Calls
4
Wesley Clark
Former NATO Supreme Allied Commander
Win Rate
0.0%
return
-20.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 09
$661.50
-19.4%
"Their ballistic missile program was actually sufficient to really swamp the state of Israel. And after Israel had expended all of its interceptors..." The severe depletion of Israel's air defense grid creates a massive, inelastic demand to restock interceptors. US defense prime contractors co-produce these critical systems (e.g., RTX for Iron Dome and David's Sling, BA for Arrow 3, LMT for PAC-3) and will receive accelerated, high-priority procurement contracts from the US and allied governments to rebuild the regional deterrent. LONG RTX / BA / LMT as they are the direct beneficiaries of the allied missile defense restocking cycle. US congressional gridlock delays foreign military financing approvals, or persistent aerospace supply chain shortages (specifically in solid rocket motors) cap near-term production capacity.
"Their ballistic missile program was actually sufficient to really swamp the state of Israel. And after Israel had expended all of its interceptors..." The severe depletion of Israel's air defense grid creates a massive, inelastic demand to restock interceptors. US defense prime contractors co-produce these critical systems (e.g., RTX for Iron Dome and David's Sling, BA for Arrow 3, LMT for PAC-3) and will receive accelerated, high-priority procurement contracts from the US and allied governments to rebuild the regional deterrent. LONG RTX / BA / LMT as they are the direct beneficiaries of the allied missile defense restocking cycle. US congressional gridlock delays foreign military financing approvals, or persistent aerospace supply chain shortages (specifically in solid rocket motors) cap near-term production capacity.
Defense
Long
Mar 09
$224.49
-11.5%
"Their ballistic missile program was actually sufficient to really swamp the state of Israel. And after Israel had expended all of its interceptors..." The severe depletion of Israel's air defense grid creates a massive, inelastic demand to restock interceptors. US defense prime contractors co-produce these critical systems (e.g., RTX for Iron Dome and David's Sling, BA for Arrow 3, LMT for PAC-3) and will receive accelerated, high-priority procurement contracts from the US and allied governments to rebuild the regional deterrent. LONG RTX / BA / LMT as they are the direct beneficiaries of the allied missile defense restocking cycle. US congressional gridlock delays foreign military financing approvals, or persistent aerospace supply chain shortages (specifically in solid rocket motors) cap near-term production capacity.
"Their ballistic missile program was actually sufficient to really swamp the state of Israel. And after Israel had expended all of its interceptors..." The severe depletion of Israel's air defense grid creates a massive, inelastic demand to restock interceptors. US defense prime contractors co-produce these critical systems (e.g., RTX for Iron Dome and David's Sling, BA for Arrow 3, LMT for PAC-3) and will receive accelerated, high-priority procurement contracts from the US and allied governments to rebuild the regional deterrent. LONG RTX / BA / LMT as they are the direct beneficiaries of the allied missile defense restocking cycle. US congressional gridlock delays foreign military financing approvals, or persistent aerospace supply chain shortages (specifically in solid rocket motors) cap near-term production capacity.
Aerospace
Long
Mar 09
$207.83
-6.7%
"Their ballistic missile program was actually sufficient to really swamp the state of Israel. And after Israel had expended all of its interceptors..." The severe depletion of Israel's air defense grid creates a massive, inelastic demand to restock interceptors. US defense prime contractors co-produce these critical systems (e.g., RTX for Iron Dome and David's Sling, BA for Arrow 3, LMT for PAC-3) and will receive accelerated, high-priority procurement contracts from the US and allied governments to rebuild the regional deterrent. LONG RTX / BA / LMT as they are the direct beneficiaries of the allied missile defense restocking cycle. US congressional gridlock delays foreign military financing approvals, or persistent aerospace supply chain shortages (specifically in solid rocket motors) cap near-term production capacity.
"Their ballistic missile program was actually sufficient to really swamp the state of Israel. And after Israel had expended all of its interceptors..." The severe depletion of Israel's air defense grid creates a massive, inelastic demand to restock interceptors. US defense prime contractors co-produce these critical systems (e.g., RTX for Iron Dome and David's Sling, BA for Arrow 3, LMT for PAC-3) and will receive accelerated, high-priority procurement contracts from the US and allied governments to rebuild the regional deterrent. LONG RTX / BA / LMT as they are the direct beneficiaries of the allied missile defense restocking cycle. US congressional gridlock delays foreign military financing approvals, or persistent aerospace supply chain shortages (specifically in solid rocket motors) cap near-term production capacity.
Defense
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Wesley Clark has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: BA, LMT, RTX.
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