To The Moon

🎆 $Lockheed Martin(LMT)$  , $Coinbase Global, Inc.(COIN)$  , $Palantir Technologies Inc.(PLTR)$   back America 250 Parade—patriot play or political noise?

A nonprofit tapped by Congress to fund the U.S. 250th-anniversary bash just announced corporate sponsors: Lockheed Martin (LMT), Coinbase (COIN), Palantir (PLTR), Oracle ($Oracle(ORCL)$ ), Amazon ($Amazon.com(AMZN)$  ) and more. With Trump praising the line-up on social media, some traders are dubbing them “Trump-endorsed stocks.”

Why this matters for investors

Flag-waving optics – Defense-tech tie-ins could strengthen LMT & PLTR’s lobbying clout if a GOP win boosts military budgets.

Crypto meets Main Street – COIN’s sponsorship nudges stable-coin/payments talk into prime-time TV during the parade—cheap brand lift ahead of any GENIUS Act vote.

Public–private playbook – Oracle & Amazon already run giant federal-cloud contracts; patriotic marketing reinforces their “national infrastructure” narrative.

Ticker quick-hits

LMT – Backlog > US$160 B, 2.6 % dividend. Every US$10 B DoD boost adds ≈US$50 to fair value.

PLTR – Gov’t revenue still 55 % of total; a defense-friendly admin would re-accelerate growth toward 25 %+.

COIN – Regulatory overhang remains, but national spotlight + potential stable-coin law = sentiment tailwind.

AMZN & ORCL – Parade nod is minor, but GovCloud momentum is real; keep on radar for October budget cycle.

How I'd trade the “patriot basket”

1. Long LMT into Q3 defense-spending votes; trail stop at 440.

2. Spec swing COIN on GENIUS-Act headlines—use tight stops, it’s volatile.

3. Pick-and-mix LEAPS on PLTR if you believe in a second Trump term + AI-driven intel budgets.

Risks to weigh

Parade buzz fades; fundamentals rule the day.

Election polls swing blue—defense & crypto sentiment cools.

Regulatory clampdown on crypto outpaces legislative tailwinds.!