Dalia Fahmy 1.9 2 ideas
Associate Professor, Long Island University
After 1 day
N/A
2/15 min ideas
After 1 week
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2/15 min ideas
After 1 month
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2/15 min ideas
By sector
Stock
2 ideas
-4.5%
Top tickers (by frequency)
LMT
1 ideas
0% W
-4.0%
RTX
1 ideas
0% W
-5.0%
Best and worst calls
Best calls
LMT LONG
-4.0%
The US military is "running low on munitions," specifically citing Cruise missiles, Tomahawks, and Patriot missiles. An ...
Mar 04
RTX LONG
-5.0%
The US military is "running low on munitions," specifically citing Cruise missiles, Tomahawks, and Patriot missiles. An ...
Mar 04
Worst calls
RTX LONG
-5.0%
The US military is "running low on munitions," specifically citing Cruise missiles, Tomahawks, and Patriot missiles. An ...
Mar 04
LMT LONG
-4.0%
The US military is "running low on munitions," specifically citing Cruise missiles, Tomahawks, and Patriot missiles. An ...
Mar 04
YouTube
Trump's Hormuz Guarantee; Biggest Market Meltdown Since GFC | Horizons Middle East & Africa 3/4/2026
The US military is "running low on munitions," specifically citing Cruise missiles, Tomahawks, and Patriot missiles. An emergency appropriations bill is being prepared to resupply. War consumes inventory. The explicit mention of specific missile systems (Tomahawk/Patriot) directly benefits the prime contractors responsible for manufacturing them. This guarantees future order book revenue regardless of the war's outcome. Long Defense Primes (RTX makes Tomahawks/Patriots; LMT makes Patriots). Political gridlock in the US Congress regarding the war powers resolution or funding bills.
Associate Professor, Long...