Rodney Scott

Commissioner, U.S. Customs and Border Protection (CBP)
@CBPCommissioner · tracked since Feb 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
LMT long -19.5%
TXT long -7.5%
GD long -1.1%
Most Mentioned
LMT ×1
GD ×1
TXT ×1
Recent Calls
TXT long 3 months ago
LMT long 3 months ago
GD long 3 months ago
Win Rate 0% Long 3 Short 0
Win Rate
7d 100%
30d 67%
90d 33%
Average Return -9.3% Long Return -9.3% Short Return -
Average Return
7d +2.9%
30d -0.6%
90d -8.6%
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 12
$340.75
-1.1%
CBP Commissioner Scott states, "We're building the new smart border wall at a record pace... rolling out technology. It's not just the border wall. It's a smart system. New aircraft coming on." The shift from "physical wall" to "smart wall" (sensors, surveillance, aircraft) benefits defense contractors that specialize in border security technology and light aircraft (Textron/Bell, General Dynamics, Lockheed). The "record pace" comment suggests funding is already allocated and flowing. LONG. Continued bipartisan support for "smart" security (as opposed to just concrete) ensures long-term revenue. Policy shifts if the administration changes; budget reallocation.
CBP Commissioner Scott states, "We're building the new smart border wall at a record pace... rolling out technology. It's not just the border wall. It's a smart system. New aircraft coming on." The shift from "physical wall" to "smart wall" (sensors, surveillance, aircraft) benefits defense contractors that specialize in border security technology and light aircraft (Textron/Bell, General Dynamics, Lockheed). The "record pace" comment suggests funding is already allocated and flowing. LONG. Continued bipartisan support for "smart" security (as opposed to just concrete) ensures long-term revenue. Policy shifts if the administration changes; budget reallocation.
NatSec
Long
Feb 12
$637.43
-19.5%
CBP Commissioner Scott states, "We're building the new smart border wall at a record pace... rolling out technology. It's not just the border wall. It's a smart system. New aircraft coming on." The shift from "physical wall" to "smart wall" (sensors, surveillance, aircraft) benefits defense contractors that specialize in border security technology and light aircraft (Textron/Bell, General Dynamics, Lockheed). The "record pace" comment suggests funding is already allocated and flowing. LONG. Continued bipartisan support for "smart" security (as opposed to just concrete) ensures long-term revenue. Policy shifts if the administration changes; budget reallocation.
CBP Commissioner Scott states, "We're building the new smart border wall at a record pace... rolling out technology. It's not just the border wall. It's a smart system. New aircraft coming on." The shift from "physical wall" to "smart wall" (sensors, surveillance, aircraft) benefits defense contractors that specialize in border security technology and light aircraft (Textron/Bell, General Dynamics, Lockheed). The "record pace" comment suggests funding is already allocated and flowing. LONG. Continued bipartisan support for "smart" security (as opposed to just concrete) ensures long-term revenue. Policy shifts if the administration changes; budget reallocation.
NatSec
Long
Feb 12
$98.75
-7.5%
CBP Commissioner Scott states, "We're building the new smart border wall at a record pace... rolling out technology. It's not just the border wall. It's a smart system. New aircraft coming on." The shift from "physical wall" to "smart wall" (sensors, surveillance, aircraft) benefits defense contractors that specialize in border security technology and light aircraft (Textron/Bell, General Dynamics, Lockheed). The "record pace" comment suggests funding is already allocated and flowing. LONG. Continued bipartisan support for "smart" security (as opposed to just concrete) ensures long-term revenue. Policy shifts if the administration changes; budget reallocation.
CBP Commissioner Scott states, "We're building the new smart border wall at a record pace... rolling out technology. It's not just the border wall. It's a smart system. New aircraft coming on." The shift from "physical wall" to "smart wall" (sensors, surveillance, aircraft) benefits defense contractors that specialize in border security technology and light aircraft (Textron/Bell, General Dynamics, Lockheed). The "record pace" comment suggests funding is already allocated and flowing. LONG. Continued bipartisan support for "smart" security (as opposed to just concrete) ensures long-term revenue. Policy shifts if the administration changes; budget reallocation.
NatSec
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