Calls
3
Evelyn Farkas
Executive Director, McCain Institute
Win Rate
0.0%
return
-17.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 12
$739.00
-29.0%
"We just learned in the first six days the tab reached 1.3 billion... We are hearing anywhere between $50 billion and 100 billion dollars the administration will need... if we are expending the same types of ordinance on the targets, which is really expensive." The rapid depletion of advanced, expensive munitions in the Middle East conflict will force the Pentagon to issue massive replenishment contracts to prime defense contractors to rebuild U.S. stockpiles. LONG. A guaranteed surge in government defense spending directly translates to expanding backlogs, higher margins, and long-term revenue visibility for major weapons manufacturers. A sudden diplomatic resolution to the conflict or congressional gridlock preventing the passage of supplemental defense funding.
"We just learned in the first six days the tab reached 1.3 billion... We are hearing anywhere between $50 billion and 100 billion dollars the administration will need... if we are expending the same types of ordinance on the targets, which is really expensive." The rapid depletion of advanced, expensive munitions in the Middle East conflict will force the Pentagon to issue massive replenishment contracts to prime defense contractors to rebuild U.S. stockpiles. LONG. A guaranteed surge in government defense spending directly translates to expanding backlogs, higher margins, and long-term revenue visibility for major weapons manufacturers. A sudden diplomatic resolution to the conflict or congressional gridlock preventing the passage of supplemental defense funding.
Defense
Long
Mar 12
$654.48
-17.7%
"We just learned in the first six days the tab reached 1.3 billion... We are hearing anywhere between $50 billion and 100 billion dollars the administration will need... if we are expending the same types of ordinance on the targets, which is really expensive." The rapid depletion of advanced, expensive munitions in the Middle East conflict will force the Pentagon to issue massive replenishment contracts to prime defense contractors to rebuild U.S. stockpiles. LONG. A guaranteed surge in government defense spending directly translates to expanding backlogs, higher margins, and long-term revenue visibility for major weapons manufacturers. A sudden diplomatic resolution to the conflict or congressional gridlock preventing the passage of supplemental defense funding.
"We just learned in the first six days the tab reached 1.3 billion... We are hearing anywhere between $50 billion and 100 billion dollars the administration will need... if we are expending the same types of ordinance on the targets, which is really expensive." The rapid depletion of advanced, expensive munitions in the Middle East conflict will force the Pentagon to issue massive replenishment contracts to prime defense contractors to rebuild U.S. stockpiles. LONG. A guaranteed surge in government defense spending directly translates to expanding backlogs, higher margins, and long-term revenue visibility for major weapons manufacturers. A sudden diplomatic resolution to the conflict or congressional gridlock preventing the passage of supplemental defense funding.
Defense
Long
Mar 12
$203.90
-5.3%
"We just learned in the first six days the tab reached 1.3 billion... We are hearing anywhere between $50 billion and 100 billion dollars the administration will need... if we are expending the same types of ordinance on the targets, which is really expensive." The rapid depletion of advanced, expensive munitions in the Middle East conflict will force the Pentagon to issue massive replenishment contracts to prime defense contractors to rebuild U.S. stockpiles. LONG. A guaranteed surge in government defense spending directly translates to expanding backlogs, higher margins, and long-term revenue visibility for major weapons manufacturers. A sudden diplomatic resolution to the conflict or congressional gridlock preventing the passage of supplemental defense funding.
"We just learned in the first six days the tab reached 1.3 billion... We are hearing anywhere between $50 billion and 100 billion dollars the administration will need... if we are expending the same types of ordinance on the targets, which is really expensive." The rapid depletion of advanced, expensive munitions in the Middle East conflict will force the Pentagon to issue massive replenishment contracts to prime defense contractors to rebuild U.S. stockpiles. LONG. A guaranteed surge in government defense spending directly translates to expanding backlogs, higher margins, and long-term revenue visibility for major weapons manufacturers. A sudden diplomatic resolution to the conflict or congressional gridlock preventing the passage of supplemental defense funding.
Defense
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Evelyn Farkas has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: LMT, RTX, NOC.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
