RTX — every tracked call

Israel's refusal to exit Lebanon and escalating Iran tensions sustain elevated Middle East conflict, lifting demand for missile defense and aerospace systems.

RTXRTXLONG@ $184.48

$211.24+14.51%

since call Jun 21

peak +19.0%

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RTXRTXLONG1mo ago

“Iran's top joint military command announces that the Strait of Hormuz is now closed due to US and Israeli 'violations' of the Memorandum of Understanding.”

The Kobeissi Letter

Iran's Hormuz closure deepens U.S.-Iran military conflict, accelerating defense procurement and lifting missile/air defense contractors.

RTXRTXLONG@ $185.03

$211.24+14.17%

since call Jun 20

peak +19.0%

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RTXRTXLONG1mo ago

“NATO's new benchmark of spending 5 percent of gross domestic product on defense and related investments”

TylerDurden

NATO's new 5% GDP spending mandate and US pressure forces European allies to ramp defense budgets, directly benefiting RTX's European missile and air-defense business.

RTXRTXLONG@ $188.35

$211.24+12.16%

since call Jun 19

peak +19.0%

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RTXRTXSHORT4mo ago

“we've obviously got Raytheon as the incumbent here … They're incredibly expensive today and we have few of them on ships”

TBPN

Raytheon is the costly radar incumbent ripe for disruption as new entrants democratize phased arrays

RTXRTXSHORT@ $198.35

$211.24-6.50%

since call Apr 1

peak +0.9%

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