Calls
5
#794
Alpha Score 22.0
Freddy Khoueiry
Global Security Analyst
Win Rate
20.0%
return
-14.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 02
$364.78
+1.6%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
Defense
Long
Mar 02
$250.58
-8.9%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
Thematic ETFs
Long
Mar 02
$676.70
-24.6%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
Defense
Long
Mar 02
$768.02
-31.8%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
Defense
Long
Mar 02
$212.16
-8.6%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
Defense
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Freddy Khoueiry has 5 trade ideas tracked on Buzzberg across 5 tickers since March 2026. Ranked #794 on the Buzzberg Alpha leaderboard. Most covered: ITA, LMT, RTX.
