Truth Social post of June 23, 2025

PostStatementPublished 25/06/23Open the original

Summary

President Trump asks for confirmation of reports that former Russian President Medvedev said Russia would supply nuclear warheads to Iran, and says US nuclear submarines launched 30 Tomahawks, all of which hit their targets.

By industry

Defense1 trading day−0.5%p15 stocks5 trading days+2.5%p15 stocks20 trading days+5.3%p15 stocks
Nuclear Power1 trading day−0.9%p15 stocks5 trading days−2.7%p15 stocks20 trading days+5.8%p15 stocks

Day by day after the announcement

Defense stocks and the S&P 500 after the announcement, cumulative %
Day	Defense stocks	S&P 500
25/06/20	0.0%	0.0%
25/06/23	+0.9%	+1.4%
25/06/24	−0.6%	+2.0%
25/06/25	+1.9%	+2.0%
25/06/26	+4.2%	+2.8%
25/06/27	+5.8%	+3.3%
25/06/30	+6.6%	+3.8%
25/07/01	+5.8%	+3.8%
25/07/02	+6.2%	+4.3%
25/07/03	+7.1%	+5.1%
25/07/07	+7.5%	+4.1%
25/07/08	+6.6%	+4.3%
25/07/09	+7.3%	+4.8%
25/07/10	+7.9%	+5.2%
25/07/11	+9.4%	+4.7%
25/07/14	+10.4%	+5.0%
25/07/15	+8.9%	+4.5%
25/07/16	+9.9%	+4.8%
25/07/17	+12.0%	+5.6%
25/07/18	+11.6%	+5.5%
25/07/21	+11.0%	+5.7%

Korean stocks in these industries

Hanwha Aerospace 012450
Korea Aerospace Industries 047810
LIG Defense & Aerospace 079550
Hyundai Rotem 064350
Doosan Enerbility 034020
Hyundai E&C 000720
KEPCO E&C 052690
KEPCO 015760

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Phebe N. NovakovicChairman and CEO
SellGeneral Dynamics
Sell
General Dynamics
GD
$50.3M
177,611 sh
$50.3M
Filed 25/06/17
Traded 25/06/13
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$22.7M
76,545 sh
$22.7M
Filed 25/06/27
Traded 25/06/27
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$22.7M
76,545 sh
$22.7M
Filed 25/06/27
Traded 25/06/27
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$15.3M
51,810 sh
$15.3M
Filed 25/06/27
Traded 25/06/27
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$15.3M
51,810 sh
$15.3M
Filed 25/06/27
Traded 25/06/27
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$12.8M
44,343 sh
$12.8M
Filed 25/06/27
Traded 25/06/25
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$12.8M
44,343 sh
$12.8M
Filed 25/06/27
Traded 25/06/25
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$9.7M
33,121 sh
$9.7M
Filed 25/06/27
Traded 25/06/26
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$9.7M
33,121 sh
$9.7M
Filed 25/06/27
Traded 25/06/26
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$9.7M
32,924 sh
$9.7M
Filed 25/06/27
Traded 25/06/26
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$9.7M
32,924 sh
$9.7M
Filed 25/06/27
Traded 25/06/26
M. Klein AssociatesDirector
SellOklo
Sell
Oklo
OKLO
$9.4M
150,000 sh
$9.4M
Filed 25/06/23
Traded 25/06/20
Michael Stuart KleinDirector
SellOklo
Sell
Oklo
OKLO
$9.4M
150,000 sh
$9.4M
Filed 25/06/23
Traded 25/06/20
Scott B. HelmDirector
SellVistra
Sell
Vistra
VST
$8.6M
50,000 sh
$8.6M
Filed 25/06/06
Traded 25/06/05
Christopher E. KubasikChair and CEO
SellL3HARRIS Technologies
Sell
L3HARRIS Technologies
LHX
$8.2M
33,061 sh
$8.2M
Filed 25/06/13
Traded 25/06/12
David Efraim Rosen10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$7.7M
25,903 sh
$7.7M
Filed 25/06/27
Traded 25/06/27
Rubric Capital Management10% Owner
SellTalen Energy
Sell
Talen Energy
TLN
$7.7M
25,903 sh
$7.7M
Filed 25/06/27
Traded 25/06/27
Kristopher E. MoldovanEVP and CFO
Sell10b5-1 planVistra
Sell10b5-1 plan
Vistra
VST
$7.2M
45,000 sh
$7.2M
Filed 25/05/29
Traded 25/05/27
Jacob DeWitteCo-Founder, CEO
Sell10b5-1 planOklo
Sell10b5-1 plan
Oklo
OKLO
$7.2M
129,430 sh
$7.2M
Filed 25/07/02
Traded 25/06/30
Jacob DeWitteCo-Founder, CEO
Sell10b5-1 planOklo
Sell10b5-1 plan
Oklo
OKLO
$7.2M
129,429 sh
$7.2M
Filed 25/07/02
Traded 25/06/30