[Loaded to a half tittie](https://preview.redd.it/lxh30o6t8qdg1.png?width=682&format=png&auto=webp&s=be9c41d757d52912b1bd9c1dcfd295808b2b99a6)
Firefly Aerospace - everyone loves to shit on it, I love to buy it, my only regret is I didn't buy more
* Alpha (small lift) launches again in the coming weeks, I firmly believe they have fixed the largely human error behind the failures
* Eclipse (medium lift) launches in let's say Q2/Q3 this year - Northrop chucked in another $50m in May 2025 = it works (Neutron competitor)
* they bought SciTec = this is now a space defense tech play - this is the most material part of this story and huge imo. SciTec has existing defense customers, lots of them and is explicitly positioning themselves to pick up pieces of the Golden Dome
* first commercial company to land on the moon, and are going back 3 times with NASA
* hiring = look at the 170 odd roles being hired and tell me with a straight face that it doesn't scream "we are scaling manufacturing capability" again meaning this shit works
* in the backdrop of 2026/2027 space mania, a SpaceX IPO etc
Increased my average price unfortunately in recent weeks increasing my stack
Yours for $5bn ish market cap
Tell me I'm wrong...