Behind closed doors...
What are 3 American companies doing in the Pentagon's crosshairs? $LMT $BA $PLTR
Lockheed, Boeing, and Palantir: what's happening behind the Pentagon's closed doors?
Unusual rumors are circulating in Washington's corridors.
Pentagon officials are considering an unusual move:
Taking direct equity positions in major defense contractors – Lockheed Martin ($LMT), Boeing ($BA), and even Palantir ($PLTR), which specializes in intelligence analysis for the government.
What's happening here?
1. This is an unusual step: the U.S. government usually contracts through agreements, not through direct holdings in the companies themselves.
2. These three companies are at the heart of the American defense apparatus:
Lockheed: manufacturer of the F-35 and advanced systems.
Boeing: not just civilian aircraft, but also missile systems and satellites...
Palantir: the "eyes" of intelligence, with smart data platforms.
We wonder:
Does the Pentagon want to tie itself directly to these companies to ensure long-term governmental and strategic control?
And what are the implications, if the move indeed happens?
We are following; we will update.