1-click starter watchlist pairing prime missile-defense & aerospace backlog leaders with autonomous defense software and proliferated LEO space launch/satellite contractors.
Grounded directly in USASpending.gov obligated DoD awards, SDA Tranche 2 contracts, and 10-K RPO disclosures.
2nd-Order Play:71% Crowd Odds of Tighter BIS Semiconductor Export Rules → Rotate Into Domestic Defense AI & US-Domiciled Fab Automation
2nd-Order Play:85% Crowd Odds of Record Autonomous Defense & Missile Procurement → Long DoD AI Operating Systems & Tactical Propulsion Primes
Lockheed Martin (LMT), RTX, and Northrop Grumman (NOC) Form 10-K filings report combined multi-hundred-billion-dollar funded and unfunded defense backlogs across munitions, radar, and strategic deterrence.
Balances steady cash-returning primes replenishing NATO/allied munitions stockpiles (LMT, RTX, NOC) against faster-growing DoD software C2 (PLTR) and responsive space transport (RKLB).
Always verify obligated task-order dollars on USASpending.gov rather than press-release IDIQ ceiling maximums.
Congressional budget stalemates delay new-start awards, while fixed-price aerospace development contracts can force multi-hundred-million-dollar GAAP charges if supply-chain labor costs overrun bids.
DoD outlay growth stalling under prolonged Continuing Resolution or fixed-price EAC charges.
Follow this Starter Kit to monitor LMT, RTX, PLTR, RKLB, and NOC contract obligations.
| Symbol | Status | Setup Structure | Spot | Trigger | Invalidation | Pre-Published Rule / Audit Note |
|---|---|---|---|---|---|---|
| PLTR | DEVELOPING | Post-Gap High-Tight Consolidation | $184.11 | $203.29 | $179.72 | Daily RTH close >= $203.29 above 10-day post-earnings flag high. |
Published Theme Starter Kit (#52) for Defense Modernization & Space Procurement.
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