Calls
2
Ben Jensen
Director of Futures Lab, CSIS (Senior Fellow)
Win Rate
0.0%
return
-16.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 06
$671.77
-24.3%
Lockheed Martin and Raytheon stocks dipped on fears of munition stockpile depletion, but Jensen explicitly calls this a "buying opportunity." The sheer volume of strikes (4,000+ in days) and the use of specific munitions (Hellfires, interceptors) necessitates a massive replenishment cycle. The administration is aggressively negotiating new deals to restock. The market is misinterpreting "depleted stockpiles" as a weakness; in reality, it guarantees future revenue/contracts for the prime contractors to rebuild inventory. Supply chain bottlenecks preventing rapid manufacturing of replacement munitions.
Lockheed Martin and Raytheon stocks dipped on fears of munition stockpile depletion, but Jensen explicitly calls this a "buying opportunity." The sheer volume of strikes (4,000+ in days) and the use of specific munitions (Hellfires, interceptors) necessitates a massive replenishment cycle. The administration is aggressively negotiating new deals to restock. The market is misinterpreting "depleted stockpiles" as a weakness; in reality, it guarantees future revenue/contracts for the prime contractors to rebuild inventory. Supply chain bottlenecks preventing rapid manufacturing of replacement munitions.
Defense
Long
Mar 06
$209.76
-7.7%
Lockheed Martin and Raytheon stocks dipped on fears of munition stockpile depletion, but Jensen explicitly calls this a "buying opportunity." The sheer volume of strikes (4,000+ in days) and the use of specific munitions (Hellfires, interceptors) necessitates a massive replenishment cycle. The administration is aggressively negotiating new deals to restock. The market is misinterpreting "depleted stockpiles" as a weakness; in reality, it guarantees future revenue/contracts for the prime contractors to rebuild inventory. Supply chain bottlenecks preventing rapid manufacturing of replacement munitions.
Lockheed Martin and Raytheon stocks dipped on fears of munition stockpile depletion, but Jensen explicitly calls this a "buying opportunity." The sheer volume of strikes (4,000+ in days) and the use of specific munitions (Hellfires, interceptors) necessitates a massive replenishment cycle. The administration is aggressively negotiating new deals to restock. The market is misinterpreting "depleted stockpiles" as a weakness; in reality, it guarantees future revenue/contracts for the prime contractors to rebuild inventory. Supply chain bottlenecks preventing rapid manufacturing of replacement munitions.
Defense
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Ben Jensen has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: LMT, RTX.
