Defense names started pounding the table again. We saw the rotation came back to $ITA in the last couple of weeks. We just got a handle after the cup formation.
- $ITA record high, +35% past year- $Lockheed Martin(LMT.US) $35.3B THAAD deal- $RTX(RTX.US) Tomahawk + air missile contracts- $Howmet Aerospace(HWM.US) $Northrop Grumman(NOC.US) all pushing the ETFFY27 Pentagon budget: $1.5T (+44%). Defense tech VC: $14.6B in 5 monthsMy favorite trades in the sector, - Sector ETF: $ITA- Long game: $Lockheed Martin(LMT.US) $RTX(RTX.US) $Northrop Grumman(NOC.US)- Growth: $Howmet Aerospace(HWM.US) $Heico(HEI.US) & $Kratos Defense & Security(KTOS.US)
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Idea #3: $Heico(HEI.US)
This is not your average AI company which can go down sooner or later, we're talking about Aerospace and Defense giant that's one of the few names showing strength in the sector. We finally have a weekly cup base. PT: 400 - H
🌙 After-Market Earnings Recap:
$Agilent Tech(A.US) $Braze(BRZE.US) $Salesforce(CRM.US) $Heico(HEI.US) $HP(HPQ.US) $Marvell Tech(MRVL.US) $nCino(NCNO.US) $Nutanix(NTNX.US) $Phreesia(PHR.US) $Snowflake(SNOW.US) $Synopsys(SNPS.US) - H
$Heico(HEI.US) | Heico Corporation, Q2-2026 Earning Report