smokeppb [he/him]
Lol there were liberal threads on surrounding this that had crazy posts that would leave you actually consider if this was an op if it were posted here.
It all comes full circle from 2016, beautiful. How Blue MAGA stopped worrying and learned to love the camps.
The comments sections always finds who to blame.
NVIDIA is great because it sits as the material base for AI and crypto both. Even if one scam runs out of steam, you still got the other. And I guess they also have gaming and other stuff too.
I think Marx would have done well as a crypto influencer, at least in the early days when it was all still mostly nerds. Guy like him knowing the ins n outs of capital would know to milk these dorks for all the money they’re worth.
Yeah that’s true these companies don’t just get hype when a war starts, they get hype for promise of future profit. End of Afghanistan -> Ukraine for example had a 1 year gap, and a lot of these companies seemed flat for that time period. Well, not GD, you can see the story of the whole war with them. War begins -> small spike in price -> Biden says no F-16s or other too powerful weaponry to Ukraine -> that spike goes away -> slow increase in price as these promises to limit the scope of the war fade.
Since it’s been one year on since the Gaza War started, I decided to look at some defense stocks to see how profitable the genocide machine has actually been. Overall, it seems pretty profitable for the companies with relevant weapons and supplies for the war at this stage, but if I was a vampire capitalist and just threw my money into defense as soon as I thought war demand was coming I’d be pretty disappointed at the outcome so far. One year in NVIDIA outperforms all of them by a ton, and the S&P 500 keeps pace in the middle of the pack.
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Raytheon (+70.05% 1 YR) is the best performer by far. It makes sense since the Iron Dome missiles are made by them. They are making a whole new facility in Arkansas for the purpose of making more of these things that won’t be online until 2025, apparently. Whose to say whether the entity known as Israel will even last that long but hey, that just means money in Raytheon’s pockets.
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Caterpillar (+47.03% 1 YR) a construction company that makes bulldozers for the IOF, so it’s part of the genocide machine obvs. Recently they’ve been downgraded by Morgan Stanley so we’ll see if this keeps up.
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L3Harris Technologies (+39.97% 1 YR) military helicopters and aircraft electronics. Great year for them, Oct 7 represents the bottom of a 2 year losing streak for them.
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Lockheed Martin (+38.14% 1 YR) has a sudden jolt right around the time the US authorized the production of more F-35s. It also happens to be the week where Netanyahu visited the US Congress. Below I have a photo of other companies that have a little jolt around that time as well.
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General Dynamics (+23.92% 1 YR) naval and communications. The stock seems to have been doing well before Oct 7 though so IDK.
And some losers…
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Boeing (-19.49% 1 YR) you know why. But you could have sold when the news was still breaking and done well for yourself.
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Elbit Systems (-0.56% 1 YR) they make drones and they made the Gaza wall defense towers that got owned on Oct 7. Israel doesn’t care for defending its citizens right now because genocide but they seem to be pivoting towards the genocide business judging by the swing towards profitability recently.
“Effective immediately, disaster-wide – cease inspections today and return to your hotels,” an alert from Vanguard Inspection Services read on Saturday. “FEMA received news that the Title 10 (active military unit deployed to NC) came across some trucks of militia units who said they were out hunting FEMA personnel.”
