LMT and RTX Are Printing Money While the Strait of Hormuz Burns — Social Buzz Is Deafening

While the rest of the market is busy having an existential crisis, social sentiment has found its thesis and it smells like jet fuel. Bloomberg Podcasts dropped a bombshell this week: the U.S. has burned through hundreds of missiles in the Iran conflict, the Army just quadrupled its Patriot PAC-3 acquisition target from ~3,000 to ~13,000 units, and $LMT (Lockheed Martin) is ramping Patriot production from 600 to 2,000 per year. YouTube finance is all over it. Reddit's r/wallstreetbets and r/investing threads are lighting up with the same math: depleted inventories plus geopolitical chaos plus a Congress that suddenly loves defense spending equals a multi-year procurement supercycle.

$RTX (Raytheon Technologies) is getting equal love across X/Twitter, where the Tomahawk production ramp is being cited as a near-term catalyst. TheChartGuys noted SPY/ES testing critical support around 662.76 with a lean toward selling bounces — but defense names are conspicuously holding up as the broader market sweats through a NASDAQ already trading below its 200-day moving average. Meanwhile, the Seeking Alpha crowd is treating $PLTR like a bonus trade — AI-driven defense contracts plus 53% revenue growth and a government client base that just got handed an unlimited budget.

Three tickers, one geopolitical disaster, and the internet got to the trade before the analysts even finished spelling 'Hormuz.'