Calls
2
Tom Karako
Director, Missile Defense Project, CSIS
Win Rate
0.0%
return
-8.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 24
$581.47
-7.3%
The US is facing a severe munitions shortfall after the Iran conflict, and a massive replenishment effort is underway, with RTX and Lockheed Martin as the primary providers. The Pentagon urgently needs the supplemental budget, and these companies stand to benefit from large-scale missile and interceptor orders that have not yet been contracted but are inevitable given the depletion.
Defense
Long
Jul 24
$212.01
-8.9%
The US is facing a severe munitions shortfall after the Iran conflict, and a massive replenishment effort is underway, with RTX and Lockheed Martin as the primary providers. The Pentagon urgently needs the supplemental budget, and these companies stand to benefit from large-scale missile and interceptor orders that have not yet been contracted but are inevitable given the depletion.
Defense
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Tom Karako has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: LMT, RTX.
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