Jeremy Doyle

Defense Analyst / Guest
· tracked since Mar 2026
Calls 3 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 3
Best Calls
No live winners yet
Worst Calls
LMT long -20.9%
RTX long -16.4%
GD long -4.9%
Most Mentioned
LMT ×2
RTX ×2
GD ×1
Recent Calls
GD long 2 months ago
LMT long 2 months ago
RTX long 2 months ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 0%
30d 0%
90d
Average Return -14.1% Long Return -14.1% Short Return -
Average Return
7d -0.8%
30d -4.4%
90d
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 11
$649.21
-20.9%
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.
NatSec
Long
Mar 11
$206.38
-16.4%
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.
NatSec
Long
Mar 11
$354.50
-4.9%
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.
NatSec
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