SignalTrades captures public trade calls from finance podcasts, YouTube, newsletters, and similar sources, then tracks the outcome so source records can be compared with receipts instead of vibes.
Total return in the call's direction across recent tracked long and short calls.
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Palantir built its defense software from scratch in a way that cuts out the traditional big defense contractors, and the thesis is that this approach makes it one of the biggest winners as the US pushes to modernize its military and rebuild domestic industrial capacity.
The thesis is that SpaceX and Starlink are transforming space into critical military and commercial infrastructure, and that the market hasn't yet priced in how enormous the business opportunity is from Starship-scale rockets and orbital data centers over the next decade — making SPCX a buy.
General Dynamics is a buy because the U.S. military is actively restocking depleted ammunition supplies and the company is using AI to speed up production of 155mm artillery shells, meaning its order volumes should climb meaningfully in the near term.