Truth Social post of October 29, 2025
PostStatementPublished 25/10/29Open the original
Summary
President Trump says the US has more nuclear weapons than any other country and has instructed the Department of War to resume nuclear weapons testing on an equal basis in response to other countries' testing programs.
By industry
- Defense1 trading day−0.9%p15 stocks5 trading days+0.7%p15 stocks20 trading days−3.8%p15 stocks
Day by day after the announcement
| Day | Defense stocks | S&P 500 |
|---|---|---|
| 25/10/28 | 0.0% | 0.0% |
| 25/10/29 | −1.0% | −0.1% |
| 25/10/30 | −1.1% | −0.5% |
| 25/10/31 | −0.1% | −0.8% |
| 25/11/03 | −0.6% | −0.7% |
| 25/11/04 | −1.1% | −1.8% |
| 25/11/05 | −2.2% | −1.4% |
| 25/11/06 | −3.6% | −2.3% |
| 25/11/07 | −2.6% | −2.2% |
| 25/11/10 | −2.1% | −0.8% |
| 25/11/11 | −2.1% | −0.6% |
| 25/11/12 | −2.9% | −0.6% |
| 25/11/13 | −4.9% | −2.1% |
| 25/11/14 | −4.9% | −2.1% |
| 25/11/17 | −6.0% | −3.1% |
| 25/11/18 | −6.0% | −4.0% |
| 25/11/19 | −6.4% | −3.0% |
| 25/11/20 | −7.6% | −5.1% |
| 25/11/21 | −7.4% | −4.0% |
| 25/11/24 | −6.8% | −2.6% |
| 25/11/25 | −5.6% | −1.8% |
Korean stocks in these industries
- Hanwha Aerospace 012450
- Korea Aerospace Industries 047810
- LIG Defense & Aerospace 079550
- Hyundai Rotem 064350
Trades in these industries around the announcement
Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.
- Horacio Rozanski
BuyBooz Allen Hamilton Holding
BuyBooz Allen Hamilton Holding
BAH
$2M
23,800 sh
$2M
Filed 25/10/30
Traded 25/10/30
- Dana S. Deasy
BuyBoeing
BuyBoeing
BA
$99.1K
554 sh
$99.1K
Filed 25/11/25
Traded 25/11/24
- Neil G. Mitchill Jr.
SellRTX
SellRTX
RTX
$873.5K
4,849 sh
$873.5K
Filed 25/10/28
Traded 25/10/24
- Christopher T. Calio
SellRTX
SellRTX
RTX
$858.3K
4,813 sh
$858.3K
Filed 25/10/29
Traded 25/10/27
- Jana Partners Management
SellMercury Systems
SellMercury Systems
MRCY
$75.5M
1,000,000 sh
$75.5M
Filed 25/11/10
Traded 25/11/06
- Srinivas Attili
BuyScience Applications International
BuyScience Applications International
SAIC
$9,735
100 sh
$9,735
Filed 25/10/14
Traded 25/10/10
- Frank A. St John
SellLockheed Martin
SellLockheed Martin
LMT
$2.3M
4,703 sh
$2.3M
Filed 25/10/27
Traded 25/10/23
- Frank A. St John
SellLockheed Martin
SellLockheed Martin
LMT
$1.5M
3,020 sh
$1.5M
Filed 25/10/27
Traded 25/10/23
- Tracy A. Atkinson
SellRTX
SellRTX
RTX
$500.9K
2,800 sh
$500.9K
Filed 25/10/28
Traded 25/10/24
- Christopher D. Kastner
Sell10b5-1 planHuntington Ingalls Industries
Sell10b5-1 planHuntington Ingalls Industries
HII
$4.8M
15,000 sh
$4.8M
Filed 25/11/13
Traded 25/11/12
- Christopher E. Kubasik
Sell10b5-1 planL3HARRIS Technologies
Sell10b5-1 planL3HARRIS Technologies
LHX
$4.3M
14,171 sh
$4.3M
Filed 25/11/14
Traded 25/11/13
- Uma M. Amuluru
SellBoeing
SellBoeing
BA
$270K
1,366 sh
$270K
Filed 25/11/10
Traded 25/11/06
- Jonah Adelman
SellKratos Defense & Security Solutions
SellKratos Defense & Security Solutions
KTOS
$2.2M
30,000 sh
$2.2M
Filed 25/11/26
Traded 25/11/25
- Trace E. Stevenson
SellAeroVironment
SellAeroVironment
AVAV
$654.2K
1,717 sh
$654.2K
Filed 25/10/07
Traded 25/10/06
- Kevin Patrick McDonnell
Sell10b5-1 planAeroVironment
Sell10b5-1 planAeroVironment
AVAV
$398.9K
998 sh
$398.9K
Filed 25/10/14
Traded 25/10/10
- Frank A. St John
SellLockheed Martin
SellLockheed Martin
LMT
$34K
69 sh
$34K
Filed 25/10/27
Traded 25/10/23
- Victoria D. Harker
SellHuntington Ingalls Industries
SellHuntington Ingalls Industries
HII
$316.6K
1,000 sh
$316.6K
Filed 25/11/06
Traded 25/11/04
- Edmond E. Hughes Jr.
SellHuntington Ingalls Industries
SellHuntington Ingalls Industries
HII
$268.1K
850 sh
$268.1K
Filed 25/11/21
Traded 25/11/20
- Scott I. Anderson
SellKratos Defense & Security Solutions
SellKratos Defense & Security Solutions
KTOS
$258.4K
3,500 sh
$258.4K
Filed 25/11/26
Traded 25/11/24
- Chad N. Boudreaux
SellHuntington Ingalls Industries
SellHuntington Ingalls Industries
HII
$247.2K
786.89 sh
$247.2K
Filed 25/11/28
Traded 25/11/26