Commander Kirk Lippold

Former Naval Officer
@KirkLippold · tracked since Mar 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
LMT long -22.7%
RTX long -17.4%
GD long -7.9%
Most Mentioned
LMT ×1
RTX ×1
GD ×1
Recent Calls
GD long 3 months ago
LMT long 3 months ago
RTX long 3 months ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -16.0% Long Return -16.0% Short Return -
Average Return
7d -2.1%
30d -4.3%
90d -15.7%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
GD General Dynamics General Dynamics
Long
Mar 04
$366.12
-7.9%
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.
NatSec
YOUTUBE
LMT Lockheed... Lockheed Martin Corporation
Long
Mar 04
$664.48
-22.7%
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.
NatSec
YOUTUBE
RTX RTX Corporation RTX Corporation
Long
Mar 04
$208.82
-17.4%
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.
NatSec
YOUTUBE
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