Jul. 13 at 4:39 PM
$FLY Maybe I'm missing something...
Just in the last ~2 months:
✅
$144M NASA CLPS
✅
$75M MoonFall
✅
$13M NASA JPL SkyFall
✅ Acquired Space-ng
✅ SciTec selected for Golden Dome
✅ New AFRL & USAF contracts
✅ FORGE expansion
✅
$NVDA highlighted its partnership with Firefly
✅ Major progress at the Sweden launch site
✅ Alpha Block II & Eclipse (
$NOC) continue to make progress
✅ Clean room expanded 4×
✅ 165+ open roles and still hiring
⏳ ~
$110M EXIM loan expected
⏳ Elytra's first mission getting closer, the first step toward the Ocula lunar constellation.
Yet the stock is down ~65% from its highs, with a ~
$3.6B market cap despite 2026 revenue guidance of
$420–450M.
To me, the roadmap is clear: diversify revenue streams, reduce reliance on launch, keep executing, and build a much stronger space & defense company.
Time will tell. 🚀 NFA
