Who mentions $FLY most on Surfaced?

@almacap114204 (AlmaCap) mentions $FLY most — 107 mentions in the past 12 months.

When was $FLY first mentioned on Surfaced?

The earliest tracked mention of $FLY in the Surfaced archive was on Jul 27, 2025.

How many voices track $FLY?

26 FinTwit voices have mentioned $FLY 481 times in the past 12 months.

What kind of voices mention $FLY most?

$FLY is mentioned most by Long Research voices on Surfaced.

$FLY — FinTwit mentions on Surfaced

Recent calls

89 calls

@almacap114204Jul 7, 2026 · 3:49 PM

I still like $FLY but Samsung Electronics is such a safer bet so I harp on about it.

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@spaceinvestor_dJul 7, 2026 · 12:32 PM

$FLY: Firefly Aerospace today announced a $13 million subcontract from NASA’s Jet Propulsion Laboratory (JPL) to manufacture, test, and deliver the aeroshell for NASA’s SkyFall mission to Mars, targeted for launch in late 2028. The SkyFall mission, managed by JPL, will deploy three heritage Mars helicopters to perform science and demonstrate airborne subsurface mapping and resource prospecting, paving the way for American astronauts on Mars. "NASA’s SkyFall is Firefly’s first award coming out our new Gloworks innovation lab, which embodies our commitment to developing disruptive space technologies without disrupting our existing production lines," said Shea Ferring, Chief Technology Officer at Firefly Aerospace. "Our deep expertise in building large composite structures for both spacecraft and rockets gives us a unique advantage to enable critical planetary missions like SkyFall. We’re further innovating these core technologies through Gloworks to push the boundaries of what’s possible and open new frontiers across our solar system."

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@michaelsikandJul 6, 2026 · 9:03 PM

$FLY is running $NVDA compute from the moon and down 53% since May? Firefly has long been my favorite space stock and looks very attractive at $27/share ($4.5B MC). One of its slept on superpowers is monetizing the vast data it collects, and this capability is being highlighted on the $NVDA blog. Blue Ghost 1 sent home 120GB of raw lunar data that scientists are STILL processing a year later. NASA even issued a $10M follow on order to buy more data than they originally negotiated. On Blue Ghost 2 this year, Firefly's Ocula imaging service runs $NVDA Jetson directly in lunar orbit. First time edge AI has ever operated around the moon. Instead of dumping raw data down to Earth, Ocula runs the inference ON ORBIT and beams back only what the customer wants, in near real time. Firefly's own SciTec AI software sits on top of the Jetson chain. Its Elytra spacecraft stays parked at the moon for a FIVE YEAR mission running it. This is the high margin AI/software engine hiding inside a "space stock". - Map landing sites for the next wave of lunar missions - Detect minerals like ilmenite for future lunar energy - Track objects and operations across cislunar space Data processing in space feels like the near term opportunity for orbital AI until full on data centers get built there.

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@almacap114204Jul 1, 2026 · 8:29 AM

gut feeling is that $FLY is a buy here so have added

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@wolfgangkasperJun 30, 2026 · 10:01 PM

Both $LUNR and $FLY capturing NASA contracts today. Well well well. https://t.co/27MEyLQTsy https://t.co/spRMdXYwNQ

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@stocksavvyshayJun 30, 2026 · 7:03 PM

NASA awarded new Moon Base lander contracts to $FLY and $LUNR. The goal is to build lunar South Pole infrastructure before crewed Artemis landings. https://t.co/gbs0Sx47Th

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@spaceinvestor_dJun 30, 2026 · 6:42 PM

$VOYG / $LUNR / $FLY Breaking: NASA select Astrobotic, Intuitive Machines and Firefly for additional CLPS missions under the new Moon base initiative.

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@spaceinvestor_dJun 25, 2026 · 12:32 PM

$FLY: Firefly Aerospace today announced the acquisition of Space-ng Inc. (“Space-ng”), a leader in AI-powered vision navigation and autonomous guidance systems. The acquisition brings proven spacecraft software and camera hardware for Firefly’s Blue Ghost landers and Elytra orbital vehicles, bolstering Firefly’s capabilities to advance the future of autonomous space operations for missions to the Moon, Mars, and beyond. https://t.co/uvZILt6OQ3

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@spaceinvestor_dJun 23, 2026 · 11:09 AM

$FLY: Firefly Aerospace expected to secure $110 million loan Firefly Aerospace is expected to secure a $110 million U.S. Export-Import Bank (EXIM) loan that would help fund the company's expansion of spacecraft production facilities in Texas, according to a document ‌reviewed by Reuters. The bank's three board members are poised for a Tuesday morning vote on the loan, which is part of an EXIM initiative to help U.S. firms compete globally with foreign companies in artificial intelligence, space and other areas, according to the document. The loan would have a 12-month availability period and a 10-year repayment period, according to a person familiar with the terms. https://t.co/7Al6I5whqR

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@spaceinvestor_dJun 22, 2026 · 10:47 PM

$RKLB / $FLY "True Anomaly was originally slated to launch on a Firefly Alpha rocket. But Firefly suffered two mishaps in 2025 that grounded the Alpha rocket for nearly one year; it successfully launched again on March 11, but Space Force leaders have acknowledged its grounding delayed the Victus Haze mission. To overcome the launcher setback, True Anomaly pivoted to place its satellite on the SpaceX Falcon 9 CAS500-2 rideshare on May 3. Rocket Lab was originally slated to launch its spacecraft first, followed by True Anomaly. But the team used the situation to adapt, McClain says. Meanwhile, Firefly will support a future Victus mission with its forthcoming Alpha Block II rocket and a True Anomaly spacecraft, a Firefly spokesperson says."

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@spaceinvestor_dJun 21, 2026 · 11:31 PM

$SPCX / $RKLB / $FLY "The end goal is to develop and deploy effective response mechanisms to rapidly restore critical services to minimum levels or higher, on tactical timelines of hours to weeks, in response to demand surge needs, lost assets resulting from potential adversaries’ [anti-satellite weapons] engagements, or orbital debris collisions," the RFI states. With adversary advancements in the space domain putting more demand on the Space Force, the service has been exploring ways to increase the resiliency of its constellations. While one method has been proliferating large numbers of satellites on orbit to add redundancy, the Space Force also wants to reduce the time it takes to put new systems in space.

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@spaceinvestor_dJun 19, 2026 · 11:59 AM

$RKLB / $FLY: While Firefly was widely expected to play a role in the Victus Haze mission, many noticed the mission quietly disappeared from Firefly's website last week. Meanwhile, True Anomaly's Jackal-004 was launched on May 3 aboard SpaceX's CAS500-2 mission. Today, the spacecraft was reported in orbit over New Zealand, adding another data point that suggests Victus Haze may be taking place today. In Victus Haze, True Anomaly's Jackal serves as the maneuverable on-orbit target, while Rocket Lab provides the rapid-response launch capability and rendezvous and proximity operations (RPO) capable spacecraft.

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@almacap114204Jun 15, 2026 · 4:42 PM

$ASTS, $FLY, should pump now that $SPCX has finished taking all of the space investor liquidity. Some extremely juicy discounts and $ASTS due to launch later this week with likely updates on later launches imminent, I think there’s a fairly clear path from here to $150-180 by year end.

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@spaceinvestor_dJun 15, 2026 · 11:27 AM

$FLY: KeyBanc upgrades Firefly and set a $50 price target. The firm cited Firefly’s exposure to NASA’s lunar initiatives, noting its Blue Ghost lander is "the only lander from a commercial space company to achieve a fully successful landing on the Moon." KeyBanc also pointed to the recent $75 million MoonFall NASA contract award and Firefly’s SciTec missile tracking software, which "tracked ~1,000 missiles in the first 30 days" of the Iran conflict. KeyBanc believes the sector selloff around SpaceX’s IPO was "unwarranted and largely systematic," driven by funds making room for the new listing rather than any deterioration in fundamentals. The firm cited accelerating NASA activity, constrained launch supply, and rising defense budgets, including roughly $56 billion for space-based systems in the proposed FY27 defense budget, as durable tailwinds for the sector.

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@spaceinvestor_dJun 6, 2026 · 12:35 PM

$FLY: MoonFall is one of the most fascinating lunar missions on the horizon. On May 26, Firefly was awarded a $75 million subcontract from NASA’s Jet Propulsion Laboratory (JPL) to deliver four drones to the Moon’s south pole in support of the agency’s MoonFall mission, targeted to launch no earlier than 2028. Built on the legacy of NASA's Ingenuity Mars Helicopter, a fleet of drones will be delivered to the Moon by Firefly's Elytra spacecraft, then deployed ~50 km above the lunar south pole. The drones will perform multiple propulsive hops across the surface, exploring permanently shadowed regions, mapping terrain, identifying resources such as water ice, and scouting future landing sites for Artemis missions. After their final flights, survive-the-night payloads will continue operating for months, helping establish a sustained U.S. presence at the lunar south pole.

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@jasonl_capitalJun 4, 2026 · 9:13 PM

4. $FLY - Firefly Aerospace Revenue up 44.7% YoY to $80.9M. Full-year guidance $420-450M with a $1.3B backlog. Selected for the Golden Dome space-based interceptor program. Completed the VICTUS DIEM rapid-launch simulation for Space Force in under 36 hours. $551M cash on hand.

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@almacap114204May 29, 2026 · 10:49 AM

$FLY reminds me of when I bought $RKLB early days for $4.25 - $6.00. I was scraping every £ I could to buy as many shares as possible. Here are my receipts: https://t.co/sschpBbk8b

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@almacap114204May 28, 2026 · 10:28 AM

Repeating my $RKLB analysis approach for $FLY — revenue multiples are nonsense and we can't really build a DCF for a business this early and this lumpy. Here's another way to look at it. Starting from FY25 revenue of $159.86m, assume FY30 lands at: > EBITDA Margin: 25% (negative today, but SciTec already contributes c.half of revenue at high software margins, Blue Ghost moving from bespoke builds to assembly-line production brings scale economies as lunar grows fastest, Ocula layers high-margin recurring lunar imagery/data on top of already-funded missions, and launch cadence ramps to drive operating leverage) > EBITDA Multiple: 40x (Way above traditional primes at 16–20x) > Discount rate: Back 5yrs at 20% to today (Seems a reasonable target rate of return?) From the below table you can see the spot ($58.81) implies a CAGR of ~70% from FY25 revenues. But I think the market is wrong: >Management have guided FY26 revenue of $420–450m — c.170% growth at the midpoint. >5 lunar landers in 2027 could deliver a further ~100%+ on top, and with NASA targeting up to 30 landers a year FLY should ramp toward c.10 a year by 2028–29. > Eclipse should command c.$60m+ per launch on medium-lift economics (Falcon 9 lists ~$70m for more payload) and scale from there; > Alpha Block II is c.$15m a launch and scaling; with hypersonics demand booming; > Ocula will see huge demand as the only commercial lunar imaging service just as government orbiters age out. > Critically, SciTec is now winning the defence dollars behind Golden Dome, a role on the Space Force's Space-Based Interceptor programme, and both Firefly and SciTec onboarded to the Missile Defense Agency's SHIELD IDIQ ($151bn ceiling), high-margin software stacked on the hardware. > Add their own recent $75m NASA JPL MoonFall contract for four lunar drones (could this be the first of many?) Blend c.170% in 2026 with c.100%+ in 2027 (could be achieved from landers alone) and that's a c.130% CAGR over the two years to 31 December 2027. Even if the latter three years slow to a 75% CAGR, the five-year blend is c.96%, supporting a present-day value of ~$117, comfortably above spot. PS. Scitec alone could land a huge contract that could carry the business.

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@wolfgangkasperMay 27, 2026 · 7:17 PM

As a long-term space investor, I do see NASA’s decision to raise the CLPS 1.0 contract ceiling from $2.6B to $4.2B as a clear signal of accelerating lunar cadence. This $1.6B uplift provides substantial room for additional task orders ahead of CLPS 2.0. With only two companies, Firefly Aerospace $FLY and Intuitive Machines $LUNR having achieved successful soft landings, they are strongly positioned to secure the majority of near-term awards as NASA scales toward higher mission rates. Both firms already hold multiple task orders and have demonstrated execution capability. This development reinforces the growing commercial lunar economy and should drive meaningful backlog expansion for proven players. Nice post @AlmaCap114204

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@almacap114204May 27, 2026 · 2:22 PM

And $FLY is already scaling manufacturing aggressively for it. They've doubled the Cedar Park campus to 144k sq ft and stood up a cleanroom 4x the size of the old one, run as a dedicated assembly line for Blue Ghost landers (plus Elytra), built to make multiple in parallel rather than one at a time. The campus is live now, with the big cleanroom coming online through mid-2026. COO's words: turning the lander into "a production line for multiple lunar missions a year." No official throughput number yet, but at scale I suspect $FLY will be able to build well north of 5 landers a year. And as an active CLPS prime running live NASA missions, management will be in constant dialogue with NASA. You don't sink this kind of capex in without a clear read that the demand is coming > i.e. I think NASA told them "we will need 5-10 landers from you a year from 2027 onwards, build capacity now". The margins should follow too. CLPS contracts are fixed price, so whatever cost the assembly line strips out of each lander, $FLY keeps the difference. Higher volume at lower unit cost lifts the margin per lander as the line matures. It doesn't show yet. For avoidance of doubt, I am heavily long $FLY How about you anon? What do you think?

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@jasonl_capitalMay 27, 2026 · 12:19 PM

2. $FLY - Firefly Aerospace Revenue up 163% last year. FY2026 guidance of $420-450M with a $1.4B backlog. Selected for Golden Dome space-based interceptor program. Completed the VICTUS DIEM rapid-launch simulation for Space Force in under 36 hours. https://t.co/1sRH8U4I1s

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@photonbullMay 27, 2026 · 11:27 AM

The last time I listened to this guy and his $FLY thesis, the stock doubled shortly after Now he is back after his tour in Korea with memory $FLY seems attractive here Thanks @AlmaCap114204 for your valuable space insights🫡

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@kawzinvestsMay 26, 2026 · 8:14 PM

$FLY just landed a $75M subcontract from NASA JPL to deliver four drones to the Moon's south pole for the MoonFall mission. Just now they did 12M share offering at $49.50. 4M primary, 8M from selling holders, $190M of fresh cash to the company. Stock is up nearly 100% since my deep dive went out. The Elytra spacecraft uses the same proven systems that landed Blue Ghost on the Moon. MoonFall is the first phase of NASA's Moon Base initiative. This sits on top of three other CLPS Moon missions already on the manifest. The thesis was never just rockets. $FLY $RKLB $LUNR

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@stocksavvyshayMay 26, 2026 · 6:59 PM

NASA selects $FLY to deliver first drones to the Moon. https://t.co/JLmLgw663F

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@almacap114204May 26, 2026 · 4:33 PM

$FLY, up c.100% since I tweeted about it early April and still criminally cheap compared to $RKLB on a revenue multiple and from a growth perspective - I expect the stock to more than double from here by year end and to do the same again in 2027 when Eclipse ramps up. I did a long series of tweets setting out everything to know about FLY, which I've listed below for you anon: > Business Overview: 1) https://t.co/ax51XYWTbO > SciTec / Golden Dome: https://t.co/Hf0P8zRFGX > RKLB comparison: 1)https://t.co/vvoFKHXbi6 2)https://t.co/MEixUnzFmo > Eclipse vs Neutron: https://t.co/0480ZVXJ8K > Eclipse Northrop partnership: https://t.co/TIhiqklNs2 > Lunar landers / lunar business: 1)https://t.co/enuBRrAg1S 2)https://t.co/0P41tQ3GJx 3)https://t.co/0b1f4TXQwZ 4) Artemis / NASA programs: https://t.co/GEiRv5Flwt 5)Ocula: https://t.co/5tOqsO9OLo 6) Confirmed lander missions and expected pipeline: https://t.co/zYN9Qs6xzt > Engine programs / interesting hires: 1)https://t.co/Z7Ju67n1Nf 2)https://t.co/oFefe2cvIQ 3)https://t.co/zBGKZxTG40 4)https://t.co/tHxTBIYFiq > Thoughts on dilution: https://t.co/Lb1AEi0fDz I will share my thoughts as the business develops and as Block 2 comes so make sure to follow.

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@tradableastroMay 22, 2026 · 11:39 PM

$FLY closed $49.50 today. Up 15.49%. Knocking on $50 right now. Above $50 is explosive. IPO base breakout territory. Chart held the 50% retracement from YTD highs to lows. Momentum ripping. Bull signals firing. I love trading IPO base breakouts and this is one of the cleanest setups in the sector.

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@michaelsikandMay 22, 2026 · 6:40 PM

$FLY is up 50% since May 5. As space sentiment surges around the SpaceX IPO, still feel like the market is sleeping on its unique capability mix. https://t.co/87flBAMESs

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@almacap114204May 11, 2026 · 5:11 PM

$RKLB, revisiting after incredible earnings - albeit 63% revenue growth is not enough for me. > I think investors are looking at the backlog growth, forward to mynaric ramp-up and the impact of the recent acquisition and assuming growth will accelerate to 100%+ (I can see it happening tbh) > My base case is probably a 70-80% revenue CAGR following the backlog increase, noting change to backlog mix (space systems increased) and the new acquisition. So I would probably be a buyer around $70-$80 following recent news. I still prefer $FLY

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@almacap114204May 5, 2026 · 7:45 AM

$FLY, Eclipse progress looks good too: COPVs, interstage and LOX line qualified, first stage tanks in proof test, Miranda hot fire at 110% (thank you) - but timeline probably delayed (this is fine tbh). > COPVS = high-pressure helium tanks, historically the most failure-prone structural item on a launch vehicle > Interstage = the cylinder connecting stage 1 and 2; > LOX line = the cryogenic plumbing feeding oxidiser to the engines. Qualifying all three and Eclipse hot fire at 110% is meaningful de-risking. > But no maiden flight window reiterated in the Q1 deck, my bull case is now Q2 2027, base case Q3 2027. PS. I haven't been following $RKLB enough to know if they give this much visibility, but I am happy with this detail PPS. No tank explosions or similar!

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@spaceinvestor_dMay 4, 2026 · 8:20 PM

$FLY: Firefly Aerospace Announces First Quarter 2026 Financial Results https://t.co/3NxaNqZWnY https://t.co/b3pCt2RxyY

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@investmentguru_May 3, 2026 · 11:29 AM

$FLY The lunar + defense dual-engine growth story. Firefly posted record 2025 revenue of $159.9M, up 163% YoY, and guided 2026 revenue to $420M–$450M — a near 3x step up. The $109M FORGE engineering change raised that contract’s total value to $372M , while the SciTec acquisition adds AI-enabled missile detection and defense analytics capabilities. Firefly is building toward its Ocula lunar imaging service through Elytra vehicles for future Blue Ghost missions, with earlier Blue Ghost Mission 1 having returned nearly 120GB of lunar data and secured a $10M NASA contract addendum. Q1 2026 earnings drop May 4 — watch for backlog and guidance updates. Not financial advice.

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@tradableastroApr 30, 2026 · 11:17 PM

$FLY good spot, shared yesterday in discord. Above $35 is a trigger to the upside, once it clear MA's it can rip back to $40 https://t.co/UDYEtEtqNb

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@spaceinvestor_dApr 28, 2026 · 11:27 AM

$LUNR / $RDW / $FLY NASA to increase the CLPS contracts maximum ordering value from $2.6 billion to $4.2 billion. In a special notice published on April 27th, NASA/JSC announced it intends to issue a sole source contract modification to continue services for all activities necessary to safely integrate, accommodate, transport, and operate NASA Payloads using contractor-provided assets, including launch vehicles, lunar lander spacecraft, lunar surface systems, Earth re-entry vehicles and associated resources. https://t.co/SXArV91vCJ

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@jasonl_capitalApr 27, 2026 · 12:45 PM

7. $FLY - Firefly Aerospace The only operational US 1-ton launcher and the first commercial rocket to launch a satellite to orbit with just 24-hour notice. Secured a $176.7M NASA contract for a south-pole lunar mission. Launches from Virginia and Sweden expected in 2026. https://t.co/zmrtqtEa1I

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@almacap114204Apr 26, 2026 · 2:21 PM

$FLY's SciTec named one of 12 vendors on Golden Dome's space-based interceptor OTAs (combined ceiling $3.2B, prototypes by 2028). As expected, CEO Kim flagged Golden Dome fire control + common ground as the explicit thesis when the $855m acquisition was announced in October. https://t.co/yWBBvr3uPM $RKLB not included.

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@almacap114204Apr 25, 2026 · 11:37 AM

@justdoit29222 There is obviously risk with $FLY: - Alpha launch 8 could fail and stock price would react irrationally; - Guidance could be missed and stock price could drop too; If either of those happen then I will probably add.

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@michaelsikandApr 25, 2026 · 1:53 AM

@itsbrucegainz whats so huge is that SciTec is a software business with a deep moat that's EBITDA positive and makes up a huge chunk of $FLY's rev its also the smallest co on the list for this program with the best margins on any contracts coming through that it's doing $164M in ttm rev and is going to explode through golden dome as a super critical piece on the detection side

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@michaelsikandApr 23, 2026 · 10:11 PM

The market still sees $FLY as a space stock. I see it as an orbital defense powerhouse with a lunar economy and launch lottery ticket. I've been geeking on defense since the $1.5T budget dropped. $FLY looks perfectly positioned for two massive line items. Golden Dome has $17.9B requested for FY27. $FLY bought SciTec, an AI missile tracking software company last year with $164M in revenue. 40% of $FLY's 2026 guidance is high margin, sticky and their whole workforce is security cleared, which is a big moat. SciTec already holds a $259M Space Force FORGE contract for missile tracking ground processing. The combo gives $FLY multiple shots at Golden Dome: launch, interceptors, targets, AND the fire control software that ties sensors to shooters. Hypersonics are a huge focus for the military too. The U.S. is playing catch up. China has 5 hypersonic missile series in testing. The U.S. has 3 in development and the Army just inked a $2.7B Dark Eagle production contract in March. FY27 pumps another $1.2B into HACM alone. $FLY volunteered their Alpha rocket for hypersonic testing. Then they joined the $KTOS led MACH TB 2.0 team, targeting 1 hypersonic test launch per week. Space stock? Sure. Space defense prime? Absolutely.

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@itschrisrayApr 23, 2026 · 7:05 PM

🚨 We’re one step closer to seeing the VICTUS HAZE mission take place. Given just 24 hours notice, $RKLB will launch a spacecraft that rendezvous with True Anomaly’s Jackal spacecraft, launched by $FLY. The mission is designed to improve Tactically Responsive Space (TacRS) processes and timelines. It’s also an opportunity for the Space Force’s Space Systems Command to demonstrate its ability to respond to on-orbit threats on very short timelines using commercial launch partners.

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@michaelsikandApr 22, 2026 · 9:56 PM

@DavidCG1111 $FLY is an excellent defense trade in a space wrapped.

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@almacap114204Apr 22, 2026 · 1:49 PM

$FLY, now up c.60% since my tweet and 90% in the last month with Alpha due to fly for its 8th mission and first with the block 2 upgrades. https://t.co/xak8nOR0fj

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@almacap114204Apr 18, 2026 · 7:21 PM

$LPK, this guy is more obsessed with LPK then I am with $FLY.... PS. I have a long position.

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@spaceinvestor_dApr 17, 2026 · 12:24 PM

$FLY: Analyst Suji Desilva increased the price target for FireFly Aerospace to $60 from $35, maintaining a BUY rating A key catalyst, according to Roth, is NASA’s plan to ramp up lunar cargo missions, potentially reaching a monthly cadence in the coming years. $LUNR: Roth Capital also boosted its price target on Intuitive Machines to $35 from $25. The firm sees the company as well placed to benefit from rising investment in lunar exploration. Intuitive Machines’ recent Lanteris acquisition is expected to enhance operational capabilities while unlocking efficiencies. Analysts believe the combined entity can broaden its offerings beyond civil and lunar missions to include national security programs, expanding into end-to-end services.

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@investmentguru_Apr 17, 2026 · 10:47 AM

@InvestWithTimmy $FLY Market still pricing it as a rocket company. It’s actually a defense software + launch hybrid with $1.4B backlog and 3x revenue growth incoming. The SpaceX IPO halo effect hasn’t fully repriced it yet. DYOR

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@almacap114204Apr 16, 2026 · 11:42 PM

@SushantJos39350 $FLY's historic growth is remarkable and recent Alpha mission was a success. When I drive my car I look through the windscreen not the rear view mirror

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@kawzinvestsApr 16, 2026 · 6:49 PM

Caught a ton of hate from $RKLB bulls after posting this. $FLY is up 16% today. Thesis playing out. https://t.co/RYeoOcYuP3

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@ckcapitalxxApr 16, 2026 · 5:53 PM

$FLY is up 15% today and I just added it to my portfolio. Here is why I think this could be the next $RKLB. Most people still think Firefly Aerospace is just a rocket company. It is not even close. Firefly is the only private company in history to successfully land on the Moon. Not tip over on landing like Intuitive Machines did twice. Land cleanly, operate for 14 days, and meet 100% of mission objectives. Something only entire nations with unlimited capital had ever done before. A company started in the mid 2010s that went bankrupt in 2017 came back and made lunar history. Here is the full business. Three divisions. Launch, Spacecraft, and Defense. All vertically integrated. All sharing the same carbon composite structures, common avionics, and patented tap-off cycle engines. Each business makes the others more valuable. Launch is under 20% of revenue. Spacecraft including Blue Ghost lunar landers is 45%. Defense software through the SciTec acquisition is 40%. That defense software business runs AI-powered missile warning systems. It is a high margin government software business sitting inside a space company that the market is valuing like a hardware story. 2026 revenue guidance: $435 million. That is 170% growth from 2025. 80% of that guidance is already under signed contract. Cash on the balance sheet: $893 million. Now here is the valuation gap that makes this interesting. $FLY trades at 12.5x forward EV/Revenue. $RKLB trades at 43x forward revenue on a market cap nearly seven times larger. Same sector. Same type of government contracts. Firefly has a proven lunar lander, three more Blue Ghost missions worth $487 million combined already under contract, a defense software business, and a launch vehicle. Rocket Lab has none of those lunar capabilities. Then there is the SpaceX IPO tailwind. SpaceX is targeting a June 2026 IPO at $1.75 trillion with lunar base funding as a core use of proceeds. SpaceX already launched Blue Ghost on a Falcon 9. As SpaceX turns its attention to the Moon, the question is who supplies the lunar logistics. Firefly is the only proven commercial vendor on the lunar surface. The NASA lunar economy is projected to hit $170 billion by 2040. NASA wants monthly robotic lunar cargo missions by 2027. Firefly is the proven vendor with four missions already contracted. $RKLB ran because the market eventually priced in what a vertically integrated space company with recurring government revenue and a proven track record was actually worth. $FLY is at the same stage $RKLB was before that re-rating happened.

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@photonbullApr 16, 2026 · 4:00 PM

$FLY is up 14% on the day This week's dip has been a gift https://t.co/S2EoBJT5km

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@michaelsikandApr 14, 2026 · 8:53 PM

The market is confused. $FLY is an AI missile defense software stock with launch and moon economy upside. Scitec's 40% of the business is FCF and EBITDA positive. Find me another space stock where a primary division isn't losing more money than a SigEp at Vegas formal. https://t.co/PzcrEEn0Ay

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@ckcapitalxxApr 13, 2026 · 10:47 PM

$FLY is the next $RKLB

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@wolfgangkasperApr 13, 2026 · 10:43 PM

$FLY boutta have better returns this year than $RKLB

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@kawzinvestsApr 13, 2026 · 10:39 PM

$FLY is down 37% from its peak. It is also the only private company in history to successfully land on the Moon. Most people following this stock are focused on the rockets. They are not thinking about the $164M per year business Firefly quietly acquired three months after going public that was already EBITDA and FCF positive. $RKLB trades at roughly 45x 2026 revenue estimates. $FLY guides $420M to $450M this year and trades at about 13x that. The market cap gap between them is 7 to 1. But $RKLB is a launch and spacecraft company. $FLY is a launch company, a lunar lander company, a defense software company already inside the Pentagon's Golden Dome contracting framework, and an orbital transfer vehicle company. The ceiling on that MDA contract vehicle is $151 billion. SciTec is also the first new prime contractor for U.S. missile warning ground systems in 50 years. That position exists inside $FLY at a 7x valuation discount to its closest public comp. Or why the SpaceX IPO filing is a direct catalyst for this specific stock. Full breakdown on Asymmetrical Bets. Link in replies. $FLY $RKLB $LUNR

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@almacap114204Apr 13, 2026 · 10:34 PM

$FLY, very good summary from Michael here. A few additional points to highlight: - $FLY's Alpha Block 2 upgrades expected to meaningfully improve reliability and increase launch cadence - Alpha and $RKLB's Electron face almost no competition in hypersonic testing — medium lift rockets simply can't serve this niche. At c.3x Electron's payload capacity, Alpha is well-positioned to capture the larger end of this market - $FLY's SciTec's missile warning and fire control software is a natural fit for hypersonics testing programmes

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@almacap114204Apr 11, 2026 · 9:47 AM

$FLY, the market is sleeping on Scitec 50 years of missile warning. Their FORGE software turns raw infrared satellite data into real-time missile tracks. Iran has launched 1,200+ ballistic missiles across the region in the past few months. Space Force infrared satellites detect them. FORGE is the ground system that processes that data into actionable tracks for warfighters. What Scitec has now: - $164m revenue (LTM June 2025, pre-acquisition run rate) - FORGE contract: $372m (Space Force missile warning, expanded from $263m) - Eight-figure space control software contract (confidential US customer) - On the SHIELD IDIQ, the $151bn Golden Dome contract vehicle SciTec was only acquired in November 2025, barely 2 months contributed to $FLY's record $160m FY25 revenue. For FY26, $FLY guides $420-450m total revenue, with SciTec's full-year contribution a primary driver of that near-3x step up. Before FORGE expansion fully flows through. Before Golden Dome task orders. Who knows what FY27 could bring? Golden Dome is Trump's top defence priority. SciTec spans the entire chain: detection, tracking, fire control, decision superiority.

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@almacap114204Apr 10, 2026 · 6:29 PM

$FLY What does this mean for Ocula? Blue Ghost Mission 1's additional data led to a $10 million contract addendum from NASA. This probably doesn't mean Firefly gets $10m per lander as its more a data subscription service, but with more satellites up (each mission they will take a satellite up) the data will be more valuable and Firefly will have broader coverage of the moon. TLDR: To early to speculate on the Ocula lunar imaging constellation opportunity size and scale.

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@wliangApr 10, 2026 · 4:29 PM

I’ll make this simple: If you missed my $FLY call at $20, Don’t miss this $SPIR entry at $20. We’re likely going to breach previous highs and rally towards $28-30. Next week will be explosive. https://t.co/ekvXYqYbDb

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@almacap114204Apr 9, 2026 · 2:13 PM

$FLY I want to talk about their lunar lander program, their lunar imaging constellation, their missile tracking software, their space tug, their recent COO hire, their CEO, their robotics job posting We are only scratching the surface, are you excited Anon?

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@midascabalApr 8, 2026 · 10:28 PM

DO NOT BUY $AEHR DO NOT BUY $AAOI DO NOT BUY $FLY you will be a generational bagholder.

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@kawzinvestsApr 8, 2026 · 3:01 PM

$RKLB trades at roughly 45x 2026 revenue estimates. $FLY guides for $420 to $450 million this year and trades at about 13x that. The market cap gap between them is 7 to 1. But $RKLB is a launch and spacecraft company. $FLY is a launch company, a lunar lander company, a defense software company already inside the Pentagon's Golden Dome contracting framework, and an orbital transfer vehicle company. Firefly and SciTec were onboarded to the MDA's Golden Dome vehicle earlier this year. The ceiling on that contract is $151 billion. Imagine if SciTec gets 1% of this. SciTec is also the first new prime contractor for U.S. missile warning ground systems in 50 years. That position exists inside $FLY at a 7x valuation discount to its closest public comp. Miranda has crossed 100 hot fires. Eclipse first flight is 2027. Four Alpha launches guided this year with potential for 6 to 8 with Block II debuting on Flight 8. $FLY $RKLB $LUNR

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@stocksavvyshayApr 8, 2026 · 1:11 PM

$FLY is partnering with $NVDA to bring on-orbit AI processing to its lunar missions using Nvidia Jetson to analyze data in real time aboard Elytra. The partnership supports Firefly’s Ocula lunar imaging service by processing mapping data before it is sent back to Earth. https://t.co/LG91PH1BID

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@almacap114204Apr 8, 2026 · 11:01 AM

$FLY now up almost 50% since I called it last week, I expect the stock will 10.00x this year to reach a market cap closer to its comparable $RKLB. FLY beats out RKLB across multiple fronts: - Eclipse engine development is ahead of Neutron, with Miranda using a simpler tap-off engine vs RKLBs staged combustion (Archimedes); - Alpha is twice the size of electron, providing access to demand from larger satellite launches and larger hypersonic testing - with block II increasing reliability and expanding their capability, ramping up to 6-8 launches this year. - Blue Ghost launches provide an anchor customer for future eclipse launches with NASA planning block orders - I am expecting a 10 lander block order in the future following an Artemis II success, this could be $1.5 - $2.4bn dollars over 2-3 years; - Ocula lunar imaging constellation provides recurring revenue stream with no competitors - demand is going to ramp up as USA moon program moves forward; - Scitec is the market leader in missile tracking data processing, providing software revenues at extremely high growth rates

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@almacap114204Apr 7, 2026 · 2:20 PM

The best investments right now sit withing three megatrends: Defence; AI; and Space (including moon/lunar). There are several picks that ride all three megatrends. Two I keep coming back to: $ASTS — satellite comms, but also positioning, radar and jamming tech. The heat dissipation patents are quietly ideal for orbital AI infrastructure. $FLY — Moon landing and hypersonic launch capability. Missile tracking software. If Artemis 2 unlocks lunar data centres, Firefly is already in position. Eclipse medium lift launch capability will be in demand if AI constellations are to be built out. The multi-trend exposure here is the point. War continues > you win. Space race accelerates > you win. Peace breaks out > defence pivots to space, you still win.

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@itschrisrayApr 6, 2026 · 4:57 PM

$FLY should consider achieving reliable orbital launch from land before spending a ton of money trying to figure out how to launch from the middle of the ocean… 😅

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@spaceinvestor_dApr 2, 2026 · 4:35 PM

$FLY: Blue Ghost-2 is set to launch no earlier than late 2026, utilizes a dual spacecraft configuration with Firefly’s Blue Ghost lunar lander stacked on Elytra Dark orbital vehicle. Elytra will first deploy Blue Ghost and the European Space Agency’s Lunar Pathfinder satellite in lunar orbit. Blue Ghost will then touch down on the far side of the Moon and support payload operations for at least 10 days on the surface while Elytra provides a communications relay and radio frequency calibration services from lunar orbit.

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@itschrisrayApr 2, 2026 · 4:27 PM

$FLY currently has a 43% success rate when it comes to orbital launch (they’re 3 for 7). When $RKLB was half their size (by market cap) it had already successfully reached orbit more than 50 times. They are not the same.

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@almacap114204Apr 2, 2026 · 3:07 PM

🚀 $FLY is building the most complete space business, most people haven't noticed the SciTec upside yet... Alpha + Eclipse — Launch - Alpha (small lift) already flying 24hr responsive-launch missions for the USSF. Alpha is also used for hypersonics. Worth flagging that Alpha does not have the same launch track record as Electron. - Eclipse (medium lift co-developed w/ Northrop Grumman) puts 16,300kg to LEO — Miranda engine has completed full-duration hot fires - First flight targeting as early as 2027 Firefly Aerospace. Neutron won't launch before late-2026 at the earliest but likely to be late, so $FLY will beat them to market. Sorry $RKLB Blue Ghost (Lunar) - Only commercial company to successfuly land on the Moon. Full stop. Sorry $LUNR, falling over twice doesn't count... - Mission 2 already in the pipeline Elytra (In-Space) - Transfer vehicle for cislunar ops - National security contract already secured - Pairs with Blue Ghost as a full end-to-end lunar logistics play - Already being used for a lunar constellation that FireFly is deploying. SciTec (Defense Software) - AI-enabled defence analytics for missile tracking, acquired 2025 - Air battle management + in-space data processing Turns FLY into a software story too Revenue up 163% YoY in 2025. Firefly Aerospace Guiding $420–450m for 2026. Still ~50% below IPO price. Make of that what you will 👀 #Space $FLY $RKLB $LUNR I have a position and will be diving deeper into each of the segments on coming days, how the parts pair together isn't properly understood.

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@wliangApr 1, 2026 · 11:57 AM

Called out a solid entry on $FLY at $20. Called it out again when Weekly flipped bullish. Easy 40% swing (so far). Fundamentals are telling you to watch the space sector... 👽 https://t.co/VVYUEPNjJn

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@spaceinvestor_dMar 25, 2026 · 8:58 PM

$FLY / $LUNR "CLPS (the Commercial Lunar Payload Service program) already had money, and we’re drastically expanding it."

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@kevinvestingytMar 24, 2026 · 7:19 PM

My bold prediction for $RKLB fans - $FLY will 3x before EOY based off recent earnings and SpaceX IPO run-up

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@itschrisrayMar 24, 2026 · 2:37 PM

@m58697 Personally no - I just realize how difficult it is to build and launch reliable rockets at scale, and I don’t feel like the risk is off the table for $FLY quite yet. I also like RKLBs Space Systems business, how close they are to flying Neutron, and whatever applications layer that will get built and deployed soon after.

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@itschrisrayMar 17, 2026 · 5:08 PM

When your business is burning cash, isn’t profitable, and doesn’t offer a consumer product or service… I guess buy ads for people to look at while traveling through the airport? Weird move, $FLY.

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@spaceinvestor_dMar 16, 2026 · 3:16 PM

$FLY: Starting no earlier than late 2026, the Ocula service will be offered through Firefly’s fleet of Elytra orbital vehicles deployed to lunar orbit as part of Firefly’s next three missions to the Moon. Ocula is designed to enable high-resolution imaging and mapping of the lunar surface at a time when other government-owned satellites, such as the Lunar Reconnaissance Orbiter, are nearing end of life. Rather than fund another dedicated mission, governments and other entities can get low-cost access to critical lunar imagery and mapping data through the Ocula service.

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@daniel_kossMar 13, 2026 · 6:00 PM

Simple Velo3D Investment Thesis 🚀 Disclosure: I hold a long position in $VELO with a $7.60 cost basis, currently weighted at 5% of my total portfolio. This is not financial advice; please conduct your own due diligence. 🛠️ What Velo3D Does Velo3D is the leader in metal 3D printing for parts that were once impossible to make. Their Sapphire printers use Intelligent Fusion to create complex internal shapes without needing supports. This is a massive technical edge for the aerospace and defense sectors. 🛰️ Elite Hypergrowth Customers Velo3D is the secret tech behind some of the most innovative companies on the planet: 🔹 SpaceX: Raptor engine components 🔹 Anduril: Autonomous defense systems 🔹 Firefly Aerospace $FLY: High-performance rocket parts 🔹 U.S. Army: First qualified 3D printing vendor for ground vehicles 🔹 You get the point. Many more expected soon. Massive CEO Skin in the Game 💰 @AJeldi2 is putting his money where his mouth is. He and his affiliated entities now own 48.6% of the company. On March 11, 2026, he converted an additional $5M promissory note into equity at $16.38 per share. This was a 56% premium over the market price at the time. Jeldi is a turnaround specialist with a track record of fixing manufacturing assets and running lean operations. 🔄 The Business Model Pivot Old Velo: Selling expensive hardware that required millions in upfront capital from customers. New Velo: Rapid Production Solutions (RPS). They are shifting to a parts-as-a-service model. Instead of just selling the printer, they are becoming a vertically integrated supplier of the finished high-value parts. This creates recurring revenue and captures much higher margins. ⚠️ Risks The recent debt-to-equity conversions have caused significant share dilution. Executing a pivot from a hardware company to a service-based production company is a major operational challenge. They also face ongoing competition from established industrial giants.

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@wliangMar 12, 2026 · 1:33 PM

$FLY moving today. Just wait till you the proxy trades that’ll happen when SpaceX IPOs… 🚀 https://t.co/iQ8oTRwmDK

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@investmentguru_Mar 12, 2026 · 11:17 AM

$FLY Firefly Aerospace Successfully Launches Alpha Flight 7

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@spaceinvestor_dMar 12, 2026 · 12:53 AM

$FLY: Firefly just launched “Stairway to Seven,” the 7th and final flight of Alpha Block 1 from Vandenberg Space Force Base, marking the end of the current configuration before the upgraded Block II Alpha takes over. Stay tuned for mission progress. https://t.co/pYCNTtHwfC

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@spaceinvestor_dMar 5, 2026 · 2:04 AM

$LUNR / $FLY THE LUNAR SPACE RACE IS BACK "With the revised legislation, Cruz and the Senate committee have empowered Isaacman and NASA to make significant changes to the Artemis Program. The revised plan for the space agency will likely lead to more launches and a much greater emphasis on the lunar surface."

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@wliangMar 4, 2026 · 8:00 PM

Another pane has flipped bullish on $FLY. Alongside $ASTS and $RKLB, Firefly could also be a solid proxy trade for SpaceX IPO. Retesting gold zone soon... 👀 https://t.co/vwVW9ueD8F

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@wliangFeb 28, 2026 · 1:19 AM

SpaceX IPO could happen as soon as next month at a $1.75 Trillion valuation. this is extremely bullish for the entire space sector. Companies like $ASTS $RKLB $FLY and many more should see a surge from the influx of money going into the industry. More updates coming soon. https://t.co/p2ilnAcvNL

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@wliangFeb 26, 2026 · 7:27 PM

A new friend has joined us on $FLY. BD can be invalidated until we close. To be ultra safe, wait until Weekly flips as well. Either way, could be solid opportunity here. https://t.co/tSU5SXKJDJ

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@wliangFeb 21, 2026 · 10:15 PM

Not the safest entry right now, but $FLY is worth adding to your watchlist. I'll be swinging it around the $1 Trillion SpaceX IPO. Firefly is sitting at a $3.2 Billion MC. There'll be some seismic action here. Will announce my entry when the time comes. https://t.co/4QHwG7EZLe

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@wliangFeb 10, 2026 · 1:04 PM

As you know, I'm quite bullish on Space, especially with SpaceX IPO this year. If you are as well, add $FLY to your watchlist. I've been in and out for a bit now and it's picking up again. Looking to reclaim the gold zone around 26-28. Will get interesting when BDs appear soon. https://t.co/3L4j0xorlB

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@spaceinvestor_dFeb 9, 2026 · 1:17 AM

The Moon is the focus this year. •Artemis II •Blue Ghost II / $FLY •IM-3 / $LUNR ...And $RDW is providing critical technology powering all three missions.

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@spaceinvestor_dJan 5, 2026 · 11:13 AM

$RDW / $FLY L3Harris Technologies is close to finalizing a deal to sell a 60% stake in its portfolio of space and propulsion businesses to private equity firm AE Industrial Partners, the majority owners of Redwire and Firefly. These companies could gain leverage without taking capital heavy propulsion risk. Net positive.

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@spaceinvestor_dDec 24, 2025 · 2:58 PM

@itschrisray @johhnyWalkerAZ $FLY is a moon company, like it or not, they might become a launcher one day, but for now, what they are a lander and moon infrastructure play imo. (I am not invested)

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@spaceinvestor_dNov 12, 2025 · 9:28 PM

$FLY Strong move after Q3 results, driven by a solid revenue beat. https://t.co/yqwk1mPYxd

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@spaceinvestor_dAug 4, 2025 · 7:55 PM

$FLY Firefly Aerospace Inc. increased the potential size of its initial public offering to as much as $697 million. The company plans to market 16.2 million shares for $41 to $43 per share. At the top of the new range, Firefly would have a market value of $6 billion, and a fully diluted value of roughly $6.8 billion!

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@spaceinvestor_dJul 28, 2025 · 6:07 PM

$FLY Firefly Aerospace said it plans to price shares at $35 to $39 apiece in its upcoming IPO. The deal would value the Texas-based rocket maker at about $5.5 billion. Firefly filed its plans to go public earlier this month and coincides its IPO with a resurgence in deal activity and the accelerating space race.

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@spaceinvestor_dJul 11, 2025 · 9:51 PM

Firefly plans to list on the Nasdaq under ticker $FLY. h/t @PettitFrontier

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