Rich Smith

I cover America's best defense and aerospace stocks, and invest in them. You can too.

Ready to start? Join the free Defense News Guru newsletter below. ⬇️

[Rich Smith @RichSmithFool]

The #SpaceX initial public offering will be a smashing success in 2026 -- and also smashingly overpriced. Here's what an investor needs to know about the year's hottest #IPO:

https://t.co/9OsAzSrXHo

[Rich Smith @RichSmithFool]

Today at #DOD, $AVAV books a $117M drone contract.
https://t.co/lXvUiBlhux

[Rich Smith @RichSmithFool]

@cdrsalamander Brrt.

[Rich Smith @RichSmithFool]

@sarahsalviander That’s a gorgeous cover Sarah. A credit to the subject matter.

[Rich Smith @RichSmithFool]

Today at #DOD, $GD, $HII, $LDOS, others win parts in a $350M USN cybersecurity and ISR contract.
https://t.co/241YXcs2xY

[Rich Smith @RichSmithFool]

@athiestboi There is nothing new under the sun.

[Rich Smith @RichSmithFool]

Friday at #DOD, $VSAT and SES subsidiary Intelsat win $437.7M Space Force contract.
https://t.co/fx4IDa8K4A

[Rich Smith @RichSmithFool]

@ToddWenning Daughter No. 2 will be a Bearcat in August.

[Rich Smith @RichSmithFool]

@ToddWenning Cincinnati, right?

[Rich Smith @RichSmithFool]

@sarahsalviander But now we have China to scare us.

[Rich Smith @RichSmithFool]

@sarahsalviander NdGT made a good case in Accessory to War that the real reason was because we lacked a rival after the USSR dropped out of the moon race.
Absent the fear of a competitor doing something "up there" that we wouldn't like, the taxpayers simply wouldn't pay the cost anymore.

[Rich Smith @RichSmithFool]

@TMFAssociates Pretty clever in a diabolical way. Claim profitability, created by stock options, with the effect of making those options even MORE valuable to the employees.

[Rich Smith @RichSmithFool]

Today at #DOD, $BA lands $648M in foreign military orders for new aircraft.
https://t.co/3E6uBNtTfP

[Rich Smith @RichSmithFool]

@w_bitterman If you’ve got 40 or so hours to spare, @MikeWingerii did a whole series on these kinds of questions.

[Rich Smith @RichSmithFool]

Today at #DOD, $LMT wins $879M for F-35 weapons systems.
https://t.co/0cbtHYNoiN

[Rich Smith @RichSmithFool]

https://t.co/WLVBMzEyKx

[Rich Smith @RichSmithFool]

$LMT's $1 trillion F-35 program got $1B bigger today.

[Rich Smith @RichSmithFool]

@lukas_m_ziegler Who has what market share here? Who are the major players presently, and where does @geckorobotics place?

[Rich Smith @RichSmithFool]

@Osinttechnical @cdrsalamander note "front" not "flank." :)

[Rich Smith @RichSmithFool]

@SteveHallSEO @sarahsalviander @SamsBulldog As I recall, 380,000 years of trapped photons, then released, then ~100 million-plus years until star formation begins.

[Rich Smith @RichSmithFool]

@sarahsalviander @SamsBulldog @SteveHallSEO And there was light long before star formation.