Colin Demerest

Reporter, Axios

· tracked since Jun 2026

Calls 1 1 Posts tracked · 1.0/day Posted today

Calls

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30d 1

90d 1

Win Rate - Long 1 Short 0

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Visual Insights Data-driven breakdowns of mentions and mindshare

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

ITA iShares ... iShares U.S. Aerosp...

Long

Jun 20

$238.99

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Defense sector booming on private capital.

A flood of private capital is entering the defense industry, driven by the need to rebuild U.S. weapons stockpiles and re-industrialize. This creates a strong growth environment for defense companies.

NatSec

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