Lockheed Martin. Every tracked FinTwit mention of $LMT, newest first. 33 mentions since the first on Jun 13, 2025. See the price chart.
May 2026 · 7 mentions
May 27
Wayne Liang — Good news for $CPSH investors... the more I look into the AlSiC angle, the more obvious the bottleneck is.
The $NASA ETF forced-flow is definitely the short-term catalyst, but the…↗
May 26
Wayne Liang — So I was deep diving into $NASA ETF holdings to see what will heavily benefit from $SPCX IPO...
And I came across $CPSH. At the start of this year, it was a solid US AlSiC play, b…↗
May 18
Paola Rojas 🐝 — Gina Rinehart made some unusual moves as per her latest 13F filing, for this year's Q1.
For clarity, this relates to Hancock Prospecting's $3.3 billion US stock portfolio.
Exposu…↗
May 16
Mike Investing — SpaceX $SPCX is officially set to go public on June 12.
This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.
These are the criti…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
April 2026 · 6 mentions
Apr 26
Michael Sikand 🦑 — The defense trade is getting smoked.
$LMT is down 18% in 1M
$KTOS is down 19% in 1M
$RCAT is down 15% in 1M
My newest position $AVEX ripped to $41 Monday and closed at $29 on Fri…↗
Apr 24
Mike Investing — Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…↗
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…
March 2026 · 7 mentions
Mar 31
Serenity — Or... instead of spending billions on "cheaper missiles".
Since blowing $3-4M Patriots to down cheap drones isn't working.
We start to do more research and deploy Energy Directe…↗
Mar 28
Wolf Capital — Day 28 of the US-Israel war on Iran:
• Khamenei dead
• 1,750+ Iranian civilians killed
• 500+ ballistic missiles fired
• Lebanon getting flattened
• Strait of Hormuz on the brink…↗
Mar 28
Serenity — @platochi $NOC, $LMT already frontran ahead of conflict since Iran was largely expected. Lockheed up 23% YTD is enormous already, even after the drop.
Oil was frontran as well, b…↗
KaizenInvestor — I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.
Geopolitical conflicts happen, and when they do, you ne…↗
Michael Sikand 🦑 — $LMT x $KRKNF
Lockheed Martin just teased "Lamprey"
It's a subsea drone that latches onto ships and submarines like an eel, hitching rides to operating areas.
It can launch aer…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…
January 2026 · 3 mentions
Jan 31
KawzInvests 🦑 — Anduril has one rule: move fast with American-made.
$PDYN (~$330M) is the only company listed in Anduril's Fury supply chain.
Out of every defense contractor in America, Anduril…↗
Jan 8
Mike Investing — These 7 picks will be directly benefitted from the $1.5T 2027 U.S. defense budget:
1. $ONDS ~ Provides the secure, jam resistant communication backbone for drone operations.
2. $P…↗
Jan 3
Mike Investing — This morning the US has invaded Venezuela.
Everyone is led to now asking the same question.
How can you actually make money from it?
1. Oil and heavy sour crude ~ $VLO, $MPC, $X…↗
December 2025 · 2 mentions
Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
Space Investor — 2. SPACE FORCE
The Space Force is poised for a significant funding windfall, with its budget reaching nearly $40 billion in fiscal year 2026, an $11.3 billion increase from curren…↗
Jul 5
Space Investor — 1. NASA ARTEMIS
The mega‑bill include substantial support for NASA’s Artemis in the form of $10 billion around Artemis IV & V, Mars mission development, ISS operations/deorbit, an…↗
June 2025 · 2 mentions
Jun 15
Nancy Pelosi Stock Tracker ♟ — We finally found something bi-partisan in DC ...
Unfortunately it's them buying & profiting from war stocks ..
Jefferson Shreve (R) bought Raytheon $RTX on 2/23/25. He's up 16%…↗
Jun 13
Nancy Pelosi Stock Tracker ♟ — Breaking 🚨:
Israel declares state of emergency after launching preemptive strike on Tehran, Iran's capital.
Raytheon Technologies $RTX is up 12%
Lockheed Martin $LMT is up 7%
No…↗
Black Panther Capital — Tonight at 8 PM ET, the clock runs out on the Iran deadline. While the crowd stares at crude oil tickers, I’m watching the structural plumbing of the AI economy.
The Strait of Hor…↗
Apr 3
Frenchie — 🚨 Coup dur pour l’aviation US
Depuis la guerre du Vietnam, aucun conflit n’avait généré un rythme de pertes aussi élevé pour l’aviation de chasse américaine
2 avions de combat e…↗
— Holy sht… $SPY index down close to -5% YTD.
Pershing Square NAV down almost -20% YTD.
One of the worst starts to the year for the broader market.
On the bright side?
$CVX and…
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Mar 2
KaizenInvestor — Pre-market of the mentioned stocks:
$PLTR: +3.84%
$PL: -3.07%
$RTX: +7.18%
$LMT: +6.24%
$DRS: +2.63%
$HII: +4.58%
$AVAV: +12.19%
Sometimes investing is really straightforward.↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗