Calls
1
u/Thevsamovies
Reddit r/wallstreetbets
Win Rate
0.0%
return
-42.2%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 31
$46.49
-42.2%
Firefly has deep national security ties (Northrop Grumman joint development, SciTec acquisition for Golden Dome) and a growing lunar presence (Blue Ghost lander + Elytra contracts), with backlog ~$1.4B vs. Intuitive Machines. The market undervalues FLY relative to peers like RKLB (10x its market cap) and IM (similar revenue but less diversity). Defense spending and lunar commercialization provide multi-year tailwinds. Long FLY as a multi-sector space play with high upside from Eclipse medium-lift rocket, government contracts, and potential end-to-end lunar services. Cash burn on R&D for Eclipse; medium-lift market saturation; lack of recurring revenue; execution risk on upcoming launches.
Firefly has deep national security ties (Northrop Grumman joint development, SciTec acquisition for Golden Dome) and a growing lunar presence (Blue Ghost lander + Elytra contracts), with backlog ~$1.4B vs. Intuitive Machines. The market undervalues FLY relative to peers like RKLB (10x its market cap) and IM (similar revenue but less diversity). Defense spending and lunar commercialization provide multi-year tailwinds. Long FLY as a multi-sector space play with high upside from Eclipse medium-lift rocket, government contracts, and potential end-to-end lunar services. Cash burn on R&D for Eclipse; medium-lift market saturation; lack of recurring revenue; execution risk on upcoming launches.
Space
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/Thevsamovies has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: FLY.
