Northrop Grumman. Every tracked FinTwit mention of $NOC, newest first. 22 mentions since the first on Jun 13, 2025. See the price chart.
May 2026 · 7 mentions
May 28
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 23
Shay Boloor — $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,…↗
May 18
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…↗
April 2026 · 5 mentions
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…↗
Apr 11
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…↗
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…↗
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…↗
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…↗
— 🚨 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…
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…
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:…↗