Calls
2
Tom Karako
Director, Missile Defense Project, CSIS
Win Rate
100.0%
return
+1.5%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 24
$581.47
+0.0%
The US is facing a severe munitions shortfall after the Iran conflict, and a massive replenishment effort is underway, with RTX and Lockheed Martin as the primary providers. The Pentagon urgently needs the supplemental budget, and these companies stand to benefit from large-scale missile and interceptor orders that have not yet been contracted but are inevitable given the depletion.
Defense
Long
Jul 24
$212.01
+2.9%
The US is facing a severe munitions shortfall after the Iran conflict, and a massive replenishment effort is underway, with RTX and Lockheed Martin as the primary providers. The Pentagon urgently needs the supplemental budget, and these companies stand to benefit from large-scale missile and interceptor orders that have not yet been contracted but are inevitable given the depletion.
Defense
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Tom Karako has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: LMT, RTX.
