Calls
3
Victoria Coates
VP, Heritage Foundation
Win Rate
33.3%
return
-8.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 05
$360.70
+2.2%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict with China. The Heritage Foundation's AI simulations highlight a critical deficit in munitions and logistics (tankers). This implies a sustained need for increased defense spending (Trump's proposed $1.5T budget mentioned) to replenish stockpiles and build logistics capacity. Long Defense Primes and Logistics providers to capitalize on the inevitable re-stocking cycle. Budget gridlock in Congress preventing defense spending increases.
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict with China. The Heritage Foundation's AI simulations highlight a critical deficit in munitions and logistics (tankers). This implies a sustained need for increased defense spending (Trump's proposed $1.5T budget mentioned) to replenish stockpiles and build logistics capacity. Long Defense Primes and Logistics providers to capitalize on the inevitable re-stocking cycle. Budget gridlock in Congress preventing defense spending increases.
Defense
Long
Mar 05
$655.00
-22.3%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict with China. The Heritage Foundation's AI simulations highlight a critical deficit in munitions and logistics (tankers). This implies a sustained need for increased defense spending (Trump's proposed $1.5T budget mentioned) to replenish stockpiles and build logistics capacity. Long Defense Primes and Logistics providers to capitalize on the inevitable re-stocking cycle. Budget gridlock in Congress preventing defense spending increases.
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict with China. The Heritage Foundation's AI simulations highlight a critical deficit in munitions and logistics (tankers). This implies a sustained need for increased defense spending (Trump's proposed $1.5T budget mentioned) to replenish stockpiles and build logistics capacity. Long Defense Primes and Logistics providers to capitalize on the inevitable re-stocking cycle. Budget gridlock in Congress preventing defense spending increases.
Defense
Long
Mar 05
$203.86
-5.1%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict with China. The Heritage Foundation's AI simulations highlight a critical deficit in munitions and logistics (tankers). This implies a sustained need for increased defense spending (Trump's proposed $1.5T budget mentioned) to replenish stockpiles and build logistics capacity. Long Defense Primes and Logistics providers to capitalize on the inevitable re-stocking cycle. Budget gridlock in Congress preventing defense spending increases.
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict with China. The Heritage Foundation's AI simulations highlight a critical deficit in munitions and logistics (tankers). This implies a sustained need for increased defense spending (Trump's proposed $1.5T budget mentioned) to replenish stockpiles and build logistics capacity. Long Defense Primes and Logistics providers to capitalize on the inevitable re-stocking cycle. Budget gridlock in Congress preventing defense spending increases.
Defense
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Victoria Coates has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: LMT, RTX, GD.
