Calls
3
Jacky Rosen
Member, Senate Armed Services Committee
Win Rate
66.7%
return
+68.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 03
$79.20
-19.8%
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Defense
Long
Mar 03
$97.86
+102.7%
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Cybersecurity
Long
Mar 03
$156.09
+123.4%
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Cybersecurity
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Jacky Rosen has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: PANW, CRWD, BAH.
