Theme · Space Bucket A · Tier A Conviction · MEDIUM

Firefly Aerospace

NASDAQ:FLY

Structural picks-and-shovel position in the AI Semis supply chain. Tier A conviction with research from Space.

★ Open deep dive View in TradingView ↗ ← Back to AI Semis

Today's technical signal Scan · 24 May · multi-region close

Hold

RSI 1468.9

MACD Hist+0.82

Vol Ratio—

2×ATR Stop—

EMA Cloud—

$49.50 +15.49% Last scan 24 May

Two-Layer Verdict

Structural

BUY · structural picks-and-shovel position in the AI / Physical AI supply chain.

Tactical

HOLD.

→ Hold core position. Re-add at 34/50 EMA on any meaningful pullback.

Live price

$49.50

+15.49%

Theme

Space

—

Conviction

MEDIUM

Tier A

RSI 14

68.9

—

% return

—

Not held

2×ATR stop

—

Tactical stop

★ Deep dive · Space · Tier A

The full 10-section Photoncap on Firefly Aerospace.

What it physically does · the financial print · customer mix · competitive context · terminal risk · bull case · gap/bear case · optionality · the trade. ~2,071 words. Source: Space.

2,071 words Tier A Space

★ Read full deep dive ⌥ Download institutional PDF

— Live chart · TradingView · Candlestick · 50/200 EMA + Volume —

● Live · NASDAQ:FLY

03 · 04—Top-level analysis

What FLY physically does — preview.

One-paragraph version of the Photoncap deep dive. Read the full essay for the complete treatment.

From Space

The thesis — preview.

**Vertically-integrated launch + lunar-lander + responsive-space — the post-IPO catch-up to Rocket Lab if MLV hits 2026-2027 milestones.** *Investment Research · Photoncap-style deep dive · Bucket B · 2026-05-22*…

Read the full essay →

★ Tier

Tier A. Highest conviction — buyable now subject to risk hygiene.

Source attribution

Space · 2,071 words. Institutional PDF available.