Calls
8
#543
Alpha Score 70.3
u/acceinvestments
Reddit r/ValueInvesting
Win Rate
62.5%
return
+11.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 10
$733.79
-28.5%
The author argues NOC makes the AARGM-ER, a munition being consumed in the active Iran conflict, and that the durable re-rating occurs 6 to 18 months later when replenishment contracts appear in revenue. He cites the CSIS estimate of about $3.7 billion in first-100-hour munitions costs, mostly unbudgeted. The stated complication is that the initial headline spike precedes the revenue effect.
Defense
Long
Mar 10
$654.22
-17.6%
The author argues LMT makes the LRASM and Patriot upgrades, products being consumed in the active Iran conflict, and that durable re-rating comes 6 to 18 months later as replenishment contracts flow into revenue. He cites the CSIS estimate of roughly $3.7 billion in first-100-hour munitions costs, mostly unbudgeted. The stated complication is that the initial headline spike precedes the revenue effect.
Defense
Long
Mar 10
$207.33
-6.8%
The author argues RTX makes the Tomahawk and PAC-3, products physically being consumed in the active Iran conflict, and that the durable re-rating happens 6 to 18 months later when replenishment contracts show up in revenue. He cites a CSIS estimate that the first 100 hours of Operation Epic Fury cost about $3.7 billion, mostly munitions replacement. The stated complication is that the initial spike prices in headlines while the real revenue effect lags.
Defense
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u/acceinvestments has 8 trade ideas tracked on Buzzberg across 8 tickers since March 2026. Ranked #543 on the Buzzberg Alpha leaderboard. Most covered: TSM, ASML, LMT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
