$TDG

Transdigm Group Incorporated

$TDG

Transdigm Group Incorporated

Past 12mo:6mentions3voices

All voices6 mentions since Jan 2026calls only

Loading price chart…

About this stock

$TDG appears in 6 mentions from 3 distinct FinTwit voices over a 12-month period spanning January 2026 through May 2026. The most active voice discussing $TDG is @jerrycap (Jerry Capital) with 4 mentions, followed by @investmentguru_ (InvestmentGuru) and @itsmichaelluu (Michael | Hypermarkets) with 1 mention each. The earliest mention in the archive dates to 2026-01-15, with the most recent discussion occurring on 2026-05-14. Discussion of Transdigm Group Incorporated centers on its position within the defense and aerospace sectors, with voices characterizing it in the context of broader market movements and policy-related equity strategies.

AI-generated from tracked posts · updated Jul 11, 2026

Frequently asked

Related stocks

$CARRCarrier Global

$CWENClearway Energy

$DQDaqo New Energy

$HASIHannon Armstrong Sustainable Infrastructure capital

Recent mentions

6 mentions

@itsmichaelluuMay 14, 2026 · 2:41 PM

All the stocks Trump bought are up 100%-200% so far. When he says to "BUY THE DIP" you do it if you want to retire before 40. 1/ NVIDIA $NVDA — AI compute is the oil of the 21st century. He knows. 2/ MICROSOFT $MSFT — Azure + OpenAI partnership. AI cloud dominance isn't slowing down. 3/ BROADCOM $AVGO — Custom AI chips. The picks-and-shovels play nobody talks about. 4/ SERVICENOW $NOW — Enterprise AI automation is printing cash every quarter. 5/ ORACLE $ORCL — Data center buildout + cloud contracts with the US government. Conflict? Maybe. Smart? Absolutely. 6/ AMAZON $AMZN — AWS is still the backbone of global AI infrastructure. 7/ APPLE $AAPL — $3T company. Boring? No. Safe, massive, and AI-integrated hardware is coming. 8/ BOEING $BA — He's been publicly pushing Boeing deals to foreign governments. Then bought the stock. 9/ CADENCE DESIGN $CDNS — Semiconductor EDA software. Every chip that gets designed needs Cadence. 10/ AXON ENTERPRISE $AXON — Defense tech + law enforcement AI. Right in Trump's policy lane. 11/ $VOO — Even the President keeps it simple with broad market exposure. 12/ TRANSDIGM $TDG — Defense aerospace parts monopoly. Wars are good for margins. Remember, Trump sets the policy then buys the stocks that benefit.

Open on X

@jerrycapMar 20, 2026 · 11:40 AM

@taobanker its been 6 years since the last ass blasting by $TDG they got lots of room dont worry

Open on X

@jerrycapMar 19, 2026 · 2:14 PM

@c0n5tantinople ya $ABNB holding in $TDG selling off.

Open on X

@jerrycapMar 12, 2026 · 6:38 PM

New lows for $TDG

Open on X

@jerrycapJan 19, 2026 · 11:30 AM

$TDG Acquisition https://t.co/CmDwLujDjj

Open on X

@investmentguru_Jan 15, 2026 · 1:40 AM

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 battlefield visibility (e.g., $PLTR, $BAH, $SAIC, $CACI) create asymmetric advantages. - Sensors, Electronics & System Integration: Hardware that feeds the brain—radars, avionics, comms, EW—dominated by primes like $LMT, $NOC, $RTX, $LHX. - Attritable Drones & Autonomous Systems: Low-cost, scalable systems changing force economics ( $KTOS, $AVAV, $RCAT). - Space, ISR & Defense-Adjacent Infrastructure: Satellites, ground stations, data relay—the next major control layer ( $RDW, $PL). - Platforms, Naval & Strike Delivery: Traditional force projection still matters, but it’s increasingly downstream of software and sensors ( $BA, $GD, $HII). - Industrial Base / Components (The Real Bottleneck): The quiet winners—manufacturing capacity, precision components, and supply chains ( $TDG, $HWM, $HEI, $HXL).

Open on X

Who mentions $TDG most on Surfaced?

@jerrycap (Jerry Capital) mentions $TDG most — 4 mentions in the past 12 months.

When was $TDG first mentioned on Surfaced?

The earliest tracked mention of $TDG in the Surfaced archive was on Jan 15, 2026.

How many voices track $TDG?

3 FinTwit voices have mentioned $TDG 6 times in the past 12 months.

What kind of voices mention $TDG most?

$TDG is mentioned most by Long Research voices on Surfaced.