u/realstocknear

Reddit r/smallstreetbets
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+0.3%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +0.3% Long Return +0.3% Short Return -
Average Return
7d +7.6%
30d +18.9%
90d +17.0%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 08
$536.96
+0.3%
LMT benefits from higher defense spending and shareholder returns.
Author argues Lockheed Martin will be among the biggest beneficiaries of proposed US defense budget increases from about $1 trillion to $1.5 trillion, with multi-year government contracts and backlog supporting steady revenue growth. The investment mechanism is modest EPS growth plus dividends and buybacks; illustrative math projects EPS from ~$18 to ~$25 in five years and a ~$675 share price if the ~27x multiple holds. Catalysts include major program updates, missile replenishment demand, and capital returns, while the main risks are a high P/E multiple and flagship program execution issues.
Defense
Showing 1 of 1 calls · sorted by mentions

u/realstocknear has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: LMT.

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