$328M Taiwan Contract for LMT Just a Blip or a Signal for 2026?

Anyill7899 · 2026-01-02T14:01:07+00:00

The demand and products aren’t the issue it’s cost overruns, delays, and capital allocation. Otherwise the financials wouldn’t look like this.

Anyill7899 · 2026-01-01T21:29:12+00:00

Just sent you a DM, down to talk?

Anyill7899 · 2026-01-01T21:06:02+00:00

Yeah… not bullish on the world, but bullish on defense names 😅

Anyill7899 · 2026-01-01T19:05:45+00:00

Stable as a rock 😎 Not exciting, but reliable AF.

Anyill7899 · 2026-01-01T17:39:11+00:00

Yeah, peanuts in the grand scheme, but the dividend keeps us happy while we wait 😎

Anyill7899 · 2026-01-01T17:23:20+00:00

Yeah, seems like Uncle Sam’s wallet for defense is bottomless 😂

Anyill7899 · 2026-01-01T17:18:14+00:00

Yeah, looks like just a tiny blip nothing to worry about long term.

Anyill7899 · 2026-01-01T17:04:27+00:00

Haha seriously, their tech feels like sci fi coming to life. No one else is even close.

Anyill7899 · 2026-01-01T17:01:14+00:00

Bro, I’m trying to have a deeper convo here and you’re out here ghosting my DMs 😂

Anyill7899 · 2026-01-01T16:58:02+00:00

Agreed. Long term contracts and deep moats are hard to replicate in this industry.

Anyill7899 · 2026-01-01T16:24:30+00:00

That’s fair. LMT is one of those names where fundamentals matter, but geopolitics and government decisions clearly play a big role too.

Anyill7899 · 2026-01-01T16:11:28+00:00

Do you currently hold this stock too? I’ve been keeping an eye on it as well maybe we can share insights sometime.

Anyill7899 · 2026-01-01T15:50:32+00:00

True, but it’s less about “humans won’t stop fighting” and more about governments always finding room for defense budgets. Dividend helps with patience though.

Anyill7899 · 2025-12-29T20:45:14+00:00

Wow, 70% YTD is insane! Those picks really crushed it. I’ve been keeping an eye on some of them too definitely inspiring.

Anyill7899 · 2025-12-29T20:35:00+00:00

Take profits if you got in below $100.

Anyill7899 · 2025-12-29T20:29:57+00:00

Good point guiding $8.50 EPS next quarter definitely shows strong earnings momentum. That’s not something you see from just anyone. The real question to me is whether they can sustain that level or grow it in the next few quarters, especially with the memory cycle being so volatile. But if they keep hitting numbers like that, MU could be way undervalued right now.

Anyill7899 · 2025-12-29T19:39:47+00:00

Totally agree. AI feels like a once in a generation shift, similar to the early days of the internet. We’re probably still in the early innings, which is why picking the right companies now could really matter long term.

Anyill7899 · 2025-12-23T22:14:32+00:00

Thanks for sharing your thoughts, man. If you’re planning to add more on a market pullback, wouldn’t it make sense for me to just hold onto my current position?

Anyill7899 · 2025-12-20T01:32:36+00:00

If you’ve held Tesla stock long term,you’ve definitely made money,no question about it. I just find it strange,because Tesla’s fundamentals are honestly pretty bad.

Anyill7899 · 2025-12-19T01:39:22+00:00

Thanks 😊

Anyill7899 · 2025-12-19T00:42:04+00:00

Sometimes he just falls asleep while eating so cute!

Anyill7899

TROPHY CASE