Firefly Aerospace — rockets and lunar landers
“Overall I'm up a lot. I was just referring to this past month where many of my gains like $NBIS were wiped out. I'm below cost average right now on $NBIS in the $90s, which was surprising. $META was $640 cost average on recent calls but I'm down 6 figures on that position since I did option calls. But I bought stuff like $BTC at $3k, $RKLB around $14 and $HOOD at $20. On $FLY as I said befo…” post →
| Date | Tweet |
|---|---|
| 2025-11-23 | Overall I'm up a lot. I was just referring to this past month where many of my gains like $NBIS were wiped out. I'm below cost average right now on $NBIS in the $90s, which was surprising. $META was $640 cost average on recent calls but I'm down 6 figures on that position since I did option calls… → · 5 likes · 622 views |
| 2025-10-18 | I wrote about it earlier but a TLDR was $FLY was working with Northrop on reuable medium lift and having $NOC co-developing it would reduce any execution risk. NOC had working expendable medium-lifts already before Russia-Ukraine war and their supply chain fell apart. NOC + Fly = Working medium lif… → · 8 likes · 1,576 views |
| 2025-10-18 | Weekend Reflections ☁️ I just wanted to post every position I'm down on this year + lessons learned. ___ 1. $ETOR - ($62 → $38.6, DCA $48, -19.58%) 2. $VIRT - (~$38 → $33, -45%) 3. $SNAP - ($8.2 → $7.69, -6.2%) (new) 4. $SG - ($8.2 → $7.32, -10.73%) 5. $GRRR - ($20.5 → $16.99, -17.12%) 6. $FL… → · 80 likes · 38,240 views |
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