Jacky Rosen

Member, Senate Armed Services Committee
@SenJackyRosen · tracked since Mar 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
CRWD long +90.8%
PANW long +79.7%
Worst Calls
BAH long -0.9%
Most Mentioned
PANW ×1
CRWD ×1
BAH ×1
Recent Calls
BAH long 3 months ago
CRWD long 3 months ago
PANW long 3 months ago
Win Rate 67% Long 3 Short 0
Win Rate
7d 67%
30d 100%
90d 100%
Average Return +56.5% Long Return +56.5% Short Return -
Average Return
7d +5.1%
30d +3.8%
90d +66.2%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 03
$79.20
-0.9%
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
NatSec
Long
Mar 03
$391.42
+90.8%
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
NatSec
Long
Mar 03
$156.09
+79.7%
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
Senator Rosen highlights that "cyber has evolved into a fully integrated domain of warfare" and questions if the infrastructure can survive a multi-theater war. Colby responds that they are "super focused on cyber" and applying strategic principles to the domain. With active kinetic war in the Middle East and high tension with China (who is accused of "jamming internet access" in the Philippines during the hearing), government spending on offensive and defensive cyber capabilities will accelerate to protect the "homeland" pillar of the NDS. LONG. Cyber defense is the "digital munitions" of modern conflict. Valuation concerns in the tech sector; government contracts in cyber can be lumpy compared to hardware.
NatSec
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