Freddy Khoueiry 3.0 5 ideas
Global Security Analyst
After 1 day
N/A
5/15 min ideas
After 1 week
N/A
5/15 min ideas
After 1 month
N/A
5/15 min ideas
By sector
Stock
4 ideas
-7.5%
ETF
1 ideas
-10.8%
Top tickers (by frequency)
ITA
1 ideas
0% W
-10.8%
LMT
1 ideas
0% W
-8.7%
RTX
1 ideas
0% W
-8.2%
GD
1 ideas
0% W
-3.9%
NOC
1 ideas
0% W
-9.2%
Best and worst calls
Best calls
GD LONG
-3.9%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is...
Mar 02
RTX LONG
-8.2%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is...
Mar 02
LMT LONG
-8.7%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is...
Mar 02
Worst calls
ITA LONG
-10.8%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is...
Mar 02
NOC LONG
-9.2%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is...
Mar 02
LMT LONG
-8.7%
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is...
Mar 02
"We are entering a phase of a war of attrition... Air defense ammunitions is a key variable here." + "President Trump is anticipating up to four or FIVE weeks of this campaign." "Attrition" means high consumption of interceptors and missiles. The US and Israel will deplete stockpiles rapidly, necessitating immediate and massive replenishment orders for defense prime contractors (Raytheon for Patriots/missiles, Lockheed for aircraft/THAAD). LONG. The duration (weeks/months) ensures sustained government spending. Supply chain bottlenecks preventing companies from fulfilling orders quickly.
Global Security Analyst