Calls
3
Commander Kirk Lippold
Former Naval Officer
Win Rate
33.3%
return
-10.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 04
$366.12
+0.7%
Lippold mentions the US is using "$4 million missiles to destroy $20,000 drones" and warns, "We will exhaust inventory." The asymmetry of cost and the high burn rate of munitions in a prolonged conflict necessitates massive replenishment orders from the Department of Defense. This directly benefits the prime defense contractors manufacturing interceptors and missiles. LONG Defense Primes. Political pressure to reduce defense spending or a sudden ceasefire.
Lippold mentions the US is using "$4 million missiles to destroy $20,000 drones" and warns, "We will exhaust inventory." The asymmetry of cost and the high burn rate of munitions in a prolonged conflict necessitates massive replenishment orders from the Department of Defense. This directly benefits the prime defense contractors manufacturing interceptors and missiles. LONG Defense Primes. Political pressure to reduce defense spending or a sudden ceasefire.
Defense
Long
Mar 04
$664.48
-23.4%
Lippold mentions the US is using "$4 million missiles to destroy $20,000 drones" and warns, "We will exhaust inventory." The asymmetry of cost and the high burn rate of munitions in a prolonged conflict necessitates massive replenishment orders from the Department of Defense. This directly benefits the prime defense contractors manufacturing interceptors and missiles. LONG Defense Primes. Political pressure to reduce defense spending or a sudden ceasefire.
Lippold mentions the US is using "$4 million missiles to destroy $20,000 drones" and warns, "We will exhaust inventory." The asymmetry of cost and the high burn rate of munitions in a prolonged conflict necessitates massive replenishment orders from the Department of Defense. This directly benefits the prime defense contractors manufacturing interceptors and missiles. LONG Defense Primes. Political pressure to reduce defense spending or a sudden ceasefire.
Defense
Long
Mar 04
$208.82
-7.3%
Lippold mentions the US is using "$4 million missiles to destroy $20,000 drones" and warns, "We will exhaust inventory." The asymmetry of cost and the high burn rate of munitions in a prolonged conflict necessitates massive replenishment orders from the Department of Defense. This directly benefits the prime defense contractors manufacturing interceptors and missiles. LONG Defense Primes. Political pressure to reduce defense spending or a sudden ceasefire.
Lippold mentions the US is using "$4 million missiles to destroy $20,000 drones" and warns, "We will exhaust inventory." The asymmetry of cost and the high burn rate of munitions in a prolonged conflict necessitates massive replenishment orders from the Department of Defense. This directly benefits the prime defense contractors manufacturing interceptors and missiles. LONG Defense Primes. Political pressure to reduce defense spending or a sudden ceasefire.
Defense
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Commander Kirk Lippold has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: LMT, RTX, GD.
