NOC - Northrop Grumman Corporation

Contrarian pick - one of the largest defense contractors, down 30% from post-war highs. RSI indicates oversold conditions. Not an immediate buy but deserves watch list attention for a potential bounce.

Defense stocks historically go up ~40% during wars. Felix expects a 50% increase in US defense budget. Specialized defense (AI-driven systems, drone technology, electronic components, cybersecurity) seen as longer-term structural winners.

Mentioned as a lower-risk tier large defense company with years of government backlog. Drones are only part of their business. Provides drone theme exposure with less risk.

Northrop Grumman has $95 billion in backlog. They produce B-21 stealth bombers and Sentinel intercontinental ballistic missiles. Part of the defense stock thesis driven by institutional money flow.

Already up around 11%; defense trade may be mostly tapped out.

Defense contractor benefiting from higher defense spending expectations in a military escalation scenario.

Listed as a top political donor and described as performing similarly to Honeywell with strong upward moves. Implied to benefit from defense spending and political connections.

Builds strategic assets: stealth bombers (B-21), nuclear missiles, satellites, cyber systems. Nuclear weapons programs must be funded regardless of who is president. B-21 stealth bomber is the future of long-range air power. Programs are must-haves that Congress will fund regardless of politics. Trump is a big believer in peace through strength.

Northrop Grumman rose about 5.1% on the military budget announcement. The host notes sector-wide gains but does not give a personal recommendation.

Builds B-21 bombers which are getting accelerated funding (almost $5 billion). Also involved in the Golden Dome project. Felix calls it a 'solid pick for long-term defense exposure.'