Radoslaw Sikorski

Minister of Foreign Affairs, Poland
@sikorskiradek · tracked since Feb 2026
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ITA long -4.2%
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ITA ×1
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ITA long 3 months ago
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Win Rate
7d 100%
30d 0%
90d 0%
Average Return -4.2% Long Return -4.2% Short Return -
Average Return
7d +3.7%
30d -0.9%
90d -4.4%
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ITA iShares ... iShares U.S. Aerosp...
Long
Feb 13
$234.87
-4.2%
Poland's Foreign Minister states, "We're buying U.S. weapons for Ukraine... We've pledged 230 billion [Euros]... We need to modernize by the end of the decade." While Europe is building its own capacity, the immediate demand ("buying U.S. weapons") flows directly to US Prime Contractors. The shift from 2% to 4.8% GDP spending by Poland signals a structural baseline increase in revenue for these vendors. Long US Defense ETFs (ITA) to capture the flow of European capital purchasing American hardware. Supply chain bottlenecks; potential ceasefire reducing urgency.
Poland's Foreign Minister states, "We're buying U.S. weapons for Ukraine... We've pledged 230 billion [Euros]... We need to modernize by the end of the decade." While Europe is building its own capacity, the immediate demand ("buying U.S. weapons") flows directly to US Prime Contractors. The shift from 2% to 4.8% GDP spending by Poland signals a structural baseline increase in revenue for these vendors. Long US Defense ETFs (ITA) to capture the flow of European capital purchasing American hardware. Supply chain bottlenecks; potential ceasefire reducing urgency.
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