Let’s see I bought PFE and it went down. I sold a Put on RTX and it went down. I think I’m think good for now.

dominic_l

KTOS (drones) RTX (israel escalation, buying the dip) LDOS (defense, ai) EXE, EQT (energy) VST (ai power generation) AGI (gold miner, de-dollerization hedge)

Ok-Barracuda39

No. Fake numbers since the RTX SPARK runs on Windows ARM that needs a translation layer and the laptop itself will cost 3x+ a RTX 5070. Garbage for everyone but small business that want/need a local AI solution.

perceptive_AI

>The RTX Spark chip delivers raw gaming performance that directly matches a mid-range GeForce RTX 5070 Did Nvidia cooked?

pussinbuuts

NVDA - RTX Spark GOOG - Gemini Spark META - Muse Spark DAFUQ IS UP WITH SPARK?

Xzlk

Somebody fucking explain to me how LMT & RTX mooned on last weeks news of the Iran war potentially being over and then crash today on the news that it’s not.

half-baked_axx

'TSMC debuts RTX Spark processor'.

A55BAG

Interesting, I think rotation back to defense LMT,RTX and energy CVX, XOM will come soon. Both are way cheaper now than before the war and things are generally going well for them.

Quirky_Row_2080

NVIDIA’s GTC Taipei keynote last night saw Jensen Huang announce Vera Rubin AI platform production with new agent-focused Vera CPU, unveil the RTX Spark Arm superchip for AI PCs (partnering with MediaTek, Microsoft, Dell, Lenovo, ASUS), and emphasize the shift to agentic AI, factories, and robotics.

Fragrant_Question358

Loool RTX is now pumping . Guess regards really think buying $RTX is early access to the NVDA chip.

Fragrant_Question358

RTX calls it is ! 

Fragrant_Question358

The new NVDA chip is called RTX ... and I guess now regards will buy RTX stocks. Is this a new play after SPCE ?

Fragrant_Question358

I don't know why POS stock RTX went down when we have a full raging war 😤 

jonneh

Bullish fuck AMD lol # > NVDA introduces RTX Spark. It’s a combination of a processor and graphics chip for PCs. Nvidia’s entering a market still owned by Intel and AMD

PrimaryResolve641

It has been reported that NVIDIA will announce its first Windows PC powered by its own chips next week. The "N1X" Arm SoC, co-developed with MediaTek, features a 20-core CPU and a GPU equivalent to the RTX 5070. It is manufactured using TSMC’s 3nm process. Dell, Lenovo, and ASUS are reportedly preparing laptops equipped with this chip, with a launch expected by the end of the year. A GPU company is now stepping into the role of creating the brain of a PC. A serious challenger has emerged to challenge the 40-year dominance of x86.

drlyle

Nvidia is expected to unveil its new ARM-based processor for Windows laptops, the N1X. This chip aims to combine strong CPU performance, RTX-class graphics, and AI acceleration.

KeenbeansSandwich

Def a Lockheed or RTX employee now

wampum

I’m not really sure, I was just feeling lucky. I think it’s a combination of things, including the prospect of an Iranian peace deal, inflation meeting expectation, and a rotation away from the defense industry primes (LMT, RTX, NOC, etc) into smaller players, more focused on modern battlefield tech, like drones and cheaper things like the jet ski bombs. A lot of my high risk picks with nice hype and not nice financials were green today. So who knows?

LowIllustrator245

RTX only

ThisIsMyNameOnly

If ur referring to the 3 months, about half of that is realized (split between RKLB, RDDT, and RTX LEAPS gains), the other half sitting on today and yesterday’s RDDT rally unrealized

Moepenmoes

I have an RTX at home so it might make it 0,00000001% European

ryh00

If able to do partial shares RTX (Raytheon)

Far-Assistance-2726

Guys, Beijing literally banned Nvidia’s RTX 5090D V2 while Jensen Huang was visiting China last week. Is China completely cutting off US tech, or is Huawei ready to take over? Let me know your thoughts.

Far-Assistance-2726

Guys, Beijing literally banned Nvidia’s RTX 5090D V2 while Jensen Huang was visiting China last week. Is China completely cutting off US tech, or is Huawei ready to take over? Let me know your thoughts.

djheat

Yeah that's what I mean, look at the 5 years on LMT, GD, RTX, (not BA)

djheat

Mr Market just hasn't priced in the variety of RTX products being used yet

BGMilan

How am I down 10k on RTX with all this war shit going on maybe its bad mojo

funeralbot

Researching it now to make my own Agent. Upset because the price of an RTX 3090 has doubled

Prudent-Corgi3793

Interesting. I tried to order some extra RTX 6000 Pros for my lab and for my startup and the price went up 20% month over month and about 35% above what they were six months ago.

Imaginary-Case3976

People clown OP but there is a valid point. PLTR depends heavily on government contracts and govt contracts won’t take them to 1 trillion. There isn’t a 1 trillion company that heavily depends on govt contracts. Lockheed, RTX, GD, Boeing are under 1 trillion combined.

pineapplekiwipen

i'm still waiting for my NVDA shares to pay for an RTX 6090 😔

MemoryEXE

Yes fake revenues. RAM, Storage and GPUs are so cheap right now like anyone can buy your favorite RTX 5090, 1TB storage 32GB DDR5 for a consumer PC. Very very cheap = fake revenue = AI boom

BiggusCinnamusRollus

The next 5090 you buy will probably be Chinese since at that point, Nvidia will start thinking RTX and gaming are below them to produce and sell.

trackdaybruh

Yes, once the RTX 10090 comes out

bluey_02

All I read is I'll be able to buy an RTX5090 and not have to sell 18 kidneys... at some point... in the future...?

HipHopPolka

I dream of RTX 5090s grinding on me. Jensen being there too is accurate tho

znightmaree

LMT, NOC, and RTX are all good buys here in my opinion.

-Sliced-

There is a real shortage of every GPU that can actually be used for AI. Heck - a gaming RTX 5090 sells for $4,000 - AND you can rent it out for $500 a month.

brondoplantscraveit

Everyone buying an RTX card wouldn’t dent their top end compared to what companies are spending on AI. GTA 6 won’t make a difference.

FrostingOk2692

I asked my quant about the winning strategy for the NVDA earnings and he punched me in the face before escaping with my RTX 5090.

Happy-Control5922

fwiw the cleaner expression is the peace-dividend basket not RKT. defense (LMT/RTX) gets hit, oil unwinds, yields keep softening, all more direct than rate-sensitive financials. polymarkets june 30 deal tenor was the value spot a couple weeks ago, already ripping

BassFull0

China banned nerfed version of RTX 5090 during Jensen visit lmao

Last_Membership_1063

>Beijing banned an Nvidia gaming chip while the company’s chief executive Jensen Huang was visiting China with Donald Trump last week, the latest salvo in the superpowers’ battle to dominate AI. The chip was added to a list of banned goods at China’s customs checkpoints last Friday, according to a copy of the document seen by the FT and two people with knowledge of the matter. The move highlights Beijing’s determination to keep out Nvidia’s chips, especially the degraded versions made to comply with US export controls. The Chinese government wants to support domestic chipmakers such as Huawei and Cambricon as they catch up to their US rivals. The Nvidia chip, known as the RTX 5090D V2, was introduced last August to comply with US export controls. It was aimed at Chinese gamers and 3D animators but it has also been bought by AI developers, cut off from the most sophisticated Nvidia products. Nvidia’s Huang said on Monday that he believed China’s market would become accessible to US chip suppliers. “My sense is that over time, the market will open,” he told Bloomberg TV. Sales of other Nvidia chips including the H200 and the H20, another China-specific product that Nvidia sold earlier in the market, have been blocked by Beijing even though the Trump administration has approved sales to Chinese tech groups such as Alibaba and Tencent. Huang joined Trump at the last minute to be part of a US delegation to Beijing, where he was seen eating local delicacies and touring the Chinese capital outside the official summit. Trump said on Air Force One after visiting Beijing that China “chose not to” approve the purchases of Nvidia’s H200 chips because “they want to develop their own”. Huawei is set to capture the largest share of China’s AI chip market this year, with sales jumping by at least 60 per cent amid strong demand from Chinese companies seeking domestic alternatives to Nvidia, the FT reported earlier this month. Morgan Stanley forecasts that China’s AI chip market will reach $67bn in 2030, with 86 per cent expected to be supplied by Chinese groups. The US bank estimates the market to be worth about $21bn this year from domestic suppliers. China’s AI chip sector was previously dominated by Nvidia, which sold products worth just over $17bn — mostly H20 chips — in the Chinese market in the 2025 financial year. China’s customs agency and Nvidia did not immediately respond to requests for comment. The chipmaker and world’s most valuable company is scheduled to report earnings on Wednesday afternoon in results regarded as a bellwether for the state of the AI infrastructure boom.

JoelD88W

defense stocks honestly... everyone's been calling them overextended for like 18 months and they just keep grinding up. RTX, LMT, even some of the smaller primes. feels stupid to short anything with a government contract right now. could absolutely be wrong tho — i thought semis looked stretched in 2023 and we all know how that went lol

Comrade_Durge

I am going full regard and doubling down on MU, RR, AMD, RKLB, ASTS and a bunch of defence stocks in the mix (RTX, Rheinmetall, Kongsberg)

Intelligent_Title_90

Jeeeez RTX, Lockheed and NOC dropping like crazy.

goldenlamp

I need RTX or BA to make a 100B offer on RHM to get me out of that dumping piece of shit

winston511

Rotation into drones…but only certain drones like AVAV and RTX. The smaller drones like ONDS and RDW were sacrificed as a gift to the gods.

juveyjords

Nah they bought RTX 5090s

Two_jabs

You own RTX? Ive got about 10 shares averaging at $146 per share. Wondering if I should buy some more.

Odd_Papaya8305

Will people move to defense stocks like LMT RTX soon?

rydan

Literally RTX

Puzzleheaded-Grass17

Here's some good calls for september that have high potential to go up with out of the money strikes. $Microsoft Corp $Meta Platforms Inc $BUZZFEED INC $CoreWeave, Inc. $Cisco Sys Inc $GE Aerospace $General Dynamics Corp $Okta Inc $Quantum Computing Inc $Block Inc and $RTX all look good for short and long term gains especially with Trumps meeting with Chinas leader XI talks about Ai and chip/tech sector calls for Sept 18th looking nice rn

Siriricu20

Yeah can’t listen to what they say anymore. They downvoted RTX and it’s up again

TheHyperboley

Damn RXT ok, thought it would be done by now. What are the chances boomers are buying it because Cramer told them to but RTX? LOL

Moepenmoes

NVDA is up right now because I ordered an RTX 5070 today. No need to thank me.

Risko4

1, They were making a profit using the CDOs as well. That's why they used them in the first place. 2, No shit? Doesn't mean "AI" isn't a hyper inflated speculative asset that may be potentially over leveraged. The market is betting like every single AI company will relevant. The catch is that the winner takes all, if Google is the first one to get AGI. Who cares about open ai, Claude, Nvidia (Gemini architecture uses TPUs for training not RTX cards) Even better once China who has a backdoor into every US company copy pastes it and releases it for free

A10010010

How’s it look with RTX off? Asking for a friend…

GuyWithPants

DLSS doesn't improve the final image quality, it lets games spit out decent-looking graphics for cheaper by AI upscaling a lower-res input. RTX is the ray-tracing enhancements which actually improve image quality.

AlfrescoDog

I haven’t parsed their latest earnings (yesterday), but the drop is tied to the defense primes. If RTX, LMT, LHX, etc. are falling, KRMN will continue to fall. I started loading up at $67, added a bigger share at $60, and will continue to do so, as long as there’s no specific bad catalyst related exclusively to KRMN. But I am aware that it might take time.

rummuio

Rheinmetall looks great on the surface. My issue is that it's too politically hot in the cyclical niche of munitions and war demand. The 2025 annual report says it is focusing on defense and security with civilian activities discontinued from operations. Munition booms are not linear and it doesn't have automotive and other activities to support in calmer periods. Growth can flatten hard when NATO stockpiles normalise....most likely when the Ukraine-Russia war hopefully finishes. So short term everything looks great, with a high growing business. Long term, unless war time continues, growth will likely slow. They don't have the moat of RTX or Lockheed with missile, aerospace, classified systems. Also hav8ng a huge backlog is great, but government defense contracts can be pulled without penalty, they are not 100% committed

Bears_Bulls10

RTX is public

Odd_Papaya8305

Am I regarded for loading up on defense stocks LMT and RTX

semibiquitous

Just think, in another universe, the non-retarded version of you decided to spend that $4700 on a mid range 100" tv or top of the line MacBook or RTX5090 + nice Fogo De Chao lunch for his wife's boyfriend and her lunch instead of throwing that money away on gambling.

iamakarathereisaplac

Was looking at bigger defense names, RTX/LMT/HII and such. They're back to late December ish levels. Maybe I'll just be like most folks and buy the DRAM "dip" lol

SomePolack

Idk LMT and RTX, most if not all defense stocks are far off ATH 

Western-Put-2950

If there were genuine disclosure with credible evidence, I’d expect aerospace and defense names like Lockheed, Northrop, and RTX to move first simply because they already have the contracts, engineering talent, and government relationships to absorb any new spending. That said, the biggest winners might be the companies that can operationalize whatever is discovered. Runnable could become surprisingly relevant if entirely new datasets, research workflows, and technical documentation suddenly needed to be organized and analyzed at scale.

GrapefruitOrganic741

$SWMR partners Palantir Technologies — $PLTR Anduril Industries — private L3Harris Technologies — $LHX Shield AI — private RTX Corporation — $RTX Kratos Defense & Security Solutions — $KTOS Rakuten Group — $4755 HIMERA — private Helsing — private Leonardo — $LDO Saab — $SAAB.B

xiaodown

Except that they get more efficient YoY too. My dual 3090 AI homelab can generate tokens pretty quickly, but I've got it capped at 300W per card, 600W total. A 5090 can generate tokens nearly 3x as fast at around 500W, and an RTX Pro 6000 is pushing 4x at 600W. The 3xxx and 5xxx series cards are ~5 years apart. So, yes, you can do inference by throwing hardware at it, but it's more a tokens-per-watt story. If you're not on the bleeding edge, you can get it done, but you'll be paying a lot more for electricity and cooling. That's a lot of money to upgrade but the TCO savings mean you pretty much have to.

MtGloomy0420

$CTNT. Just wait. The thing everyone forgets about stocks…they have something called market memory! You can talk shit all you want about the fact all the tickers you named just did one thing…major dilution. That’s all. And the market punished them as they should. But the thing is, the “compression” downward is a forced beat down market making position. It takes a lot of energy to keep these stocks down. That’s a whole lot of selling. So if retail investors change their mind and initiate the buying pressure, crazy things happen to the shorts that have to cover. This just happened with $RTX over the last week.

AccountOfMyAncestors

I want this with a RTX 6000 Pro 96GB VRAM Would cost as much as a new car lol

FriedBalamari

Oh lmao was looking at RTX

No-Professionalfj

Yeah, you’re right. Nvidia did announce a $5B investment in Intel, and the bigger point is the partnership — Intel could build custom x86 CPUs for Nvidia’s data center platforms, plus x86 chips with Nvidia RTX GPU tech for PCs. That’s a big vote of confidence for Intel, but I’d still want to see execution before calling it a full turnaround.

drew-gen-x

I would look at something like $XLI. It's 40% $CAT, $GEV, $GE, $RTX, $BA, $ETN, $UNP, $UBER, $DE, and $HON. Besides Uber those are the Mag 9 of Industrial stocks.

AnnaSmiled2

Anyone holding RTX.? I have a shares. Wondering if I should grab more

jrex035

Sure, but are Democrats going to be lining up behind MP, and Intel, and PLTR? Are they going to keep the government's investments in these companies? I'm skeptical, especially of PLTR, which is likely to become a major target of Democratic investigations. Also why is it that these companies benefit from such a "critical" position, but so many others do not? Is HII not the only major US shipbuilder left? Will we be buying direct shares in LMT and RTX soon too? And dont get me started on the historical track record of companies that receive this kind of preferential treatment from the government (hint: prices go up, quality goes down).

Shoganai_Hito

Loaded up $50K of RXT but was supposed to be $50K of RTX

Odd_Papaya8305

Will defense stocks like LMT RTX rise now?