U.S. Department of Defense

Source Material
@DeptofWar · tracked since Mar 2026
Calls 4 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
HII long -34.7%
LMT long -23.1%
RTX long -16.4%
Most Mentioned
LMT ×1
RTX ×1
GD ×1
Recent Calls
HII long 3 months ago
GD long 3 months ago
LMT long 3 months ago
Win Rate 0% Long 4 Short 0
Win Rate
7d 25%
30d 0%
90d 0%
Average Return -20.5% Long Return -20.5% Short Return -
Average Return
7d -2.5%
30d -6.5%
90d -19.5%
Result
Result
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Side
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Entry
P&L
Thesis
Theme
Source
Long
Mar 03
$364.70
-7.6%
The video explicitly shows Arleigh Burke-class destroyers firing missiles from their VLS cells in combat conditions. Every missile fired (likely Raytheon's Standard Missiles or Tomahawks) represents a sunk cost that must be replenished, directly driving revenue for munitions manufacturers (RTX). The Aegis Combat System and VLS are maintained by Lockheed Martin (LMT). Furthermore, high operational stress on these hulls drives maintenance and replacement demand for shipbuilders (GD, HII). Long Defense Primes. The footage is proof of "inventory burn," which guarantees future government contracts to restock depleted munitions and repair deployed assets. Political gridlock in Washington delaying supplemental defense appropriations; sudden de-escalation in the Red Sea or relevant conflict zones reducing the "burn rate" of munitions.
The video explicitly shows Arleigh Burke-class destroyers firing missiles from their VLS cells in combat conditions. Every missile fired (likely Raytheon's Standard Missiles or Tomahawks) represents a sunk cost that must be replenished, directly driving revenue for munitions manufacturers (RTX). The Aegis Combat System and VLS are maintained by Lockheed Martin (LMT). Furthermore, high operational stress on these hulls drives maintenance and replacement demand for shipbuilders (GD, HII). Long Defense Primes. The footage is proof of "inventory burn," which guarantees future government contracts to restock depleted munitions and repair deployed assets. Political gridlock in Washington delaying supplemental defense appropriations; sudden de-escalation in the Red Sea or relevant conflict zones reducing the "burn rate" of munitions.
NatSec
Long
Mar 03
$440.33
-34.7%
The video explicitly shows Arleigh Burke-class destroyers firing missiles from their VLS cells in combat conditions. Every missile fired (likely Raytheon's Standard Missiles or Tomahawks) represents a sunk cost that must be replenished, directly driving revenue for munitions manufacturers (RTX). The Aegis Combat System and VLS are maintained by Lockheed Martin (LMT). Furthermore, high operational stress on these hulls drives maintenance and replacement demand for shipbuilders (GD, HII). Long Defense Primes. The footage is proof of "inventory burn," which guarantees future government contracts to restock depleted munitions and repair deployed assets. Political gridlock in Washington delaying supplemental defense appropriations; sudden de-escalation in the Red Sea or relevant conflict zones reducing the "burn rate" of munitions.
The video explicitly shows Arleigh Burke-class destroyers firing missiles from their VLS cells in combat conditions. Every missile fired (likely Raytheon's Standard Missiles or Tomahawks) represents a sunk cost that must be replenished, directly driving revenue for munitions manufacturers (RTX). The Aegis Combat System and VLS are maintained by Lockheed Martin (LMT). Furthermore, high operational stress on these hulls drives maintenance and replacement demand for shipbuilders (GD, HII). Long Defense Primes. The footage is proof of "inventory burn," which guarantees future government contracts to restock depleted munitions and repair deployed assets. Political gridlock in Washington delaying supplemental defense appropriations; sudden de-escalation in the Red Sea or relevant conflict zones reducing the "burn rate" of munitions.
NatSec
Long
Mar 03
$667.82
-23.1%
The video explicitly shows Arleigh Burke-class destroyers firing missiles from their VLS cells in combat conditions. Every missile fired (likely Raytheon's Standard Missiles or Tomahawks) represents a sunk cost that must be replenished, directly driving revenue for munitions manufacturers (RTX). The Aegis Combat System and VLS are maintained by Lockheed Martin (LMT). Furthermore, high operational stress on these hulls drives maintenance and replacement demand for shipbuilders (GD, HII). Long Defense Primes. The footage is proof of "inventory burn," which guarantees future government contracts to restock depleted munitions and repair deployed assets. Political gridlock in Washington delaying supplemental defense appropriations; sudden de-escalation in the Red Sea or relevant conflict zones reducing the "burn rate" of munitions.
The video explicitly shows Arleigh Burke-class destroyers firing missiles from their VLS cells in combat conditions. Every missile fired (likely Raytheon's Standard Missiles or Tomahawks) represents a sunk cost that must be replenished, directly driving revenue for munitions manufacturers (RTX). The Aegis Combat System and VLS are maintained by Lockheed Martin (LMT). Furthermore, high operational stress on these hulls drives maintenance and replacement demand for shipbuilders (GD, HII). Long Defense Primes. The footage is proof of "inventory burn," which guarantees future government contracts to restock depleted munitions and repair deployed assets. Political gridlock in Washington delaying supplemental defense appropriations; sudden de-escalation in the Red Sea or relevant conflict zones reducing the "burn rate" of munitions.
NatSec
Long
Mar 03
$206.52
-16.4%
The video explicitly shows Arleigh Burke-class destroyers firing missiles from their VLS cells in combat conditions. Every missile fired (likely Raytheon's Standard Missiles or Tomahawks) represents a sunk cost that must be replenished, directly driving revenue for munitions manufacturers (RTX). The Aegis Combat System and VLS are maintained by Lockheed Martin (LMT). Furthermore, high operational stress on these hulls drives maintenance and replacement demand for shipbuilders (GD, HII). Long Defense Primes. The footage is proof of "inventory burn," which guarantees future government contracts to restock depleted munitions and repair deployed assets. Political gridlock in Washington delaying supplemental defense appropriations; sudden de-escalation in the Red Sea or relevant conflict zones reducing the "burn rate" of munitions.
The video explicitly shows Arleigh Burke-class destroyers firing missiles from their VLS cells in combat conditions. Every missile fired (likely Raytheon's Standard Missiles or Tomahawks) represents a sunk cost that must be replenished, directly driving revenue for munitions manufacturers (RTX). The Aegis Combat System and VLS are maintained by Lockheed Martin (LMT). Furthermore, high operational stress on these hulls drives maintenance and replacement demand for shipbuilders (GD, HII). Long Defense Primes. The footage is proof of "inventory burn," which guarantees future government contracts to restock depleted munitions and repair deployed assets. Political gridlock in Washington delaying supplemental defense appropriations; sudden de-escalation in the Red Sea or relevant conflict zones reducing the "burn rate" of munitions.
NatSec
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