$FLY

4 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

—

Win rate (3m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:06 PM ET

$FLYDDbullish

u/Thevsamovies · 10d agono track record yet

Long 2600 shares of FLY

The Firefly Aerospace ($FLY) DD

Firefly Aerospace is a massively undervalued space company positioned to dominate multiple sectors: national security (via Northrop Grumman partnership and military connections), lunar landers (competing with Intuitive Machines), and medium-lift rockets (Eclipse). With $1.4B backlog, diversified contract revenue, and deep government ties, FLY is expected to achieve 10x returns within 5-10 years.

At post $44.24Now $33.42-24.5% since postedas of Jun 10, 4:06 PM ET

1d—

3d-10.1%

1w-18.4%

1m—

3m—

6m—

1y—

original post →

$FLYGainbullish

u/Scared_Step4051 · 19d agono track record yet

“Now loaded to a full tittie [holding screenshot showing accumulated FLY position]”

Two $FLY posts. Two times told I was regarded. Am I still regarded?

Firefly Aerospace is mispriced relative to sector comparables and is transitioning from a struggling launch provider into a diversified space defense platform with launch, lunar, orbital, and defense capabilities. Multiple near-term catalysts including Alpha Flight 8, the SpaceX IPO sector re-rating, Eclipse medium-lift vehicle, and lunar landing awards should drive significant upside.

At post $58.81Now $33.42-43.2% since postedas of Jun 10, 4:06 PM ET

1d—

3d—

1w-20.9%

1m—

3m—

6m—

1y—

original post →

$FLYDiscussionbullish

u/Prestigious-Fold9452 · 23d agono track record yet

$FLY position

FLY should appreciate in anticipation of a SpaceX IPO, presumably due to exposure or correlation with aerospace/space sector demand or SpaceX-related upside.

At post $43.95Now $33.42-24.0% since postedas of Jun 10, 4:06 PM ET

1d-3.1%

3d-2.5%

1w+12.6%

1m—

3m—

6m—

1y—

original post →

$FLYDDbullish

u/dutch1664 · 42d ago5 prior · awaiting results

Launch Commoditization Doesn't Exist, and May Never. (Bullish for launch $X $RKLB $FLY)

Launch commoditization lacks the market conditions to emerge, positioning Relativity Space (Firefly's launch partner) and other medium-lift providers for pricing power if they reach technical and commercial scale. The oligopoly structure favors profitability over price wars.

At post $33.49Now $33.42-0.2% since postedas of Jun 10, 4:06 PM ET

1d+3.3%

3d+0.9%

1w+3.2%

1m+38.8%

3m—

6m—

1y—

original post →

End of results.