NOC

Domethegoon

NOC is a good buy

aspenextreme03

Would you all hold NOC or LMT. Have both but might sell one soon

govitra

As a quick bonus to this, if you do a search of contract data on key terms and product categories for drone market, you see this: https://preview.redd.it/8vq8gly9dr6h1.png?width=1248&format=png&auto=webp&s=93e9500b1012de8cb2d5e1cd6378faa77e22aff4 This is a pretty generous swag too - included a bunch of stuff likely not specifically related to drones in here, but it includes things like UAS, C-UAS, UxS, etc. - this is for the hardware and munitions that companies like Aerovironment and AEVEX sell. Yes the market has gone 2x since 2022, but there's a ton of competition in there, with more than 50% eaten by LMT, RTX, NOC, and BA. so just be mindful of this fact - going all in on those two tickers could work, but if you want your lambo, might be good to pick a few more horses. Or don't, this is WSB. YOLO

Willbo_Bagg1ns

I honestly don’t think the US can exit the war with Iran gracefully, the Oil price shock is delayed and already baked into affecting the mid terms. I can see the US doing a ground invasion of Iran, not joking. Edit: I’m holding RTX and NOC long (for transparency)

Key_Lifeguard_8659

I'm no expert, but trump et al bought tech between February and Apr if this year... just as similar corrections were taking place... many exceeded 20% downturns. It might be he will be dumping his tech and buying what's currently undergoing significant pullbacks, e.g., equities in the defense sector (RTX, NOC, and LMT... and many big name utilities like NEE, CEG, BWXT, and GEV are also down quite a bit. He may pump and dump those sectors next. They would be easy to pump, stressing how petroleum has become a political weapon and that renewable energies are the way forward, etc. He'll pump defense by pressuring allies to go shopping at Defense R' Us or suffer putin's and Xis wrath. He also pressuring US auto manufacturers to begin retooling their assembly lines to take the burden off the prime defense names, who are already backlogged for years to come. Defense will be huge under trump.

dailysandbox

Defense contractors are probably lighting up right now. LMT, RTX, NOC, BA defense division. When geopolitical stuff escalates this fast, the big money rotates into defense names within minutes and you get these violent sector moves. I keep my own momentum scanner running during market hours specifically for stuff like this. It catches the institutional flow in real time when sectors suddenly become hot. Usually see the volume surge hit these names before the news even gets priced in fully. Also watch for the flip side. Growth tech and anything risk-on tends to get dumped hard on escalation news. Could be some nice short setups if this gets worse.

Spac55

$QQQ $SPY time to load positive cash flow Blueorgin rocket and SpaceX rocket, all depend on government contracts like $PLTR $LMT $NOC $GD etc He elect DJT, new administration might cancel lot of SpaceX contracts

Spac55

$QQQ $SPY time to load positive cash flow Blueorgin rocket and SpaceX rocket, all depend on government contracts like $PLTR $LMT $NOC $GD etc He elect DJT, new administration might cancel lot of SpaceX contracts

Spac55

$QQQ $SPY time to load positive cash flow Blueorgin rocket and SpaceX rocket, all depend on government contracts like $PLTR $LMT $NOC $GD etc He elect DJT, new administration might cancel lot of SpaceX contracts

Spac55

Blueorgin rocket and SpaceX rocket, all depend on government contracts like $PLTR $LMT $NOC $GD etc

Midnite_07

Thinking about buying calls of, RKLB, NOC, LHX, HXL, PKE During the SpaceX IPO launch... What do you think??

Meanboy_og

No not NOK ..NOC I see what you ment now . I don’t buy stocks that are at a certain p/e level.

amazingfishy

NOC should be up today. Renewed tensions with Iran , I’m expecting it to be a bit higher this week along with other defense stocks. Not Marvell levels though

amazingfishy

With Iran halting negotiations and vowing to close the strait permanently , the big 3 military stocks should see an increase this week. NOC, Lmt, Rtx

Rocinante88119

Oof, losing sleep over that NOC loss.

BladeFireQ

NOC

bklynparklover

NOC, already hold a fair amount and with the big recent price drops I'm buying more, with the plan to hold for at least a few years. I'm confident this will go back up. The company is a prime defense contractor.

Forward-Surprise1192

NOW is going back up to its original price. Check out Ubiquiti as well since it dropped to half of its ATH I believe it will rebound and have data too I could share in DMs. If you did NOC then you might know the product already as I worked in NOC for a wireless ISP previously. They have a very solid product and are by far the #1 in that field for wireless internet or connectivity

Fresh-Turn-7619

I have experience in a Enteprise/MSP NOC and have countless hours spent on ServiceNOW. It’s much more than a ticketing system and is often essentially the skeleton connecting multiple very large environments/systems. If ServiceNow were to somehow stop functioning entirely out of the blue, it would cause a major disruption across the board. Users will complain about how slow and it is and I myself have so many things I could go on and on about regarding the UI and functionality. But there’s a reason it’s as popular as it is, because there is nothing quite like it. I think the market got it wrong on NOW getting replaced by AI and it will only benefit. I’m in NOWat 100/share and other Software stocks as I believe the market got it wrong on this one.

wampum

I’m not really sure, I was just feeling lucky. I think it’s a combination of things, including the prospect of an Iranian peace deal, inflation meeting expectation, and a rotation away from the defense industry primes (LMT, RTX, NOC, etc) into smaller players, more focused on modern battlefield tech, like drones and cheaper things like the jet ski bombs. A lot of my high risk picks with nice hype and not nice financials were green today. So who knows?

bklynparklover

Most of my defense stocks are down, I think NOC will go up considerably (at least I hope so).

JRshoe1997

Defense like ABT and NOC. Market is way too hot right now. Still doing weekly buys of VTI though.

VotedOut

It could work out, but it might never even get big enough to grow into the valuation it's at right now. To copy/paste some sections of stuff I wrote in other comments: RKLB is already trading at a higher market cap than Northrop Grumman is - so it RKLB will need to get to be as big as Northrop Grumman is today at some point. Being a space stuff only company isn't likely to get them there. Northrop Grumman TTM revenue: $42.3 Billion vs. Rocket Lab TTM revenue: $00.7 Billion Northrop Grumman TTM net income: $4.6 Billion vs. Rocket Lab TTM net loss: -$0.2 Billion (loss) Valuations: NOC: 2x price-to-sales ratio, 17x price-to-earnings ratio RKLB: 122x price-to-sales ratio, no P/E ratio yet because it still loses money Sources: [https://stockanalysis.com/stocks/noc/](https://stockanalysis.com/stocks/noc/) [https://stockanalysis.com/stocks/rklb/](https://stockanalysis.com/stocks/rklb/) And one last note about these space stocks in general: We've known the economics of space companies since like the 1970s - they're no great mystery like AI, and they're not huge markets or money-makers. They don't have software margins, they don't have semiconductor margins, and they don't have hyper-scaler margins. In the 2020s, there is no valid fundamental reason for RKLB to be priced higher than NOC (which, by the way, also has a space segment in its business). RLKB at $87B market cap is an insane valuation. Once all this SpaceX IPO hype fades and their shares get unlocked over the next few months, I really do think these space stocks are going to go down and be dead money for a decade or more.

VotedOut

Yes, I will say it again: ASTS AND RKLB ARE CLOWN STOCKS. Let's go through RKLB here (I'm writing this shit here... no AI. Some portions I copy-pasted over from comments I wrote on SeekingBeta, with a few edits). At the current stock price of $143, RKLB now trades at a $83 Billion market cap price tag and a 122x price-to-SALES ratio (and the company still has yet to even prove profitability). An extremely high 122x price-to-sales ratio means that all the optimistic company growth that you may envision Rocket Lab having in the future is (in all likelihood) ALREADY MORE THAN PRICED IN to the stock price at its current price. Just for comparison, you can now buy the entire Northrop Grumman (NOC) company for a cheaper $79B market cap price tag. Northrop Grumman TTM revenue: $42.3 Billion vs. Rocket Lab TTM revenue: $00.7 Billion Northrop Grumman TTM net income: $4.6 Billion vs. Rocket Lab TTM net loss: -$0.2 Billion (loss) Valuations: NOC: 2x price-to-sales ratio, 17x price-to-earnings ratio RKLB: 122x price-to-sales ratio, no P/E ratio yet because it still loses money Sources: [https://stockanalysis.com/stocks/noc/](https://stockanalysis.com/stocks/noc/) [https://stockanalysis.com/stocks/rklb/](https://stockanalysis.com/stocks/rklb/) Stocks like these need a to come with a big dunce-cap warning label attached, like: "WARNING: RKLB currently trades at 122x price-to-SALES ratio and $83B market cap. This stock is likely to perform poorly in the future as an investment due to its extremely high price-to-sales ratio. Large and mega cap stocks trading above 100x price to sales ratio have always performed poorly historically, because they pre-maturely price in an extreme level of company growth that will either take a very long time to materialize or never materialize at all." \------ As for ASTS, I'll just keep it short and tell you that you're now paying $47B market cap and 547x price-to-SALES ratio for a company that has financials that look like this: https://preview.redd.it/w77ckqcrmo3h1.png?width=352&format=png&auto=webp&s=c2892f104134bbe1624660be5dc4a90c77a3c8cb Source: [https://stockanalysis.com/stocks/asts/](https://stockanalysis.com/stocks/asts/) Clown stock. \------- And one last note about these annoying space stocks in general: We've known the economics of space companies since like the 1970s - they're no great mystery like AI, and they're not huge markets or money-makers. They don't have software margins, they don't have semiconductor margins, and they don't have hyper-scaler margins. In the 2020s, there is no valid fundamental reason for RKLB to be priced higher than NOC (which, by the way, also has a space segment in its business). RLKB at $83B market cap is a clown valuation. And ASTS at $47B market cap is also a clown valuation (and ASTS keeps failing to execute). I'm not being closed-minded about this, I'm just living in reality. Here's the takeaway: ASTS and RKLB are hype bubble momentum stocks that get shamelessly peddled on stock and investing forums. At their current prices, avoid for a long term investment, and treat them only as a short-term momentum trade gambles (i.e. - meme stocks).

BladeFireQ

I'm waiting for NOC and LMT to fall more, I been looking at the past and they seem to follow the same trend, they go absolutely crazy and then they fall like 40%, we are now into that -40% stage but I do believe that they can fall a little bit more, but if you are a long time Investor and you want to hold the company for +5y this price is insane, their numbers are really good they have one of the biggest moats on the world and it's that USA can't let them go, so even if their prices go absolutely nuts they can't say shit more that buy, so yeah I'm bulling on the stock even if there is peace

banksy_h8r

> I was like "how do you even get a return on bombs?" LMT and NOC

znightmaree

LMT, NOC, and RTX are all good buys here in my opinion.

CD274

NOC finally waking up after space force contract

Top-Sir-1215

If you need a lesson in how they operate, look at NOC. Runs up pre war to insane levels, drops as war starts, you think you’re getting good value on the way down but they send it way back to its levels last year. Expect the same for mu and these others

SuspiciousSpyderman

Sold $NOC for a very tiny profit, put in a limit buy order for $APH at $120 hoping that fills tomorrow

Intelligent_Title_90

Jeeeez RTX, Lockheed and NOC dropping like crazy.

SuspiciousSpyderman

I don't wanna jinx it, but holy shit $NOC

SuspiciousSpyderman

Defense stocks up today after months of dumping $NOC

SuspiciousSpyderman

Praying that $NOC pumps tomorrow

SuspiciousSpyderman

Defense $NOC $LMT

SuspiciousSpyderman

Can the gov announce some war stuff so $NOC can pump 

SuspiciousSpyderman

Can $NOC announce a defense deal with the gov pls???

cooldude919

As an end user and also working in IT, a few points to add. Spectrum enterprise is great. Their NOC and enterprise fiber offerings are one of the best in the industry. Residential wise they are years behind the market and other peers. High split upgrade ms have gone poorly and been delayed. Many markets, even major ones, aren't complete and thus still cant offer symmetrical speeds. Tmobile and other mobile operators have been killing spectrum and taking tons of customers. Folks can save money and in many cases get similar speeds on lower to mid tier packages. Reported customer loses reflect this. Independent fiber over builders are also beating spectrum in most markets they compete in again due to lack of high split upgrades and pricing. Other cable MSPs aren't doing great but for q1 2026 spectrum lost twice the amount of broadband customers as Comcast, 60k vs 120k. The debt with the cox acquisition isn't going to do much to help with this, but on the upside I believe cox is way ahead of spectrum for high split upgrades. I dont disagree the current sell off may be oversold, but spectrum does have some unique headwinds to consider.

SuspiciousSpyderman

Still early for $NOC, i'd get in on this relief rally

SuspiciousSpyderman

Looks like we're rotating into other sectors now. Hoping that helps pump $NOC

SuspiciousSpyderman

Why is everyone saying it's down??? I checked $NOC and it's green overnight

SuspiciousSpyderman

Hope $NOC pumps this week, it's sitting on major support

SuspiciousSpyderman

Sold $WM for a painful loss and dumped it all into $NOC

fan_of_hakiksexydays

I got a sense that there was never going to be a deal. I'm tempted to go in on LMT, GD, RTX, NOC.

No-Improvement3164

Are the Memory Stock charts eventually going to look like LMT RTX NOC after ripping or are these different?

CD274

Wow check out what NOC and LMT are doing first

softboiledjadepotato

NFLX, MSFT, HOOD, NOC, META.. lol, my port's puking

CD274

Could be worse, NOC bags

Fritzkreig

I am totally with you and your rational! Been in GOOG and GOOGL before the split, up like 2550% there, also RTX, NOC; it may sound nerdy but I love doing my own DD and research on stocks! I have my "toes dipped into" some space stuff, and of course AI; I personally don't think that AI is a bubble, but that is a fun thing for you to research and come to a conclusion on! Investing and trading can be fun if you look at it like a game, I do and I have fun; I hope you do as well!

sentientshadeofgreen

I think they are very different companies and RKLB will continue to be positioned for growth down the stretch. Unlike LMT, NOC, and company whose revenue expectations are very predictable, Rocket Lab isn’t married to bidding for defense contracts and there are more lucrative opportinities they are exploring. The vertically integrated moat they are building around space services, and lasercom specifically, positions them very well to be compete in providing infrastructure to the telecommunications market, which is expected to grow to 3.6 trillion USD by 2035. RKLB doesn’t need to be direct to consumer in this regard, they can make their money partneitng with telco companies, putting their infrastructure in orbit, keeping it in orbit, and pushing lightspeed data for carriers. And again, that’s just one bucket of potential revenue, they have a lot of different opportunities they can grow towards if they find it economical. 

NaluknengBalong_0918

VM analyze the option chain of NOC for me

Lil_Sperm

Yeah, I sold some in pre-market when I saw it going down substantially so I can buy back in eventually. And the backlog is exactly why I bought in, pretty incredible demand along with government contracts! Glad I did sell though because it dropped way more afterwards. I’m thinking around $565 cps might cause some people to buy in (just because of the price point and the track record of the company) but like you said: I’m not really looking for a rally, I’m looking for long term investments (other than index funds and other ETFs that track the market in general) and always-in-demand sectors, especially ones that interest me like aerospace. Even if dems win midterms and spend less on defense than republicans, or increased defense budget doesn’t get approved, I don’t think the defense or aerospace sectors are going to crash substantially anytime soon and NOC has been around for nearly a century at this point working on various projects that have proven to be popular and successful.

Lil_Sperm

I’m actually looking to diversify into stocks because I bought a bunch of boring ETFs on March 30 and 31st during a big dip, now this dip at NOC has me interested in diversifying into individual stocks. ETFs have treated me kindly, but I’ve made so much more from the individual shares I bought during that dip than VOO AVUV and VXUS. SMH and SOXX have been another story though…holy smokes. Just dipped my feet in a little RTX, wish me luck! (In case you couldn’t tell I like aerospace and defense stocks founded in Northern Virginia in the 1930s lol)

selesnyaTroll

Well my key to being a dip buyer is to be slow and methodical. Slowly buy into good companies when they go on sale. Slowly add as the sale gets better while continuing to make sure that the thesis that the company is good remains true. You can't be panicking over a couple bucks. If that's the case, then honestly ETFs might suit you better (in general or even defense/aero specific like ITA). NOC's earnings the other day were fine. They're printing money, they have like a $100 billion backlog. Their capex has gone up quickly here, but its from production increases. It's not sexy, but as long as you think we're gonna keep spending tons on defense, then I think they're solid.

Lil_Sperm

I’m also interested in NOC; the stock as an investment opportunity, and the company itself (I think their help with the James Webb telescope is pretty cool). Let me know what you decide, I have FOMO but have already lost $8 panic selling this morning after panic buying yesterday lol

Lil_Sperm

How much further would you consider either a good buying opportunity? I’m eyeballing NOC as an investment opportunity and kinda feel like I’m gonna have FOMO when something changes, but I keep waking up looking at the indexes like “yeah, glad I didn’t buy a share yesterday” lol (also I think it’s a pretty cool company because of their help with the James Webb telescope, hope they do some more projects like that in the future instead of sticking to B-21 stealth bombers)

selesnyaTroll

Been starting to eye up a few different sectors having dips. Defense/aerospace names like GD/TXT/GE/NOC. Dollar stores - DG/DLTR. Maybe even LLY. All having similar dips with DE.

captain_casino

$NOC

CD274

NOC has been down even more, war what war

Apple2o

Still crazy that Iran declared war on Microsoft and JP Morgan but not LMT, NOC, RTX, etc etc

winston511

I actually meant to buy NOC but I’m so fucking retarded I had both on my watchlist and hadn’t had coffee and bought LMT by mistake. Looks like I’ll be bagholding for a long time.

Pete26l96

I bought NOC, LMT, and RTX 🤣😂🤣😂

CD274

Pretty big drop on defense stocks for the past week. It's not like retail is a huge percentage for the big guys like NOC, so someone out there isn't betting on long war 🤔

InformalMeal9828

If you’re not buying the mag3 of military defense LMT, NOC, BA then you genuinely hate money

Deshes011

im losing big game on NOC. Fuck me

Pete26l96

of course war/defense stocks start falling off a cliff right after I initiate a position fucken RTX, NOC, LHX...

Pete26l96

of course war/defense stocks start falling off a cliff right after I initiate a position fucken RTX, NOC, LHX...

Pete26l96

of course war/defense stocks start falling off a cliff right after I initiate a position fucken RTX, NOC, LHX...

tachyonvelocity

People actually thought Iran war will benefit defense stocks? Yea Hegseth tried to buy right before war started, but he's drunk and incompetent. Many defense stocks are now way lower than even before the war started, like NOC, LMT, literally the companies making "regime change through bombs" happen. The problem is, people mistake sentiment vs actual fundamentals. Defense companies have extremely long contracts, so war doesn't actually increase earnings all that much, meanwhile sentiment is fickle and falls apart at the first sign of peace. The only way defense stocks would keep moving up after the first bombs, is a forever war, which was never expected. I do like NOC as an investment though, it's the company behind James Webb Telescope, something that's actually useful for humanity

the_Q_spice

>LUNR is speculative company based on lunar surface infrastructure. LUNR recently became the main manufacturer of satellite busses for LHX, IRDM, SATS, T/TPG (DirecTV), SIRI, and NOAA. They are also a significant guidance, propulsion, and navigation provider for LMT, B, GD, GY, Spectrum Astro, and NOC. This isn't even new news at this point. *Way* too many people are failing to understand the significance of the [Lanteris ](https://lanterisspace.com/about-us/history)and [KinetX ](https://www.kinetx.com/missions)acquisitions.

InformalMeal9828

Bers are so fucking stupid they don’t even realize they can still think WW3 is going to happen, buy LMT or NOC and make money

No_Cod972

IDK, NOC down today as well.

Top-Sir-1215

Peace deal called off and NOC CONTINUES TO DRILL INTO THE GROUND! Make it make sense

ComprehensiveSwan698

$LMT and $NOC are not going anywhere. Could be a great buying opportunity again when they slide further

Independent-Cloud822

I don't know if Iran will win the war or if the USA will win the war, but I'm pretty sure LMT, RTX, NOC and GD will win the war.

captainri66

LUNR, RDW, LHS, LMT, NOC and several smaller private space companies just got a massive Space Force contract to replace older GEO satellites https://breakingdefense.com/2026/04/space-force-slates-1-8b-for-commercial-sats-to-replace-gssap-neighborhood-watch-birds/

Greedy-Adeptness6589

Bought NOC last night, goddamit 

Relative-Ad-6791

From claude ai. The Korean play is interesting im going to look into it more “Lockheed Martin (LMT) is the single biggest beneficiary. They manufacture PAC-3 MSE interceptors, THAAD interceptors, JASSM/LRASM, and PrSM — essentially the four munition families most depleted by Epic Fury and most needed for Pacific reconstitution. The Pentagon is partnering with Lockheed Martin to triple PAC-3 MSE production from roughly 600 annually to 2,000 by 2030 , and THAAD production is being quadrupled from 96 to 400 per year, including a new Munitions Acceleration Center in Arkansas. PrSM production would be quadrupled to 1,134 units in FY2027 at $1.7 million each. That’s multi-year, multi-billion-dollar revenue visibility across three separate program lines from one company. RTX (Raytheon) — Tomahawks and SM-3s. Tomahawk production is set for a 1,200% increase from 58 in 2026 to 785 in FY2027 , and RTX has framework agreements to increase SM-3 Block IB and IIA output by two to four times. RTX also builds the SM-6, which is the Navy’s do-everything interceptor for the Pacific. They co-produce Patriot interceptors with Lockheed. Northrop Grumman (NOC) — B-2 operations in Epic Fury showcased the platform, but the bigger play is that both Northrop Grumman and Raytheon have been awarded contracts to develop common rocket motors that plug into multiple missile families. If you’re building the engine that goes into SM-6, future hypersonic interceptors, and next-gen standoff weapons, you’re positioned across the entire reconstitution wave. They also build the GBI homeland defense interceptors and are a key player in the Next Generation Interceptor program. Boeing — This one’s a chokepoint story more than a growth story. Both US and Japanese PAC-3 production depends on the availability of crucial seeker heads, which have been slowly coming off production lines at Boeing. Boeing makes JDAM kits (deep stockpiles consumed), SDB IIs, and Harpoon. They’re also the other half of the Patriot interceptor production with Lockheed. Their defense revenue benefits, but their seeker head production is actually a bottleneck constraining everyone else’s ramp. L3Harris — Named in Modigliani’s piece as one of the companies with framework agreements under Deputy Secretary Feinberg’s Munitions Acceleration Council. They build key sensor and electronics components across multiple interceptor programs, and they’re the prime on some counter-drone systems that are now in urgent demand. The Second Tier — Where the Smarter Money Might Look Aerojet Rocketdyne (now part of L3Harris) — Solid rocket motors for virtually every interceptor and missile in the U.S. inventory. Every production ramp across every program flows through their motor supply. They’re the hidden dependency underneath all of the above. General Dynamics (GD) — Ordnance and tactical systems division makes the bomb bodies, propellant, and munitions components. Less sexy than the primes, but when you’re rebuilding 13,000+ expended munitions worth of inventory, someone has to make the casings and explosives. Kratos Defense (KTOS) — Target drones and low-cost attritable systems. The Epic Fury lesson about cost-exchange ratios is accelerating the push toward cheaper, mass-producible autonomous systems. Kratos is the leading pure-play in that space. If the Pentagon gets serious about not fighting the next war with $4M interceptors against $100K threats, companies like Kratos benefit. Anduril — Not publicly traded (yet, though IPO rumors persist), but their Roadrunner interceptor-drone is specifically designed to solve the cost-exchange ratio problem. Epic Fury is the best marketing case study they could ask for. The International Angle South Korea’s M-SAM (Cheongung II) achieved its first combat hit against Iranian missiles during Epic Fury in the UAE. That’s a combat validation event for LIG Nex1 and Hanwha Aerospace, the Korean manufacturers. The Korean defense export sector was already booming — this accelerates it. Eurosam (MBDA/Thales) — Currently producing around 100 interceptors in 2026, an increase from around 60 previously. European allies now have their own depletion anxiety, and MBDA’s SAMP/T is one of the few non-American systems that can handle tactical ballistic missiles. Rheinmetall — Not directly in the interceptor game, but they’re the European leader in ammunition production and are building new facilities specifically for munitions surge capacity. The lesson from Epic Fury generalizes to all munition types.”

trade_thriving

nah i'm skeptical on this one tbh. i've been burned before on the "geopolitical catalyst" plays and they almost never pan out the way you think. like yeah oil prices spike but then what? the actual defense contracts take forever to materialize and by then the market's already priced it in. plus i looked at LMT and NOC already and thier charts look overextended to me rn. i'm not saying your wrong about the macro situation but the entry point seems way off.

alexyong342

fair point, that dip might be noise after a big run. fwiw, NOC's been quieter, less momentum so maybe less risk if things cool off

alexyong342

index funds will get crushed along with everything else, so buying the dip in defense contractors like LMT or NOC might make more sense if you're betting on escalation but honestly, what makes you think boots on the ground are coming instead of drone strikes or proxy ops? iirc the administration’s been avoiding direct conflict since the 2020 assassination blowback, so is this more about Trump posturing than actual policy? seems like oil and short-vol strategies would react faster than stock picks anyway, fwiw

Massive-Assistant387

1.5 Trillion in Defense Budget proposed today; LMT? NOC? RTX? HI? Lay out your thesis

WBL-X23

DoW reaches agreement with BA and LMT to Triple PAC-3 Seeker production. Does that trigger other Primes like NOC, GD and RTX to aggressively lock up what they need in tungsten going forward? I’m looking to the price update Friday.

seh0872

Just the defense industry ones. LMT + NOC all the way! lol

viva_lee

A lot of people think splitting between tech + gold + international ETFs counts as diversification, but when things drop, they all drop together. Different wrappers, same trade. What actually works is finding businesses driven by completely different forces. Defense stocks (LMT, NOC) and insurance (PGR) genuinely move on their own because their revenue has nothing to do with AI hype or consumer spending. The key isn't finding "uncorrelated assets." It's finding businesses whose revenue depends on forces that have nothing to do with what drives the S&P 500. One more tip. If you watch 13F filings, you can see where big institutions are moving money. When hedge funds start quietly trimming tech and adding boring sectors like defense or utilities, that's usually a signal that correlation regimes are shifting. I've been tracking this lately and it's been pretty useful.

superKWB

LMT, RTX, NOC are tricky... Doge/Elon is over but navigating that for 5% gains over 2 years was too much work. Go high quality large cap growth... find 52 wk highs where they're down 20%+.

ProvenLoser

Yeah, I don’t get that entirely. These stocks move later with government contracts supposedly. I keep adding AVAV and been sitting on NOC for a few weeks.

DeepSpeed2543

Every? The CEOs of PLTR, LMT, NOC, HON, RTX, LHX, etc will likely say "Unexpected TAILwinds", no?

WickedSensitiveCrew

Palantir has been public for 5+ years and you still see people in those Palantir threads on this sub who don’t understand what the company actually does. Feels like part of the issue is no one wants to bother correcting it. Why spend time writing a real explanation just to get buried under moral debates and valuation takes? And it’s funny even setting aside that revenue is roughly split between commercial and government (with commercial growing faster), those same moral arguments don’t come up nearly as much with LMT, NOC, RTX, or other defense names.

WickedSensitiveCrew

It likely because PLTR has more people ok with bashing it. You would never see a thread about defense companies like LMT, RTX, and NOC.

Independent-Cloud822

I don't know if Iran will win the war or if the USA will win the war , but I'm sure LMT, RTX NOC, GD, will win the war.

FuckleUp

NOC

Advanced-Shame4396

Meanwhile ONDS, RTX, LMT, NOC are having bad weeks even with all the partnership deals

StevieWonder557

Jimbo must have stock in $NOC and $LMT

Chlo-Motion

Apocalypse portfolio doing well (LMT, NOC, PLTR, RTX, RHM)

Robespierre1113

Really love the way the NOC graph looks (both volume and price) before the invasion of Iran... you cannot convince me it wasn't well known and decided ahead of time...

interstellar-dust

Calls on RTX, BOE, LM, NOC, let’s go.

CD274

PLTR, NOC, ITA down. War over?

shadylex

RTX, LMT, NOC, RNMBY, LHX making money

CallsOrPutsYES

I mean I plan to add calls of PLTR, RTX, NOC, LMT….