Author

@MorganLBrennan MorganLBrennan

CNBC anchor breaking space-economy, defense and AI-infra news straight from executives

Financial journalist who relays scoops, CEO/CFO interview co

trader score
+0.26
hit rate
47%
mean α
+0.18%
signals 14d
3

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 17 scored bets: 47% hit rate, +0.18% mean alpha, trader score +0.26. Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 3 mentions with price data).

Recent signals3receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-14LMT@MorganLBrennan+0.60Lockheed's CEO argues missile demand is permanent and production must expand.+15.7%
2026-10-13IONQ@MorganLBrennan+0.35IonQ is described as increasing its commitment to cybersecurity for AI and quantum computing.-10.0%
2026-10-05EWZ@MorganLBrennan+0.40EWZ reached its highest level since February 2020.-0.9%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.