$BA · 海外大V持仓追踪

$BA 现在是什么情况？

最近有人说了 $BA 什么？

下面是最近 6 条提及 $BA 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 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
  Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines $NORBT - Wideband Multibeam Sonars $HII - REMUS 100, 300, and 600 for mine clearance operations. $GD - Bluefin Robotics Knifefish UUV for buried mines in cluttered underwater $BA - Archerfish, an autonomous, expendable mine neutralizer $SAABF - Sea Wasp for navigate up to naval mines and IEDs and place explosive charges next to them $TDY - Gavia AUV for minehunting, SeaBotix ROVs, and the high-end RESON sonars $NSANY - Synthetic Aperture Sonar $NOC - AN/AQS-24B/C for minehunting
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• 2026-03-10中性原文
  @FairValueHunter Unfortunately, my field of expertise is not in sonar and underwater mine detection. I'm just publishing some stuff in all the names I find since this is new news. But generally, the larger the name like $BA (LSE) BAE Systems (not Boeing) or $GD less pure play it is
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• 2026-03-10中性原文
  @christianoboria Yep you're right. I messed up $BA LSE ticker with $BA Boeing.
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• 2026-01-13中性原文
  Urgent: US Government: “Leave Iran Now”. This implies direct US intervention. The last event was with GBU-57A/B MOPs. Here’s how to profit off US invading Iran. Department of War stocks: $OSS - Edge AI $AVAV - Drone Strikes $BA, $NOC, $RTX - Bunker Bombs $KTOS - Valkyries for drawing enemy fire, jam radars, and lead F-35s and B-21s It’s pretty simple. Especially following US invasion of Venezuela. There’s likely a lot of market volatility but the largest beneficiaries are pure play War verticals.
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• 2026-01-03中性原文
  US has now invaded Venezuela. Everyone is probably wondering the same thing: How do you profit off the situation? 1. Heavy Sour, Ammonia, and Nitrogen Fertilizers disruption ( $CF , $CVE). These are Venezuela's biggest exports. Most people will buy generic oil ETFs or light sweet crude producers. This is inefficient because light oil is not a perfect substitute for heavy oil in complex refineries. If Caribbean ammonia is stranded, the global price of nitrogen spikes. The biggest beneficiary is a US-domestic producer that uses cheap US natural gas and doesn't rely on Caribbean shipping lanes 2. Dirty Crude Processing ( $VLO ) - If competitors are starved of Venezuelan oil, Valero’s ability to source heavy crude from diverse locations (and its leverage to diesel margins) makes it resilient. 3. Naval Warfare ( $LDOS) - While retail investors buy Lockheed Martin (F-35s), the operations in the Caribbean focuses on maritime surveillance, warfare, and autonomous patrolling to enforce blockades without risking US personnel. Companies like Leidos provide these tpyes of naval tech. 4. Defense and aerospace from $AVAV to $HII and $LHX also benefit. - $AVAV recently unveiled the Red Dragon and updated Switchblade 600 variants specifically for maritime operations - $LHX provides the sensors and communications gear that link the drones ($AVAV) to the ships ($HII) and the jets ($BA). - A blockade requires significant maritime surveillance and naval assets, which benefits shipbuilders ( $HII ) 5. Direct Suppliers of recent military operation: - F/A-18E/F Super Hornet from $BA (Precision strikes on Caracas) - B-1B Lancer from $BA - UAS (Drone), MQ-9 Reaper - $RTX (MTS-B Sensors), $HON Honeywell for the Engine - Tomahawk (TLAM), $RTX So far: $AVAV - 5.91%+ $BA - 4.91% $LHX - 3.72% $CF - 3.61%+ $CVE - 3.61%+ $HII - +2.85% $RTX - 2.1% $VLO - 1.55%+ $LDOS - 1.7%+ $HON - .4%+
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