Daryl Caudle

Chief of Naval Operations

· tracked since Jul 2026

Calls

Win Rate

return

+0.0%

Calls 1 4 Posts tracked · 2.0/day Posted today

Calls

7d 1

30d 1

90d 1

Win Rate - Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return +0.0% Long Return +0.0% Short Return -

Average Return

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

RTX RTX Corporation RTX Corporation

Long

Jul 11

$195.93

+0.0%

RTX munitions production accelerating nonlinearly

Raytheon (RTX) is a critical Navy munitions supplier (Standard Missiles, torpedoes, TLAMs). The company has moved to multiple shifts, is now unconstrained by solid rocket motor supply bottlenecks after the space was opened to three suppliers, and is heavily investing. Production output is expected to increase nonlinearly—a 'knee in the curve'—with a high-order ramp rather than linear growth, signaling strong business momentum and improved Navy inventory.

Defense

YOUTUBE

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Daryl Caudle has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: RTX.