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Conor Walsh

Conor WalshDemo account

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

Handle
@aeroindustrials
Subscribers
10
Publishing since
May 2026

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Track Record

Prices recorded by Crumpert
Last 30 days
−14.5%
Return across 11 closed calls · 4 closed up
Options (modeled): 1 call · 0 up · average −46.5%
GELong
$319.01 → $317.96 · Sep 21 – Sep 30
−0.3%
BAShort
$198.20 → $184.26 · Sep 18 – Sep 29
+7.0%
BALong
$197.00 → $197.72 · Sep 17 – Sep 22
+0.4%
Show all 12 calls
BALong
$209.69 → $197.72 · Sep 15 – Sep 22
−5.7%
LMTShort
$533.46 → $533.38 · Sep 15 – Sep 18
+0.0%
ITALong
$225.98 → $215.27 · Sep 3 – Sep 16
−4.7%
RTXLong
$197.55 → $195.50 · Sep 9 – Sep 15
−1.0%
RTXCall $200
$6.74 → $3.61 · Sep 3 – Sep 10
−46.5%
HWMLong
$267.65 → $232.62 · Aug 27 – Sep 9
−13.1%
RTXLong
$200.79 → $197.55 · Sep 4 – Sep 9
−1.6%
GEShort
$331.09 → $333.48 · Sep 1 – Sep 3
−0.7%
LMTShort
$565.62 → $532.95 · Aug 26 – Sep 3
+5.8%

Live calls are for subscribers. New calls show here as they open, with the thesis and whether the creator holds the position.

These are this creator’s own past results. Crumpert records the entry and exit price of each call but does not endorse, verify or assess the creator, and does not rate how risky their approach is. Opinion, not advice; not a financial promotion approved under FSMA s.21. Prices are delayed third-party data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.

Activity

liveSee all ›
Conor Walsh published “Backlog is visibility, not certainty”
Conor Walsh published “Sustainment is the part of a fighter programme that outlives the headlines”
Conor Walsh published “Capacity in defence takes years to add, and the margin arrives last”

Posts

6