June 4, 2026
Permanent deterrence is turning into infrastructure spending
Why Lockheed keeps showing up in the most non-optional programs
First a note from InvestorPlace Media
Hi,
Every bank in America is now facing an imminent crisis.
One that could see trillions of dollars rush out of the traditional financial sector… and into a new store of wealth (not crypto).
Ultimately, this could trigger a collapse of the entire banking system.
The catalyst isn’t the war in Iran, rate cuts, or pumped-up AI stocks…
And not in the way you might think…
This has nothing to do with SpaceX… or his $61 million “monster” mortgages (he’s leveraged up to the gills)… or Tesla share buy backs…
This is to do with a new project he’s just launched that almost no one is talking about (except this one banking insider).
It’s a direct threat to every bank in America, including yours.
That’s because Elon’s beating old school bankers at their own game.
He’s offering a safe place for your money (up to $250,000) that pays 15X what normal banks do.
Better yet, Elon’s actions are also giving you the opportunity to make hundreds, even thousands of percent in the coming weeks and months…
That’s if you follow the simple move I’ve laid out for you (I’ve helped people get in on Palantir Technologies before it rose 1,200%… AMD before it soared 13,500%… And Nvidia well before it became the most valuable AI company on the planet)…
You can find all the details on my next money move here.
Regards,
Luke Lango
Senior Investment Analyst, InvestorPlace
P.S. The news is rife with stories about Elon.
How he’s launching satellites into space… how he’s letting AI companies use his supercomputer to train their AIs… his legal battle with OpenAI’s Sam Altman…
But this is the Elon story you WON’T see on the front pages.
That means two things: One, it will blindside most Americans – setting them on a losing path, possibly for years to come…
And two, if you act quickly, you have the chance to get on the right side of this and make a lot of money.
Just make this one move while there’s still time.
Permanent deterrence is turning into infrastructure spending
I keep coming back to the same uncomfortable thought: a lot of countries are no longer planning for “the next conflict.” They are planning for a world where deterrence is just always on.
And when deterrence is always on, you start spending like it is infrastructure. Hardened comms. More resilient space assets. Interceptors and sensors that work through jamming and spoofing. Redundancy on top of redundancy. Not glamorous. Very expensive. Very sticky.
Lockheed Martin (LMT) sits right in the middle of that.
Not because it is a “good story,” but because a lot of what they touch is basically non-optional once a government commits. The F-35 is the obvious example, and yes, it comes with its own headaches and politics. But it is also a coalition-scale platform with sustainment, upgrades, training, spares, software, the whole long tail. Once you are in, you are in.
Here’s the thing: the numbers back up the idea that demand is not fading just because the economy gets noisy.
5 Little-Known Stocks Behind Today’s Defense Tech Shift
Behind the headlines, a major transformation is underway.
Modern warfare is being driven by AI, autonomous systems, and next generation technology. A handful of lesser known companies are helping power this shift.
This report uncovers five stocks quietly playing a critical role in the future of defense.
Lockheed’s 2025 sales were about $75.0 billion, up roughly 6% year over year. Year-end backlog was about $193.6 billion, commonly rounded to $194 billion. Free cash flow for 2025 was about $6.9 billion. And for 2026, the company’s guidance calls for sales of roughly $77.5 to $80.0 billion and free cash flow of about $6.5 to $6.8 billion.
People talk about “backlog” like it is a scoreboard. I think of it more like reserved factory time. A place in line. In a constrained industrial world, that is the whole game.
Now, I am not pretending this is risk-free. Big programs slip. Contracts get renegotiated. Execution bites when you least want it to. And quarterly cash flow can swing around for reasons that have nothing to do with long-term demand.
Still, if your goal is a defense holding that is tied to long-cycle procurement and sustained modernization, LMT is hard to ignore. Worth a look. I’m watching whether 2026 stays on that guidance track and how much of that backlog actually turns into clean deliveries.
