Calls
4
Julianne Smith
Former US Ambassador to NATO
Win Rate
0.0%
return
-16.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 10
$240.65
-5.1%
"The U.S. is burning through a lot of its munitions, a lot of its interceptors... I will support a supplemental because we have our military over there and we need to make sure we are protecting our national security interests." The rapid depletion of US stockpiles necessitates massive new procurement contracts. Defense companies manufacturing Patriot interceptors, precision bombs, and next-generation bombers (like the B-21 Raider) will be the direct beneficiaries of the upcoming bipartisan supplemental funding bill. LONG defense contractors as the urgent need to replenish the US military arsenal guarantees a surge in top-line government orders. Congress fails to pass the supplemental funding bill due to partisan gridlock over unrelated domestic issues, delaying procurement contracts.
"The U.S. is burning through a lot of its munitions, a lot of its interceptors... I will support a supplemental because we have our military over there and we need to make sure we are protecting our national security interests." The rapid depletion of US stockpiles necessitates massive new procurement contracts. Defense companies manufacturing Patriot interceptors, precision bombs, and next-generation bombers (like the B-21 Raider) will be the direct beneficiaries of the upcoming bipartisan supplemental funding bill. LONG defense contractors as the urgent need to replenish the US military arsenal guarantees a surge in top-line government orders. Congress fails to pass the supplemental funding bill due to partisan gridlock over unrelated domestic issues, delaying procurement contracts.
Thematic ETFs
Long
Mar 10
$658.95
-22.6%
"The U.S. is burning through a lot of its munitions, a lot of its interceptors... I will support a supplemental because we have our military over there and we need to make sure we are protecting our national security interests." The rapid depletion of US stockpiles necessitates massive new procurement contracts. Defense companies manufacturing Patriot interceptors, precision bombs, and next-generation bombers (like the B-21 Raider) will be the direct beneficiaries of the upcoming bipartisan supplemental funding bill. LONG defense contractors as the urgent need to replenish the US military arsenal guarantees a surge in top-line government orders. Congress fails to pass the supplemental funding bill due to partisan gridlock over unrelated domestic issues, delaying procurement contracts.
"The U.S. is burning through a lot of its munitions, a lot of its interceptors... I will support a supplemental because we have our military over there and we need to make sure we are protecting our national security interests." The rapid depletion of US stockpiles necessitates massive new procurement contracts. Defense companies manufacturing Patriot interceptors, precision bombs, and next-generation bombers (like the B-21 Raider) will be the direct beneficiaries of the upcoming bipartisan supplemental funding bill. LONG defense contractors as the urgent need to replenish the US military arsenal guarantees a surge in top-line government orders. Congress fails to pass the supplemental funding bill due to partisan gridlock over unrelated domestic issues, delaying procurement contracts.
Defense
Long
Mar 10
$751.76
-30.3%
"The U.S. is burning through a lot of its munitions, a lot of its interceptors... I will support a supplemental because we have our military over there and we need to make sure we are protecting our national security interests." The rapid depletion of US stockpiles necessitates massive new procurement contracts. Defense companies manufacturing Patriot interceptors, precision bombs, and next-generation bombers (like the B-21 Raider) will be the direct beneficiaries of the upcoming bipartisan supplemental funding bill. LONG defense contractors as the urgent need to replenish the US military arsenal guarantees a surge in top-line government orders. Congress fails to pass the supplemental funding bill due to partisan gridlock over unrelated domestic issues, delaying procurement contracts.
"The U.S. is burning through a lot of its munitions, a lot of its interceptors... I will support a supplemental because we have our military over there and we need to make sure we are protecting our national security interests." The rapid depletion of US stockpiles necessitates massive new procurement contracts. Defense companies manufacturing Patriot interceptors, precision bombs, and next-generation bombers (like the B-21 Raider) will be the direct beneficiaries of the upcoming bipartisan supplemental funding bill. LONG defense contractors as the urgent need to replenish the US military arsenal guarantees a surge in top-line government orders. Congress fails to pass the supplemental funding bill due to partisan gridlock over unrelated domestic issues, delaying procurement contracts.
Defense
Long
Mar 10
$207.50
-6.5%
"The U.S. is burning through a lot of its munitions, a lot of its interceptors... I will support a supplemental because we have our military over there and we need to make sure we are protecting our national security interests." The rapid depletion of US stockpiles necessitates massive new procurement contracts. Defense companies manufacturing Patriot interceptors, precision bombs, and next-generation bombers (like the B-21 Raider) will be the direct beneficiaries of the upcoming bipartisan supplemental funding bill. LONG defense contractors as the urgent need to replenish the US military arsenal guarantees a surge in top-line government orders. Congress fails to pass the supplemental funding bill due to partisan gridlock over unrelated domestic issues, delaying procurement contracts.
"The U.S. is burning through a lot of its munitions, a lot of its interceptors... I will support a supplemental because we have our military over there and we need to make sure we are protecting our national security interests." The rapid depletion of US stockpiles necessitates massive new procurement contracts. Defense companies manufacturing Patriot interceptors, precision bombs, and next-generation bombers (like the B-21 Raider) will be the direct beneficiaries of the upcoming bipartisan supplemental funding bill. LONG defense contractors as the urgent need to replenish the US military arsenal guarantees a surge in top-line government orders. Congress fails to pass the supplemental funding bill due to partisan gridlock over unrelated domestic issues, delaying procurement contracts.
Defense
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Julianne Smith has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: ITA, LMT, RTX.
