Calls
3
Pete Aguilar
Chair of the House Democratic Caucus
Win Rate
100.0%
return
+84.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$102.89
+92.8%
Aguilar lists "CISA, cybersecurity" alongside the Coast Guard and Secret Service as agencies that "should be funded through the continuation... just like other law enforcement agencies." Even in a highly partisan dispute where Democrats are trying to defund border enforcement (ICE), they explicitly carve out Cybersecurity (CISA) as essential/protected. This reinforces the thesis that cyber spending is "non-discretionary" government spending, immune to even the most severe budget cuts or political gridlock. LONG. Bipartisan support for cyber funding provides a safety net for government contracts in this sector. A total government shutdown (unlikely) would temporarily pause new contract awards.
Aguilar lists "CISA, cybersecurity" alongside the Coast Guard and Secret Service as agencies that "should be funded through the continuation... just like other law enforcement agencies." Even in a highly partisan dispute where Democrats are trying to defund border enforcement (ICE), they explicitly carve out Cybersecurity (CISA) as essential/protected. This reinforces the thesis that cyber spending is "non-discretionary" government spending, immune to even the most severe budget cuts or political gridlock. LONG. Bipartisan support for cyber funding provides a safety net for government contracts in this sector. A total government shutdown (unlikely) would temporarily pause new contract awards.
Cybersecurity
Long
Feb 12
$185.17
+46.1%
Aguilar lists "CISA, cybersecurity" alongside the Coast Guard and Secret Service as agencies that "should be funded through the continuation... just like other law enforcement agencies." Even in a highly partisan dispute where Democrats are trying to defund border enforcement (ICE), they explicitly carve out Cybersecurity (CISA) as essential/protected. This reinforces the thesis that cyber spending is "non-discretionary" government spending, immune to even the most severe budget cuts or political gridlock. LONG. Bipartisan support for cyber funding provides a safety net for government contracts in this sector. A total government shutdown (unlikely) would temporarily pause new contract awards.
Aguilar lists "CISA, cybersecurity" alongside the Coast Guard and Secret Service as agencies that "should be funded through the continuation... just like other law enforcement agencies." Even in a highly partisan dispute where Democrats are trying to defund border enforcement (ICE), they explicitly carve out Cybersecurity (CISA) as essential/protected. This reinforces the thesis that cyber spending is "non-discretionary" government spending, immune to even the most severe budget cuts or political gridlock. LONG. Bipartisan support for cyber funding provides a safety net for government contracts in this sector. A total government shutdown (unlikely) would temporarily pause new contract awards.
Cybersecurity
Long
Feb 12
$162.81
+114.2%
Aguilar lists "CISA, cybersecurity" alongside the Coast Guard and Secret Service as agencies that "should be funded through the continuation... just like other law enforcement agencies." Even in a highly partisan dispute where Democrats are trying to defund border enforcement (ICE), they explicitly carve out Cybersecurity (CISA) as essential/protected. This reinforces the thesis that cyber spending is "non-discretionary" government spending, immune to even the most severe budget cuts or political gridlock. LONG. Bipartisan support for cyber funding provides a safety net for government contracts in this sector. A total government shutdown (unlikely) would temporarily pause new contract awards.
Aguilar lists "CISA, cybersecurity" alongside the Coast Guard and Secret Service as agencies that "should be funded through the continuation... just like other law enforcement agencies." Even in a highly partisan dispute where Democrats are trying to defund border enforcement (ICE), they explicitly carve out Cybersecurity (CISA) as essential/protected. This reinforces the thesis that cyber spending is "non-discretionary" government spending, immune to even the most severe budget cuts or political gridlock. LONG. Bipartisan support for cyber funding provides a safety net for government contracts in this sector. A total government shutdown (unlikely) would temporarily pause new contract awards.
Cybersecurity
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Pete Aguilar has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: PANW, CRWD, NET.
