Heather Conley

Senior Fellow, CSIS
@ConleyHeather1 · tracked since Mar 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
NOC long -30.1%
LMT long -24.1%
RTX long -18.7%
Most Mentioned
LMT ×1
RTX ×1
NOC ×1
Recent Calls
NOC long 3 months ago
LMT long 3 months ago
RTX long 3 months ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -24.3% Long Return -24.3% Short Return -
Average Return
7d -2.1%
30d -8.7%
90d -23.8%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
LMT Lockheed... Lockheed Martin Corporation
Long
Mar 02
$676.70
-24.1%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is going to be a test of wills... The entire region is swept in this." The administration is committing to a prolonged air campaign ("weeks") and potentially ground operations. This necessitates the massive expenditure and subsequent replenishment of precision munitions, missile defense interceptors (Patriots/THAAD), and air support logistics. Defense primes are the direct beneficiaries of this volume. LONG Defense Prime Contractors. A rapid diplomatic resolution or a sudden de-escalation by the Trump administration to avoid economic fallout before midterms.
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is going to be a test of wills... The entire region is swept in this." The administration is committing to a prolonged air campaign ("weeks") and potentially ground operations. This necessitates the massive expenditure and subsequent replenishment of precision munitions, missile defense interceptors (Patriots/THAAD), and air support logistics. Defense primes are the direct beneficiaries of this volume. LONG Defense Prime Contractors. A rapid diplomatic resolution or a sudden de-escalation by the Trump administration to avoid economic fallout before midterms.
NatSec
YOUTUBE
NOC Northrop Grumman Northrop Grumman
Long
Mar 02
$768.02
-30.1%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is going to be a test of wills... The entire region is swept in this." The administration is committing to a prolonged air campaign ("weeks") and potentially ground operations. This necessitates the massive expenditure and subsequent replenishment of precision munitions, missile defense interceptors (Patriots/THAAD), and air support logistics. Defense primes are the direct beneficiaries of this volume. LONG Defense Prime Contractors. A rapid diplomatic resolution or a sudden de-escalation by the Trump administration to avoid economic fallout before midterms.
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is going to be a test of wills... The entire region is swept in this." The administration is committing to a prolonged air campaign ("weeks") and potentially ground operations. This necessitates the massive expenditure and subsequent replenishment of precision munitions, missile defense interceptors (Patriots/THAAD), and air support logistics. Defense primes are the direct beneficiaries of this volume. LONG Defense Prime Contractors. A rapid diplomatic resolution or a sudden de-escalation by the Trump administration to avoid economic fallout before midterms.
NatSec
YOUTUBE
RTX RTX Corporation RTX Corporation
Long
Mar 02
$212.16
-18.7%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is going to be a test of wills... The entire region is swept in this." The administration is committing to a prolonged air campaign ("weeks") and potentially ground operations. This necessitates the massive expenditure and subsequent replenishment of precision munitions, missile defense interceptors (Patriots/THAAD), and air support logistics. Defense primes are the direct beneficiaries of this volume. LONG Defense Prime Contractors. A rapid diplomatic resolution or a sudden de-escalation by the Trump administration to avoid economic fallout before midterms.
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is going to be a test of wills... The entire region is swept in this." The administration is committing to a prolonged air campaign ("weeks") and potentially ground operations. This necessitates the massive expenditure and subsequent replenishment of precision munitions, missile defense interceptors (Patriots/THAAD), and air support logistics. Defense primes are the direct beneficiaries of this volume. LONG Defense Prime Contractors. A rapid diplomatic resolution or a sudden de-escalation by the Trump administration to avoid economic fallout before midterms.
NatSec
YOUTUBE
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