Mark Kimmitt

Retired Brigadier General, US Army
· tracked since Mar 2026
Calls 3 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
NOC long -27.5%
LMT long -21.6%
RTX long -15.4%
Most Mentioned
LMT ×1
RTX ×1
NOC ×1
Recent Calls
NOC long 3 months ago
LMT long 3 months ago
RTX long 3 months ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -21.5% Long Return -21.5% Short Return -
Average Return
7d -0.4%
30d -3.8%
90d -22.0%
Result
Result
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Side
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Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 05
$655.00
-21.6%
Blinken states, "We deplete our arsenal and it takes a long time to rebuild it." Gen. Kimmitt adds that the US is running out of "highly sophisticated... air defense" systems due to the barrage of Iranian missiles. The current burn rate of interceptors (Patriots, THAAD, SM-3s) exceeds production capacity. This necessitates massive, immediate government contracts to replenish stockpiles, guaranteeing revenue for prime defense contractors regardless of the war's outcome. LONG. These companies are the only suppliers for the depleted inventory. Supply chain bottlenecks preventing rapid production scaling.
Blinken states, "We deplete our arsenal and it takes a long time to rebuild it." Gen. Kimmitt adds that the US is running out of "highly sophisticated... air defense" systems due to the barrage of Iranian missiles. The current burn rate of interceptors (Patriots, THAAD, SM-3s) exceeds production capacity. This necessitates massive, immediate government contracts to replenish stockpiles, guaranteeing revenue for prime defense contractors regardless of the war's outcome. LONG. These companies are the only suppliers for the depleted inventory. Supply chain bottlenecks preventing rapid production scaling.
NatSec
Long
Mar 05
$740.01
-27.5%
Blinken states, "We deplete our arsenal and it takes a long time to rebuild it." Gen. Kimmitt adds that the US is running out of "highly sophisticated... air defense" systems due to the barrage of Iranian missiles. The current burn rate of interceptors (Patriots, THAAD, SM-3s) exceeds production capacity. This necessitates massive, immediate government contracts to replenish stockpiles, guaranteeing revenue for prime defense contractors regardless of the war's outcome. LONG. These companies are the only suppliers for the depleted inventory. Supply chain bottlenecks preventing rapid production scaling.
Blinken states, "We deplete our arsenal and it takes a long time to rebuild it." Gen. Kimmitt adds that the US is running out of "highly sophisticated... air defense" systems due to the barrage of Iranian missiles. The current burn rate of interceptors (Patriots, THAAD, SM-3s) exceeds production capacity. This necessitates massive, immediate government contracts to replenish stockpiles, guaranteeing revenue for prime defense contractors regardless of the war's outcome. LONG. These companies are the only suppliers for the depleted inventory. Supply chain bottlenecks preventing rapid production scaling.
NatSec
Long
Mar 05
$203.86
-15.4%
Blinken states, "We deplete our arsenal and it takes a long time to rebuild it." Gen. Kimmitt adds that the US is running out of "highly sophisticated... air defense" systems due to the barrage of Iranian missiles. The current burn rate of interceptors (Patriots, THAAD, SM-3s) exceeds production capacity. This necessitates massive, immediate government contracts to replenish stockpiles, guaranteeing revenue for prime defense contractors regardless of the war's outcome. LONG. These companies are the only suppliers for the depleted inventory. Supply chain bottlenecks preventing rapid production scaling.
Blinken states, "We deplete our arsenal and it takes a long time to rebuild it." Gen. Kimmitt adds that the US is running out of "highly sophisticated... air defense" systems due to the barrage of Iranian missiles. The current burn rate of interceptors (Patriots, THAAD, SM-3s) exceeds production capacity. This necessitates massive, immediate government contracts to replenish stockpiles, guaranteeing revenue for prime defense contractors regardless of the war's outcome. LONG. These companies are the only suppliers for the depleted inventory. Supply chain bottlenecks preventing rapid production scaling.
NatSec
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