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Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
Joined March 2020
699 Following    56.7K Followers
Firefly Aerospace $FLY was selected as an eligible vendor for NASA's CLPS 2 lunar delivery program, which has a $10B ceiling over 10 years. That ceiling is not a guaranteed award, so Firefly still has to win individual orders, but it arrives with the March 2025 Blue Ghost Mission 1 success behind it. It is scaling Blue Ghost lander and Elytra orbiter production in an expanded facility that can fit up to 12 spacecraft.
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