$RTX · 海外大V持仓追踪

$RTX 现在是什么情况？

最近有人说了 $RTX 什么？

下面是最近 8 条提及 $RTX 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-23中性原文
  Markets are kinda realizing US Gov is heavily backing $SIVE as you can see with direct US CHIPS Act funding. Since you see Sivers in $YSS Golden Dome supply chains (from allspace), and $RTX defense supply chains (chips act). But yeah Ericsson and SIvers are probably the two more noticable ones benefiting from US x Sweden tech MOU.
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• 2026-05-05中性原文
  Just a recap of recent information discovery + likely mapping with $SIVE: -> $JBL 1.6T -> Lightmatter -> Ayar -> $MRVL Celestial -> Lightelligence -> $POET -> $GFS ecosystem -> $AMD CPO -> O-Net / Enablence -> $AAPL Silicon Photonics _ -> $YSS Golden Dome/DoD -> $RTX / $ERIC (Space) -> Bae Systems -> $AEVA With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META. With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu. On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B. And Sivers happens to be the bleeding edge for CPO (also starting from 0). This is definitely high-beta and volatile. But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year. This is just extremely early on (H1) before the CPO supercycle starts H2 2026.
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• 2026-05-01中性原文
  As for 3x brrrs these levels: 1. $SIVE 2. MSSCORP (6830) 3. Auros (322310) Are my best guesses. Here's my thought process: 1. $SIVE: I genuinely do see them being $10B+ next year, they're the literal bleeding edge for CPO lasers alongside $LITE and $COHR. At a $1.3B MC... For likely mapping: Photonics: $AMD CPO, $MRVL Celestial CPO, $JBL 1.6T, Lightmatter, Ayar, ALChip, GUC, O-Net (ELS), $POET. For Space + Defense: Golden Dome via $YSS, $RTX / $ERIC / Bae Systems. Silicon Photonics: $AAPL (Apple Watches). This is just a stupid amount of customers and it's still increasing. They can always TAM expansion downstream through IP acquisitions or vertically integrate to speedrun $LITE's $60B MC one day once they get more funding. 2. MSSCORP (6830): CPO monopoly over inspection at ~$1.2B. 100% monopoly over CPO yields, $TSM, $AMAT, $NVDA, $LCRX, $INTC, and others are all likely customers. "The company’s goal is to seize a 90 percent share of the CPO inspection market" This basically means 100%, they just don't want antitrust. If they defend their monopoly and CPO ramps, can easily see this worth ~$5B-$9B from $1.2B 3. Auros (322310): Samsung / SK Hynix supplier at ~$210M for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (either Samsung/Sk hynix), targets mass supply this year. They've been developing for the past decade, only to volume ramp two products from years of qualification H2 this year. Seems extremely likely to 3x to $630M if they switch to volume ramp, feels like an undiscovered gem in the Korean market? Of course, not sure how they play out and this is all speculative but high confidence supply chain mapping. But off the top of my head these three that I own are the most likely ones at this level.
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• 2026-04-29中性原文
  Hint... $SIVE CHIPS Act round 2 incoming soon (consistent with the CHIPS Act renewal cycle) The U.S. government doesn't just give out funding to random $1B Swedish companies. It's highly unusual. And there's probably something markets are missing. Since they got funding for: -> $RTX and $ERIC Beamformers (space/telecom). -> BAE Systems for STAR duplex arrays (radar jamming during electronic warfare) Defense Primes are likely using Sivers microchip IP to build the final products with this. As for the final products... What other space + military contractor applications are there involving LEO satellites? And I think you can guess. The defense primes aren't trying to play Taylor Swift Youtube videos in space... But the commercial spinoff can also be used for SpaceX/Amazon LEO Kuiper type applications. Regardless, you have the side of the AI photonics story, which is the core growth vertical. I'm most excited for photonics... but you also happen to get a company backed with U.S. CHIPS ACT embedded in Raytheon and BAE Systems for whatever black magic they want to do in Space. Just nobody knows exact timeline + applications because due to the nature of CHIPS ACT defense contracts. But it might appear randomly in financial statements down the road.
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• 2026-03-31看多原文
  Or... instead of spending billions on "cheaper missiles". Since blowing $3-4M Patriots to down cheap drones isn't working. We start to do more research and deploy Energy Directed Weapons like $LASR and HPM? With HEL (High Energy Lasers): It's a beam of light... pew pew. $3.50 per shot. With HPM (High Powered Microwaves) - It's a cone of energy for drone swarms. Maybe ~$0.05 per burst? Ammo is basically free and infinite. Even though $LMT and $RTX are developing these too... it's like we just keep buying expensive missiles to line their pockets at this point. More funding around this infinite ammo new tech, instead used for all those missiles... Probably could have made energy weapons better by now (eg. fixing problems with dwell time, weather changes, range, power). Firing billions of dollars of missiles at cheap drones clearly is not sustainable for extended conflicts in Iran.
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• 2026-03-24中性原文
  If you didn't know by now $SIVE is important to US national security via CHIPS act. But especially, as the light source for hyperscaler AI supply chains. They got two CHIPS acts grants ~$11.6M so far: 1. FR3 beamformer ICs with $ERIC and Raytheon $RTX. 2. EW Tech with $BA (LSE) BAE Systems With more coming funding from CHIPS in 2026 hinted by the CEO. Small caps almost never get this sort of support from the US government. You have a company sitting at $330M: That's critical to US National Security for their Semi arm. and Critical to Hyperscaler supply chains ( $MSFT, $META, $AMZN, $ORCL, etc) for Photonics through $MRVL Celestial, Ayar, Jabil, ONet, and others... The main question regarding scale vs. capex is now answered by Win Semi partnership. And the question regarding "CPO waiting" opportunity cost is now answered by the Jabil 1.6T pluggable ramp from OFC. $SIVE of the most unknown gems in the photonics space and I personally think this company should be $2B+ today.
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• 2026-03-10中性原文
  @barbell_ideas Yeah just double checked $CODA gross margins are 66.5% to 67.6%, which is extremely high for the industry. Defense contractors like $GD or $RTX typically range around 10-20%.
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• 2026-03-02中性原文
  $LASR Energy Directed Weapons from the Iron Beam. Is probably the single largest beneficiary and validation from the US / Israel vs. Iran conflict. Hezbollah Fired Rockets into Israel. -> $LASR (Nlight) laser engine inside of Rafael's Iron Beam shot them down. It's absolutely wild to see it in action. Lot of defense funds will now probably be pouring into Energy Directed Weapons in the near future given validation just now. Especially to zap down hypersonic missiles with the HELSI initiative. There's a few large player exposure like $DRS or $RTX but there's only one $3.1B MC pure-play energy directed weapons stock. Which also happens to be a known critical supplier for the Iron Beam. Ended up taking positions in $LASR at $3B MC.
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