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Reddit ticker intel
LMT
IndustrialsLockheed Martin
No Reddit discussion for this ticker in the last 24h.
Community thesis
· Distilled from real DD posts; click ↗ for the sourceBulls ⚔ Bears · how Reddit is debating it
Bull case
0 stancesNo clear bull case in the community yet.
Bear case
0 stances- Large contracts are mostly priced in, limiting further upside according to backtesting. ↗
Credible voices
u/Bionic_craig
2 posts · 2 upvotes
+0.75
u/WindowAdditional7797
1 posts · 1 upvotes
-0.70
u/redditissocoolyoyo
1 posts · 1 upvotes
0.00
Catalysts · themes
AI 资本开支 · 2价值 / 回购 · 1半导体 · 1AI 电力 / 核能 · 1
Community split
r/wallstreetbets
2
r/stocks
2
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Tracks congressional trades and DoD contracts to find mid-cap defense stocks with high post-contract alpha; LDOS is the top pick.
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BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
r/stocksAuthor backtested mid-cap defense stocks using congressional trading and DoD contract data, finding significant alpha over SPY post-awards.
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The ultimate list
A comprehensive categorized list of stocks across semiconductors, AI, energy, and space sectors.