Lockheed Martin
$91.81
last price
-2.57%
session
$599B
market cap
79
highest conviction
It earns weight in more than one thesis — for different reasons.
Conviction answers one question: if the claim turns out to be true, how directly does this name benefit? The score sets the size, and the formula is published.
Rearmament
79/100The largest incumbent; slowest to change, hardest to displace.
Defence spending rises structurally, and the money moves toward attritable, software-defined systems.
Build this bookOrbital logistics
64/100Space revenue attached to a business that survives a slow decade.
Launch becomes cheap and routine enough that orbit turns into infrastructure rather than an event.
Build this bookPrototype figures. The price, session move, market cap and chart above are generated deterministically from the ticker text. They are not live quotes. The conviction scores and written reasons are real editorial judgements, described on the methodology page.