Calls
1
Daryl Caudle
Chief of Naval Operations
Win Rate
100.0%
return
+7.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 11
$195.93
+7.5%
Raytheon (RTX) is a critical Navy munitions supplier (Standard Missiles, torpedoes, TLAMs). The company has moved to multiple shifts, is now unconstrained by solid rocket motor supply bottlenecks after the space was opened to three suppliers, and is heavily investing. Production output is expected to increase nonlinearly—a 'knee in the curve'—with a high-order ramp rather than linear growth, signaling strong business momentum and improved Navy inventory.
Defense
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Daryl Caudle has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: RTX.
