u/Thevsamovies

Reddit r/wallstreetbets
· tracked since May 2026
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FLY long -14.6%
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FLY ×1
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FLY long 3 days ago
Win Rate 0% Long 1 Short 0
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Average Return -14.6% Long Return -14.6% Short Return -
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FLY Firefly ... Firefly Aerospace Inc.
Long
May 31
$46.49
-14.6%
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.
NatSec
REDDIT
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