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CES 2024: AI field still have a large potential
$SAVE Premarket is up 20% (at the time of this post)
Election year. Trump stocks and Biden stocks
I should just putt all my money into stocks that profit from war huh
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
Does it count as treason to hold RTX shares as a Persian?
Does it counts as treason to hold RTX shares as a Persian?
Does it counts as treason to hold RTX shares as a Persian?
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'
Early Morning Call On Defense Stocks As Warships Attacked In Middle East - PLTR (Palantir) - LHX - NOC - HWM - RTX
Why is Raytheon (RTX) down 19% on the year when geopolitical tensions are the highest they’ve been in years?
What is Rotten, Never dies. Chinese thousand year egg. NEWEGG is just that but base in US Regulated by US unlike its ADR counterpart
Nvidia's Future Dominance: 🚀 Unleashing the Power of GPUs in the Metaverse! 👾
Chinese have a workaround for the US government's newly imposed export rules — modified NVIDIA RTX 4090 cards serve as great AI accelerators
NVDA Blows Away Expectations, Offers Strong Outlook… Will it Be Enough?
Most Important Stock Market Earnings from Today - (10/24/2023)
RTX corp, will the increased military sales offset the PW1100G-JM engine issues?
It's now illegal to sell 4090s to China
Placing bets in the stock market on the start of a multi-front proxy war in the Middle East.
Growing MiddleEast Problems + War - Stocks to buy/ Stocks to short and why
Publically traded US and UK defense companies with operations in Israel
Lost half portfolio and I now understand the market.
Aerovironment $AVAV up 20% after monstrous revenue growth
IVR, the long play you have been waiting for. Jean short and corvette money.
IVR is the long play you have been waiting for. (jean shorts and corvettes play)
NVIDIA to the Moon - Why This Stock is Set for Explosive Growth
Best and Odd stocks to consider in case US goes to war in next 5 years
Tomahawk missile directly into my anus - $RTX
My final YOLO to make back everything I lost (RTX)
RTX Losses so far. Im told yall like this shit
RTX is heavily undervalued. Buy the dip
350% Account Gain 2 Weeks -> shill me your worst stonks to buy for growth
RTX leaps (but I’m not the RTX double down syndrome dude)
The Bear Case for Northrop Grumman ($NOC)
I win more than I lose by cashing out early. Scalped 10k in profits
I said I wanted to stop gambling. I can’t stop. 60k RTX YOLO
Susquehanna analyst Charles P. Minervino reiterated a Positive rating on RTX Corporation (NYSE:RTX), price target to $110.
I made nearly 100k in 2 days. Please help me stop gambling
Over 40k in gains in 2 hours in RTX: GOD BLESS AMERICA
I’ve doubled down on RTX calls, making this an over 100k yolo
$70k RTX yolo. WE ARE CLOSING GREEN TODAY
Maybe made the luckiest buy of my life. 30k in a day ($RTX)
Hundreds of RTX-made jet engines recalled over metal contamination – sending stock tumbling
Guys RTX is way oversold I am all in calls at the bottom. (Not selling yet)
Mentions
Tell. Me how any of these stock except for RTX is going to do anything with the war effort unless they have military government contracts ? You spouted off alot of stocks but gave no indication they had government contracts. If they have government contracts it's a green light go invest otherwise noway
Correct, but this destroys shareholder value because it prevents the US from deploying expensive RTX missiles and then making more. Better to shoot down $8k drones with $2 mln missiles. Some will inevitably get through and destroy the planes and radar systems, thus boosting demand.
The oil spike is real but the smarter play is looking at what historically follows the initial crude spike. Pattern from past US-Iran escalations: 1) Brent leads (already happening), 2) Gold follows as safe-haven demand kicks in 2-3 weeks later, 3) North American producers (XOM, CVX) reprice as supply chain diversification accelerates. You're not too late — the duration trade is actually just starting if Hormuz stays disrupted. Defense contractors (LMT, RTX) also tend to outperform 30-60 days after escalation onset.
RTX and lmt for boots on the ground is this weekend??
Why doesn't Donnie just bomb the strait straight? My RTX calls says Pete should give Raytheon a fat contract to come up with some ordinance for that.
In what war that's anyone won do they keep bombing the enemy? Donnie said their entire military is destroyed so they are just bombing civilians right now? At least he's making sure RTX has plenty of orders to pump my shares.
Meanwhile ONDS, RTX, LMT, NOC are having bad weeks even with all the partnership deals
That just means LMT and RTX will have a huge backlog for years to come. To the moon!
Nah. RTX will just copy their stuff and charge 3X the price, and Hegseth will pay it because they can deliver at scale.
Institutional investors are what drive demand. If you or buy LMT, RTX, or whoever else, it's unlikely in the extreme to change things very much one way or another. I'm not pro-war, but I am very much against watching my earnings devalued as people who instigated and profited obscenely off this war inflate my earnings away. If it makes you feel better to be at a remove, just buy ETF's.
Apocalypse portfolio doing well (LMT, NOC, PLTR, RTX, RHM)
Not a bad idea, i already see high likelihood given current events that this will evolve into WW3. going to see if i can pick up some RCAT and RTX
US and Israel is going to have to replenish their munitions stockpile over the next year since we’ve leveled Iran, which means more orders from the Primes. I’m thinking XAR and RTX calls
RTX buying MOBX 🤔🤔🤔 Any with more information....
The replenishment trade is real but the timing asymmetry is what most people are getting wrong. RTX's Tomahawk production doubled after the February contract, but "doubled" from a rate of maybe 150-200/month still isn't a large number when you've burned through hundreds in 100 hours. Revenue recognition on those contracts lags 18-24 months at minimum. The cleaner signal IMO is what happens with the supplemental appropriations process. If operations extend past 60 days this goes to Congress, and the specific line items in that bill tell you exactly who's getting paid and when. That's where the durable re-rating comes from, not the spot news cycle. On AVAV: the binary contract situation concerns me more than the BlueHalo comp. If the outcome on that contract is negative, the headline revenue number doesn't matter.
USO, RTX calls SPY, GLD puts how fucked am I
Calls on RTX, BOE, LM, NOC, let’s go.
Good point and worth correcting the detail: the February RTX deal wasn't specifically to double tomahawk production, it was a 7-year framework to raise output across five munitions including Tomahawk to 1,000+ annually. RTX declined to confirm the current baseline but said some munitions would grow 2-4x. Here's the part that doesn't support the "already priced in" case though: 1,000 Tomahawks a year is roughly 20 per week. Operation Epic Fury reportedly consumed multiples of that in the opening hours. The replenishment math runs for years, not months, regardless of when the contract was signed.
Fair point, I'll own the imprecision. What I was getting at isn't that they're obscure names, it's that the concentration matters. LMT derives over 90% of revenue from defense. RTX is around 60%. These aren't diversified industrials where defense is one division among many. The "broad sector" framing actually undersells how leveraged these companies are to exactly the spending cycle that's playing out right now.
RTX gonna take off now
FFS sake... IWM puts, calls on CVX and RTX.... What in the actual fuck
now make RTX go up mm gods
They're also not the specific companies making the missiles. RTX is a holding company. Raytheon Missiles & Defense is the division that makes the missiles. You can't buy the specific comoany without buying thw broad sector name, lol.
Here I thought war was supposed to be good for oil, and defense stocks.... Fuck off CVX and RTX
RTX and OIL calls it is...
RTX climbing back up
Time for RTX to wake up
All I know is all in on RTX, even Iran buying them tomahawks baby, Raytheon 🚀🚀🚀
No but I bot RTX and LHX tho
Wierd thong is that in today's recovery my only stock that dropped was RTX. You'd think defense contractors would be gold but tech and industrials were up. Go figure
Donnie said the tomahawk missile that blew up the girls school "could have been anyone's". Is he telling us to buy more calls on Raytheon RTX because they can sell them to anyone now?
KTOS, DRS, RTX, RCAT, ONDS, UMAC and UAVS — especially DRS
Still holding my RTX calls. Gonna print.
Defense stocks took a beating. RTX, LMT, BA, etc. all down!
RTX calls till Friday, do I sell?
CVX and RTX... Not cool
RTX, LMT, NOC, RNMBY, LHX making money
What do I do with RTX calls…
I'm not smart enough to know what political/war tactics could stop this, but I do know with midterms coming there's no way we don't take some sort of drastic action in an attempt to fix it. Calls on Lockheed, RTX, etc.
Do I keep the RTX call
You’re thinking along the same lines many defense analysts are right now. The economics of modern warfare are forcing a shift toward cheaper interception methods. Using multi-million-dollar missiles to stop relatively cheap drones clearly isn’t sustainable long term, so there’s a lot of interest in layered defenses that include interceptor drones, electronic warfare, and directed energy systems. Some companies already positioned in this space include AeroVironment, Anduril, and Kratos, which work on autonomous systems and counter-drone tech. Traditional defense contractors like RTX and Lockheed are also investing heavily in lower-cost interception solutions. The interesting part is that smaller defense tech startups may end up innovating faster here than the big primes. Definitely a sector worth watching as drone warfare keeps evolving.
Gold isn't an investment. Oil is too difficult to predict for most folks who aren't pros. Looks like we're going to need a lot more missiles. Wonder how RTX is doing? Kinda joking, but this country is going to be buy a LOT more missiles, especially given our strategy in Taiwan.
I am sure RTX been just sitting around playing spin the bottle for 2 years....
Made mine last week in QMJ6 & RBJ6 with shorts on NQ & YM - so far so good $$$ - I’ll go defense names RTX & few others - get long Oil, gas n short the rest
Buy RTX, it's green in a sea of red.
I mean I plan to add calls of PLTR, RTX, NOC, LMT….
Still here, watch us win CALLS with PLTR, LMT, NOC, AVAV, RCAT, RTX
Calls on $RTX and $LMT!
That's an odd way to spell RTX
Full port EUAD, SHLD, OILK and RTX and delete the app
MOBX Prime contractor RTX for Tomahawk usually maked Tomahawks 100 per year. It cost $1.2M - $2M pr unit to make it. They signed a contract in february to make 1000 pr year but since Trump had a meeting with them on friday that they will quadruple production does that make it 4000 tomahawk pr year? (That is just my theory thinking)
People should also know prime contractor RTX for Tomahawk usually maked Tomahawks 100 per year. It cost $1.2M - $2M pr unit to make it. They signed a contract in february to make 1000 pr year but since Trump had a meeting with them on friday that they will quadruple production does that make it 4000 tomahawk pr year?
I’m in RTX but it seems pretty topped out tbh
Feel like RTX is a good buy with the war on but I literally just got back into the market realizing that it’s probably a better use of beer money than pissing ten bucks here and there on sporting events so YMMV
I think most stocks will stay stable or decrease due to the oil price shock but the EU and Canada, AUS, Japan are at the moment making and about to announce new defence deals next week which I think will affect certain stocks which might rise, if they are not stalled by the international downturn. I am looking at FLT.V, BB, [PNG.TO](http://PNG.TO), [MDA.TO](http://MDA.TO) as military plays but also there are a number of mineral companies, which I don't follow, that will surely have big deals coming up. As for US stocks that are Iran specific, RTX and Lockheed are the two biggies but also oil companies as in the next year they will be quite profitable, unless Iran retaliates on US soil, which I don't think they can.
You might be a bit late and of it ends, the same stocks will go the other way. I have been long RTX, HII, NOC, Ktos, PPA , etc., and it may be time to sell some.
the cost of war in Iran, pegged for now at $50 billion to $100 billion, but subject to revision. It costs $45,000 an hour to operate a carrier-based F-35 fighter. And intercepting $30,000 Shahid-136 suicide drones using RTX $4 million Patriot PAC-3 missiles or Lockheed Martin’s $14 million-per-launch Thaad system, can quickly run up the tab.
I guess my thing is, where is the moat. Can't any company like RTX, LMT, etc just make their own drones to compete. Or is the tech, IP and software hard to scale.
RTX Corporation looks good as they said they will be supplying 1000 missiles this year instead of the usual 50.
RTX and CVX got a nice Lil bump right after close. I can only imagine that means one thing
RTX treated me well today, I tried to give y’all a heads up this morning
Ya I think I want more RTX going into the weekend
White House has a meeting with RTX at 1:30. Load up on calls
RTX and LMT for the ultimate unethical play
This is as good as it's going to be- if antimissile ammo runs out for the GCC and potentially Israel before Iran runs out of Shaheds then casualties and more lasting infrastructure damage rises as more get through, similar to what Ukraine has been seeing. This is why Trump is meeting with Boeing, LMT, and RTX today. One patriot missile is $4-5 million. One shahed can be made for 40-50k with basic components and launched from anywhere- with range to hit as far as Riyadh from the Iranian interior. Iran is filled with mountains, underground bunkers/stockpiles, and has a large conventional military and ideological component with the IRGC. These things cannot be overcome quickly and attrition is on Iran's side here.
I somehow managed to make $1k today from RTX and MRVL . Maybe this market isn’t bs
BREAKING: Deal signed between RTX and Mcdonalds for creation of an optimal delivery system for The Product.
RTX in the green off news of UAE missle defense contract: https://www.gurufocus.com/news/8678898/rtx-secures-18368-million-contract-for-patriot-program-with-uae And, RTX will 10x production of Tomahawk and Interceptor missles to meet demand: https://www.barchart.com/story/news/592891/dear-raytheon-stock-fans-mark-your-calendars-for-march-6
Waiting for the news on Trump meeting with defence company CEO’s Defence conmpanies: lockheed martin, northrop grumman, RTX, boeing, honeywell and L3Harris. It’s gonna be a hopefully boom for the MOBX
Cut my decaying RTX losses that are already down 60%, it immediately rallies. Manny such cases.
I have LMT and RTX combined for 12% of my portfolio right around January. So far helped my portfolio to not shit entirely.
I always get a good laugh out of it when the only things green on my watchlist are LMT and RTX
RTX calls is a no brainer
RTX and MRVL saving my port today
Lockheed Martin (LMT), Northrop Grumman (NOC), RTX Corporation (RTX), and General Dynamics (GD)
🥭 meeting with RTX and Lockheed tomorrow to “discuss weapons production”.
More RTX good news. Writing seems to be on the wall with this one. https://www.barchart.com/story/news/592891/dear-raytheon-stock-fans-mark-your-calendars-for-march-6
Either way LMT and RTX is going to make shit tons of money off this disaster
Been playing RTX exclusively for like a year now with monthly’s
UAE just signed contract with RTX for missle defense system. Money printer on? https://news.clearancejobs.com/2026/03/04/rtx-wins-183-7m-army-contract-for-patriot-system-support-for-uae/
Thinking about adding more RTX, LMT and VDE.. Just not sure which of my other stocks to sell.
How to hedge a long Iran war EQT/LNG/VG/USO (US energy production and exports) RTX/AMPX/LMT (drones and interceptors) UAMY (antimony production)
RTX needs to replenish the world's missles, so buy now, buy hard, cause this thing is gonna f**k, right?
##Institutional Beneficiaries of the Post-9/11 War Cycle (2001–2026) I. The Prime Contractors (Direct $2.4T Acquisition Flow) • Lockheed Martin: ~$313B (2020–2024 total). Largest recipient of Pentagon funding (F-35, missiles). • RTX (Raytheon): ~$145B (2020–2024 total). Leader in missile defense and precision munitions. • General Dynamics: ~$116B (2020–2024 total). Primary builder of submarines and land vehicles. • Boeing (Defense): ~$115B (2020–2024 total). Key provider of rotary-wing and transport aircraft. • Northrop Grumman: ~$81B (2020–2024 total). Lead on B-21 stealth bombers and ICBM systems. II. The Asset Management Tier (Dividend & Equity Stakeholders) The "Big Three" asset managers are the top shareholders in nearly every firm listed above, capturing profits from stock buybacks and dividends (e.g., RTX and Lockheed spent ~$40B on share repurchases between 2022–2024). • Vanguard Group: Holds ~9% of BlackRock and similar stakes in the Big Five contractors. • BlackRock Inc.: Major shareholder in the entire defense sector; controls ~$10T in global assets. • State Street Corp: Third-largest institutional holder of defense equity. III. The Debt & Interest Tier ($6.5T Projected Interest) Because the wars were funded by debt, the interest payments ($1T already spent; $6.5T projected through the 2050s) flow to: • Primary Dealers (Big Banks): JPMorgan Chase, Goldman Sachs, and Citigroup (fees on bond issuance). • Foreign Creditors: Top holders of U.S. Treasury debt (Japan $1.1T+, China $700B+). • Federal Reserve & Social Security: Large domestic holders of the debt used to finance war appropriations. IV. Service & Intelligence Sector (The "Shadow" $1.1T) • Leidos & Amentum: Top providers of war-zone logistics and IT services. • Booz Allen Hamilton: Primary recipient of intelligence and "knowledge-based" warfighting contracts. • Palantir & Anduril: Newer tech entrants deeply integrated into DoD targeting and DHS surveillance. V. The Political Loop (Revolving Door) • Lobbying Firms: Spending ~$150M annually to maintain defense appropriations levels. • Think Tanks: Center for Strategic and International Studies (CSIS), Brookings, and AEI receive substantial funding from prime contractors to provide the "strategic rationale" for continued engagement. Summary of Extraction: While the average citizen sees zero ROI, the capital is systematically funneled into private equity (Asset Managers), defense hardware (Contractors), and sovereign/institutional debt holders (Interest).
I'd expect oil to gap up hard at the open - WTI could easily spike $5-10 if the strait gets threatened. Defense names like RTX, LMT, NOC will probably run too. But honestly, these geopolitical spikes tend to fade pretty quick unless things really escalate. I remember when Russia invaded Ukraine, oil hit $130 then fell back within weeks as markets realized supply wasn't actually disrupted that much. The key thing to watch is whether Iran actually tries to close Hormuz or if this stays regional. If it's just tit-for-tat strikes, markets will probably settle down after the initial panic buying.