RTX

There are so many things wrong with this

Raytheon $RTX(RTX.US) breaking out to new all-time highs on its strongest bullish momentum of the year 👀

$Lockheed Martin(LMT.US)

Lockheed Martin remains one of the defence sector’s premier long-term investments, supported by a record backlog, resilient cash flows and sustained global demand for advanced missile and air defence systems. In 2026, the company reaffirmed revenue guidance of US$77.5–80.0 billion, EPS of US$29.35–30.25, and free cash flow of US$6.5–6.8 billion. Recent catalysts include its partnership with Rheinmetall to establish Europe’s first ATACMS production, integration and distribution hub for NATO members, alongside a US$4.7 billion contract to accelerate PAC-3 missile production, reinforcing years of future revenue visibility. (Media - Lockheed Martin⁠)

Valuation has become increasingly compelling following the stock’s correction, with the forward P/E trading below many industrial technology peers. Technically, Lockheed Martin is consolidating near long-term support, presenting an attractive accumulation zone for long-term investors. Option sellers may also find opportunities through 15–30 day cash-secured puts as elevated geopolitical uncertainty supports richer option premiums.

Compared with RTX, Northrop Grumman and General Dynamics, Lockheed Martin continues to possess one of the industry’s widest economic moats through the F-35, PAC-3 and precision strike missile franchises. Rather than a temporary boost, rising NATO defence spending and multi-year procurement commitments suggest geopolitical tensions are a structural tailwind. For investors seeking diversification beyond AI-driven technology stocks, Lockheed Martin offers durable earnings, growing dividends and defensive long-term value.

Disclaimer: This commentary is for educational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making any investment decisions.

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.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: U.S. likely to cancel sale of Tomahawk missiles to Germany on Russia concerns - Politico - $RTX(RTX.US) $SPY

Local AI Agents are leveling up across DGX Spark & RTX PCs. NVIDIA OpenShell is coming to Windows alongside new agentic AI optimizations and creator app updates—including NVIDIA Broadcast 2.2, plus upcoming RTX acceleration for Adobe apps and Blender.

Source: NVIDIA_X

$NVIDIA(NVDA.US)

Jensen Huang unveiled RTX Spark and Vera Rubin NVL72 at GTC Taipei, extending Nvidia’s story from AI PCs to data centers. The market is not just reacting to another launch. It is pricing Nvidia as the system builder behind AI agents.

As a shareholder, the mindset matters. NVDA is not cheap, and expectations are already high. The stock can run on excitement, then pull back the moment the market questions valuation.

But the bigger setup is still intact. Nvidia is moving deeper into the AI infrastructure layer. For me, holding NVDA now means accepting the noise while watching whether AI agents can turn inference demand into the next major cycle.

@Bridge Buzz SG

$NVIDIA(NVDA.US)Nvidia & Microsoft recently unveiled RTX Spark systems designed to bring agentic AI directly onto personal computers. The goal is ambitious: desktops, laptops, workstations, and enterprise PCs capable of running advanced AI agents locally rather than relying entirely on cloud infrastructure. Nvidia isn't just building chips anymore. It's attempting to create an AI ecosystem that reaches every layer of computing.

The bigger challenge is if the surrounding ecosystem can scale quickly. Shortage of memory can delay system deployments. Insufficient power generation slow data center expansion. Even if Nvidia delivers every chip customers want, customers still need the infrastructure to use them. Still, Nvidia is rewriting the future while leading in every sector of AI. @Bridge Buzz SG

$NVIDIA(NVDA.US)Nvidia is entering the PC market with the new RTX Spark Superchip, targeting a shift away from Intel's dominance and aiming to modernize computers for AI applications.

Nvidia's collaboration with brands like Dell and Lenovo brings the chip that combines a microprocessor and graphics chip, enhancing power efficiency and performance while supporting Windows for Arm. Nvidia's venture aims to secure its role in AI development, allowing PCs to run complex models and improve software capabilities, with expectations that it won't be affected by current component supply issues. With how CPU comes with AI capabilities nowadays, it would be interesting to see an AI leader of Nvidia's caliber enter the PC market and rival the established brands of Intel and even AMD. @Bridge Buzz SG