Firefly Aerospace. Every tracked FinTwit mention of $FLY, newest first. 490 mentions since the first on Jul 27, 2025. See the price chart.
July 2026 · 19 mentions
Jul 17
Wayne Liang — The future is on sale right now.
AI Semis:
$MRVL -43%
$MU -31%
$NVDA -14%
$SNDK -40%
Neocloud:
$CIFR -44%
$CRWV -47%
$IREN -53%
$NBIS -40%
Space:
$ASTS -57%
$FLY -70%
$RKLB -…↗
Jul 17
InvestmentGuru — Space Sector Reset?
$RKLB
$ASTS
$SPCX
$RDW
$SATL
$SIDU
$LUNR
$FLY
The Space sector continues to face heavy selling pressure, with most rallies being sold. Short-term sentiment re…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
AlmaCap — $ASTS, $RKLB, $LUNR, $FLY, $MDA all have extremely high retail participation with investors highly leveraged, this is coupled with the Space basket short hedge trade and other shor…↗
Jul 16
Wayne Liang — When there's an indiscriminate selloff like this, it's good to remind yourself of the fundamentals.
E.g. Look at space the past month.
Nothing has fundamentally changed... in fac…↗
Jul 15
AlmaCap — $FLY, $LUNR, $ASTS, $MDA, all expected to deliver insane revenue growth and trading at relatively low revenue multiples.
However, they just don’t compare to the memory trade:
>…↗
Jul 14
InvestmentGuru — The space sector is getting close to attractive buying zones after the recent pullback.
Watching closely:
$RKLB
$ASTS
$PL
$RDW
$FLY
$SATL
$SPCX — key level to watch is whether it…↗
Jul 11
Space Investor — The post SpaceX IPO selloff has hit space stocks hard.
Here's how the sector is performing year to date:
$IRDM 182%
$SATL 132%
$AMPG 104%
$VSAT 95%
$SPIR 88%
$PL 28%
$BKSY 20%
$R…↗
Jul 10
Shay Boloor — China launches a rocket to space and successfully lands it back on Earth for the first time.
The global space race is about to accelerate.
$SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG,…↗
Jul 9
Space Investor — $FLY: Firefly Aerospace CEO Jason Kim joins Schwab Network to discuss the company’s evolution, its role in NASA’s Skyfall mission, and how Firefly is helping lay the groundwork for…↗
AlmaCap — I still like $FLY but Samsung Electronics is such a safer bet so I harp on about it.↗
Jul 7
AlmaCap — Lots of names getting brutally wiped out across the market today, Samsung Preferreds outperforming most AI picks as expected…
> Extremely defensive position, with the FY27 PE mult…↗
Jul 7
Space Investor — $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 mis…↗
Jul 6
Michael Sikand 🦑 — $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 sl…↗
Jul 2
Space Investor — $FLY / $LUNR: I love Intuitive Machines, don’t get me wrong… but this quote definitely made me laugh. 😂
"Landing on the moon is incredibly hard, I mean there's just so many thin…↗
Jul 1
Space Investor — $FLY: New Firefly's Jason Kim interview, on The Endless Void with Kristin Fisher.
https://t.co/W5zvlXt3P2↗
Jul 1
AlmaCap — gut feeling is that $FLY is a buy here so have added↗
Jul 1
AlmaCap — $LUNR and $FLY both awarded CLPS awards last night, no surprises here tbh, we knew these and more were and are coming.↗
June 2026 · 78 mentions
Jun 30
Wolf Capital — Both $LUNR and $FLY capturing NASA contracts today. Well well well.
https://t.co/27MEyLQTsy
https://t.co/spRMdXYwNQ↗
Jun 30
Alphatica — JUST IN:
NASA just awarded $590.4 million in Moon Base contracts to three companies for four lunar deliveries in late 2028.
Astrobotic: $297.9M for two deliveries. Private. Intu…↗
Jun 30
Shay Boloor — 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↗
Jun 30
Space Investor — $LUNR / $FLY / $VOYG
The value is roughly $140M per award, or $280M for Astrobotic (agreement with Voyager) across the two landers.
May 2026 · 126 mentions
May 31
Space Investor — These are the public companies I follow daily to track the health of the space economy.
Only the very best:
End-to-End $RKLB
Lunar Services $LUNR / $FLY
Infra & Defense $RDW…↗
May 30
Space Investor — WEEKLY PERSPECTIVE
We pushed to new highs again this week in the space sector. Here's where we are on year-to-date returns.
$SATL 385%
$MNTS 194%
$SPIR 192%
$RDW 172%
$PL 151%
$…↗
May 29
AlmaCap — @dishkiyaoonn I might not comment much more than what I have posted here:
https://t.co/LUnznEl97C
> I still think $FLY and $LUNR and loads of NASA contracts, I still think $MDA r…↗
Tradable Astronaut — $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↗
Apr 30
Michael Sikand 🦑 — You can make money buying consensus stocks.
But the asymmetric returns happen when you understand an asset better than the market.
Of course, this strategy is harder and riskier…↗
Apr 29
AlmaCap — Seeing brutal moves across space and defence names whilst AI semiconductor supply chain continues to pump - seems I was right about the expected rotation.
Space: $ASTS; $RKLB; $FL…↗
Space Investor — @rethink15411429 Yes, I track these 6 stocks in my daily recap, maybe I should add more, including $FLY and $BKSY↗
Mar 31
Wayne Liang — Second Blue Diamond on $FLY has appeared on the Weekly. Now up 35% since the Daily BDs appeared. Let's see if we can close above that gold zone. https://t.co/Ts0GM28YWY↗
Mar 31
Wayne Liang — Watching $FLY on the Weekly. Reclaiming that 26-27 range will be explosive. Rejected by the gold zone the last 3 weeks, but it's retesting relentlessly. https://t.co/pHEe82xHrk↗
Mar 28
Chris Ray — How much is your favorite space stock down from 2026 YTD highs? 🤔
-43.3% $RDW
-39.5% $VOYG
-39.4% $ASTS
-38.8% $RKLB
-29.8% $FLY
-24.9% $LUNR
-21.0% $BKSY
-14.9% $PL
-12.9% $SATS
February 2026 · 12 mentions
Feb 28
Wayne Liang — 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 s…↗
Feb 27
Wayne Liang — Key to hitting 10x trades:
Spotting the technicals.
Understanding the fundamentals.
I'll explain what I mean...
Back when I caught:
$ONDS at $0.83
$OPEN at $0.58
$IREN at $6.3…↗
Wayne Liang — 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.…
January 2026 · 17 mentions
Jan 27
Shay Boloor — A $1.4T SpaceX IPO valuation tells the market that launch, LEO connectivity & orbital infrastructure are foundational platforms with durable demand across government + commerci…↗
Jan 23
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 19
Mike Investing — These 7 names are the core backbone of the Space Economy in 2026:
1. $ASTS ~ Building the direct to device satellite layer that turns space into carrier grade broadband.
2. $RKLB…↗
Black Panther Capital — As the end of 2025 is getting closer, I’ve seen a lot of great watchlist for 2026 lately.
@moninvestor just released his recently.
Instead of making a list. I want to highlight a…↗
Dec 26
Shay Boloor — Morgan Stanley is emerging as the favorite to lead the SpaceX IPO which is shaping up to be the most important listing of the decade.
If SpaceX debuts at premium multiples (65x 20…↗
Dec 24
Space Investor — @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…↗
Space Investor — $FLY
Strong move after Q3 results, driven by a solid revenue beat. https://t.co/yqwk1mPYxd↗
Nov 12
Space Investor — $FLY
I’d love to own Firefly, but it’s still a bit too expensive for my taste right now.
They report earnings today after market close, I'll be listening for sure. https://t.co/E…↗
October 2025 · 1 mention
Oct 16
Space Investor — @AceCrouton With AE backing both $RDW and $FLY, I can also see some solid synergies ahead moon-wise.
Hard to get behind $LUNR with two back to back failed missions, but U agree t…↗
August 2025 · 4 mentions
Aug 14
Space Investor — $RKLB / $FLY
"It would increase the launch pace, spurring the need for more providers to lift military and commercial rockets into space." https://t.co/rF3w3g1TdQ↗
Aug 8
Space Investor — $FLY
No surprise here, Firefly is coming back down to Earth after yesterday’s overhyped IPO, which sent shares soaring above $70. https://t.co/VAbu4emcdT↗
Aug 7
Space Investor — $FLY is stealing the spotlight in the space segment today.
All eyes now on $RKLB, with earnings dropping in a few minutes. https://t.co/Vla7u2Z0Jl↗
Aug 4
Space Investor — $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…
July 2025 · 4 mentions
Jul 28
Space Investor — $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 f…↗
Jul 27
Space Investor — SPACE STOCKS
Only the cream of the crop:
End-to-End $RKLB
Communications $ASTS
Infrastructure $RDW
Earth Observation $PL
Robotics $MDALF
Lunar Services $FLY (soon)
Who…↗
Jul 12
Space Investor — Firefly Aerospace is heading to the public markets / $FLY
Fresh off a historic commercial moon landing, they’ve filed their S-1 with the SEC, offering a first look into the compan…↗
Space Investor — $VOYG / $LUNR / $FLY
Breaking: NASA select Astrobotic, Intuitive Machines and Firefly for additional CLPS missions under the new Moon base initiative.↗
Jun 30
Space Investor — $LUNR / $FLY / $RDW / $VOYG
A lot of speculation that NASA might award CS-8 task order under CLPS 1.0 today!
This is NASA's first dedicated Moon Base payload delivery solicitati…↗
Jun 30
Space Investor — $FLY: Firefly Aerospace and SSC Space are now taking the next step towards orbital launch from SSC Space’s Esrange Space Center and undergoing final construction of the pad at Laun…↗
Jun 29
PhotonBull — Free 10% move
Not bad for one trading day
$FLY https://t.co/nq2mc9VR35↗
Jun 29
Shay Boloor — SPACE STOCKS HAD A MASSIVE DAY
• $ASTS +21%
• $RKLB +17%
• $PL +17%
• $BKSY +15%
• $FLY +14%
• $LUNR +7%
• $RDW +7%
• $SPCX +7%↗
Jun 29
PhotonBull — Well there she goes
$FLY https://t.co/CwWYJoL5zr↗
Jun 29
PhotonBull — Expected it to move more tbh but from +5% to +8% is nothing to complain about
$FLY https://t.co/Ox7c1o2bED↗
Jun 29
PhotonBull — Probably not as good as $ASTS or $RKLB but I feel like the selloff on $FLY here is overdone too, being down 56% last month
Currently up 5% premarket with the space momentum from $…↗
Jun 29
PhotonBull — The space rotation might be back👀
$ASTS $RKLB $FLY $LUNR↗
Jun 29
InvestmentGuru — The space sector is starting to find buyers after bottoming last week, and momentum appears to be improving.
$RKLB $ASTS $PL $LUNR $RDW $SATL $FLY $SIDU $SPCE https://t.co/zhzuQbfC…↗
Jun 27
Space Investor — Last week was a liquidity drain due to the SpaceX IPO, this week was early investors hedging their locked shares.
A lot of what we've seen is flow and positioning, not business fu…↗
Jun 26
Space Investor — $FLY: Firefly continues to stack critical Space capabilities. https://t.co/MHoeRZqNY9↗
Shay Boloor — Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere.
This has caused a maj…↗
Jun 25
InvestmentGuru — Space sector - not finding bottom
$RKLB
$ASTS
$LUNR
$FLY
$SATL
$RDW
$SPCX↗
Jun 25
Space Investor — $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 b…↗
Jun 25
KaizenInvestor — I have said that the announcement of the ATM was a very bad timing for $PL. If we look at the numbers now, I’m not so sure of that any more.
$PL is down 48% of ath
$RKLB: 43%
$AS…↗
Jun 24
Tradable Astronaut — Space bros in shambles
$ASTS - 50% from highs
$RDW - 60% from highs
$RKLB - 40% from highs
$FLY - 60% from highs
Etc etc https://t.co/OPiQ4GaMa5↗
Jun 24
AlmaCap — $AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at…↗
Jun 24
InvestmentGuru — Space stocks continue to struggle to attract buyers in the current market environment.
$ASTS
$RKLB
$RDW
$SATL
$LUNR
$SIDU
$FLY
While AI infrastructure, software, and select large…↗
Jun 23
Space Investor — $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 co…↗
Jun 22
Space Investor — $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;…↗
Jun 22
KaizenInvestor — @MikePippen77 $PL lost 44% since peak, $RDW 49%, $ASTS 45%, $FLY 51%, $SATL 46%,… only $RKLB lost less. So, you couldn’t be more wrong 😑↗
Jun 22
Midas — The biggest sectors in the stock market 5 years from now will be the following.
You are missing out on generational wealth by not positioning early and letting time do the work.…↗
Jun 22
InvestmentGuru — Space Sector — Patience Is The Trade Right Now
$RKLB $ASTS $PL $RDW $SIDU $MDA $SATL $FLY
- The $SPCX IPO was the catalyst. It delivered. Now the sector is digesting.
- Profit-t…↗
Jun 21
Space Investor — $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…↗
Jun 21
Midas — @asymmetrix_xyz $FLY
$IMSR
$SMR
$LPTH
$OSS
Follow me if you want to know when I enter these companies.↗
Jun 20
Chris Ray — @daveginvesting Glad they still got this off and didn’t keep waiting for $FLY↗
Jun 20
Space Investor — A week after the SpaceX IPO, capital continued to rotate out of publicly traded space stocks. But the fundamentals of the industry haven't changed.
Here's how the sector is perfor…↗
Jun 19
Wayne Liang — So speculation for Anthropic / OpenAI IPOs is towards Q4... this is great for our neocloud thesis.
We just witnessed the $SPCX precedent, where proxies/adjacent names rallied hard…↗
Jun 19
Space Investor — $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…↗
Jun 18
Shay Boloor — Space companies have begun insurance talks for orbital AI data centers which is an early sign the concept is moving toward commercialization.
The industry hopes to bypass Earth’s…↗
Jun 18
PhotonBull — $SPCX goes up, space stocks go down
$SPCX goes down, space stocks go down more
$ASTS $RKLB $FLY $LUNR $SATS $NASA https://t.co/DUa9SJe72M↗
Jun 17
Wayne Liang — Although the sector took a downturn (post-IPO volatility that we warned about manyyyy times), happy to see $AMPG soar.
Unfortunate to see it hit great names like $RKLB, $ASTS, $FL…↗
Jun 17
Space Investor — $LUNR / $FLY / $RDW / $VOYG
The European Space Agency just released two Lunar calls:
1. Request for Information: Commercial Lunar Data Products for Exploration Science. Data abou…↗
Jun 16
Midas — @asymmetrix_xyz 1)
$BKSY
2)
$SPIR
3)
$SATL
4)
$OUST
5)
$LUNR
6)
$FLY
Follow me if you want to know when I enter these companies.↗
Jun 16
InvestmentGuru — THE SPACE ECONOMY STACK
10 Names. One Generational Megatrend.
$SPCX — The anchor. SpaceX’s Nasdaq listing transforms space from speculative to institutional. When the mothership g…↗
Jun 15
Chris Ray — Additional notes from Keybanc on space stocks:
$SPCX $RKLB $FLY $LUNR
Space Sector's Sell-Off 'Unwarranted' as Long-Term Growth Prospects Intact, KeyBanc Says
05:32 PM EDT, 06/1…↗
Jun 15
PhotonBull — Casual $412 billion dollar gain for $SPCX
This is more than double the combined market cap of $ASTS $RKLB $FLY $PL $SATS $SIDU $BKSY $MDA
I guess Elon wasn't lying when he said…↗
Jun 15
AlmaCap — $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 likel…↗
Jun 15
Space Investor — $RKLB / $FLY: I smell opportunity.
https://t.co/9TmtXyyewO https://t.co/DNDPMfRh40↗
Jun 15
Space Investor — $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 c…↗
Jun 15
Michael | Hypermarkets — $NASA ETF core holdings (it owns $SPCX)
$SPCX will easily 100x-200x by 2035:
$SATS 10%
EchoStar satellite operator providing broadband connectivity and video distribution global…↗
Jun 13
Midas — @asymmetrix_xyz $SATl
$OUST
$INFQ
$FLY
$LUNR
If this helped you out, follow me for more.↗
Jun 13
Space Investor — With all the volatility this week triggered by the SpaceX IPO, it's a good time to zoom out.
Here's how the publicly traded space sector is performing year to date:
$SATL 240%
$I…↗
Jun 13
InvestmentGuru — $SPCX IS NOW PUBLIC — AND THE SPACE ECONOMY SUPERCYCLE HAS OFFICIALLY BEGUN
Yesterday was a defining moment.
The IPO ran four times oversubscribed, signaling massive institutiona…↗
Jun 13
Midas — @asymmetrix_xyz $SATL
$FLY
$LUNR
$RKLB
$ASTS
Follow me if you want to know when I enter these companies.↗
Jun 12
AlmaCap — I’m buying most of my space picks today ($ASTS, $FLY, $MDA), sell off today is demand and supply imbalance driven by space investors rotating to the SpaceX IPO↗
Jun 12
InvestmentGuru — Space sector- sell on news event
$RKLB
$ASTS
$FLY
$RDW
$MDA https://t.co/m522lI5ELt↗
Jun 12
PhotonBull — They are giving you a discount on the best space names ahead of the largest IPO
Is this free money or am I crazy?
$RKLB $ASTS $SATS $PL $FLY $SPCX $NASA https://t.co/XqPkG96tSl↗
Jun 12
Shay Boloor — Space stocks are getting hit today as investors appear to be following “sell the proxies, buy the leader” playbook on the day of $SPCX IPO:
• $SPCE -24%
• $ASTS -11%
• $VOYG -10%…↗
Jun 12
InvestmentGuru — $SPCX priced at $135. No raise. No hype tax. That’s the move.
Bulls: room to run on debut.
Bears: already stretched at $1.77T.
Either way — the space economy just got a new benchma…↗
Jun 11
Midas — @asymmetrix_xyz $ASTS
$RKLB
$SATL
$INFQ
$FLY
Follow me if you want to know when I enter these companies.↗
Jun 11
Wayne Liang — It's as easy as it seems...
Exactly how I caught:
$FLY at ~$20
$RKLB / $ASTS at ~$35
$AMPG at ~$4
$MNTS at ~$5
$SATL at ~$3
$SIDU at ~$2
Some are still playing out, like $SPIR,…↗
Jun 11
InvestmentGuru — Space sector is looking interesting before tomorrow’s $SPCX IPO
$PL $MDA $FLY $RKLB $ASTS https://t.co/7wyDjOLplp↗
Jun 11
InvestmentGuru — $RKLB $ASTS $LUNR $RDW $PL $SATL $SIDU $FLY $MDA
The space sector is experiencing a once-in-a-generation re-rating event driven by the SpaceX IPO, accelerating government and com…↗
Jun 10
Midas — @asymmetrix_xyz $SIDU
$SATL
$PL
$FLY
$INFQ
Follow me if you want to know when I enter these companies.↗
Jun 9
Midas — $FLY
$RKLB
$ASTS
$LUNR
$INFQ
If this helped you out, follow me for more.↗
Jun 9
Wayne Liang — I appreciate the shoutout! I will admit, I've gotten some pretty solid entries for my followers...
Whether it's mega caps like $MU at ~$118, $INTC at ~$25, plus $PLTR, $SNDK, $AMD…↗
Jun 8
Midas — $FLY
$LUNR
$RKLB
$ASTS
$SATL
If this helped you out, follow me for more.↗
Jun 8
Wayne Liang — Added heavily to $CPSH here.
Hard to resist a chokepoint play that's sitting far from previous resistance.
Remember, we're often early to a lot of these asymmetric trades. It tak…↗
Jun 8
CK Capital — You don't wanna miss out on this.
The same guy who called these stocks
$ASTS at ~$35
$RKLB at ~$35
$FLY at ~$20
$SATL at ~$3
$SIDU at ~$2
Just told us where the money is hea…↗
Jun 8
InvestmentGuru — SpaceX IPO could be a defining moment for the market.
Just as AI transformed investor focus over the last few years, Space could become one of the next major sectors to reprice as…↗
Jun 6
Space Investor — Year-to-date performance across the space sector.
Which company are you most bullish on ?
$SATL: 263%
$IRDM: 167%
$MNTS: 160%
$SPIR: 119%
$RDW: 104%
$VSAT: 79%
$BKSY: 67%
$LUNR:…↗
Jun 6
Space Investor — $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) t…↗
Jun 4
Jason Luongo — 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. Comple…↗
Jun 4
Midas — I called $FLY at $26.74 for a +59.7% gain.
One easy trade is all you need to retire with generational wealth.
Posting my next trade on my FREE discord (40k+ members).
Join here…↗
Jun 4
Wayne Liang — Always happy to see the entire Space sector green, much needed after a rough few days! Quick highlights:
$AMPG - still an undervalued, multi-thesis play.
$ASTI - has more room to…↗
Jun 4
InvestmentGuru — Space sector is back
$SPCE
$SIDU
$RKLB
$RDW
$FLY
$SATL↗
Jun 3
Wayne Liang — Blue Origin's black swan moment continues to rock the entire sector...
Highly recommend using $UFO and $NASA ETF to track the sector sentiment.
Expecting a relief bounce before $…↗
Jun 3
KaizenInvestor — For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership.
Although the Halo effect has already s…↗
Jun 1
AlmaCap — @VidsComp Literally just pondering this at the moment. 6 months - 1 year from now you should be on a juicy gain, but where is the bottom? My early $RKLB holds I was down 30-40% a…↗
Jun 1
Wayne Liang — Unfortunate timing with Blue Origin news last week, seems like volatility is carrying into this week...
While it's upsetting seeing some of our favorite tickers (like $RKLB, $FLY,…↗
Jun 1
AlmaCap — If anyone is wondering what is driving the space sell-off today then please see my post below.
I expect significant uncertainty and lack of confidence from space investors until w…↗
— New Glenn lost its only launch pad on Thursday night. Good moment to count who actually has redundancy:
> $SPCX (SpaceX): 3 operational Falcon 9 pads (SLC-40, 39A, SLC-4E), 1 live…
AlmaCap — Blue Origin's New Glenn just blew up on the pad during a static fire ahead of NG-4. This reshapes the whole space landscape in my mind and it's worth chewing on this weekend.
> It…↗
May 29
AlmaCap — @Aznpr7de @StockStormX ok, my tweets on $FLY obvs not good enough↗
May 29
AlmaCap — @Aznpr7de @StockStormX He's wrong and right - hardly appreciates what $FLY has achieved or the fact that $RKLB stayed dirt cheap for ages whilst building its business.↗
May 29
AlmaCap — @Jesusjlloret If you search $FLY in my profile you will find dozens of more detailed tweets and thoughts.↗
May 29
AlmaCap — @KissCap100 I have a lot of tweets on $FLY (probably just search through my profile for them as hard to summarise in one post), A LOT. I am definitely the thought leader on $FLY.…↗
May 29
AlmaCap — $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/sschpBbk8…↗
May 29
AlmaCap — $ASTS, New Glenn launch failure yesterday was unfortunately very bad news for ASTS, potentially setting back the launch schedule by 6+ months and significantly increasing the cost…↗
May 29
Michael Sikand 🦑 — Space stocks are rocketing on SpaceX IPO mania.
It was obvious to me this would happen.
The real question: is the arrival of $SPCX a permanent re-rating for these names?
What do…↗
May 28
AlmaCap — 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 loo…↗
May 27
Wolf Capital — 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 uplif…↗
May 27
AlmaCap — $FLY filed a 12m-share offering yesterday: 4m primary from the company, 8m secondary from SciTec shareholders (they got 11.1m shares as stock consideration in the Oct '25 acquisiti…↗
May 27
Shay Boloor — NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build out the Moon’s surface infrastructure.
The goal is astronauts living on the lunar surf…↗
May 27
Tradable Astronaut — $FLY targets hit, hope this helped https://t.co/FCryD4HKle↗
May 27
AlmaCap — $FLY was down 5% on minor dilution this morning, c.9.00% intra-day swing. Did you buy the dip?
The artemis program with moon bases etc alone is going to drive this stock signific…↗
May 27
AlmaCap — @aleabitoreddit, did you forget about $FLY? You were in before me. Exciting developments with CLPS 1.0 upsizing and CLPS 2.0 on the way.↗
May 27
AlmaCap — @kevinxu, $FLY and $LUNR both going to land a lot of lunar lander contracts soon - see $FLY pumping today despite minor dilution plus they recently scaled manufacturing facilities…↗
May 27
AlmaCap — 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 ded…↗
May 27
AlmaCap — @PhotonBull There is always a bit of luck when making such calls, but I would have expected to see some positive news into earnings but also stocks don't go up in a straight line.…↗
May 27
Jason Luongo — 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 V…↗
May 27
AlmaCap — $FLY, $LUNR,
NASA CLPS 1.0 ceiling lifted from $2.6B to $4.2B (+61%).
That's $1.6B of extra ordering authority, room for c.10 more lunar lander task orders at the c.$150M program…↗
May 27
PhotonBull — 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 @A…↗
May 27
AlmaCap — I think $FLY can triple from here to $180+ by year end if not by April 2027 - a lot of extremely exciting developments coming out recently.
Target requires them to execute on Alph…↗
May 27
AlmaCap — @XFreeze Completely agree with this, the first step is building a thriving lunar base to use as a launch pad for interplanetary exploration.
Noting that exiting the moon's gravit…↗
May 27
PhotonBull — When the market is red, paying attention to where the strength is showing through the noise will allow you to be better positioned
The space sector has been ripping after this tw…↗
May 27
PhotonBull — MEMORY AND SPACE SUPERCYCLE
Names like $ASTS $RKLB $MU $SNDK $MNTS $DRAM $CPSH $FLY are continuing to rip overnight
Have some interesting space names on my radar for a trade that…↗
May 27
InvestmentGuru — The Space Sector
The market is finally waking up to what’s coming.
Today’s movers tell the story:
🛰️ $RDW
🛰️ $SIDU
🛰️ $FLY
🛰️ $YSS
🛰️ $ASTS
🛰️ $SPIR
🛰️ $LUNR
🛰️ $…↗
May 26
KawzInvests 🦑 — $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 prim…↗
May 26
Michael | Hypermarkets — This is straight from $SPCX S-1 filing on June 12 for $1.75 trillion.
Elon Musk will pay everyone 100x-200x times for investing in SPACEX.
Here's the playbook moment $SPCX goes p…↗
May 26
Chris Ray — NASA is working with a bunch of popular commercial space names for its upcoming lunar missions:
Blue Origin, SpaceX, Astrobotic, $LUNR, $FLY, and others.
I’m content to let $RKLB…↗
May 26
The Assembly — In the last 2 weeks, we covered:
– $FLY +60%
– $OUST +46%
– $TE +42%
– $PL +28%
– $HIVE +27%
– $SHAZ +22%
And much more.
Follow us with notifications on. That’s how you act…↗
May 26
Shay Boloor — NASA selects $FLY to deliver first drones to the Moon. https://t.co/JLmLgw663F↗
May 26
PhotonBull — POV: Your wife after seeing $FLY getting rerated to $RKLB's revenue multiple https://t.co/DROWyl3MDX↗
May 26
The Assembly — This is absolutely insane.
$FLY is up 60% in 2 weeks since we covered it.
Are you paying attention? https://t.co/Ke8YqVsuaI↗
May 26
AlmaCap — $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 t…↗
May 26
Wayne Liang — If you missed my calls for...
$FLY from ~$20 to ~$58 (~180%)
$SATL from ~$3 to ~$12 (~300%)
$SIDU from ~$2 to ~$5.5 (~170%)
I wouldn't miss out on $CPSH.
Partial thesis quoted b…↗
May 26
Tradable Astronaut — $FLY $ASTS Both hit + 15% this morning
Can’t beat @AionAnalytics https://t.co/mXzyAAle9U↗
May 26
AlmaCap — 6 from 7, not bad: if you had evenly distributed across the basket after my tweet yesterday you would have made 8.96% - basically 1 years S&P 500 gains.
Alternatively, you could…↗
May 26
Space Investor — $LUNR / $FLY / $RDW / $VOYG
Today could mark a major milestone for lunar exploration and the future of space habitats.↗
May 26
AlmaCap — $SIVE down 11% since I called to trim and rotate to IQE yesterday (up massively today). Could go lower but I’m rotating back a bit today to rebalance my portfolio.
Other picks are…↗
May 26
PhotonBull — The space theme is flying pre market
$NASA up 8% overnight
Did you listen??
$RKLB $ASTS $FLY $RDW $LUNR $SATS https://t.co/8izMMKhW7x↗
May 26
Wayne Liang — I’ll also never forget my $SATL call for you guys… from ~$3 to ~$10.
This is what I mean when I said you can get rich from just scrolling on X…
Imagine randomly seeing my thesis…↗
May 26
Wayne Liang — Masses weren’t ready.
But we were.
I’ll never forget my calls.
All my followers banked.
$FLY from ~$20 to $50+
$ASTS from ~$34 to $110+
$RKLB from ~$36 to $138+
Were you pay…↗
May 25
Space Investor — 🚨 MAY 26: A POTENTIALLY HUGE DAY FOR THE LUNAR SECTOR
Tomorrow at 2:00 PM EDT, NASA will unveil its updated lunar strategy and outline the next phase of its plans for a sustained…↗
May 25
Tradable Astronaut — $FLY closed $49.50 Friday. Up 15.49%.
IPO base breakout. Held the 50% retracement.
Knocking on $50.
Above $50 this gets explosive.
The $60/$65 spreads we called for June 18 ar…↗
May 25
AlmaCap — $LPK and $SIVE, European high beta names, ran very hard today. I think this is a tell for what's coming if sentiment on an Iran peace deal holds (no more war pls).
Here are the hi…↗
May 24
Wayne Liang — The deeper I dive into research, the more obvious asymmetric plays become.
You’ve seen how the last few tickers played out… $SATL, $SIDU, $FLY, and more are all rallying.
If you…↗
May 23
InvestmentGuru — THE MOON ECONOMY JUST SHIFTED PHASE
$RKLB $LUNR $FLY $SpaceX↗
May 23
Michael | Hypermarkets — My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12.
She'd have $40,000,000 if she held $NVDA since its IPO with $10,000.
There's 10 stocks with di…↗
May 23
Space Investor — WEEKLY PERSPECTIVE
Big week of momentum across the space sector. Here’s where we stand on YTD returns:
$SATL 441%
$IRDM 175%
$SPIR 171%
$BKSY 130%
$PL 117%
$LUNR 114%
$FLY 108%
$…↗
May 22
Tradable Astronaut — These moves don't come back for you.
$ASTS pulled back to $63. That was the entry.
People waited. It went to $107.
$FLY pulled back and held its retracement.
That was the entry…↗
May 22
Tradable Astronaut — The options structure on $FLY confirms everything.
$50 is the trigger massive GEX and charm pressure concentrated right there.
$65 is the magnet $491.6K in call GEX for June 18.…↗
May 22
Tradable Astronaut — $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. Momen…↗
May 22
Tradable Astronaut — Here's how the Sp🅰️ce sector index is ranked right now.
$RDW #1. Score 99/100.
$VELO #2. Score 98/100.
$SIDU #3. Score 95/100.
$VOYG #4. Score 92/100.
$SATL #5. Score 87/99.…↗
May 22
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
Tradable Astronaut — Some gains for you all
$FLY $ASTS Exceptionally well
Had other $ASTS stuff for june july but didn't SS
$SATS i trimmed but not enough, went breakeven on trade (it is what is it)…↗
May 22
Tradable Astronaut — @amitisinvesting @spacanpanman Hey Amit i think you would enjoy checking out @AionAnalytics
We were able to catch a 45% move on ASTS, $20 move on $FLY etc etc etc
https://t.co/…↗
May 22
Michael Sikand 🦑 — $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↗
May 22
Wayne Liang — You can totally make $1,000,000 before the $SPCX IPO...
All it takes is a few proper swings.
We've been nailing our Space momentum trades lately...
$SATL from $3 to $10+ (~235%)…↗
May 22
PhotonBull — Great advice from @AlmaCap114204
Got into $FLY a couple of months ago thanks to this guy, highly recommend following him https://t.co/tNUg7Ud4W1↗
May 22
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
May 21
Midas — $FLY
$LUNR
$RKLB
$INFQ
$ASTS
If this helped you out, follow me for more.↗
May 21
Tradable Astronaut — $SATS up $20
$FLY up $8
$ASTS up $20
Annual plans are now available for Aion
Tomorrow will be interesting for $SPCX https://t.co/eoUVDAuwgG↗
CK Capital — SpaceX is going straight to retail through Schwab, Fidelity, Robinhood, SoFi, and ETRADE.
Most people still will not get allocated shares. Demand is going to be insane for a $1.75…↗
May 21
InvestmentGuru — Space sector can be completely repriced once SpaceX IPO hits the market.
$RKLB $ASTS $RDW $SATL $LUNR $SIDU $PL $MDA $FLY↗
Vulture trades 🦅 — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $250k in this SINGLE stock
Very similar to $FLY that made millionaires
$100 → $100,000 overnight
$300 → $300,000 in a…↗
May 18
Tradable Astronaut — While SPY pulls back the Space sector leaderboard on the AION Index tells a different story.
$RDW ranked 1st in sector.
$RKLB sector score 98, global score 99.
$VOYG global scor…↗
May 18
PhotonBull — Space stocks kind of strong today compared to many other names
$ASTS $RKLB $FLY $RDW $NASA $SATS↗
May 18
InvestmentGuru — $RKLB $ASTS $RDW $PL $LUNR $SATL $SIDU $DXYZ $FLY $MDA $NASA $SATS
Space is one of my favorite sectors to concentrate on and accumulate before the expected SpaceX IPO event in Jun…↗
May 17
KaizenInvestor — I see a lot of people completely misinterpreting this graph, as absolute numbers like this basically say nothing on their own.
First of all there is a difference between backlog a…↗
May 16
Mike Investing — SpaceX $SPCX is officially set to go public on June 12.
This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.
These are the criti…↗
May 16
Space Investor — WEEKLY PERSPECTIVE
With the big rally this week across the Space sector, here’s a look at the YTD returns across the industry, now that Q1 earnings season is behind us.
$SATL 402…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
May 16
Shay Boloor — SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commerci…↗
May 15
Space Investor — WHAT A WEEK 🚀
$VELO 39%
$SATL 31%
$AMPG 30%
$RDW 26%
$VOYG 16%
$RKLB 15%
$LUNR 15%
$SIDU 11%
$SPIR 8%
$FLY 8%
$ASTS 7%
$PL 6%
$BKSY 1%
$HAWK -1%
$VSAT -4%
$YSS -30%
Have a great…↗
May 15
InvestmentGuru — $RKLB $ASTS $LUNR $RDW $SATL $SIDU $PL $FLY
The space sector still feels like it’s in the early stages of a broader repricing cycle. As the market continues to look ahead to a po…↗
May 14
Tradable Astronaut — $UFO Space ETF looks ready for another breakout
It's 10 holdings:
$RKLB $PL $VSAT $GSAT $MDA $SATS $SIRI $SESG $FLY
$RKLB already started + 45% since last week https://t.co/oP3…↗
May 13
InvestmentGuru — Space sector still feels early IMO, especially if we eventually get a potential SpaceX IPO event in coming months.
I think $RKLB will continue to lead the sector, followed by nam…↗
May 12
PhotonBull — The Golden Dome is now estimated to cost $1.2 TRILLION instead of the projected $175 billion
I think space and defense might become more attractive again
Here are some of my fav…↗
May 12
Shay Boloor — CBO estimates U.S. Golden Dome missile-defense plan could cost $1.2T which is far above Pentagon’s $185B estimate.
The space-based interceptor layer alone (constellation of 7,800…↗
May 12
PhotonBull — Interesting strength in $RKLB and $FLY today👀↗
May 12
Tradable Astronaut — $FLY held the 50% retracement.
Consolidating at the 9MA.
$FLY thread: https://t.co/4lSKK85FFo
Call spreads targeting 65 already loaded.
$SATS double bottom forming.
Key resi…↗
May 12
Tradable Astronaut — Sp🅰️ce sector 9/9 bullish. ✓
Predictive outlook pointing to 286-403 on the sector index. ✓
86% of names above 10D MA, only 33% at 52W highs room to run. ✓
$RKLB and $RDW alr…↗
May 12
Tradable Astronaut — $RKLB and $RDW already started.
$ASTS, $FLY, and $SATS are next.
The Sp🅰️ce sector move is beginning. Next 10 days. 🧵 https://t.co/qZ67jty4Id↗
May 11
Tradable Astronaut — $SPY hit 740. The model is digesting.
Meanwhile someone just loaded a 1000% payout bet on $FLY.
Are you watching the right ticker right now? 👀 Nfa https://t.co/5XzNRZAuTC↗
May 11
Tradable Astronaut — $SPY hit 740 and is digesting. ✓
NDX still fully bullish while SPX pulls back. ✓
Space sector top ranked 9/9 bullish. ✓
$FLY score from laggard to strong leader in 7 days. ✓ Cha…↗
May 11
Tradable Astronaut — On May 4th $FLY was scoring a 28 on the Aion Index.
Deep laggard zone. Ranked #861 out of 1178.
Today? Score of 93. Rank #164. Strong Leader.
That kind of score acceleration in…↗
May 11
Tradable Astronaut — Someone is betting on a 1000% return on $FLY by June 18.
$SPY may see a small chop window the next 3 to 4 days before the next leg up.
Here's everything the data is saying right…↗
May 11
AlmaCap — $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…↗
May 9
PhotonBull — $EOS.AX / Electro Optic Systems: The counter drone story is amazing, but space is the real prize for long term investors.
Decided to do a small writeup after seeing the space exci…↗
May 9
PhotonBull — This is actually insane
Remember last time when Jensen mentioned space at NVDA GTC 2026?
Space stocks had a great day the next day.
Excited for monday!
$ASTS $RKLB $FLY $LU…↗
May 9
Space Investor — WEEKLY PERSPECTIVE
After yesterday’s broad rally across the Space sector, here’s a look at the YTD returns across the industry, now halfway through earnings season.
$SATL 286%
$S…↗
Wayne Liang — Oops... never shared the $RKLB BD.
Anyway, stoked to see their earnings. Up nearly 30% on the day so far... but more importantly, they could've just catalyzed a reversal for the e…↗
May 8
PhotonBull — Incredible strength in $DRAM and $NASA today!
Memory and space ripping today, not a surprise.
Memory has flipped from commodity cycle to AI bottleneck. HBM is sold out, DRAM is r…↗
May 8
AlmaCap — My whole portfolio is ripping all at once - literally almost everything I have called over the last few months is up 50%-200%+ since signal and 15-20% today!
$SOI, $LPK, $IQE, SEO…↗
May 8
Mike Investing — Rotation within the markets is silently happening…
Money is flowing from Semis, Memory, & Photonics into:
AI infrastructure ~ $IREN, $CRWV, $NBIS
Rare earths ~ $USAR, $MP, $UUUU…↗
May 6
InvestmentGuru — Space one of the strong sector today.
$RKLB
$ASTS
$PL
$FLY
$LUNR https://t.co/RT0jDpf0Tp↗
May 6
PhotonBull — Seems like people are rotating from winners like memory towards 'losers' in space and defense today
Let's see if it can continue this move on space and defense in the coming weeks…↗
May 6
InvestmentGuru — $ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY all green today↗
May 6
AlmaCap — Looks like the bottom is in on the space basket to me $ASTS, $FLY, $MDA, $LUNR
Watching defence closely.↗
May 6
Mike Investing — The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted…
Just a little over a month ago, I shared my top dip-buys to take.
Si…↗
May 6
InvestmentGuru — The space sector continues to pull back — and this is where smart money starts paying attention, not panicking. These are the phases where positions are built early, while sentimen…↗
May 5
Michael Sikand 🦑 — If you're bag holding on defense longs like me in $KRKNF $AVEX $FLY
Best to just appreciate the AI capex bottlenecks are mooning like with photonics and memory.
Not every sector…↗
May 5
AlmaCap — @SharkSociety_ @investwisely321 @michaelsikand On $FLY? Yes, problem is you are seeing rotation into the semiconductor supply chain and AI players - investors are seeing growth her…↗
May 5
Space Investor — $FLY: @Jason_Lil_Kim and @MorganLBrennan on CNBC talking about NASA's Moon plan, and more. https://t.co/rfL1wSKgnh↗
May 5
AlmaCap — $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 dela…↗
May 5
AlmaCap — $FLY, earnings looks good to me - Management delivering on their very bullish guidance:
> Q1 revenue of $80.9m (+45% YoY) and reiterated $420–450m FY26 guide (i.e. most of revenue…↗
May 4
Space Investor — $FLY: Firefly forming into a full-service space and defense company. https://t.co/gvcrAPJoAi↗
May 4
Space Investor — $FLY: Firefly Aerospace Announces First Quarter 2026 Financial Results
https://t.co/3NxaNqZWnY https://t.co/b3pCt2RxyY↗
May 4
Space Investor — $FLY / $VOYG
Reporting Q1 today after the close 👀↗
May 4
Space Investor — $FLY: Lockheed Martin, Seagate Space, and Firefly Aerospace have announced a three-way strategic collaboration to develop sea-based launch capabilities for national security missio…↗
May 4
Space Investor — $FLY: Firefly reports Q1 earnings today after the close.
Here’s a quick recap of what happened during the quarter.
🗓️On Jan 13, Firefly announced a Block II configuration upgrad…↗
May 4
Space Investor — $FLY: Firefly today announced it received an Other Transaction Authority (OTA) agreement from U.S. Space Force Space Systems Command to support the nation’s emerging missile defens…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 3
Space Investor — Q1 EARNING SEASON IS HERE
Here’s the current Wall Street consensus for your favorite space names heading into the prints.
$VOYG: EPS -0.61, Rev 35.21M
$FLY: EPS -0.51, Rev 77.08M…↗
May 3
InvestmentGuru — $NASA - ETF
The one-ticker wrapper for the entire space economy thesis — including pre-IPO SpaceX exposure. NASA holds SpaceX via an SPV with the ETF actively managed to provide di…↗
May 3
InvestmentGuru — $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 $10…↗
May 2
Space Investor — Weekly Perspective
YTD returns across the space sector:
$SATL 266%
$IRDM 122%
$PL 81%
$BKSY 71%
$LUNR 43%
$FLY 42%
$RKLB 4%
$RDW 3%
$MDA 0%
$VOYG -4%
$YSS -5%
$ASTS -15%
$VELO -1…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
— Space sector could see stronger momentum as we move closer to the anticipated SpaceX IPO. Sector attention and capital rotation tend to follow major catalysts like that. The strate…
Space Investor — $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…↗
Apr 27
AlmaCap — Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain...
We have know the plays for months, institutions are foll…↗
Apr 27
Jason Luongo — 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…↗
Apr 26
AlmaCap — @RoninCapital12 $FLY, $RKLB, this guy gets it!↗
Apr 26
AlmaCap — $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 con…↗
Apr 26
Space Investor — A bit of perspective this moring
YTD returns across a few space companies:
$SATL +215%
$IRDM +119%
$SPIR +111%
$PL +74%
$BKSY +62%
$FLY +48%
$LUNR +43%
$RDW +7%
$RKLB +5%
$VELO…↗
Apr 25
AlmaCap — If launch is being commoditised, where does the value go?
> Satellites, spacecraft, data, in-space services, ground stations, launchpads / spaceports...
https://t.co/Cdqe2R3C…↗
Apr 25
KaizenInvestor — The companies of the new Space ETF from Tema and their market cap:
SpaceX: 1.5T (?) - 10.03%
$ASTS: 22.4B - 7.13%
$RKLB: 46.1B - 6.82%
$PL: 12.3B - 6.16%
$SATS: 33.9B - 5.06%
$FTC…↗
Apr 25
Shay Boloor — SPACEX ECOSYSTEM CHEAT SHEET
A ~$1.5T SpaceX valuation forces the market to start pricing the full connectivity, infrastructure & supply chain layer tied to the space economy:
La…↗
Apr 25
AlmaCap — @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;…↗
Apr 25
AlmaCap — @justdoit29222 I don't do charting myself, fundamentals give me more comfort during volatility, I am sure the pick I am looking at has a nice chart but I wouldn't know...
I still…↗
Apr 25
Michael Sikand 🦑 — @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…↗
Apr 25
Michael Sikand 🦑 — Huge news for $FLY 🪰🚀
$FLY's SciTec missile software business is one of 12 companies included in a $3.2B Golden Dome program for space interceptors.
Could see SciTec's high ma…↗
InvestmentGuru — Space stocks are seeing some profit taking after a strong recent run, as traders lock in gains and momentum cools off short term.
This doesn’t change the bigger picture — the secto…↗
Apr 23
Michael Sikand 🦑 — 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 $1.5…↗
Apr 23
Chris Ray — 🚨 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 spacec…↗
Apr 23
AlmaCap — @LilyFunds I like $FLY btw and AE don't have the same Convertible preferred shares in them that they do have in $RDW, so feel more comfortable.↗
Apr 23
AlmaCap — @PhotonBull $ASTS, $FLY and one other which I am currently DDing↗
Apr 23
AlmaCap — $RDW, I would stay away from this one, there is probably a reason AE Industrial has been trying to sell at any price...
- Satellite manufacturing business is extremely low margin;…↗
Apr 22
Michael Sikand 🦑 — @DavidCG1111 $FLY is an excellent defense trade in a space wrapped.↗
Apr 22
PhotonBull — I think this is the popular opinion
Everyone I spoke to thinks this is an expensive IPO that is going to suck up liquidity and drop straight away
The obvious trade here is not to…↗
Apr 22
AlmaCap — @justdoit29222 Yes, I prefer $FLY to $RKLB based off revenue multiples and guided growth rate.↗
Apr 22
AlmaCap — Launch is becoming commoditised, I expect satellite constellations and space operators to benefit: $ASTS, $FLY, $LUNR, $BSKY, $PL
The cost to reach orbit has fallen c.20x in two d…↗
Apr 22
AlmaCap — $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↗
Apr 22
Wayne Liang — Good morning $SATL 🛰️
Beautiful bounce across the board on $SIDU $SPIR $FLY and more. https://t.co/zRTiVGkxr3↗
Apr 22
Michael Sikand 🦑 — HYPERSONICS: $5B
Mach 5+ weapons you can't intercept.
$FLY, Alpha rocket testing program
$LPTH, thermal seekers
$KRMN, airframes for hypersonic missiles
$VIGO.WA, Polish made th…↗
Apr 22
Michael Sikand 🦑 — GOLDEN DOME: $17.9B
A literal forcefield for the continental US. Space sensors, interceptors, radar, command. Bigger than sats.
$FLY, SciTec missile warning
$LPTH, thermal missil…↗
Apr 21
KaizenInvestor — @InvestingVisual Thanks, yes SpaceX is by far their biggest and most important customer.
The E-band is mainly used by data providers like $ASTS, Airbus, Amazon LEO, Starlink. As…↗
Apr 20
AlmaCap — @Henryaltalt @retail_mourinho $FLY and $RKLB are comparable companies that is why you compare them. Comparable company analysis is a standard approach to valuations.↗
Apr 20
mon — Space stocks are taking a hit today.
1. Planet Labs $PL -3% 🔴
2. Intuitive Machines - $LUNR +1% 🟢
3. BlackSky $BKSY -0.98% 🔴
4. RocketLab $RKLB +3% 🟢
5. AST SpaceMobile $ASTS…↗
Apr 20
Wayne Liang — 209% Returns (3x initial) the last 30 days.
This is on my ~7-8 figure swing account.
During an on-going war.
No options. Just shares.
I've said this before and I'll say it agai…↗
Apr 19
Serenity — @sachbarnes Yeah my $FLY thesis about medium lift was at $30 last year, glad to see it’s recovered from $20.
I thought there were more compelling opportunities in the AI supply ch…↗
Apr 19
AlmaCap — Following my recent $FLY, $SOI, and $LPK calls, I've been asked to share longer form research.
So....I'll be launching my Substack tonight with a long form report on a new stock.…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Apr 18
Jason Luongo — Spacecraft & Launch Systems
• $RKLB ($84.42) — Only Western small-launch vehicle with proven orbital heritage. Neutron targeting first flight H2 2026. $816M Space Force NSSL contr…↗
Apr 18
AlmaCap — $LPK, this guy is more obsessed with LPK then I am with $FLY....
PS. I have a long position.↗
Apr 18
Shay Boloor — SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗
Apr 18
InvestmentGuru — Space Infrastructure Stocks — Quick Take
$RKLB — Rocket Lab: Leading small-launch provider evolving into a full space systems company.
$SIDU — Sidus Space: Early-stage player focu…↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 17
Space Investor — $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…↗
Apr 17
Space Investor — A bit of perspective this morning.
Year-to-date returns across a few space stocks:
$PL: +95%
$BKSY: +87%
$FLY: +85%
$LUNR: +52%
$RDW: +24%
$VOYG: +17%
$YSS: +13%
$RKLB: +9%
$ASTS…↗
Apr 17
InvestmentGuru — @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 IP…↗
Apr 17
InvestmentGuru — $NASA — The Space ETF
Tema just launched the first pure-play space ETF with actual SpaceX exposure.
Here’s what’s inside-
Top Holdings:
$ASTS — 7.91%
$RKLB — 6.95%
$PL — 6.68%
$…↗
Apr 16
AlmaCap — @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↗
Apr 16
AlmaCap — @RKLBMan Yes, its additional upside to revenue - $FLY, Alpha has been upgraded (block 2) and they are on the program?
Remember, you are paying 16.00x forward revenue for $FLY and…↗
AlmaCap — @RKLBMan And what revenue multiple are you paying for this?
There is a reason why $FLY is up 84% in the last month and $RKLB is up 16%↗
Apr 16
AlmaCap — @RKLBMan Mate, let's be serious here:
> $FLY - Alpha: 1,170 kg to LEO. Flies both orbital and suborbital hypersonic profiles.
> $RKLB HASTE: 700 kg. Suborbital only. Can't…↗
Apr 16
AlmaCap — Burger Labs - $RKLB or $FLY?
> $RKLB trades at ~48x forward revenue for a 38% growth satellite manufacturing company with a bolt-on launch business.
> $FLY trades at ~16x forwar…↗
Apr 16
Mike Investing — Space sector names in 2026 have the ability to make you millions…
Here are the 5 best names in the sector to buy, & their targets:
1. $FLY (Firefly Aerospace) - $65+
2. $RKLB (Ro…↗
Apr 16
Black Panther Capital — The space economy is getting its own Wall Street sector map now.
Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communicatio…↗
Apr 16
Wayne Liang — @StockSavvyShay Don’t forget $FLY $BKSY and $PL 👀↗
Apr 16
KawzInvests 🦑 — Caught a ton of hate from $RKLB bulls after posting this.
$FLY is up 16% today. Thesis playing out. https://t.co/RYeoOcYuP3↗
Apr 16
Michael Sikand 🦑 — $FLY is leading the space stock rally today 🔥🪰 https://t.co/dU1sIDjBIj↗
Apr 16
CK Capital — $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 i…↗
Apr 16
PhotonBull — $FLY is up 14% on the day
This week's dip has been a gift https://t.co/S2EoBJT5km↗
Apr 15
AlmaCap — Be me:
100s of hours researching photonics supply chain, RF engineering, rockets, space systems, datacenters etc only to be outperformed by a shoe intelligence company $BIRD
$AS…↗
Apr 14
Michael Sikand 🦑 — 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 anoth…↗
Apr 14
Michael Sikand 🦑 — 62.64% year to date.
No options. No shitty illiquid ADRs or Taiwanese nonsense.
Just a port of a couple U.S. listed stocks anyone can follow.
https://t.co/TNP8O7OWvQ
$BE $FLY $…↗
Apr 14
InvestmentGuru — Space sector keeps quietly accumulating strength
$RKLB $ASTS $LUNR $SATL $PL $RDW $SIDU $FLY
Every pullback getting absorbed — positioning continues to build while most of the ma…↗
Apr 13
Michael Sikand 🦑 — @optionscjp Don't trust AI.
It said $FLY ran from $16 to $74 on "hype" but its ATH is $60?
It also says $RKLB has an "actual business" but neither stock has one?
Both lose mor…↗
Apr 13
KawzInvests 🦑 — @optionscjp Your own numbers actually make the case against you.
$RKLB did $602M in 2025 revenue. $200M of that was launches. The other $400M was Space Systems, satellites, compon…↗
AlmaCap — @optionscjp I agree with @KawzInvests, when you compare $FLY's diverse offerings, faster growth and higher margin to $RKLB the valuation multiple delta looks insane.
How is the fa…↗
Apr 13
Wolf Capital — $FLY boutta have better returns this year than $RKLB↗
Apr 13
KawzInvests 🦑 — Full $FLY deep dive on Asymmetrical Bets.
https://t.co/ipc1b4wcHB↗
Apr 13
KawzInvests 🦑 — $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…↗
Apr 13
PhotonBull — Probably one of the most versatile substack writers you can follow?
This guy called $KRKNF early, and in size. He rode the entire photonics wave and went to $NVDA GTC 2026 in real…↗
Apr 13
AlmaCap — $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…↗
Apr 13
Michael Sikand 🦑 — I just put 15% of my $5,000,000 fund in $FLY 🪰🌖
Firefly Aerospace is a misunderstood space stock trading 35% off its ATH with an extremely unique set of assets.
Here's why I th…↗
Apr 13
Wayne Liang — Beautiful close on the entire space sector today. It’ll be the industry that rallies the hardest once the US and Iran have a deal.
Would be wise to take any opportunity to catch d…↗
Apr 13
AlmaCap — @0xSolarcurve I've not looked into $YSS extensively but c.10.00x revenue feels quite expensive for a legacy satellite manufacturer.
Especially when you have $MDA Space growing at…↗
Apr 13
Wayne Liang — If you missed an early entry into $SPIR last week, you might get lucky and actually have a chance to catch a momentary dip tomorrow. Closing above $21.50 was extremely bullish. Any…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
InvestmentGuru — THE MOON ECONOMY JUST SHIFTED PHASE
$RKLB $LUNR $FLY $SpaceX
Artemis II has officially splashed down — first crewed lunar mission in over 50 years. And now the capital cycle beg…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
AlmaCap — $FLY, people keep asking me about dilution. In short, not worried.
FY25 year-end cash sits at c.$800m.
They acquired Scitec in an accretive share deal when $FLY was trading c.$5…↗
Apr 11
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…↗
Apr 11
AlmaCap — @SushantJos39350 I'm not aware of other stocks providing defence software and data processing for missile warning, space domain awareness, and command & control...
$FLY is fa…↗
Apr 11
AlmaCap — $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…↗
Apr 11
AlmaCap — @shaydonshaydon That's not really a bear case, yes $RKLB's MAX Flight software handled GN&C on Blue Ghost 1.
But $FLY built the structure, avionics, batteries, thrusters and legs…↗
Apr 11
AlmaCap — @shaydonshaydon Please share your bear case / insight for $FLY:
- Blue Ghost lunar lander
- Scitec missile tracking
- Alpha block II upgrades
- Eclipse (100+ hot fires, Northrop…↗
Apr 10
Mike Investing — You can make generational wealth in 2026 with space sector names alone as we head into the $2T SpaceX IPO…
Last year some of my most notable callouts were:
$ASTS at $35
$RKLB at…↗
Apr 10
AlmaCap — $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 la…↗
Apr 10
AlmaCap — @qbert50000 @NASA I don't follow the question - lots of information on $FLY out there.↗
Apr 10
Wayne Liang — 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 wi…↗
Apr 10
AlmaCap — @NASA Looking forward to their return - this is a great success for Project Ignition!
More CLPS task orders for $FLY and $LUNR soon and Artemis III next year?!👀↗
Apr 10
AlmaCap — @RKLBMan In terms of business segments I'd argue:
- Launch is at a turning point following block 2 upgrades to Alpha and Eclipse expected to launch early 2027;
- We also have the…↗
Apr 10
Wayne Liang — I've made multi-millions riding hot sectors and proxy trading seismic IPOs/events.
As you know, SpaceX is going public soon. The market has priced in the announcement of it, but i…↗
Apr 10
AlmaCap — @Msmith47251 NASA's fiscal year (FY) 2026 budget is set at approximately $24.4 billion but $RKLB investor believes serving them is not a viable business.
$FLY $LUNR↗
Apr 10
AlmaCap — @Msmith47251 NASA has invested over $100bn into the Artemis program to date - but $RKLB investor believes that there is no money to be made.
Meanwhile Blue Origin, SpaceX, $LUNR a…↗
Apr 10
AlmaCap — The confirmed landers to date:
- $FLY Blue Ghost (4 missions: 2026, 2027, 2028 x2)
- $LUNR Nova-C (4 missions: IM-3, IM-4, IM-5 + 1 prior)
- Blue Origin Blue Moon (1 mission: V…↗
Apr 10
AlmaCap — @SushantJos39350 ^ $RKLB investor confirms that $RKLB does not have a lunar program and is not part of the moon race.
$LUNR and $FLY are the two public companies delivering lunar…↗
Apr 10
AlmaCap — $FLY There's multiple posts from NASA on number of landers, its 30 from 2027 and 25 by 2028. https://t.co/m4onb6qMav↗
Apr 10
AlmaCap — $FLY, per NASA article publish 24 March 2026, as part of Project Ignition NASA wants 30 CLPS missions starting 2027.
Of those 30 missions, only 5 are awarded so far (excluding mi…↗
Apr 9
AlmaCap — @itsmoislam @FireflySpace @RocketLab Few hedge funds that I am talking to are running short $RKLB and long $FLY↗
Apr 9
AlmaCap — Couldn't have put it better myself $RKLB is significantly overvalued vs $FLY despite not having a lunar lander business or $PLTR like data business for missile tracking.
We are at…↗
Apr 9
AlmaCap — Newly released NASA ETF has a 4.7% holding of $FLY
Also holds SpaceX and some other space stocks:
$ASTS $PL $SATS $FTC $FPLSF $OHB $LUNR $RKLB
I don't like all of these picks but…↗
Apr 9
AlmaCap — $FLY given one of the core pillars is the lunar segment, its worth revisiting NASA's lunar roadmap.
Artemis II (now): 4 astronaut crewed lunar flyby, the first since Apollo 17.
A…↗
Apr 9
Wayne Liang — $FLY $SATL and $SIDU are all green, as expected. Hot sector and solid proxies to SpaceX.
A very reasonable pullback on $SPIR after an offering AND a 20% run yesterday.
Wouldn’t b…↗
Apr 9
Tradable Astronaut — While all of this was playing out, the @AionAnalytics index kept finding the names.
$AEHR +56.6%.
$SATL +45.2%.
$FLY +43.8%.
$RLAY +34.5%.
$SPIR +33.3%.
$INTC +20%.
$MRVL +2…↗
Apr 9
AlmaCap — $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 r…↗
Apr 9
AlmaCap — @ssamsmit Launch is 10% of $FLY 's revenue - you are basically getting the upside of medium lift alongside a market leading software and lunar lander and infrastructure business↗
Apr 9
AlmaCap — I do expect $FLY to go towards staged combustion or full flow staged combustion (like Starship) when they develop a heavy or super heavy rocket, but that is likely 5+ years away.…↗
Apr 9
PhotonBull — $FLY more info
Stock reacting well today
$FLY $RKLB↗
Apr 9
AlmaCap — Staged combustion is a more efficient engine cycle than gas generator / tap-off, but the performance gain isn't necessary for medium lift.
For $FLY, sticking with gas generator /…↗
Apr 9
AlmaCap — $FLY launch isn't the main part of the business, but lets look at why I say that Firefly's Miranda development program is ahead of RKLB's Archimedes.
$FLY Miranda - First hot fire…↗
Apr 9
CK Capital — My favorite stocks right now by sector:
Space & Launch:
$ASTS — Direct-to-device satellite connectivity. 3.2B addressable subscribers. Commercial service this year.
$FLY — First…↗
Apr 9
InvestmentGuru — Space Sector Still Strong
Some profit taking in small caps, but overall trend remains solid ahead of SpaceX IPO.
$RKLB
$ASTS
$SPIR
$PL
$LUNR
$FLY
$SIDU
$SATL
Momentum + catalyst…↗
Apr 9
Chris Ray — @AlexfromBabylon Weird $FLY bullishness is making me more bullish on $RKLB↗
Apr 8
PhotonBull — $FLY is the next big space runner after $ASTS $RKLB $SATL $BKSY $LUNR $RDW etc?
Seeing a lot of people discuss $RKLB vs $FLY
I think $RKLB is obviously safer and better as a comp…↗
Apr 8
Michael Sikand 🦑 — $FLY looks to be the next asymmetric space stock 🪰
He's too humble but this savage @AlmaCap114204 went big into $ASTS at single digits.
He found $KRKNF long before me, and got f…↗
Apr 8
Midas — DO NOT BUY $AEHR
DO NOT BUY $AAOI
DO NOT BUY $FLY
you will be a generational bagholder.↗
Apr 8
AlmaCap — @Xotic_Doge @PhotonBull @LanterisSpace Not quite, $FLY "launch thing", or Eclipse... is a co-development with Northrop Grumman.
Northrop's own Antares 330 uses the same Firefly bu…↗
Apr 8
AlmaCap — @Xotic_Doge @PhotonBull @LanterisSpace Lanteris (declining low margin satellite manufacturing) isn't really the exciting thing about $LUNR, its their communications constellation (…↗
Apr 8
AlmaCap — @StockSavvyShay Bit more on $FLY here
https://t.co/nu7FinNRbD↗
Apr 8
AlmaCap — @groyplax @KawzInvests Agreed that there are risks, that said I prefer $FLY at c.13.0x FY26 revenue to $RKLB at c.43x FY26 revenue - with $FLY delivering higher margins at that poi…↗
Apr 8
Wayne Liang — There seems to be some sort of correlation between paying attention and making heaps of money... congratulations to all those who joined in on $FLY. https://t.co/paOmq9NnOT↗
Apr 8
AlmaCap — @KawzInvests @xbc9stazj Agreed, $FLY also has a lunar business unlike $RKLB
- Blue Ghost mission pricing has been increasing with mission 1 at $93.3m, Mission 2 at $130m (inc. adde…↗
Apr 8
AlmaCap — @groyplax @KawzInvests $FLY management are guiding a 163% - 175% + increase in revenue this year and the company is likely to multiply revenue beyond that... why would the market n…↗
Apr 8
Wayne Liang — Started a new position in $SPIR.
Fundamentally strong, fits the momentum trades we've nailed recently ( $FLY $SATL $SIDU ), and could be a solid proxy to SpaceX IPO as well.
BD's…↗
Apr 8
KaizenInvestor — Another interesting $NVDA partnership with a space company. The $FLY partnership looks similar to the $PL one.
The main difference?
Fly Aerospace takes pictures of the moon at…↗
Apr 8
BULL OF BRITAIN — @pulseandpen $BMM is around 5.50 but its smaller, because it needs till 2027 to start generating properly.
$FLY I bought in today at around $38↗
Apr 8
BULL OF BRITAIN — $VNP.TO - Another 8% day. I will keep posting into the void about it until the market catches up.
If you want the most asymmetrical play to the entire China decoupling and AI b…↗
Apr 8
AlmaCap — @PepInvestStocks @PhotonBull Bought $RKLB at $5, couldn't believe the mispricing and rode it down to like $3.55. Then less than a few years later I find $FLY in a significantly bet…↗
Apr 8
AlmaCap — @DavidCG1111 Will also provide $FLY valuable data ahead of Eclipse first launch↗
Apr 8
AlmaCap — @linxu0127 I like $LUNR, their lunar communications constellation is going to be a recurring revenue beast and they are frontrunner for the lunar terrain vehicle contract.
I am no…↗
PhotonBull — @Lee_Trades @AlmaCap114204 Exactly my thoughts. Agree that the entire sector is cheap vs spacex, but just feels way safer buying into $FLY than $RKLB considering valuation and hype…↗
Apr 8
KawzInvests 🦑 — $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 $…↗
Apr 8
PhotonBull — Decided to go long $FLY earlier this week after being introduced to the company by @AlmaCap114204
Everyone is buying $RKLB at a $40B market cap for space exposure, yet almost nob…↗
Apr 8
AlmaCap — @groyplax I think the biggest short-term catalyst is likely block awards for lunar landers, something like 6-12 landers all ordered at once for a 2-3 year period. Should see both $…↗
Apr 8
AlmaCap — @groyplax Agreed completely, when they initially IPO'd I was interested due to the successful Blue Ghost landing but stayed away as I thought it was too expensive and far too risky…↗
Apr 8
Shay Boloor — $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 Firefl…↗
Apr 8
PhotonBull — One of the most experienced space investors I know, highly recommend following this account
$FLY $ASTS $RKLB $LUNR $BKSY↗
Apr 8
InvestmentGuru — Photonics and Space are two of the strongest sectors to keep on watch right now:
Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL…↗
Apr 8
AlmaCap — $FLY and $ASTS are the top two space stocks in my opinion, nothing else offers comparable upside↗
Apr 8
AlmaCap — $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 multi…↗
Apr 8
InvestmentGuru — Space is emerging as one of the strongest sectors right now
$RKLB $ASTS $SATL $SIDU
$RDW $PL $FLY $LUNR $SPCE
Momentum + narrative + low floats = explosive setups.
Keep thi…↗
Apr 7
Wayne Liang — Many people can claim they’ve hit 10x trades.
Very few can prove it and quote their calls.
My entire track record is here on X.
Although these haven't hit 10x (yet), congrats to…↗
Apr 7
Wayne Liang — You can become a millionaire in 2026.
Just follow the right traders on here.
Last year, I nailed:
$ONDS at $0.83
$IREN at $6.30
$CIFR at $3.01
$OPEN at $0.58
And many more.
Yo…↗
Apr 7
AlmaCap — 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 comi…↗
Apr 7
InvestmentGuru — Space is one sector to concentrate
$RKLB
$ASTS
$SIDU
$SATL
$SPCE
$PL
$RDW
$LUNR
$FLY↗
Apr 6
Chris Ray — $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… 😅↗
Apr 6
Tradable Astronaut — The names reflecting that strength:
$SATL +24.4%.
$SPIR +18.9%.
$LUNR +18.5%.
$FLY +15.7%.
$BKSY +11.5%.
Space is dominating the leaderboard while everything else is bleeding.…↗
Apr 6
Wayne Liang — 2/3 confirmed Blue Diamonds on $FLY Weekly. If we can close above silver resistance (33.4 or so) at the end of the week, we'll likely see a third BD appear.
Will provide updates a…↗
Apr 6
InvestmentGuru — The space sector is entering a
full re-rating phase
$RKLB
$ASTS
$RDW
$LUNR
$FLY
$PL
$SATL
$NASA
$SIDU↗
Apr 6
Mike Investing — The $2T+ SpaceX IPO is now less than 3 months away…
Space names will soon see similar euphoric upside like what $SNDK & $MU had experienced.
These 5 stocks are going to lead the…↗
Apr 4
Wayne Liang — Remember, I'll always share my watchlist in trending sectors whenever I make these calls.
I also highlight my highest-conviction picks amongst the industry. For instance, $FLY $SI…↗
Apr 4
PhotonBull — Seems like defense, space and photonics are really the best high beta spots to be invested right now during the volatility.
Have I missed any sector or theme?
$ASTS $RKLB $KRKNF…↗
Apr 4
InvestmentGuru — SPACE ECONOMY-
The Full Stack — Where the Real Money Flows:
Space isn’t “the future” anymore. It’s an investable ecosystem right now. Here’s the stack — simplified:
LAUNCH (Acc…↗
Apr 3
InvestmentGuru — NASA just launched Artemis II — and the moonbase era has officially begun.
Here’s what’s actually happening right now:
🌕 Artemis II launched April 1, 2026
→ First crewed mission b…↗
Apr 3
Space Investor — $LUNR: "This was an opportunity bomb", Intuitive Machines CTO Tim Crain told Payload.
$FLY: "We’re pumped about it, because it’s a recognition that the things we were already doi…↗
Apr 3
InvestmentGuru — Space Sector Ignites: The Next Big Wave Is Already Underway
$VELO
→ Metal 3D printing for rocket engines & defense — key SpaceX supply chain play
→ Strong contract exposure with…↗
Apr 3
Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF:
The most anticipated ETF of all time:
$TRT - $5.88
$HGRAF - $4.49
$SIVE - 9.9 SEK
$QURE - $17.21
$AEHR - $45.08
$ENVX -…↗
Apr 2
Wayne Liang — My SOP for finding runners is very simple.
> Spot a hot sector, whether it's sentiment hyped, or there's a catalyst (e.g. sector IPO, Bitcoin rallying); indicating they're "fundam…↗
Apr 2
Chris Ray — I did NOT realize how many diehard $FLY fans were out there. 😂
I mean no harm! Just facts.↗
Apr 2
Wayne Liang — Told you guys, paying attention pays well.
$FLY from $21 to $32.93 (+55%)
$SATL from $3 to $6.77 (+120%)
$SIDU from $2.2 to $3.09 (+40%)
Best part is, the runs aren't done yet.…↗
Apr 2
Space Investor — $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 vehicl…↗
Apr 2
Chris Ray — $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 m…↗
Apr 2
AlmaCap — @PadenTyrel @aleabitoreddit $FLY had $893m of cash on balance sheet at year end of FY25 comparable to $RKLB $828.7m. Eclipse also has significant structural cost advantages vs Neut…↗
Apr 2
Chris Ray — @PepInvestStocks $FLY has to make a reliable orbital rocket before I’d come anywhere close to considering them a good investment.
For reference, $RKLB had a market cap under $3B w…↗
Apr 2
AlmaCap — 🚀 $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 respon…↗
Apr 2
Wayne Liang — Paying attention pays well. Congratulations to those who followed the space momentum trades I’ve been calling out.
If you missed out on $FLY from $20, or $SATL from $3, don’t miss…↗
AlmaCap — @aleabitoreddit but you are already following $FLY, just seems you've missed the SciTec component @aleabitoreddit↗
Apr 2
AlmaCap — @aleabitoreddit $FLY when people realise how important SciTec is to Golden Dome and with Eclipse launching in 2027 (beating Neutron, sorry $RKLB, to market).↗
Apr 2
InvestmentGuru — THE SPACE WATCHLIST
🔵 $RKLB
→ The #1 pure-play public launch company. Only Western rival to SpaceX with proven cadence
→ $602M revenue, 38% YoY growth, $2B+ backlog, Neutron roc…↗
Apr 2
InvestmentGuru — A SpaceX IPO will mark the space industry as a “fully-fledged pillar of the public markets,” with spillover effects across satellite services, in-orbit operations, data & analytic…↗
Apr 1
Wayne Liang — 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... 👽 http…↗
Apr 1
Wayne Liang — Beautiful close yesterday on the space sector - $FLY $SATL $RDW $BKSY and more. Love watching new traders overreact when names are being oversold.
Onwards! https://t.co/poWcG2S4Ko↗
Wayne Liang — Firefly $FLY up ~14% since the Weekly BD appeared. Seems like it's being rejected by the gold zone in pre-market. Expecting a retest by the end of this week or next week. https://t…↗
Mar 25
Tradable Astronaut — While the macro debate raged, @AionAnalytics was quietly pointing at one sector.
SPACE. 9/9 models bullish. 100% exposure. Risk-on.
Today:
$LUNR +18%
$FLY +14%
$RKLB +12%
$AS…↗
Mar 25
Space Investor — $FLY / $LUNR
"CLPS (the Commercial Lunar Payload Service program) already had money, and we’re drastically expanding it."↗
Mar 25
Wayne Liang — You can become a millionaire this year.
All it takes is a few proper swing trades.
Last year, I called out:
$ONDS at $0.83 (ran 1560%)
$OPEN at $0.58 (ran 1580%)
$IREN at $6.30…↗
Chris Ray — After falling sharply yesterday, space stocks are RIPPING today on SpaceX IPO rumors.
Does your portfolio have space sector exposure?
$FLY $RKLB $ASTS $PL $VOYG $LUNR $RDW $BKSY…↗
Mar 24
Kevin Maro — My bold prediction for $RKLB fans - $FLY will 3x before EOY based off recent earnings and SpaceX IPO run-up↗
Mar 24
Chris Ray — @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 als…↗
Mar 24
Chris Ray — Can someone explain to me like I’m 5 why space stocks are getting hammered on the day that @NASAAdmin is giving his Return to the Moon/Golden Era of Space presentation? 🤔
$FLY $R…↗
Mar 24
Chris Ray — Just a reminder that Y Combinator batches are good leading indicators for tech industry shifts before they happen.
The Winter ‘26 batch has a bunch of space companies in the queue…↗
Mar 24
InvestmentGuru — $PL $RKLB $ASTS $RDW $SATL $SIDU $LUNR $FLY
Aerospace is quietly setting up
With a potential SpaceX IPO on the horizon, the entire space sector could see repricing across the b…↗
Mar 22
KaizenInvestor — SpaceX has an estimated revenue of $15.5 billion in 2025.
The $2 trillion IPO would put the P/S at 129.
P/S of other space companies
$RKLB: 63
$PL: 27
$RDW: 5.5
$SATL: 28
$BKSY…↗
Wayne Liang — $FLY Weekly flipped bullish. https://t.co/XmQNBJs21L↗
Mar 17
Chris Ray — 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?…↗
Mar 17
Serenity — @DanielM16458500 You’re right, and I’ve made a separate posts already detailing every single name I’ve gotten wrong.
I also mention dozens of stocks as well.
The point is: I typ…↗
Mar 16
Space Investor — $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 thr…↗
Mar 15
Space Investor — $FLY / $LUNR
"Landers on the Moon on a monthly cadence starting in 2027" 👀↗
Mar 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Mar 13
Daniel Koss — 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 advic…↗
Mar 13
Daniel Koss — I will say this: bullish for $VELO!
Why? $FLY is a $VELO customer :)↗
Mar 12
Space Investor — @MambaHarveyInc @FranciscoSpace5 AE created $RDW in 2020, vs bought $FLY in 2022
Redwire been public since 2021, Firefly is a fresh IPO.
Private Equity typical holding period is…↗
InvestmentGuru — Aerospace Sector Could See a Major Repricing
The aerospace and space sector could see significant momentum if SpaceX moves forward with a potential IPO reportedly targeting a $1.5…↗
Mar 12
Space Investor — $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…↗
Mar 8
Shay Boloor — A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government + commercial customers.
When that happens, the mar…↗
Mar 8
Wayne Liang — Once there's war de-escalation, we'll rally.
Make sure you're watching these stocks:
$FLY
$ASTS
$RKLB
$ZETA
$IREN
$CIFR
Then the next move most people will miss:
Shortly after…↗
Mar 7
Space Investor — @DaSteeringWheel I like $FLY, but it's expensive, trading at 10x price to sales FY2026, vs 2x for $RDW.↗
Mar 5
Space Investor — $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…↗
Mar 4
Wayne Liang — 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/vwVW9ueD8…↗
Mar 4
Serenity — @sindre_wold Having a $1.75 Trillion dollar Space company is probably the more bullish for all space stocks across the board from $FLY to $LUNR than US discovering aliens.↗
Wayne Liang — 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…↗
Feb 14
Space Investor — SPACE STOCKS: Only the very best.
End-to-End $RKLB
Lunar Services $LUNR / $FLY
Infra & Defense $RDW / $VOYG
Comms $ASTS / $AMPG
Earth Observation $PL / $BSKY
Sats & Robo…↗
Feb 10
Wayne Liang — 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…↗
Feb 9
Space Investor — 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.↗
Feb 8
Space Investor — Over the last 12 months, Goldman Sachs Space Basket has outperformed both the Defense and Industrials sector by roughly 2x.
Top 5 companies by weight: $LUNR, $RDW, $FLY, $ASTS, $S…↗
Feb 8
Midas — SpaceX IPO is going to make space stocks go parabolic.
$RKLB $ASTS $FLY $VOYG $PL https://t.co/ewSpnKICCJ↗
Feb 7
Serenity — @DanielM16458500 Oh I forgot to include $FLY as a moonshot pick for their medium lift launch with $NOC. I have a lot of weird niche picks in my personal porffolio that I didn’t inc…↗
Feb 6
Space Investor — $LUNR / $FLY
Big focus on the Moon this year:
Artemis II, the Ensuring American Space Supremacy Act, and now SpaceX shifting its focus. https://t.co/FSgLuIemsn↗
— 10 NAMES TO WATCH IN THE SPACE ECONOMY
1. $RKLB becoming the second pillar of U.S. launch and space systems infrastructure with an $805M firm fixed-price Tranche 3 Tracking Layer…
Space Investor — $LUNR / $RDW / $FLY
I know a company or two that might benefit. https://t.co/YyYkDHmykG↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 13
Serenity — @MoJosey123 $FLY is part of my longs for 2026 given medium lift payload launch with Northrop. I do like it but obviously the biggest risk is execution related where $RKLB historica…↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 9
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 7
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
Jan 6
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
Jan 5
Space Investor — $RDW / $FLY
"The most powerful electric propulsion system to fly in space" https://t.co/ey8qPLT4ks↗
Jan 5
Space Investor — $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 Partne…↗
Chris Ray — I’ve been seeing people post some completely NON-space sector stocks and claiming they’re part of the “space economy.”
If you want to research some ACTUAL space stocks, these are…↗
Dec 19
Chris Ray — The space sector is CRUSHING today. 🚀
This follows the signing of an executive order that ensures American space superiority, the awarding of T3TRK for Rocket Lab, and launch upd…↗
Dec 19
Space Investor — $LUNR / $FLY
"Moon" (2x) and "lunar" (8x) show up a lot in the text as well.
Hard not to like what that signals for these two companies. https://t.co/Jq4OHzllYU↗
Dec 16
Midas — These space stocks are undervalued for 2026:
1. $RKLB
2. $ASTS
3. $FLY
3. $LUNR
4. $AMTM
Data centres in space + SpaceX IPO narrative will go crazy.↗