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u/Thevsamovies
Reddit r/wallstreetbets
Винрейт
0.0%
доходность
-42.2%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
31 мая
$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.
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У u/Thevsamovies на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: FLY.
