SHLD
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by TBPN 3mo ago
LONG2mo ago
“Defense budgets are structurally rising in most major economies. The character of warfare has changed.”The Ascent · happyprofit
New-generation software-first defense-tech captures outsized share as procurement reorients to the changed character of warfare
SHLDLONG@ $66.33
$62.44-5.87%
since call May 30
LONG3mo ago
“I think the fact that we have a ceasefire and Trump didn't go through with that I think is probably a bit of a save for defense tech in the midst of a boom. ……”TBPN
Defense-tech VC pipeline stays open after the ceasefire, so the listed defense-tech basket keeps compounding.
SHLDLONG@ $74.08
$62.44-15.72%
since call Apr 8