Peace talk of the Russia/Ukraine war has been heard for more than a year, roughly before the General Election of 2024. Today is already the 1378th day of the war. Basically, Russia called it a special military action and Europe called it an invasion, both of them said it is not a war. So, who is benefitted? Just take out the 3-year chart of LMT, RTX and NOC, thus you can get the answer easily.
Reading the report of top 100 arms production companies is very interesting, somewhat similar to ranking of top 100 universities, that is nearly half of them are from US, and another half are shared by the rest of the world. But one country cannot be neglected, that is UK. Even on the whole still cannot compare with US, but some individual university and arm production companies should put an eye on it seriously. No need to say, the top 100 market capitalization or technology companies are roughly the same, nearly half of them are from US. Actually, US is not a single country, it is a combination of all countries. Now Donald Trump wants to tighten the law for immigration, that is to prevent talented people moving in. Some people say he is digging a grave for US.
Among the military stocks, BA is the one that disappointed a lot of fans. It is not just an aviation stock for civil planes, but also a stock showing the travel industry, and also for Artemis Mars Landing project, and also a military stock. Don’t say tariff has no effect, the cash flow of BA is now thus affected. But the AI suggested to choose others in this stage, even if when under the 250-SMA is quite cheap for buying.
One thing I want to point out, why the Japanese Prime Minister can win the name of Iron Lady? During the recent diplomatic conflict with China, she had not shout in the air together with those Chinese officials, action shown at once. She deployed the Type 03 Chu-SAM missile to Yunaguni, it is a medium-range surface-to-air missile system for defensive purpose. Few people know that the west most territory of Japan Yunaguni is near Taiwan, just 110 km away, it belongs to Okinawa Prefecture (refer to page 4).
Even the distance is 110 km, the coverage of 03 Chu-SAM is just 50 km, so the Chat GPT said it is a political deterrence, it is partially correct only. The AI had not detected what the Jia Shan Airbase in Taiwan is. It is not a normal airbase. It is an airbase under the mountain with taxiway linking the main runway of the airbase. The capacity is for 200 fighters, while other details kept secret (cannot deploy F-16). The door is in the weight of 8 tons and can open in 60 seconds. It is using the The New Austrian Tunneling method to dig the tunnel. Anyway, when fighter planes climb up, it will be quite near the Yunaguni, and their protection has actual effect. The AI just treated Jia Shan as a normal airbase. O my God! Hopefully in the future the super-AI can aware more or else people need not to rely on them.
Type 03 Chu-SAM missile is manufactured by Mitsubishi Heavy Industries. In World War II, it made a lot of famous warships. Nowadays, it is also famous for lifts and escalators. A lot of large shopping malls in Aisa are proud of using their escalators and lifts.
Anyway, during the correction of the market, a lot of stocks want to buy, but capital is quite limited, please make a wise decision after serious research.