Geir Håøy

CEO, Kongsberg Defence & Aerospace
· tracked since Feb 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
RHM long -26.7%
SAFRAN long -15.7%
KONGSBERG long -5.4%
Most Mentioned
RHM ×1
KONGSBERG ×1
SAFRAN ×1
Recent Calls
RHM long 3 months ago
SAFRAN long 3 months ago
KONGSBERG long 3 months ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 100%
30d 67%
90d 0%
Average Return -15.9% Long Return -15.9% Short Return -
Average Return
7d +6.4%
30d +2.2%
90d -21.6%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
KONGSBERG KONGSBERG KONGSBERG
Long
Feb 13
$32.88
-5.4%
Kongsberg sees high demand for air defense (NASAMS) and anti-drone systems. Safran raised 2026/2028 guidance. The "Greenland Moment" and Munich Security Conference rhetoric confirm Europe is building "sovereign capabilities" independent of the US. This is a structural increase in spending on air defense, space, and aftermarket services (Safran/Rolls-Royce). LONG. Defense is decoupling from the general economic cycle due to geopolitical necessity. Supply chain bottlenecks (rare earths, chips) limiting delivery capacity.
Kongsberg sees high demand for air defense (NASAMS) and anti-drone systems. Safran raised 2026/2028 guidance. The "Greenland Moment" and Munich Security Conference rhetoric confirm Europe is building "sovereign capabilities" independent of the US. This is a structural increase in spending on air defense, space, and aftermarket services (Safran/Rolls-Royce). LONG. Defense is decoupling from the general economic cycle due to geopolitical necessity. Supply chain bottlenecks (rare earths, chips) limiting delivery capacity.
NatSec
YOUTUBE
RHM RHM Global Inc. RHM Global Inc.
Long
Feb 13
$1609.00
-26.7%
Kongsberg sees high demand for air defense (NASAMS) and anti-drone systems. Safran raised 2026/2028 guidance. The "Greenland Moment" and Munich Security Conference rhetoric confirm Europe is building "sovereign capabilities" independent of the US. This is a structural increase in spending on air defense, space, and aftermarket services (Safran/Rolls-Royce). LONG. Defense is decoupling from the general economic cycle due to geopolitical necessity. Supply chain bottlenecks (rare earths, chips) limiting delivery capacity.
Kongsberg sees high demand for air defense (NASAMS) and anti-drone systems. Safran raised 2026/2028 guidance. The "Greenland Moment" and Munich Security Conference rhetoric confirm Europe is building "sovereign capabilities" independent of the US. This is a structural increase in spending on air defense, space, and aftermarket services (Safran/Rolls-Royce). LONG. Defense is decoupling from the general economic cycle due to geopolitical necessity. Supply chain bottlenecks (rare earths, chips) limiting delivery capacity.
Other
YOUTUBE
SAFRAN SAFRAN SAFRAN
Long
Feb 13
$332.80
-15.7%
Kongsberg sees high demand for air defense (NASAMS) and anti-drone systems. Safran raised 2026/2028 guidance. The "Greenland Moment" and Munich Security Conference rhetoric confirm Europe is building "sovereign capabilities" independent of the US. This is a structural increase in spending on air defense, space, and aftermarket services (Safran/Rolls-Royce). LONG. Defense is decoupling from the general economic cycle due to geopolitical necessity. Supply chain bottlenecks (rare earths, chips) limiting delivery capacity.
Kongsberg sees high demand for air defense (NASAMS) and anti-drone systems. Safran raised 2026/2028 guidance. The "Greenland Moment" and Munich Security Conference rhetoric confirm Europe is building "sovereign capabilities" independent of the US. This is a structural increase in spending on air defense, space, and aftermarket services (Safran/Rolls-Royce). LONG. Defense is decoupling from the general economic cycle due to geopolitical necessity. Supply chain bottlenecks (rare earths, chips) limiting delivery capacity.
NatSec
YOUTUBE
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