Reddit Is Sleeping On $NOC and $LHX While the Pentagon Writes $200 Billion Checks

While WSB was busy dunking on some poor soul who dropped $60,000 on a Disney timeshare (Graham Stephan's YouTube comment section remains undefeated), the actual money-printing thesis of the week was hiding in plain sight: defense spending is going absolutely nuclear. We're talking a $1 trillion 2026 budget, a $153 billion reconciliation kicker, a potential $1.5 trillion 2027 ask, and now a $200 billion Iran war supplemental being vetted by the OMB. That's not a budget — that's a vibe check on the entire global order.

Reddit's r/investing and r/SecurityAnalysis threads are heating up around the missile supply chain specifically. Bloomberg's defense analyst flagged that PAC-3 missile production is ramping from 600 to 2,000 units per year over seven years — that's a story with legs longer than a 45-year Disney timeshare contract. $RTX and $NOC are sitting on HOLDs from the sell-side, but the sentiment gap between analyst caution and Reddit conviction is widening fast. Meanwhile, oilfield services names like $BKR popped 5.6% and $SLB jumped 5.5% in a single session as the Strait of Hormuz drama turned every tanker captain into a hostage negotiator.

The macro backdrop isn't subtle: Brent near $110/barrel, PPI already hot at 3.4% annually before the energy shock is even baked in, mortgage rates at a 3-month high of 6.22%, and a Fed that's essentially a spectator at its own game. Fundstrat notes fear is genuinely being priced into risk markets with put delta positioning near historical extremes — which is either a screaming contrarian buy setup or the last peaceful moment before things get loud. Reddit tends to find out which one it is the hard way.