To The Moon

$Firefly Aerospace Inc.(FLY)$ $AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ I’m calling this quarter a defining inflection for Firefly Aerospace. The company has flipped from survival mode to scale mode in one stroke. With $933M in IPO proceeds and a $1.3B backlog anchored by NASA, Firefly now holds one of the most enviable financial cushions and contract pipelines in the new space sector. The equity story has shifted: this isn’t about whether Firefly can fund its roadmap, it’s about how fast it can execute on Alpha, Eclipse, and Blue Ghost to convert backlog into recurring revenue. 💰 Post-IPO Runway Firefly’s IPO delivered $933M net, while Northrop G

$Firefly Aerospace Inc.(FLY)$ $AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ I’m calling this quarter a defining inflection for Firefly Aerospace. The company has flipped from survival mode to scale mode in one stroke. With $933M in IPO proceeds and a $1.3B backlog anchored by NASA, Firefly now holds one of the most enviable financial cushions and contract pipelines in the new space sector. The equity story has shifted: this isn’t about whether Firefly can fund its roadmap, it’s about how fast it can execute on Alpha, Eclipse, and Blue Ghost to convert backlog into recurring revenue. 💰 Post-IPO Runway Firefly’s IPO delivered $933M net, while Northrop G