Northrop Grumman. Every tracked FinTwit mention of $NOC, newest first. 77 mentions since the first on Dec 3, 2025. See the price chart.
July 2026 · 1 mention
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
June 2026 · 5 mentions
Jun 28
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 19
The Future Investors — The global space economy could grow from $630B today to more than $3T by 2050 🚀📈
Here are the companies best positioned to benefit 👇
📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁…↗
Jun 19
Michael Sikand 🦑 — Defense bulls, get ready.
Western governments are literally defense's version of AI hyperscaler capex, but the market isn't pricing it in.
Global defense: $3T+ est. for 2027
AI h…↗
InvestmentGuru — Key drone stocks now on watch:
Defense & Tactical Drone Leaders
→ $AVAV — Switchblade, Puma, AI/autonomy expansion after BlueHalo acquisition
→ $KTOS — Multi-domain autonomous sys…↗
May 28
InvestmentGuru — The U.S. Drone Race Is Accelerating — And The Market Is Finally Paying Attention
Reports suggest the Trump administration is advancing financing talks with multiple drone companie…↗
May 25
Alex A.C. — @vikramskr "The returns are also questionable [Space/Satellite industry]"
A look at the Northrop Grumman $NOC margins tells you everything.... 🙄
I also make myself the same ques…↗
Nezih Gökay — 💠Northrop Grumman Corp. $NOC
Northrop Grumman, dünyanın en büyük silah ve askeri teknoloji üreticilerinden biridir . Şirketin Uzay Sistemleri iş kolu, ulusal güvenlik, sivil ve…↗
Apr 25
Shay Boloor — THE WHITE HOUSE BASKET
Government Ownership
• $USAR rare earth supply chain reshoring
• $MP critical minerals & magnet supply chain
• $LAC domestic lithium supply for batteries
•…↗
Apr 25
KaizenInvestor — Companies I’m going to look into this weekend:
$HIMX
$ENSI
$MEMS
$TRT
$VICR
$FTC
$LPKF
$SHMD
$NOC
$QRVO
$WOLF
If you don’t want to waste a lot of tile on researching new companie…↗
Wolf Capital — Day 28 of the US-Israel war on Iran:
• Khamenei dead
• 1,750+ Iranian civilians killed
• 500+ ballistic missiles fired
• Lebanon getting flattened
• Strait of Hormuz on the brink…↗
Mar 28
Serenity — @platochi $NOC, $LMT already frontran ahead of conflict since Iran was largely expected. Lockheed up 23% YTD is enormous already, even after the drop.
Oil was frontran as well, b…↗
Mar 26
Serenity — If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the…↗
Alphatica — Two strikes on Iran. Two completely different institutional playbooks.
We ran our flow scanner on every SPDR sector ETF for the 30 days before the June 2025 strikes — then compare…↗
Feb 28
Serenity — Here's my read on the market:
The US/Israel Regime Change + Strike on Iran has already been front-run by institutions.
Buying Defense/Oil at ATHs and selling risk-assets may be…↗
Feb 28
Serenity — News for the last month: "War with Iran is Imminent"
Retail on X: "Nobody expected this to happen! Everyone time to panic!"
So yes a lot of it has been priced in with Energy ETF…↗
InvestmentGuru — Space economy stocks.
1. Launch & Space Access
Companies that get satellites and cargo to orbit efficiently
$RKLB – Leading small-sat launch provider, expanding into medium-lift…↗
Jan 20
InvestmentGuru — Robots Are Taking Over — And This Is Bigger Than Most People Realize
Robot software
$NVDA, $QCOM, $PTC is the intelligence layer — AI, chips, and operating systems that power ev…↗
Jan 18
Gaetano — Hoping for a pullback in the market to take a new Photonics Aerospace and Defense position!
Here is some of my watchlist with price levels -
$RTX - $180
$LHX -$305
$NOC - $580
$D…↗
Shay Boloor — DRONES WILL BE ONE OF THE HOTTEST THEMES OF 2026
The ecosystem breaks down like this:
• $UAVS drones used for farming & commercial work
• $ONDS communication systems that let dron…↗
Dec 22
Chris Ray — I’ve been seeing people post some completely NON-space sector stocks and claiming they’re part of the “space economy.”
If you want to research some ACTUAL space stocks, these are…↗
Space Investor — 2. SPACE FORCE
The Space Force is poised for a significant funding windfall, with its budget reaching nearly $40 billion in fiscal year 2026, an $11.3 billion increase from curren…↗
Jul 5
Space Investor — 1. NASA ARTEMIS
The mega‑bill include substantial support for NASA’s Artemis in the form of $10 billion around Artemis IV & V, Mars mission development, ISS operations/deorbit, an…↗
June 2025 · 2 mentions
Jun 15
Nancy Pelosi Stock Tracker ♟ — We finally found something bi-partisan in DC ...
Unfortunately it's them buying & profiting from war stocks ..
Jefferson Shreve (R) bought Raytheon $RTX on 2/23/25. He's up 16%…↗
Jun 13
Nancy Pelosi Stock Tracker ♟ — Breaking 🚨:
Israel declares state of emergency after launching preemptive strike on Tehran, Iran's capital.
Raytheon Technologies $RTX is up 12%
Lockheed Martin $LMT is up 7%
No…↗
— You don't need to buy $SPCX to 10x your portfolio.
You can buy $NASA ETF which owns:
1. SpaceX $SPCX — 12.70%
Rockets, spacecraft, Starlink satellite internet
2. Rocket Lab $RKL…
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
— $RKLB IS NOW WORTH MORE THAN $NOC
That tells you everything about where defense is going as the market starts paying up for vertically integrated companies that can design, build,…
Paola Rojas 🐝 — Gina Rinehart made some unusual moves as per her latest 13F filing, for this year's Q1.
For clarity, this relates to Hancock Prospecting's $3.3 billion US stock portfolio.
Exposu…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
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…↗
May 7
Jason Luongo — 2. $NOC - Northrop Grumman
Q1 revenue $9.9B with operating margin expanding from 6.1% to 10.0%. EPS hit $6.14. Just finalized an agreement with the Air Force to increase B-21 Raid…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
— Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…
CK Capital — $EOS.AX is one of my highest conviction positions and one of the largest holdings in my entire portfolio.
Here is a full deep dive on why.
Buckle up.
Most people have never hea…↗
Apr 9
CK Capital — My favorite stocks right now by sector:
Space & Launch:
$ASTS — Direct-to-device satellite connectivity. 3.2B addressable subscribers. Commercial service this year.
$FLY — First…↗
Apr 7
Black Panther Capital — Tonight at 8 PM ET, the clock runs out on the Iran deadline. While the crowd stares at crude oil tickers, I’m watching the structural plumbing of the AI economy.
The Strait of Hor…↗
Apr 4
CK Capital — Best 8 buys in the entire market right now.
1.$ASTS — Market cap $34B. Direct-to-device satellite connectivity for 3.2B subscribers. Commercial service starting this year. Destina…↗
Apr 4
InvestmentGuru — SPACE ECONOMY-
The Full Stack — Where the Real Money Flows:
Space isn’t “the future” anymore. It’s an investable ecosystem right now. Here’s the stack — simplified:
LAUNCH (Acc…↗
Apr 3
Frenchie — 🚨 Coup dur pour l’aviation US
Depuis la guerre du Vietnam, aucun conflit n’avait généré un rythme de pertes aussi élevé pour l’aviation de chasse américaine
2 avions de combat e…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— Elon musk annonce Terrafab
Musk, c’est surtout un mec qui sait hyper ses projets. Il vend très bien le why now des data centers spatiaux : énergie solaire illimitée, refroidisseme…
Chris Ray — Golden Dome Czar names $LMT, $RTX, and $NOC as the 3 primes working on the Golden Dome C2 platform.
A total of 9 companies are assisting with development but are not all named.
R…↗
Mar 17
Serenity — @DanielM16458500 You’re right, and I’ve made a separate posts already detailing every single name I’ve gotten wrong.
I also mention dozens of stocks as well.
The point is: I typ…↗
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 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Mar 10
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 10
Gaetano — It's hard to comprehend the significance of this
$LASR $LMT $RTX $NOC
If $LASR can successfully build this, it would completely change the landscape of future global conflict
If…↗
Mar 8
Serenity — The sentiment around KOSPI | $EWY (SK Hynix / Samsung) on
Crude Oil / LNG / Helium either:
Disrupting Supply or Compressing Margins are overblown.
The supply chain disruption…↗
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…↗
Frenchie — La guerre sous-marine mériterait à elle seule un article dédié.
C’est un domaine de l’armement de zinzin, de la torpille et des systèmes sonar jusqu’aux revêtements furtifs qui h…↗
Mar 2
Jason Luongo — The U.S. just used drones to help take out Iran's supreme leader.
If you don't have drone exposure in your portfolio yet, here's your watchlist.
DEFENSE
$AVAV - Tactical combat d…↗
Mar 2
BMSInvests — Defence and drone stocks ripping in the overnight market🚀🟢
$ONDS $NOC $LMT $KTOS $DPRO $RCAT $UMAC $UAVS https://t.co/j70zC1RTDp↗
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:…↗
Mar 1
Shay Boloor — Claude reportedly helped the Pentagon identify targets in both the Maduro Venezuela raid and the Khamenei Iran strike.
The real shift is that intelligence is becoming AI-driven wh…↗
— Hope you all hedged with Pistachios.
Israel is now airstriking Iran.
Immediate Beneficiaries:
Oil (Energy) - $XLE, $CVX, $XOM,
Defense - $AVAV, $NOC, $LASR, $LPTH, $RTX, $AVAV…
InvestmentGuru — Despite another blockbuster quarter from $NVDA, the market reaction says everything: enthusiasm for AI is being capped by rising anxiety over the sustainability of massive capex.…↗
Feb 23
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…↗
Feb 12
Serenity — @TLEROY5 $LPTH is germanium bottleneck mainly for defense. It seems more of a long term beneficiary from transition from China supply chains to US black diamond.
And it’s algorit…↗
Feb 8
Serenity — @AustinAver70395 It's live traffic though since a troll would be actually placing a lot of Pizza orders + creating backlog from people waiting for pickup.
Just dont think people…↗
Feb 7
Serenity — @DanielM16458500 Oh I forgot to include $FLY as a moonshot pick for their medium lift launch with $NOC. I have a lot of weird niche picks in my personal porffolio that I didn’t inc…↗
— 🚨Why I’m diving deep into defense &
aerospace photonics
$LMT $RTX $LHX $NOC $TDY $LPTH $LASR
This is a natural extension of how I already think about AI infrastructure.
I spen…
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 13
Serenity — Urgent: US Government: “Leave Iran Now”.
This implies direct US intervention.
The last event was with GBU-57A/B MOPs.
Here’s how to profit off US invading Iran.
Department of…↗
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…↗
Jan 11
InvestmentGuru — Notable names across the ecosystem:
•Defense & military drones: $KTOS, $AVAV, $NOC, $RCAT, $AIRO
•eVTOL & air mobility: $JOBY, $ACHR, $EH, $EVEX, $LILM
•Industrial & commercial dr…↗
Jan 8
Shay Boloor — 10 WAYS TO CAPTURE A $1.5T U.S. DEFENSE BUDGET IN 2027
1. $PLTR powers command, control & real-time decision-making by fusing data into actionable battlefield intelligence.
2. $O…↗
Jan 8
InvestmentGuru — Some of the stocks that can benefit
$LMT, $NOC, $RTX, $GD, $BA, $TXT, $HII, $AXTI, $ONDS, $RDW,↗
Jan 8
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 7
BMSInvests — Bullish $ONDS 🐂
This will only affect larger contractors such as $LMT (-2%), $NOC (-2.2%).
Ondas doesn’t pay dividends, nor does it have a stock repurchase programme and @CeoOn…↗
Jan 7
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
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…↗