General Dynamics. Every tracked FinTwit mention of $GD, newest first. 22 mentions since the first on Dec 3, 2025. See the price chart.
May 2026 · 1 mention
May 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
April 2026 · 4 mentions
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Alphatica — ALPHATICA — DEFENSE FLOW UPDATE: THREE WEEKS IN
Three weeks into the Iran strikes. Here's what changed in defense flow.
Feb 28 (day of the strikes): PLTR was a −$230M institution…↗
Mar 16
BULL OF BRITAIN — THE US DEFENCE INDUSTRIAL BASE + THE AI BUILDOUT ARE ABOUT TO COLLIDE IN THE SAME SUPPLY CHAIN, CREATING THE FIRST TUNGSTEN SUPERCYCLE.
Bloomberg just reported on the 557% tungste…↗
Mar 10
Serenity — @barbell_ideas Yeah just double checked $CODA gross margins are 66.5% to 67.6%, which is extremely high for the industry.
Defense contractors like $GD or $RTX typically range arou…↗
Jason Luongo — If we go to war with Iran, these are the stocks you will want to keep an eye on:
Defense primes:
$LMT, $RTX, $NOC, $GD, $LHX, $HWM
Drones and autonomous systems:
$ONDS, $AVAV, $K…↗
January 2026 · 7 mentions
Jan 15
InvestmentGuru — Defense and aerospace stocks to watch
- Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefie…↗
Jan 12
Gaetano — Exciting Updated!
I’m keeping AI datacenter photonics as my core focus and I’ll continue covering my top positions there.
But I’m expanding into another lane where my photonics w…↗
Jan 12
Shay Boloor — GLOBAL DEFENSE CHEAT SHEET
Defense is about drones, software, communications & the industrial base that makes them scale with these companies enabling that shift:
Drones
• $ONDS…↗
— 9. General Dynamics $GD - 6%
Cheapest defense prime at 21x forward P/E vs. 25x peer average. $118B record backlog including a $15.4B Columbia-class submarine contract
Pentagon $2…
— @FairValueHunter Unfortunately, my field of expertise is not in sonar and underwater mine detection. I'm just publishing some stuff in all the names I find since this is new news.…
Serenity — Other interesting names aside from $KRKNF, $CODA, $EXA:
$OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers).
$MIND…↗
Mar 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Mar 1
Midas — Some names that benefit the most from Iran-US strikes:
1. $LMT - Maker of jets & missile systems
2. $RTX - Supplier of Patriot missiles & air defense tech
3. $NOC - Producer o…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
— Some of the stocks that can benefit
$LMT, $NOC, $RTX, $GD, $BA, $TXT, $HII, $AXTI, $ONDS, $RDW,
InvestmentGuru — Defense stocks gained ground after fresh comments from President Trump about the U.S. military budget and defense spending priorities.
Today, Trump posted that the U.S. should bo…↗
Jan 5
Black Panther Capital — 🚨HERE IT COMES. TRUMPS NEXT MOVE:
Here 20 companies to look out for if Trump sits down to negotiate with Greenland.
$CRML, Mining $MP, Materials $UUUU, Mining $LMT, Aerospace &…↗
Jan 1
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗