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Conor Walsh

Aerospace & defence

Conor Walsh

Backlogs, build rates, and defence budgets. Industrials with multi-year visibility.

@aeroindustrials10 subscribersSince May 2026

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Track record

· last 30 days Verified
Shares
+83.5%Verified cumulative return · 11 closed
55%Win rate
+10.1%Avg return
+131.1%Best call
+23.8%Avg win
-6.4%Avg loss
3LStreak
11dAvg hold

Closed calls

11 in 30 days
AAPLmonthlyLong
$365.89 → $292.02 · May 30–Jun 10 · 11d hold
-20.2%
Dow Jones (DIA)weeklyLong
$499.80 → $476.05 · May 16–May 31 · 15d hold
-4.8%
S&P 500 (SPY)dailyLong
$95.36 → $93.01 · May 17–May 29 · 12d hold
-2.5%
Nasdaq 100 (QQQ)weeklyLong
$319.67 → $738.60 · May 24–May 29 · 5d hold
+131.1%
Dow Jones (DIA)monthlyLong
$363.94 → $370.36 · May 9–May 27 · 18d hold
+1.8%
Russell 2000 (IWM)Long
$436.23 → $442.01 · May 19–May 25 · 6d hold
+1.3%
Russell 2000 (IWM)weeklyLong
$126.35 → $122.30 · May 19–May 21 · 2d hold
-3.2%
Natural Gas (UNG)dailyLong
$305.60 → $323.60 · May 19–May 21 · 2d hold
+5.9%
TSLAweeklyLong
$385.84 → $395.19 · May 12–May 20 · 8d hold
+2.4%
Crude Oil (WTI) (USO)monthlyLong
$470.21 → $464.17 · Apr 29–May 19 · 20d hold
-1.3%
NVDAweeklyLong
$228.33 → $228.83 · May 2–May 19 · 17d hold
+0.2%
+Shares vs options — what's the difference?
SharesYou own the stock. The return is the underlying's move (entry → exit), linear, and you can hold as long as you like. Steadier, lower leverage.
OptionsYou buy a contract (a call or put at a strike, expiring on a date). The return is on the premium — leveraged (a small stock move can be a huge % on the option) and time-sensitive (value decays toward expiry). Higher risk and reward; here the premium is modeled, not self-reported.

Live calls

1 open
Live calls are subscriber-only

The verified record above is public. Subscribe to see live calls as they open — entry, conviction, settlement, and the full thesis.

5 notes Industrials watchlist3-18 months average holdDefined risk
FreeIndustrialsLMTMay 8

Why LMT's build rate re-rates it

Book-to-bill above one for several quarters is the tell here.

LongLow convictionDefined risk risk 4 min read
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PaidIndustrialsRTXApr 14

Why RTX's build rate re-rates it

Subscribers get the full thesis, the levels, and my positioning on RTX. Subscribe to read on.

Neutral / hedgedHigh convictionDefined risk risk 11 min read
RTRTXLoading delayed quote
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FreeIndustrialsRTXApr 7

RTX: backlog gives multi-year visibility

Build-rate normalisation flows straight to margins at this point in the cycle.

LongHigh convictionDefined risk risk 3 min read
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FreeIndustrialsBAMar 30

BA: backlog gives multi-year visibility

Defence budgets provide a floor under the order book regardless of macro.

LongHigh convictionDefined risk risk 10 min read
BABALoading delayed quote
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PaidIndustrialsLMTMar 28

LMT — the defence budget tailwind

Subscribers get the full thesis, the levels, and my positioning on LMT. Subscribe to read on.

Neutral / hedgedMedium convictionDefined risk risk 4 min read
LMLMTLoading delayed quote
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