Kevin McCarthy

Former Speaker of the House / Board Member, Ignium
@SpeakerMcCarthy · tracked since Feb 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
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No live winners yet
Worst Calls
ITA long -2.6%
Most Mentioned
ITA ×1
Recent Calls
ITA long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -2.6% Long Return -2.6% Short Return -
Average Return
7d +4.1%
30d -0.7%
90d -2.4%
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ITA iShares ... iShares U.S. Aerosp...
Long
Feb 11
$230.95
-2.6%
NATO and the US are increasing defense spending. McCarthy notes we are on a "wartime footing" regarding industrial supply chains. The government is actively seeking to expand the industrial base beyond just the prime contractors (Lockheed/Boeing) to smaller suppliers and new platforms (like Ignium). This signals a secular tailwind for the entire defense supply chain. LONG. Geopolitical tension ensures sustained government funding. Budget gridlock in Washington (though McCarthy downplays this).
NATO and the US are increasing defense spending. McCarthy notes we are on a "wartime footing" regarding industrial supply chains. The government is actively seeking to expand the industrial base beyond just the prime contractors (Lockheed/Boeing) to smaller suppliers and new platforms (like Ignium). This signals a secular tailwind for the entire defense supply chain. LONG. Geopolitical tension ensures sustained government funding. Budget gridlock in Washington (though McCarthy downplays this).
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