Calls
4
George Ferguson
Senior Aerospace, Defense & Airlines Analyst, Bloomberg Intelligence
Win Rate
0.0%
return
-17.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 07
$231.11
-7.4%
The White House met with contractors (Lockheed, Northrop, Boeing) to "quadruple munitions production." General Petraeus highlights "Missile Math," noting the US is firing expensive interceptors (Patriots/SM-6s) faster than they can be replaced against cheap Iranian drones. The depletion of US stockpiles necessitates a massive, multi-year replenishment cycle. This is no longer just about R&D; it is about immediate, high-volume manufacturing orders. Ferguson explicitly states the "big winners" will be Lockheed Martin, Northrop Grumman, and Boeing for both long-range and short-range munitions. LONG. The "quadrupling" of production ensures revenue visibility regardless of the war's duration. Supply chain bottlenecks preventing rapid scaling; potential ceasefire reducing urgency (though restocking will still be needed).
The White House met with contractors (Lockheed, Northrop, Boeing) to "quadruple munitions production." General Petraeus highlights "Missile Math," noting the US is firing expensive interceptors (Patriots/SM-6s) faster than they can be replaced against cheap Iranian drones. The depletion of US stockpiles necessitates a massive, multi-year replenishment cycle. This is no longer just about R&D; it is about immediate, high-volume manufacturing orders. Ferguson explicitly states the "big winners" will be Lockheed Martin, Northrop Grumman, and Boeing for both long-range and short-range munitions. LONG. The "quadrupling" of production ensures revenue visibility regardless of the war's duration. Supply chain bottlenecks preventing rapid scaling; potential ceasefire reducing urgency (though restocking will still be needed).
Aerospace
Long
Mar 07
$671.77
-24.3%
The White House met with contractors (Lockheed, Northrop, Boeing) to "quadruple munitions production." General Petraeus highlights "Missile Math," noting the US is firing expensive interceptors (Patriots/SM-6s) faster than they can be replaced against cheap Iranian drones. The depletion of US stockpiles necessitates a massive, multi-year replenishment cycle. This is no longer just about R&D; it is about immediate, high-volume manufacturing orders. Ferguson explicitly states the "big winners" will be Lockheed Martin, Northrop Grumman, and Boeing for both long-range and short-range munitions. LONG. The "quadrupling" of production ensures revenue visibility regardless of the war's duration. Supply chain bottlenecks preventing rapid scaling; potential ceasefire reducing urgency (though restocking will still be needed).
The White House met with contractors (Lockheed, Northrop, Boeing) to "quadruple munitions production." General Petraeus highlights "Missile Math," noting the US is firing expensive interceptors (Patriots/SM-6s) faster than they can be replaced against cheap Iranian drones. The depletion of US stockpiles necessitates a massive, multi-year replenishment cycle. This is no longer just about R&D; it is about immediate, high-volume manufacturing orders. Ferguson explicitly states the "big winners" will be Lockheed Martin, Northrop Grumman, and Boeing for both long-range and short-range munitions. LONG. The "quadrupling" of production ensures revenue visibility regardless of the war's duration. Supply chain bottlenecks preventing rapid scaling; potential ceasefire reducing urgency (though restocking will still be needed).
Defense
Long
Mar 07
$756.13
-31.0%
The White House met with contractors (Lockheed, Northrop, Boeing) to "quadruple munitions production." General Petraeus highlights "Missile Math," noting the US is firing expensive interceptors (Patriots/SM-6s) faster than they can be replaced against cheap Iranian drones. The depletion of US stockpiles necessitates a massive, multi-year replenishment cycle. This is no longer just about R&D; it is about immediate, high-volume manufacturing orders. Ferguson explicitly states the "big winners" will be Lockheed Martin, Northrop Grumman, and Boeing for both long-range and short-range munitions. LONG. The "quadrupling" of production ensures revenue visibility regardless of the war's duration. Supply chain bottlenecks preventing rapid scaling; potential ceasefire reducing urgency (though restocking will still be needed).
The White House met with contractors (Lockheed, Northrop, Boeing) to "quadruple munitions production." General Petraeus highlights "Missile Math," noting the US is firing expensive interceptors (Patriots/SM-6s) faster than they can be replaced against cheap Iranian drones. The depletion of US stockpiles necessitates a massive, multi-year replenishment cycle. This is no longer just about R&D; it is about immediate, high-volume manufacturing orders. Ferguson explicitly states the "big winners" will be Lockheed Martin, Northrop Grumman, and Boeing for both long-range and short-range munitions. LONG. The "quadrupling" of production ensures revenue visibility regardless of the war's duration. Supply chain bottlenecks preventing rapid scaling; potential ceasefire reducing urgency (though restocking will still be needed).
Defense
Long
Mar 07
$209.76
-7.7%
The White House met with contractors (Lockheed, Northrop, Boeing) to "quadruple munitions production." General Petraeus highlights "Missile Math," noting the US is firing expensive interceptors (Patriots/SM-6s) faster than they can be replaced against cheap Iranian drones. The depletion of US stockpiles necessitates a massive, multi-year replenishment cycle. This is no longer just about R&D; it is about immediate, high-volume manufacturing orders. Ferguson explicitly states the "big winners" will be Lockheed Martin, Northrop Grumman, and Boeing for both long-range and short-range munitions. LONG. The "quadrupling" of production ensures revenue visibility regardless of the war's duration. Supply chain bottlenecks preventing rapid scaling; potential ceasefire reducing urgency (though restocking will still be needed).
The White House met with contractors (Lockheed, Northrop, Boeing) to "quadruple munitions production." General Petraeus highlights "Missile Math," noting the US is firing expensive interceptors (Patriots/SM-6s) faster than they can be replaced against cheap Iranian drones. The depletion of US stockpiles necessitates a massive, multi-year replenishment cycle. This is no longer just about R&D; it is about immediate, high-volume manufacturing orders. Ferguson explicitly states the "big winners" will be Lockheed Martin, Northrop Grumman, and Boeing for both long-range and short-range munitions. LONG. The "quadrupling" of production ensures revenue visibility regardless of the war's duration. Supply chain bottlenecks preventing rapid scaling; potential ceasefire reducing urgency (though restocking will still be needed).
Defense
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George Ferguson has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: BA, LMT, RTX.
