Core Viewpoint - The aerospace and defense sector is experiencing significant growth due to increased military spending globally, with the United States alone projected to spend $900 billion this year, marking an all-time high [2]. Group 1: Market Trends - Countries worldwide are arming and rearming at unprecedented levels, contributing to a secular tailwind for the aerospace and defense industry [2]. - The sector has seen remarkable performance this year, and this trend is expected to continue [2]. Group 2: Stock Analysis - L3 Harris is identified as having the weakest chart among the three stocks but has shown potential for catch-up to market leaders [3]. - General Dynamics is highlighted as a leader in the sector with a strong performance, showing consistent buying on dips and a target price of $375 before potentially dropping to $325 [4]. - RTX has demonstrated bullish action, bouncing off recent lows and maintaining momentum, with the RSI still in the high 60s, indicating it is not overbought yet [4][5]. Group 3: Investment Sentiment - There is a strong buying interest in these stocks, with buyers consistently entering on red days, indicating a bullish sentiment in a secular bull market [5]. - The momentum for RTX is building, suggesting it may be a good candidate for future investment [6].

All right, welcome back. The Josh Brown spotlight is so bright today that it is shining on three, not two, three stocks on his best stocks list. Tell us more.>> Yeah, and I'm going to try to keep this concise uh because I want to make sure we get to all three. Bottom line is this is a tailwind that's probably secular. Uh countries around the world are arming and rearming like we haven't seen in decades.The United States will spend $900 billion alone uh this year, which is an all-time high. Um and we've got ...

Core Viewpoint - Shopify is set to announce its Q3 2025 earnings on November 4, with the stock having increased nearly 575% from its 2022 lows, approaching its all-time high reached in 2021. The upcoming earnings report raises questions about whether to continue investing in Shopify or to reconsider due to high valuations [1]. Financial Performance - Consensus estimates for Shopify's upcoming earnings report suggest revenue of nearly $2.8 billion, indicating a 28% increase from the previous year [3]. - Analysts forecast a net income of $0.34 per share for Q3, representing a 26% increase year-over-year. The company has previously beaten estimates in three of the last four quarters, although it fell short in the fourth quarter of the previous year [3]. Industry Outlook - The long-term outlook for Shopify is positive, as it operates within a growing e-commerce sector projected to expand at a compound annual growth rate (CAGR) of 19% through 2030, potentially reaching over $83 trillion in size [4]. - Shopify is the leading e-commerce platform in the U.S. by the number of active websites and holds a 10% share of the global market, positioning it to capture significant growth in the industry [4]. Challenges - Despite the growth opportunities, Shopify faces challenges, including a previous stock decline of up to 87% during the 2022 bear market, which was partly due to an unsuccessful attempt to establish a capital-intensive logistics business [5][6]. - The current valuation metrics indicate potential vulnerability, with a P/E ratio of 96 and a price-to-sales (P/S) ratio of 22, suggesting that the stock price may be ahead of its fundamentals [6].

How would you explain in the last few days, the clients. Well, I would say very simply, it is to be expected that after a tremendous run up from the lows on April 8th that we're tested and then all of a sudden we came back very powerfully over the course of, I guess, the last three weeks or so. You can't go up every day.And we've got a great catalyst for for bears, skeptics and nervous investors to take profits without FOMO right now or fear of missing out myths of what's likely a secular bull market. Becau ...

Why don't we start with your word of the day. Uh my word of the day is myopic. And what do we mean by myopic.Investors are being too myopic and they're looking at the day-to-day headlines and not looking at the big picture. This market is trading at all-time highs and no one's really talking about that. Everyone's worried about oh the tariffs this and the next deadline that.Uh coal play concerts now we're worried about. But um to me it's it's the future. And I think the financials are the perfect thing beca ...