Calls
3
Rodney Scott
Commissioner, U.S. Customs and Border Protection (CBP)
Win Rate
33.3%
return
-6.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$340.75
+8.8%
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.
Defense
Long
Feb 12
$637.43
-20.0%
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.
Defense
Long
Feb 12
$98.75
-8.1%
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.
Defense
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Rodney Scott has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: LMT, GD, TXT.
