Jun. 25 at 12:15 PM
$FLY Just my opinion... but I still don't see what fundamentally changed at Firefly.
Looks to me like the whole space sector got hit, SpaceX sucked up most of the attention and liquidity, and dilution fears did the rest.
Meanwhile Firefly keeps moving forward... winning contracts, scaling production, working on the bigger Alpha Block 2 (~7–8 ft taller), advancing Eclipse with Northrop, and following the roadmap.
Launch is probably the highest leverage business in space, but it's also one of the hardest and most expensive. You don't build a launch company overnight. SpaceX, Rocket Lab and pretty much everyone else had setbacks.
The space economy is just getting started. I'm watching execution, launch cadence and the long-term trend... not day-to-day price action.
Still holding...and adding on weakness when I can 🚀
$SPCX $NOC $RKLB $NASA
