NOCUSMarket: US

ZZipTraderNONOCSELLM-term · Medium-term · LeaningLMLMTSELLM-term · Medium-term · LeaningLHLHXSELLM-term · Medium-term · Leaning2026-08-24

I think these are great long-term quality companies, but slow movers, not the most exciting in the space. I don't think they're going to move the needle much; they probably will underperform the S&P.

NNaNa说美股NONOCSELLS-term · Short-term · Leaning2026-06-18

军工股靠回购和高股息的牛市逻辑被新条款打断，估计NOC股价还得继续往下探，下个支撑可能在490到500美元左右，而且不一定是底部，等跌透了再说。

SSerenityNONOCSELLM-term · Medium-term · ExplicitCVCVXSELLM-term · Medium-term · ExplicitXLXLESELLM-term · Medium-term · ExplicitLMLMTSELLM-term · Medium-term · ExplicitShow more2026-02-28

So selling existing "high-risk" assets when they're already at lows to reposition into, oil, and other defense contractors at ATHs after an abnormal 1M 20%+ rally might be a mistake.