To The Moon

Leading military and defense-focused drone stocks $Northrop Grumman(NOC)$ jumped almost 10% after the earnings results released.Q2 2025 financial report highlights: revenue reached $10.35 billion (year-on-year growth), net profit was $1.17 billion, earnings per share (EPS) was $7.11, exceeding the market expectation of $6.71, and revenue also exceeded expectations (2.94%), driving the stock price up by about 9.8% recently.Future Outlook: Revenue in 2025 is expected to be between $41.3 billion and $41.8 billion, diluted earnings per share are between $2.445 and $2.485, and free cash flow is expected to be between $2.35 billion and $2.65 billion; long-term outlook shows that revenue is expected to reach $46.8 billion and profit is $4.3 billion by 202

This week, financial market news has been relatively scarce. This is understandable since previous updates were quite intense, making the current news seem much milder. Although the overall market lacks notable developments, the agricultural products sector has seen significant news—particularly at a critical juncture for U.S. soybeans (post-June)—which inevitably demands attention.While reviewing industry websites over the weekend, I realized that China-U.S. agricultural trade has been interrupted for a substantial period. China has not purchased U.S. soybeans for a long time. However, as the world’s largest soybean buyer, China’s recovering consumption means relying solely on purchases from Brazil and Argentina can no longer meet its demand. Back when China-U.S. trade was normalized, Chi