Calls
3
Jeremy Doyle
Defense Analyst / Guest
Win Rate
33.3%
return
-8.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 11
$649.21
-21.6%
It is putting strain on stockpiles of weapons that the U.S. gathered and created to fight a higher end adversary. The munitions meant for China... are being used against Iran. The US military is burning through expensive, hard-to-replace interceptors to shoot down cheap Iranian drones and missiles. The Department of Defense will be forced to issue massive, expedited replenishment contracts to prime defense contractors to rebuild depleted stockpiles for the Pacific theater. Accelerated depletion of high-end munitions makes major defense contractors a LONG. Congressional gridlock over defense spending or a sudden de-escalation in the Middle East reducing munition burn rates.
It is putting strain on stockpiles of weapons that the U.S. gathered and created to fight a higher end adversary. The munitions meant for China... are being used against Iran. The US military is burning through expensive, hard-to-replace interceptors to shoot down cheap Iranian drones and missiles. The Department of Defense will be forced to issue massive, expedited replenishment contracts to prime defense contractors to rebuild depleted stockpiles for the Pacific theater. Accelerated depletion of high-end munitions makes major defense contractors a LONG. Congressional gridlock over defense spending or a sudden de-escalation in the Middle East reducing munition burn rates.
Defense
Long
Mar 11
$206.38
-6.2%
It is putting strain on stockpiles of weapons that the U.S. gathered and created to fight a higher end adversary. The munitions meant for China... are being used against Iran. The US military is burning through expensive, hard-to-replace interceptors to shoot down cheap Iranian drones and missiles. The Department of Defense will be forced to issue massive, expedited replenishment contracts to prime defense contractors to rebuild depleted stockpiles for the Pacific theater. Accelerated depletion of high-end munitions makes major defense contractors a LONG. Congressional gridlock over defense spending or a sudden de-escalation in the Middle East reducing munition burn rates.
It is putting strain on stockpiles of weapons that the U.S. gathered and created to fight a higher end adversary. The munitions meant for China... are being used against Iran. The US military is burning through expensive, hard-to-replace interceptors to shoot down cheap Iranian drones and missiles. The Department of Defense will be forced to issue massive, expedited replenishment contracts to prime defense contractors to rebuild depleted stockpiles for the Pacific theater. Accelerated depletion of high-end munitions makes major defense contractors a LONG. Congressional gridlock over defense spending or a sudden de-escalation in the Middle East reducing munition burn rates.
Defense
Long
Mar 11
$354.50
+4.0%
It is putting strain on stockpiles of weapons that the U.S. gathered and created to fight a higher end adversary. The munitions meant for China... are being used against Iran. The US military is burning through expensive, hard-to-replace interceptors to shoot down cheap Iranian drones and missiles. The Department of Defense will be forced to issue massive, expedited replenishment contracts to prime defense contractors to rebuild depleted stockpiles for the Pacific theater. Accelerated depletion of high-end munitions makes major defense contractors a LONG. Congressional gridlock over defense spending or a sudden de-escalation in the Middle East reducing munition burn rates.
It is putting strain on stockpiles of weapons that the U.S. gathered and created to fight a higher end adversary. The munitions meant for China... are being used against Iran. The US military is burning through expensive, hard-to-replace interceptors to shoot down cheap Iranian drones and missiles. The Department of Defense will be forced to issue massive, expedited replenishment contracts to prime defense contractors to rebuild depleted stockpiles for the Pacific theater. Accelerated depletion of high-end munitions makes major defense contractors a LONG. Congressional gridlock over defense spending or a sudden de-escalation in the Middle East reducing munition burn rates.
Defense
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Jeremy Doyle has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: LMT, RTX, GD.
