Calls
4
Richard Safran
Co-founder, The Block
Win Rate
0.0%
return
-5.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 20
$231.49
-0.3%
Defense needs to be looked at in an entirely different light due to a historic increase in spending ($1.5 trillion requested for fiscal 2027), which will lead to a far better growth profile for longer than people expect. Large cap primes like Lockheed Martin and Raytheon Technologies will benefit more, with specific programs like Golden Dome being a $40 billion program over the next two years. Palantir, as a newer entrant, also saw larger growth in the request.
Thematic ETFs
Long
Apr 20
$580.98
-12.4%
Defense needs to be looked at in an entirely different light due to a historic increase in spending ($1.5 trillion requested for fiscal 2027), which will lead to a far better growth profile for longer than people expect. Large cap primes like Lockheed Martin and Raytheon Technologies will benefit more, with specific programs like Golden Dome being a $40 billion program over the next two years. Palantir, as a newer entrant, also saw larger growth in the request.
Defense
Long
Apr 20
$145.92
-9.3%
Defense needs to be looked at in an entirely different light due to a historic increase in spending ($1.5 trillion requested for fiscal 2027), which will lead to a far better growth profile for longer than people expect. Large cap primes like Lockheed Martin and Raytheon Technologies will benefit more, with specific programs like Golden Dome being a $40 billion program over the next two years. Palantir, as a newer entrant, also saw larger growth in the request.
AI Software
Long
Apr 20
$196.35
-1.4%
Defense needs to be looked at in an entirely different light due to a historic increase in spending ($1.5 trillion requested for fiscal 2027), which will lead to a far better growth profile for longer than people expect. Large cap primes like Lockheed Martin and Raytheon Technologies will benefit more, with specific programs like Golden Dome being a $40 billion program over the next two years. Palantir, as a newer entrant, also saw larger growth in the request.
Defense
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Richard Safran has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: PLTR, ITA, LMT.
