FLY - Firefly Aerospace

Third biggest beneficiary of the memorandum and the lunar delivery specialist; Blue Ghost Mission 2 is a near-term catalyst.

Firefly is the third biggest benefactor of the memorandum with its Alpha rocket and Blue Ghost lunar lander. Its near-term catalyst is Blue Ghost Mission 2 targeting the first American landing on the far side of the moon.

SpaceX supply chain pick, up 69% in a couple weeks. Recommends buying on pullbacks only.

Mentioned as a comp at $7.93B market cap to illustrate the valuation gap with Momentus. No explicit buy/sell recommendation, used purely for comparison.

Small satellite launch company with Alpha Rocket, developing Eclipse medium-lift vehicle. Selected for NASA lunar missions, has landed on the moon. Revenue accelerating, $300M cash buffer, R&D spending relative to revenue declining. US military needs rapid satellite deployment capability. Chart shows higher highs and higher lows with breakout momentum.

Firefly is described as one of the most fascinating and under-the-radar public space companies. It builds rockets and lunar landers, is the only commercial company besides SpaceX to soft-land on the moon, and is positioned in the two highest-growth subsegments: lunar services and responsive national security launch. The host says it will be rediscovered as the SpaceX IPO approaches.

Still bullish in broader term sense. Driven by SpaceX IPO hype. Pulled back slightly but trend remains intact. Expected to move higher as SpaceX IPO nears.

Continuing to crush it on SpaceX IPO hype. Still has more potential, though the opportunity is smaller for those not already in.

Benefiting from growing SpaceX IPO hype. Described as extremely explosive with continued upward momentum. Bullish on a broader term basis as a pre-SpaceX IPO play. Advised to ride the wave until the trend breaks.

Bullish on FLY heading into the SpaceX IPO, which is lifting space-related stocks. The stock continues to march higher with positive hype building around it.