NOC

Northrop Grumman Corporation

stock all instruments
+0.0
net board stance what this means
515.42
+0.1% · close 2026-09-08
-9% / -6% / -10%
1m / 3m / 12m
-76%
vs SPY since 2023-02-11
8%
of 52w range · -32.3% off high
hit rate as primary

Where we stand — 0 live ideas

No active idea holds this ticker. Anything below is history.

Where the winds are blowing

NET BOARD STANCE, LAST 44 EPISODES — rising = the besties are building this position, falling = abandoning it. Replayed from score_events; an idea counts from birth until its window closes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the talk lead the tape or follow it?

Who's pushing which way

each voice's net push ON THIS TICKER — their most recent stance per idea × the idea's direction × strength, so supporting a bearish idea pushes down. Not conviction (that lives on the idea); this is direction of travel per person. what w= means

Friedberg
Friedberg w=0.84 politics-market
1 idea (0 live) · last heard E152
+2
pushes up
Chamath
Chamath w=1.02 politics-market
1 idea (0 live) · last heard E134
+2
pushes up
Sacks
Sacks w=0.97 politics-market
1 idea (0 live) · last heard E164
+2
pushes up
Jason
Jason w=1.00 politics-market
1 idea (0 live) · last heard E163
-2
pushes down
Brad Gerstner
Brad Gerstner w=0.86 politics-market guest ×1.0
1 idea (0 live) · last heard E134
-2
pushes down

Track record on NOC

No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.

ideacallplayverdictRαclosed
🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up ▲ LONG adjacent PARTIAL +8.2% -15.0 2024-02-11

The tape — what was actually said

every capture on any idea holding NOC, newest first · quotes verbatim, timestamps deep-link into the episode

Sacks Sacks support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E164 · 2024-02-02 ▶ 1:16:49
And when it does happen, you get this lunatic fringe who unfortunately are some of the leaders of the Republican Party calling for a larger war against Iran.
Jason Jason oppose ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E163 · 2024-01-26 ▶ 1:03:37
The majority of people don't want to be involved in foreign wars. That's across both parties.
Jason Jason oppose ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E161 · 2024-01-13 ▶ 12:48
I can't imagine anybody would want to do more military action at this point in time when the American public is exhausted from it.
Sacks Sacks support ×3 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E161 · 2024-01-13 ▶ 11:43
The problem is that with every war, the mainstream media starts propagandizing for the wars, and they'll basically demonize whoever it is that we're going to go to war with and explaining why they're a huge threat. They'll engage in threat inflation, and so the American people end up supporting it.
Sacks Sacks support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E152 · 2023-11-03 ▶ 15:06
Will policymakers in Washington change their tune or change their perspective on this? Probably not, the uniparty of both Republicans and Democrats are still seems to be a majority who want to fund another 61 billion for Ukraine.
Friedberg Friedberg support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E152 · 2023-11-03 ▶ 16:39
I've shared my point of view for a couple of years now. I think the US is in a, call it subconscious conflict escalatory state that would continue to drive us into these sorts of conflict
Friedberg Friedberg support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E151 · 2023-10-27 ▶ 22:02
there's significant material and industrial production shortages, not just in the US, but around the world, to support rising conventional wars that seem to be scaling all over
Sacks Sacks support ×3 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E151 · 2023-10-27 ▶ 25:49
our industrial capacity is so hollowed out that it's going to take us five plus years to replace our stockpiles of artillery ammunition, of javelins, of stingers
Sacks Sacks support ×3 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E149 · 2023-10-13 ▶ 50:13
That artillery stockpile was basically taken and given to Ukraine. Remember, we ran out of the key type of ammunition in the Ukraine War, which is 155-millimeter artillery shells. That's why we gave them cluster bombs. The US is already dangerously low on ammunition, and that's before we get potentially another war or another front in this larger global conflagration that's happening.
Sacks Sacks oppose ×3 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E148 · 2023-10-07 ▶ 16:28
And I think there is growing opposition to a blank check as long as it takes policy towards Ukraine. We've already appropriated over 100 billion. What's the return on investment of that? The counteroffensive failed.
Sacks Sacks support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E147 · 2023-09-29 ▶ 58:22
From 2015 to 2021, we could have gone along with efforts under the Minsk Accords to resolve this conflict in the Donbass peacefully, but we never did that. We never gave it any support.
Sacks Sacks support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E146 · 2023-09-22 ▶ 9:07
both Republicans and Democrats want more military spending. I don't hear anybody really argue for cutting military spending ... but the Democrats are completely on board with war now
Sacks Sacks oppose ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E144 · 2023-09-01 ▶ 19:16
And the people who are attacking him now are all these neocons. It's basically the whole military industrial complex. It's all the bought and paid for politicians and think tanks who want America to be in these forever wars. So I think he's being attacked by the right people, and that's going to help him.
Sacks Sacks support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E143 · 2023-08-25 ▶ 1:22:11
It's a combination of being trapped in legacy thinking where we have to be the policemen of the world combined with all the big donors in the party, many of whom are wrapped up with the military industrial complex, want to contribute to that.
Jason Jason support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E137 · 2023-07-14 ▶ 1:09:53
I do think that the solution is 10 more Palmer Luckeys. I mean, I think the Silicon Valley's anti-supporting the military is a crazy position that needs to change and we should make more weapons and have VC-backed companies making weapon systems
Friedberg Friedberg support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E137 · 2023-07-14 ▶ 1:15:24
it's obviously going to require a significant influx of capital by some estimates up to $2 trillion to increase the security capacity of NATO
Sacks Sacks support ×3 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E137 · 2023-07-14 ▶ 1:16:25
Now, you know who it's an asset for is the military industrial complex, because all these countries, when they join NATO, agree to spend 2% of their GDP on defense.
Sacks Sacks support ×3 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E135 · 2023-07-01 ▶ 20:00
And I think you could see now over the next few months a full mobilization in Russia.
Brad Gerstner Brad Gerstner oppose ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E134 · 2023-06-24 ▶ 26:01
And I've yet to meet a single parent who said to me, I care so much about this Ukraine situation, I would be willing to put my children in harm's way to fight for the defense of Europe. Okay, so those data points tell me at a very minimum, we need more of this discussion, more of this debate, not less.
Chamath Chamath support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E134 · 2023-06-24 ▶ 44:55
we have created a very dangerous revolving door between our most critical institutions and the largest industrial companies in the United States. And that revolving door creates all kinds of conflicts of interest. And those things get sorted out via revenue and dollars and profits.
Sacks Sacks support ×3 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E134 · 2023-06-24 ▶ 28:49
So we are out of 155-millimeter artillery shells. We cannot produce enough. This is the crazy thing. We spent $800 billion a year plus on the Pentagon and our national defense. We're out of ammo. I mean, we must be getting so royally ripped off by the military industrial complex.
Chamath Chamath support ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E131 · 2023-06-02 ▶ 11:59
I don't think it's contained. It's escalating. And as of yesterday, there seems to be some conflagration between Kosovo and Serbia. That's kicking up. So all of a sudden, we're talking about a totally different European land war.
Jason Jason oppose ×1 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E131 · 2023-06-02 ▶ 11:53
That war seems to be contained. I'll be more worried about the relationship with China.
Sacks Sacks support ×1 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E131 · 2023-06-02 ▶ 11:46
Especially if the Ukraine war is still going on because we're that close to being in a direct shooting war with Russia, which could lead to a nuclear war.
Chamath Chamath oppose ×2 ▲ on 🏛️ Nobody's incentives point at de-escalation — the war economy ratchets up E130 · 2023-05-26 ▶ 57:22
This is Biden's signature legislation is creating energy independence for America, which will have an enormous peace dividend. You will not fight these stupid endless wars.