An interesting tweet on the Boeing win for the Navy's fighter contract. Make sure to read the entire thing...

The USN choosing Boeing FA-XX means a lot more than just Boeing is making the Navy's new fighter. Its an open window into the military's plans for the future. It's also a a giant F.U. to Lockheed that has managed to completely piss off the US. You don't bite the hand that feeds you and that is exactly what LM has been doing. You see, they have been ripping off the US taxpayer for years. They knew they designed the only 5th gen fighter the US has, they had a monopoly, the US was trapped. They refused to hand over the data rights to it so they could cash in. Profits over US NatSec. The US military has been trapped. We've been forced to pay up. F35 upgrades are many years late & always way over budget. Right now LM is delivering F35's without a radar! But the US has no choice but to pay up to LM. Its either that or we lose air dominance. USAF F47 was never supposed to replace F35, but the F22. It couldn't because it is too expensive. So LM thought they still had a monopoly & could still rip off the US taxpayers. Basically high stakes blackmail. Enter Boeing. Winning both the USAF and USN contracts means production will now go from 180 to almost a thousand purchased. BAAAM! The price of NGAD just dropped precipitously. This means LM will no longer have their monopoly. The USAF can now afford to buy more F47's. LM now has superior competition. They will no longer have a monopoly. US was supposed to purchase more than 1700 F35's. Nobody will admit it yet, but those numbers are going to drop. The US just gut punched LM. But there is one major question remaining. Can Boeing deliver? Because their past record says NO.

— Military Analysis, Strategy & GeoPolictics (@CostaLefty65147) October 3, 2026