📈 SigmaTrader Blog

 If you are looking for US Aerospace & Defense Stocks to invest in then let’s compare Lockheed Martin (LMT), RTX Corporation (RTX), General Dynamics (GD), General Electric (GE), and Boeing (BA) from an investment perspective, focusing on: Core business & products Defense exposure Stability & financial health Growth prospects Valuation and dividends 🔹 1. Lockheed Martin ( LMT ) Core Business : Pure-play defense contractor — fighter jets (F-35), missiles, helicopters (Sikorsky), space systems. Defense Exposure : ~96% of revenue comes from the U.S. Department of Defense and allied governments. Stability : Very stable, heavily backed by multi-year government contracts. Growth : Moderate growth; mostly in line with defense budgets. Dividend : Strong dividend (~2.7%), with decades of increases. Valuation : Often seen as fairly valued or slightly undervalued in uncertain times. Risks : Dependent on U.S. defense budget; limited commercial exposure. ✅ Best for cons...

🏗️ AI Hardware Supply Chain Explained — Like Building a Skyscraper AI is everywhere , but few people understand how the powerful machines behind it are actually built. Who makes the chips? Who builds the servers? Who runs the AI infrastructure? To make it simple, let’s imagine the AI hardware industry as a giant skyscraper project — from architects to construction crews , all the way to property managers who operate the final building. 📌 Check out this visual infographic 👇 🧠 0 & 1. Architects — Who Designs the Brains? Some companies design their own chips for internal use, while others design chips to sell. 🧠 Nvidia , AMD , Intel : Design chips for AI (GPUs, CPUs) and sell them. 🧠 Google , Apple , Tesla : Design their own chips for in-house products (like TPUs or car chips). These "architects" send their designs to companies that can actually build the silicon. 🏗️ 2. Construction Crew — Who Manufactures the ...