AMERICANMADE
Elon Musk on His New Invention: “An Infinite Money Glitch.”
Take a look at Elon Musk’s new patent below…
Because it protects a new invention that could rewrite the future of wealth forever.
I’m talking about a radical new form of AI I call “M.A.G.I.”
One so revolutionary that Elon called it an “infinite money glitch.”
Click here to see the details because he believes this is a once-in-a-generation opportunity to create wealth on a scale most people can’t even comprehend.
What’s the upside potential here?
I know this is going to sound crazy…
But Elon is projecting growth of over 7,000,000%.
Let that sink in.
That’s enough to turn $100 into more than $7 million.
This sounds absolutely insane.
But then again… everything Elon has ever done sounded insane at first.
Self-driving cars.
Reusable rockets that land themselves.
Brain chips that let paralyzed people control computers with their minds.
Crazy ideas.
But he turned them into trillion-dollar realities.
So here’s the real question…
Will you watch Elon build another empire from the sidelines…
Or will you finally position yourself to potentially become one of the winners in his next trillion-dollar revolution?
Click here to get the details because I believe Elon will flip the switch on this new invention by the end of this month.
We’ve built the defense industrial base piece by piece in this newsletter. BWXT makes the reactors. General Dynamics makes the submarines. Huntington Ingalls makes the carriers. Howmet makes the jet engine components. Today we reach the top of the pyramid: the prime contractor that ties it all together.
Lockheed Martin is the largest defense contractor in the world. It builds the F-35 Lightning II — the fighter jet that generates about a quarter of its revenue. It makes THAAD missile interceptors, HIMARS rocket systems, and GMLRS guided rockets. It builds Aegis combat systems, Black Hawk and S-92 helicopters through Sikorsky, and satellites through its Space division. Its products are on land, at sea, in the air, and in orbit.
And it just had a blowout quarter. The stock popped 10% in a single day. Here’s why.
Q2 revenue hit $20.1 billion, up 11% year over year. Adjusted EPS came in at $7.94, well above the $7.23 consensus. Growth was broad-based across Aeronautics, Missiles & Fire Control, Rotary & Mission Systems, and Space. Operating cash flow was $3.2 billion.
But the backlog is the headline. Lockheed booked $65 billion in new orders in a single quarter — including a $35 billion multi-year THAAD interceptor agreement with the Missile Defense Agency. Total backlog reached a record $230 billion, up from $193 billion at the end of 2025. That’s nearly three years of revenue locked in.
Management raised full-year guidance across the board. Revenue is now guided to $79.75–$81.75 billion. EPS to $29.95–$30.65. Free cash flow to $7.0–$7.2 billion. CEO Jim Taiclet cited a “higher trajectory” for the business.
The driver is global rearmament. Conflicts from Ukraine to the Middle East have drained Pentagon stockpiles. Interceptors, missiles, and munitions all need replenishing. The administration has proposed a record $1.5 trillion defense budget for fiscal 2027. And Lockheed’s Missiles & Fire Control segment — THAAD, HIMARS, GMLRS — sits right at the center of that demand with an $87 billion segment backlog.
The F-35 is the connective thread of this whole series. Its titanium structures come from Howmet, which we covered in May. Its engine relies on specialty alloys and precision castings from the same aerospace supply chain we’ve traced for weeks. When Lockheed builds a fighter jet, it pulls from hundreds of American suppliers — the exact companies this newsletter exists to document.
One nuance on the earnings: the 400% year-over-year profit jump is flattered by easy comps. Lockheed absorbed $1.6 billion in program losses in Q2 2025, which depressed the year-ago base. The underlying growth is real but not as explosive as the headline number suggests.
The bull case is visibility and demand. A $230 billion backlog gives Lockheed years of locked-in revenue. The rearmament cycle is global and bipartisan. The proposed $1.5 trillion defense budget would lift every segment. And at roughly $540 a share and about 18 times forward earnings, Lockheed trades at a discount to RTX, which fetches 30 times. For a company with this backlog and a solid dividend, that’s reasonable.
The bear case is execution risk. Lockheed absorbed $1.6 billion in program losses last year on fixed-price development contracts. Those can recur. The F-35 program faces cost scrutiny and delivery delays. Defense budgets, while high now, are subject to political shifts. And the stock has already run up 44% over three months into these results.
Here’s the closing thought. This newsletter has traced the American defense industrial base from the reactor to the submarine to the carrier to the jet. Lockheed sits at the apex. It doesn’t just build weapons — it integrates the output of thousands of American manufacturers into the most advanced military systems on Earth. When you buy Lockheed, you’re buying the whole supply chain we’ve spent months documenting. That’s the bet.