Defense Stocks Aren’t Buying The Peace

The S&P 500 gapped down and closed down. Then it gapped right back up the next session.

The headlines flipped from attack to peace deal in a matter of hours.

Blake Young ignored the noise. He tracked where the capital actually moved.

It moved into defense contractors.

That rotation tells a story. Traders do not load up on military contracts when they believe peace is locked in.

Industrials finished as the strongest sector on the board. They pushed higher by 2.96%.

Blake reads that as a sign of stability rather than speculation. The money is flowing into hard assets, not headlines.

Some cash crept back into chips like Micron and Intel. The AI names stayed muted. Oracle stayed down 10% on negative free cash flow.

Blake’s rule is simple. We do not chase the higher flyers. We trade into the cleaner trends.

Tonight’s video breaks down the exact setups he is using:

  • Boeing ran 5% in a single day. Blake still found a way in. He sold the 210 put for $4.45, a 3% cushion while he targets a move toward 244.
  • RTX triggered a bullish cluster near 175. It now trades at 183. Blake sees room toward 196, even 200. His 175 call spread costs $8.13 for $15 of width.
  • Lockheed Martin cleared every recent high in one move. The gap target sits at 555. Blake maps the next leg toward 590, roughly a 10% climb.

For traders who want safety over speed, Blake laid out the dividend side too.

He is selling puts on NextEra at 85 for 2.5% over 30 days. Assignment drops his cost basis to 83. Then the 2.92% dividend takes over.

Pfizer is the standout. It pays a 6.5% yield.

Blake stacks put premium, the dividend, and covered calls. The math sets up near 18% a year on a stock most people ignore.

The swings from attack to truce will keep rattling this tape. Blake is not chasing any of it.

He is collecting premium while he waits for the real signal.

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