Who mentions $RTX most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $RTX most — 15 mentions in the past 12 months.

When was $RTX first mentioned on Surfaced?

The earliest tracked mention of $RTX in the Surfaced archive was on Nov 21, 2025.

How many voices track $RTX?

26 FinTwit voices have mentioned $RTX 91 times in the past 12 months.

What kind of voices mention $RTX most?

$RTX is mentioned most by Long Research voices on Surfaced.

$RTX — FinTwit mentions on Surfaced

Recent calls

8 calls

@wolfgangkasperJun 5, 2026 · 3:06 PM

Added $RTX and $LMT lottos for mid june, the setups are nice, going to swing!

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@jasonl_capitalMay 7, 2026 · 2:05 PM

6. $RTX - RTX Corporation Q1 revenue hit $22.1B, up 9%. Adjusted EPS grew 21%. Record backlog of $271B including $109B in defense. Signed five framework agreements with the DoD covering Tomahawk, AMRAAM, and Standard Missiles backed by $900M in capital investment. Munitions output up over 40% year over year. Raised full-year guidance to $92.5-93.5B. The proposed budget would boost weapons procurement by 85%.

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@aleabitoredditApr 29, 2026 · 7:11 AM

Hint... $SIVE CHIPS Act round 2 incoming soon (consistent with the CHIPS Act renewal cycle) The U.S. government doesn't just give out funding to random $1B Swedish companies. It's highly unusual. And there's probably something markets are missing. Since they got funding for: -> $RTX and $ERIC Beamformers (space/telecom). -> BAE Systems for STAR duplex arrays (radar jamming during electronic warfare) Defense Primes are likely using Sivers microchip IP to build the final products with this. As for the final products... What other space + military contractor applications are there involving LEO satellites? And I think you can guess. The defense primes aren't trying to play Taylor Swift Youtube videos in space... But the commercial spinoff can also be used for SpaceX/Amazon LEO Kuiper type applications. Regardless, you have the side of the AI photonics story, which is the core growth vertical. I'm most excited for photonics... but you also happen to get a company backed with U.S. CHIPS ACT embedded in Raytheon and BAE Systems for whatever black magic they want to do in Space. Just nobody knows exact timeline + applications because due to the nature of CHIPS ACT defense contracts. But it might appear randomly in financial statements down the road.

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@yasutaketinApr 7, 2026 · 9:52 AM

$SHLD わいが昨夜「グローバルX 防衛テックETF」を買った理由・米国や中東諸国はミサイル補充が必須 $RTX $LMT ・ドローン対策など防衛予算は世界で拡大見込み・欧州は米国企業離れする可能性も高く、非米国防衛企業（独ラインメタル、韓ハンファ・エアロスペース、英BAEシステムズ、伊レオナルドなど）が含まれる方がいい PFのある程度の割合を防衛銘柄に。

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@aleabitoredditMar 31, 2026 · 1:09 AM

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 Directed Weapons like $LASR and HPM? With HEL (High Energy Lasers): It's a beam of light... pew pew. $3.50 per shot. With HPM (High Powered Microwaves) - It's a cone of energy for drone swarms. Maybe ~$0.05 per burst? Ammo is basically free and infinite. Even though $LMT and $RTX are developing these too... it's like we just keep buying expensive missiles to line their pockets at this point. More funding around this infinite ammo new tech, instead used for all those missiles... Probably could have made energy weapons better by now (eg. fixing problems with dwell time, weather changes, range, power). Firing billions of dollars of missiles at cheap drones clearly is not sustainable for extended conflicts in Iran.

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@photonbullMar 19, 2026 · 10:44 AM

Gooch & Housego $GHH built the acousto-optic tunable filter sitting inside nasa's perseverance rover right now on the surface of mars. https://t.co/6BEhpxTiG5 Not a prototype. Not a demo. Operational hardware, 140 million miles away, doing mineral and chemical analysis in real time via the supercam instrument. Same company whose components are orbiting mars on ESA's trace gas orbiter. Whose mirrors guided curiosity's sky crane landing. Whose tech flew on JAXA's hayabusa 2 mission. Great name to get exposure in defence, aerospace and co-packaged optics (CPO) through their partnership with Raytheon to develop and manufacture thin film lithium niobate (TFLN) wafers. $GHH $RTX

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@aleabitoredditMar 2, 2026 · 1:01 PM

$LASR Energy Directed Weapons from the Iron Beam. Is probably the single largest beneficiary and validation from the US / Israel vs. Iran conflict. Hezbollah Fired Rockets into Israel. -> $LASR (Nlight) laser engine inside of Rafael's Iron Beam shot them down. It's absolutely wild to see it in action. Lot of defense funds will now probably be pouring into Energy Directed Weapons in the near future given validation just now. Especially to zap down hypersonic missiles with the HELSI initiative. There's a few large player exposure like $DRS or $RTX but there's only one $3.1B MC pure-play energy directed weapons stock. Which also happens to be a known critical supplier for the Iron Beam. Ended up taking positions in $LASR at $3B MC.

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@pelositrackerFeb 18, 2026 · 5:53 PM

As rumors swirl of a possible US x Iran conflict, keep an eye on these Politicians buying war stocks within the last 3 months ... 1. Markwayne Mullin (R) bought Raytheon - He sits on the Senate Armed Services Committee $RTX is at an All Time High 2. Gil Cisneros (D) bought $RNMBY, Aerovironment $AVAV, & Raytheon $RTX - He sits on the House Armed Services Committee 3. Roger Williams (R) bought Raytheon $RTX - He sits on the Subcommittee on National Security

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