FedForge briefing | printable | no email gate
2026 federal investment themes
Readable page. No email gate. No fake PDF.
1. Public-company awards this window
Status + sourced dollars first. Loaded from JSON.
Loading public awards...
2. PAC-3 finding
Lockheed Martin PAC-3 MSE: $53.86B face / $0 obligated at announcement (UCA/mod). Face is not cash.
3. Most announcement returns were red
From data/returns.json (as of 2026-09-01): 10 red, 4 green, 14 rows. Examples: USAR -38.3%, PCG -21.2%.
4. How to read status tags
- FINAL -- finalized award / DFA.
- LOI -- Letter of Intent. Not the same as FINAL.
- UCA -- undefinitized contract action. Compare obligated vs face.
- CONDITIONAL -- commitment with conditions still outstanding.
What we will not do
- Invent dollars, tickers, prices, or return percentages.
- Hide losers or cherry-pick green returns for a homepage hero.
- Invent growth forecasts or price targets. We do show historical close-to-close when we have prices -- mostly red in this file.
- Pretend an email form sent you a PDF. No email gate.
- Pad Top companies to 20 with unverified names. We have 8.
- Auto-post to Reddit, X, or LinkedIn. You post from the share pack.