NOC

jaajaajaa6

I have owned RTX NOC Ktos PPA Pltr HII since Russia went into Ukraine. Just added Boeing. Looking at VOYG and rcat but waiting for a better price. While Iran China Russia have the same ideology and sick people in charge, I am staying long. And add trumps $1B+ defense budget, which we need, is being supported by both sides. Biggest position by far is RTX

Carfar_Farcar

Increasing the tariffs he made up on the spot to 15% was not the headline I was hoping for holding NOC calls over the weekend.

Fritzkreig

I'll stick with LTM, RTX, GD, and NOC for this play.

KaotikRush0198

Even NOC, KTOS, AVAV, and a bunch of other defense stocks are down today for legitimately no reason. Think RKLB has gov contracts to build missile-defense satellites

Mariox

Lockheed martin growing 5%. GD growing 4%. NOC growing 4.5% Analysts think PLTR is not going to beat their guidance of 62% but I think 2026 growth will be closer to 85%. My estimate for PLTR FCF is $4.6 billion this year and growing to $52 billion in 2030. (based off of Karp's guidance of 10x US revenue over 5 years that he said a year ago) And 80% FCF margin I put a 55 multiple on the P/FCF with a continued 30% growth in 2031 and I get a fair value of $1,247 at the end of 2030. PLTR continues to deploy their platforms faster using less manhours and plan on use AI instead of people in the future to deploy their platforms. Customers sign on and then expand their use of PLTR and those customers get their suppliers onto PLTR. My current estimate for 2026 is 85% growth with a bullish case for 95%. Which does sound crazy but looking at my quarterly estimates for 2026 isn't crazy. If I was forced to buy just 1 company today, i would actually pick PLTR over TSLA just because there is less risk for PLTR. Burry thinks PLTR is a consultancy company. The guy don't even know what PLTR even do.

biomasterstar

these LMT and NOC calls are really expensive ATM so if the war does not happen a lot of guys will bleed ...

BlueStreaks1799

RTX and NOC too….we gon war I think

BigOunce854

lamo, y not just go defense sectors ? RTX, LMT, NOC

ThaliaFaye

Whut? I'm literally looking at my own port. LMT(+2%), RTX(+1.31%), NOC(+1.56%), BA(+1.62%) all up today lol

Internal_Field5970

LMT ad NOC up massive past month High beta stocks sold off including 🌽  I’m sure it’s nothing tho 

lmotaku

People are using AI in everything now to get that ROI. A person laid off or fired and replaced by an AI might be the initial excuse, but then they're hiring prompt experts and ai specialists at a higher salary to upkeep those systems. ie: Remove a 30K/yr worker (Maybe 25-50%) of the workforce. If a 100 person operation only needs to run with 50. You save training, equipment, insurance, etc on those 50 employees. However you need say 5-10 high value AI trainers/manipulators to fill that hole, insure them and give them equipment (often more GPU-heavy, more costly). So the servers to operate 50 prompts per second or handle CV processing would likely cost just as much if not more Then you have cooling and electricity costs, machine maintenance, infrastructure, employing individual or contract workers to do that (NOC Engineers, AI Specialists, Engineers) all much higher 2X-3, sometimes even 4X the cost of those employees you're replacing. The ROI is negative, almost instantly. The upkeep is nuts. Then you want to retrain it? Make it do more? Upgrade, infrastructure investment, and more. It's what I call Ouroboros (Self-Eating cycle). They're delegating tasks to AI, but need highly educated professionals to make that happen. It's like having 5 bad employees and saying you need to hire another manager to coordinate them instead of fixing or getting new employees.

New_Sport_8490

Didn’t they used to call that a Cold War? And isn’t it chilly? NOC GD

JewelerSufficient604

Makes sense, I wanna start derisking too. Sold some TSMC, will sell my NVDA, MSFT, META, AMZN and RDDT when they go up, maybe 20% from here. My INTC and SMCI are probably close and I should sell some. Same with defense - NOC and LMT

ExiledSpaceman

VTSAX, NOC, [SAAB-B.ST](http://SAAB-B.ST)

KaotikRush0198

NOC, LHX, RTX, KTOS, COP, OXY, maybe GLD. Unsure about silver. Just look into defense and oil and i think you'll be alright, though might want to keep an eye out for the news cause 🥭 is prolly gonna do something stupid before talks on Friday.

WickedSensitiveCrew

Is being a war profiteer meant to be a bad thing when LMT, NOC, RTX, etc exist?

moorhound

We might attack Iran over the weekend for the sake of boosting NOC/BA/RTX for earnings on Tuesday

SharestepAI

I personally am not invested in defence, but it's on a tear. There are obviously the classics like RTX, LMT and NOC. To me NOC looks best value there @ 24x earnings and solid ROE. There are other defence use cases like CW (defence electronics) and BWXT (nuclear defence) that are flying, with healthy margins, although looking a bit expensive (PE 54x/63x). And all kinds of other specialists: IT, shipbuilding, ... Full list: [https://www.sharestep.co/pub?tid=ts\_ezj0mbtl](https://www.sharestep.co/pub?tid=ts_ezj0mbtl)

explorer_soul99

Let me pull the fundamentals on these: **RKLB (Rocket Lab):** | Metric | Value | |:-------|:------| | Revenue (TTM) | ~$400M | | Net Income | Negative | | Market Cap | ~$12B | | P/S Ratio | 30x | RKLB at least has revenue and a working rocket. But 30x sales for a money-losing company is pricing in SpaceX-level success. **ASTS (AST SpaceMobile):** | Metric | Value | |:-------|:------| | Revenue (TTM) | ~$1M | | Market Cap | ~$35B | | P/S Ratio | 35,000x | This is pure speculation. Zero commercial revenue. The entire valuation is "what if satellite-to-phone works." **LUNR (Intuitive Machines):** | Metric | Value | |:-------|:------| | Revenue (TTM) | ~$200M | | Net Income | Negative | | NASA Contracts | Yes | At least has real NASA contracts. Still speculative but better than ASTS. **My take:** The space sector is in momentum/narrative phase, not fundamentals phase. When you see 35,000x P/S ratios, that's not investing - that's hoping greater fools show up. Pullback levels if sentiment shifts: - RKLB: 50% haircut still leaves it at 15x P/S (still expensive) - ASTS: Could easily -70% and still be overvalued - LUNR: -40% would be reasonable given actual revenue If you want space exposure with fundamentals, RTX/LMT/NOC have actual profits and government contracts. Boring but won't go to zero.

explorer_soul99

These are pure speculation plays, not fundamentals-driven. **ASTS (AST SpaceMobile):** Let me pull what data we have: | Metric | Value | Red Flag? | |:-------|:------|:----------| | Revenue (TTM) | ~$1M | Yes - pre-revenue | | Net Income | -$300M+ | Yes - burning cash | | Market Cap | ~$35B | Yes - 35,000x revenue | The "thesis" is satellite-to-phone connectivity. They have agreements with AT&T, Verizon, Vodafone. But: - No commercial revenue yet - Competing with Starlink (SpaceX) - Hardware still unproven at scale This is a lottery ticket, not an investment. The 800% run is momentum/hype, not fundamentals. **SNDK (Sandisk/WD):** Different story - this is a cyclical storage play: | Metric | Value | |:-------|:------| | P/E (Forward) | ~12x | | Revenue Growth | Recovering from trough | | Industry Position | #2 in NAND after Samsung | The run-up is storage cycle recovery + AI data center demand. Actually has fundamentals, unlike ASTS. **Bottom line:** - ASTS: 0% chance I'd buy at current valuation. Wait for actual revenue. - SNDK: At least has a business. The 400% run prices in recovery though. If you want space exposure with fundamentals, look at RTX, LMT, NOC - actual revenue, actual profits, actual government contracts.

moorhound

GD, RTX, LMT, LHX, NOC, ITA, SHLD, CVX, XOM, all up between +0.5%-4.4% on this baboon-ass red day

Internal_Field5970

LMT NOC RTX has shareholders too 

kalakesri

they’re evacuating Israel It’s joever. calls on NOC

kalakesri

Why is NOC taking off on no news

kalakesri

The only trades that work for me are NOC calls am i a war criminal

kalakesri

What happened with NOC? Is it B2 time

Feisty-Bathroom-4904

Just on Friday NOC +4.74%, LMT +4.72%, BA +3.14%. Today the US air strikes Syria and rumours of Iran. Someone always knows.

RonaldWRailgun

Sold SMR 2 days ago to buy LMT/NOC.

CMDR_Shepard96

Was looking at the usual trio. Them & NOC have the best forward P/E

TWSTrader

**The "$1.5 Trillion" is the bait. The "No Dividend" clause is the hook.** I spent 14 years as an institutional PM, and while the headline number looks bullish for Defense Prime (LMT, RTX, NOC), the caveat in paragraph 5 is a "Code Red" for institutional holders. **The "Capital Allocation" Trap** Trump pledging to **block dividends and share buybacks** until production accelerates is a massive valuation reset. * **How Institutions View Defense:** We don't buy Lockheed Martin hoping it acts like NVDA. We buy it as a "Bond Proxy"—a safe, compounding cash-flow machine that pays a dividend and buys back stock. * **The Problem:** If you strip away the capital return to shareholders and force them to plow 100% of that cash into CapEx (factories/production), the Free Cash Flow to Equity (FCFE) drops to zero in the short term. **The Trade Setup** You are going to see a tug-of-war: 1. **The Algo Reaction:** Algorithms read "$1.5 Trillion" and buy the sector blindly. 2. **The Desk Reaction:** Portfolio Managers read "No Dividends" and start dumping/rotating out because the yield support is gone. **My Take:** Be very careful buying the gap-up on the Primes today. This is not "free money." It is a regime change from "Cash Cow" to "Industrial Utility." The volatility here is going to be mispriced. If you want to see how I model these kinds of "Headline vs. Reality" setups, I have a framework pinned to my profile.

option-trader

You think that comment was for real? No. He did that so to allow his buddies to buy LMT and NOC for a 5% discount before the real news, which was $1.5T defense budget.

option-trader

He said no dividends for defense stocks to push the likes of LMT and NOC down, and then once his buddies bought enough shares at the bottom, he said $1.5T budget for defense (which would be about double current levels) pushing defense stocks like LMT and NOC back up and above their pre no dividend levels. Clearly, that no dividend was just to get a better entry into these stocks.

leeuwvanvlaanderen

Holy shit NOC lmao  Never bet against the MIC

goliilog

Defense stocks like LMT, NOC are doing well today.

StocksStormTrooper

Defense Stocks are raging after 🥭 proposed $1.5Trillion defense budget. LMT NOC RTX

Senior-Preference678

Higher after Trump comments on defence . AeroVironment (AVAV) up 8.6% • Lockheed Martin (LMT) up 6.4% • Northrop Grumman (NOC) up 5.7% • L3Harris (LHX) up 5.3% • General Dynamics (GD) up 4.3% • Huntington Ingalls (HII) up 3.7% • RTX Corp. (RTX) up 3.5%

goebela3

I bought LMT and NOC today when it was down 5%

EvolvingDior

I wonder who got fucked the hardest by the NOC & LMT manipulation?

DevantLaMachine

NOC is already up 6% and LMT likewise.

EvolvingDior

Wow. Both NOC and LMT recovered immediately after the close.

option-trader

Not sure what you were seeing, LMT dumped -6.6% from that news to end of day. NOC dropped -5.8% with that steady decline. At least LMT gave us time to short or buy those $500 puts around $3.

SharestepAI

I looked at U.S. listed defense firm stock buybacks. It looks like the only real culprit is BA (Boeing), who like to do pretty epic buybacks (order of billions). So Trump's statement looks like a coded message to BA to me if this is correct. In terms of dividends, LTM and NOC are the biggest culprits. See: [https://www.sharestep.co/pub?tid=ts\_fgm3picx](https://www.sharestep.co/pub?tid=ts_fgm3picx)

Purple_Bearkat

Buys some NOC because, well… Stephen Miller. The orange one opens mouth about pay packages and stock buybacks. Good times.

cow_grass

Wtf LMT NOC. Is that legal?

3xshortURmom

That will be interesting. PLTR could be considered defense but it’s not currently down on those news like traditional defense names like NOC, LMT, etc.

Scared_Step4051

Agree, I wouldn't buy NOC but I do like their (seeming) validation of Firefly's Miranda through continuing with the partnership + Firefly's hiring to me screams the architecture is frozen and this shit works which means they enter medium lift with Eclipse Biggest thing for me is SciTec acquisition, no longer just a launch provider but a space defense company going after pieces of Golden Dome I am somewhat overlooking the risks - 2/6 of their Alpha launches failed being 1 of them

OMGorilla

NOC is probably gonna be pretty cheap this year. Or should be. Lots of problems and lots of lies with zero effort to actually fix anything. Literally crumbling but too big to fail territory. Then again, stock prices don’t seem to reflect reality.

15Sierra

Had a call with my FA today, he wants to add some AMD into my Roth. Currently hold NVDA, RTX, and NOC as well. His 24mo PT for NOC is just shy of $700 FWIW.

definitely_casper

Fantastic! Now do NOC next...

explorer_soul99

Pulled the data on publicly traded small arms manufacturers: **Gun Stock Fundamentals:** | Ticker | Company | Price | Op Margin | P/E | 52W Position | |:-------|:--------|:------|:----------|:----|:-------------| | SWBI | Smith & Wesson | $10.18 | 5.0% | 33.9 | 9% below high | | RGR | Sturm Ruger | $34.59 | 5.9% | N/A | 27% below high | Here's the issue: gun stocks have **terrible margins** (5-6% operating) compared to tobacco (55%) or even oil (14%). The gun business is: - Cyclical (spikes around elections, then crashes) - Commodity-like (no pricing power) - Low barriers (competition from imports) SWBI went from $25 in 2021 to $10 today despite "favorable" political environment. If you want violence exposure with better fundamentals, defense contractors (LMT, RTX, NOC) have 8-10% margins, massive government contracts, and dividend stability. The "unethical" play works better when the company has actual pricing power.

deevee12

LMT RTX NOC PLTR The age of American conquest has begun

enigmas59

European Defence Stocks are priced in largely. I have concerns that their prices are largely based on the presumption of future contracts, but thus far the firm contracts placed are nowhere near the commitments by nations. Therefore, I see a risk that on the conclusion of the Russian/Ukraine war some spending commitments are dialled back. You can see this in how European defence stocks drop everytime a ceasefire comes close. I think there may be some value in picking the right stocks after a post-war drop, and some uplift in defence spending will be maintained. Atm I have a couple of US defence stocks. I placed 8% of my port into HII this time last year on the basis of an overblown reaction to earnings and Trump pivoting to China where the USN is the primary combat arm. However I think it's verging on overpriced now. NOC has been slept on a little. I bought last summer when there was speculation over B2 strikes in Iran, which did happen. I like the fact they have a few catalysts coming up (B2 order increase, Sentinel contract restructuring, FA/XX). Some space involvement too. I have LMT and RTX on the watchlist, maybe if another shutdown happens end of the month. I'm sure 10 people will mention ONDS. I like and I've been in and out of the stock, but I expect dilution this year. Will buy in if it dips to $7.

ChuckSniper80

I think nothing happens. Not even more bullish on defense contractor stocks like LMT or NOC because of this looming executive order on defense contractors. All this talk that this is going to embolden Russian and China is bullshit. Do we really think Putin wouldn’t have snatched Zelensky by now if he could? But he can’t. Are SOF dudes are so good after 25 years of nonstop operations, it’s not even comparable. That leads to China. Yeah, they have a big military. Grown a lot. Have lots of people and lots of shiny new equipment. You know what they don’t have? Experience. From the privates to the generals, they have almost no operational experience. A massive amphibious, aerial, naval, airborne assault on Taiwan is not happening now because Trump snatched Maduro out of his bed. Bottom line, big yawn on Wall Street.

waitingOnMyletter

Breath in, limit buy LMT, RTX, NOC, BA, and GD Hold, calls KTOS, AVAV, LHX, HII, LDOS. Breathe out, “bring the rain.”

somebody_throw_a_pie

> WHAT IS IT GOOD FOR? To answer your question: $LMT; $RTX; $GD; $BA; $NOC

heynad7

Dump it all into NOC. It’s about to blow up.

the_living_paradox00

Northrop Grumman (NOC)

josephjosephson

Monsanto (Bayer - BAYN.F), Da Beers (Anglo American plc - AAUKF), JBS, Boeing (BA), Northrop Grumman (NOC), Glencore (GLEN/OTC), Deutsche Bank (DB), Goldman Sachs (GS). Let’s be clear, this is a list of companies to not invest in.

2dudesinapod

Every NOC in the world throws a tantrum if they don’t get splunk. There’s a reason it’s so expensive, it’s the definition of sticky software.

hemsverga

I’ve never been a big fan of INTC. They missed the boat on being a foundry (taping out for companies designing their own chips). It’s going to be tough for them to catch up. I’ve been keeping an eye on it recently LITE MU RKLB OKLO NOC

dweeegs

NOC is my fav but the other dude is right nothing ever happens

hypsignathus

Thanks for the info!-- I honestly haven't kept up with all of the latest (I've had AVAV and NOC for a long time); just thought this report would be useful to others.

HumidMind

Well done on the RKLB. Having rode PLTR and MSTR from 2022 misery to 1000% + gains, it is HARD to sell a huge winner and time it right. Being near retirement age, I am sure glad I pivoted those kinds of gains out of MSTR and PLTR and into GLDM, NOC, BNS and DAL early this year. I kept some PLTR as of course there is more upside there.

Aggravating-Donut568

I’m no professional in the slightest but if we’re expecting POTUS to (announce war on Venezuela?) wouldn’t it make sense to call LMT & NOC? I’m a regard so ignore this if it’s too regarded

JakeSal10

Imma say LMT, RR, GD, NOC

wrongrobertpatrick

don’t make me go full port NKE, WMT, TGT, LMT, NOC, BOA and JPM (probably better than the tech trash. I have right now)

Dank-king

This due to the Japan rate hikes on December 18th? or insiders might know something is happening after hours today that could involve some freedom and oil? LMT and NOC are popping

AlfrescoDog

KRMN is not waiting for any patent approval. They’re ready to go and they already work with New Glenn, Vulcan, LMT, RTX, and NOC.

LawlessNJ

LMT is criminally undervalued. I think if you’re open to defense, NOC is a great buy too with F/A-XX optionality in ‘26. I don’t see the gov’t handing 2 sixth gen to BA.

abrandis

Unlikely, Tesla is far far cheaper to run , Waymo is expensive AF to run with custom sensor laden vehicles, large dedicated NOC, etc. What makes you think the market will only support one robot taxi company? As long as the safety is there the market will accept the most affordable robotaxis companies.... Right now that's just Tesla and Way lmo

kalakesri

Godzilla is coming to Alaska. Calls on NOC

kalakesri

what's firing the shots at narco boats? did NOC build the sword of damocles

No-Improvement3164

Why are RTX NOC LMT red?

zzzzzz808

Calls on NOC, RTX, LMT. My theory is that these guys have alien/UAP tech. Seems like a no brainer.

kalakesri

puts on NOC no one can afford their expensive jets anymore

kalakesri

puts on NOC no one can afford their expensive jets anymore

moldyjellybean

Also has someone that has worked at a datacenter and colocation it literally doesn’t create any jobs. You run a datacenter it was a 1 front desk guy, 1 security guy, a NOC tech, NOC engineer. You might have a 2 front desk guys that they also pawn off some low NOC duties. Woohooo it’s a construction site, once it’s built there’s like 4 jobs created. Go the biggest datacenter sites in NoVa, McLean, Sterling, Ashburn. You have a few guys working the actual site and it’s just millions of sq ft of blinking lights. The offsite guys renting the colocation aren’t getting paid more to manage a few more racks. I’ve long retired from tech but I’m sure datacenters don’t provide the jobs they are claiming.

salty0waldo

Yeah, I guess the big names like NOC or LMT. But a lot of the more popular ones I have seen I just never jumped in. I have a small position in PDYN only because I read over its patent and thought it was fascinating. Pre-revenue so a really speculative name, so wouldn’t recommend lol.

RJ5R

GE (already up +84% YTD) RTX (+52% ) BA LMT GD (+31%) NOC (+21%) LHX (+38%)

PudgyAxolotl

Shut the actual fuck up you literal NOC bot holy shit

BullSheetTrader

Find a good gold etf or aerospace & defense (LMT, NOC). Theres gonna be a correction by eoy or early next easy. Market is in a bubble and everyone knows it, stay far away from tech and anything with the word AI.

Putaineska

Defence. Think they are still very cheap. Expect defence spending to continue to soar as the world becomes more unstable for a variety of reasons. Likes of $NOC, $LMT, $GD are absurdly cheap now Vs European peers who have already made the big climb up. The US will soon spend 5% of gdp on defence that's another 400-500b coming in.

Swiftnice

LMT and NOC fall after earnings. Defense contractors struggling. PLTR is next.

Kelvsoup

Only $NOC missed, SPY >$674 today

666KekLord420

NOC and BA are ending up as prime on most of the new contracts, gov is upset with F35

StonkCat27

These comments are killing me…… Currently all of the major space players: BA, LMT, LHX, NOC and such all work with SpaceX. The great thing about space is it’s not just about one company, it’s about partnerships. This is all information that can be found on these companies websites.

MooseyGoosey69

the B2 Spirit he mentioned during the Iran rant is made by NOC

Leading-Emotion-3244

50% reduction in fuel. Quieter for passengers since most are forward. Quieter on the ground since engines direct sound up. Uses existing engine technology. More room for passengers, even in coach. The coach will be more like premium economy. Low risk to develop, NASA and USAF are paying for the tanker refueler model. JetZero just has to do their due diligence to put passenger seating and interior design. I just put $80K in NOC. They're doing all the engineering for JetZero. I can't buy JetZero since they're private, but at least I can buy NOC. They designed and built B-2, that's what bombed Iran. The only downside to this design is its just more complicated and expensive to fabricate than the big tube design. IMO air travel can't possibly be any worse than it is today. It sucks. We are all sardines. This is something new that will work, so I threw some money at it. Just my 2 cents.

Leading-Emotion-3244

Maybe hydrogen on JetZero jets. I'm long NOC today $80K. Buy and hold for 2 years until 2027 demonstrator takes flight.

Leading-Emotion-3244

Buy NOC. Aviation is going to change drastically in a couple years. Check out JetZero. NOC designing it for them.

BrickSufficient6938

>Global security has been a recent focus for the JP Morgan boss, with his letter to shareholders earlier this year warning the US would run out of missiles in seven days of a South China Sea war. On your word sir, here's a 100 more into NOC.

kalakesri

his peace plan failing and getting snubbed for the Nobel might turn the prince of peace into the god of war. calls on NOC

Deep_Ad_5243

I asked ChatGPT what stocks goes up during government shutdown pattern wise. It said BEEM and NOC. Anyone know of that ?

Apple2o

NOC

Ok-Cheesecake-5110

NOC

hkscfreak

B-21 is NOC not LMT

Snorlaxative9

Time to buy more LMT and NOC

imposta424

Is this a sign to buy GD, LMT, NOC, RTX, LDOS & SAIC?

0v3r_cl0ck3d

Lockheed (LMT) are a subcontractor for NASA's Artemis program. I believe Northrop (NOC) are too. Raytheon (RTX) are a big supplier of satellites to the DoD and intelligence agencies. Amazon are making a Starlink clone with project Kuiper. SAIC supposedly have wreckage from Roswell but good luck speculating off of that considering it has been covered up for 80 years.

wrongrobertpatrick

Top drone stocks: KTOS, AVAV, NOC, LHX, TXT best rs+dilution drone SPAC — ONDS (UAVS, RCAT, DPRO — check out their “leadership”) Yes, Anduril IPO is appealing AF — I sold this @ 12.50 and regret not selling at 13+ https://preview.redd.it/ici0ets3p9mf1.jpeg?width=2048&format=pjpg&auto=webp&s=3e223b6583e37f339009cec38a5d865b561be4eb These, “ignore the man behind the curtain posts” from AG gives Bart at Kamp Krusty — repeating to him himself, that everything is okay