I deleted because it’s a stock thread and didn’t want Van displeased. I trade LUNR too, it’s crazy like RKLB and FTAI.
This thing made a nice gap up on the election. More M&A activity under Trump I guess. Nice chart. It hit an all time high in the ah's. JEF--->$75.49
I bet the very first thing DOGE goes after is the defense contractors. Trump used to complain about their overpricing all the time during his first term, and there is no one better equipped to march into a few of those operations and make some serious allegations/changes better than Elon Musk. A lot of the big names have already dropped to around their 100 day, I wish they were all-time highs like they were a month ago because they were a screaming short imo. Some of them at least. Regardless of the geopolitical environment, the whole military industrial should start getting pretty nervous. "Hi there... my name is Elon Musk and I'm here today to tour your factory. No biggie, I just wanna look around."
no, he can’t touch a thing, maybe some dmv type of administrative branches but nothing wrapped around former high ranks.
My take knowing how he thinks is that he knows (believes in his mind) that we grossly overpay for much of our fine high dollar equipment. There is zero doubt in my mind he could walk into (say...) a tank factory that has been doing it the same way for 40 years because they can, and suggest 1/2 dozen improvements in manufacturing efficiency. Why pay $49MM for a tank when it can be made for far less with some proper capex spend?
Dest!!! Do me a favor and audit this thread. Leave DG out though please. Worst call of all time. Other than that.... the readers have gotten rich. If they didn't buy DG.
LMT has went from about $534 to $494 since I wrote this. General Dynamics has went from $314 to $263. L3 Harris.... All the defense charts look like this. Nailed it didn't we? Timing is everything. ~vz