Sitting here in Houston at 10:40, scrolling news Pentagon confirms Lockheed Martin landed a $328M Taiwan contract. Not huge, but defense money is still flowing and it feels like a hint where big players might be putting cash early 2026. I’ve only got a small position, not chasing spikes, but watching volume and big-money moves; if it dips, I might add. Tech is wild semiconductors and AI everywhere but I’m sticking to real signals: contracts, earnings previews, geopolitics. What do y’all think? Just noise, or a reason LMT and other defense names are worth watching? Drop your thoughts and positions.