William Allan

Logistics Engineer. Investor. East Coast. Buy American. You know the ole saying… If you can’t beat em’…… I will.. MA/CT 🇺🇸

[Wall Street Conqueror @WallStConqueror]

FIREFLY AEROSPACE $FLY ’S BIGGEST CATALYST IN 2026 IS BLUE GHOST MISSION 2

Blue Ghost Mission 2 will be the first American and first commercial soft landing on the Moon’s dark side. No U.S. government or commercial company has ever landed in this region before. China, on the other hand, is the only country that has achieved landings on the far side with its Chang’e-4 (2019) and Chang’e-6 (2024) missions.

Firefly Aerospace $FLY has already earned the title of the first and only company to successfully perform a commercial Moon landing with Blue Ghost Mission 1. If it successfully executes Mission 2 on the Moon’s dark side, this will no longer be a lucky success and will prove that the company has a repeatable capability.

Mission 2’s success strengthens the trust in Firefly at NASA. This also increases the company’s chance of winning new missions and, as a result, enables it to generate more revenue from NASA.

The main reason for the significant increase in Mission 2’s success probability compared to Mission 1 is the real flight and landing data obtained from the fully successful soft landing of Blue Ghost Mission 1. Since no commercial company had previously achieved a successful soft landing on the Moon, data of this quality did not exist. There is a significant difference between the data obtained from unsuccessful landings and the data collected from a stable, upright, and long-duration operational landing.

Firefly proved with Mission 1 that it could perform a stable commercial lunar landing. The lander collected approximately 119 GB of data and provided high-quality real-world data on landing dynamics, lunar dust behavior, propulsion system performance, thermal conditions (especially temperature fluctuations at the crater edge), and surface operations. This data and the lessons learned from the mission were directly integrated into Mission 2’s design, software, thermal models, and operational procedures.

Firefly is implementing the improvements gained from Mission 1 while preserving the same proven lander architecture (low center of gravity, wide landing legs, and squat structure). The separation tests conducted for Elytra to release the Lunar Pathfinder satellite have been completed, and the full-stack structural qualification tests (vibration and acoustic tests) performed at JPL were successfully concluded. Elytra-Blue Ghost end-to-end communication tests are continuing as planned.

Although a far-side landing is more challenging, the Elytra orbiter solves this problem by serving as a communication relay in lunar orbit. This enables long-term (multi-year) operations of scientific payloads such as the Blue Ghost lander and LuSEE-Night.

In conclusion, Firefly has strengthened Mission 2 with the data and experience gained from Mission 1. Thanks to its proven architecture and Elytra’s communication relay capability, the success probability for the far-side landing has significantly increased. Blue Ghost Mission 2 represents a very important step for commercial lunar exploration.

This is not financial advice.

[unusual_whales @unusual_whales]

BREAKING: Trump says Iran peace deal to be signed Sunday

[CK Capital @CKCapitalxx]

$KEEL has a realistic path to a 10x, and it is simpler than people think. It all comes down to leasing the power they already control.

Here is the math that gets you there.

KEEL controls a 2.2 gigawatt pipeline across Pennsylvania, Washington, and Quebec, with grid interconnections already in place.

That power is the entire asset. The whole business model is turning secured megawatts into signed leases that throw off long term recurring revenue.

Start with what a lease is actually worth. AI data center colocation runs roughly $150 to $200 per kilowatt per month. Take the three leases the CEO has committed to signing by year end. Panther Creek at 350MW, Sharon at 110MW, and Moses Lake at 18MW.

That is roughly 478MW of near term capacity. Leased out, that alone is somewhere in the range of $850 million to $1.1 billion in annual recurring revenue. On a company with a current market cap a fraction of that.

Now extend it to the full pipeline. 2.2 gigawatts fully leased at those same rates is north of $4 billion in annual recurring revenue. Data center operators with contracted hyperscaler revenue trade at 6 to 7 times sales.

Put a conservative multiple on $4 billion in recurring revenue and you land around a $30 billion company. From where this trades today, that is the 10x.

And here is why the path is simple, not complicated. KEEL does not need to invent anything.

They do not need a new product. They do not need to win a technology race. They already own the power. They already have the interconnections.

They just need to sign the leases, and the CEO has told the market the priority for this year is signing three of them.

Every lease that gets signed converts speculative power into contracted cash flow and re rates the entire pipeline behind it.

We saw $DGXX do exactly this with Cerebras. The first signed hyperscaler lease changes the whole story overnight.

Secured power. Grid connections in place. Three leases targeted this year. A 2.2 gigawatt pipeline behind it.

The path to a $30 billion company runs straight through those signatures. And they are coming.

[Wall Street Conqueror @WallStConqueror]

Jim Simons:

“Do something original. Don’t run with the pack.”

Warren Buffett:

“Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can’t buy what is popular and do well.”

Bernard Baruch:

“Never follow the crowd.”

Howard Marks:

“In order to get into the top of the performance distribution, you have to escape from the crowd.”

John Templeton:

“If you want to have a better performance than the crowd, you must do things differently from the crowd.”

Charlie Munger:

“Mimicking the herd invites regression to the mean.”

Peter Lynch:

“The true contrarian waits for things to cool down and buys stocks that nobody cares about.”

Seth Klarman:

“It is always easiest to run with the herd; at times, it can take a deep reservoir of courage and conviction to stand apart from it. Yet distancing yourself from the crowd is an essential component of long-term investment success.”

$FLY is very undervalued. I’m bullish on Firefly Aerospace $FLY. I’m not following the crowd.

$SPCX $FLY $RKLB $NASA $RDW $ASTS $LUNR $PL $BKSY $SPIR

This is not financial advice.

[William Allan @Z06William]

@NFL_DovKleiman Good. That’s a great man.

[McNallie Money @McnallieM]

👀👀👀 $WULF $CIFR $WYFI $HUT

[McNallie Money @McnallieM]

You don’t want to miss this week’s edition of the @power_analys1s Newsletter!!! 👀👀👀 $KEEL $HUT $CIFR $SLNH $FUFU $APLD

https://t.co/PnPtEvBvkR

[Lân @MindfulDataPath]

$KEEL $NBIS

@McnallieM

[William Allan @Z06William]

@EndWokeness You’ve been doing that for a few decades now……

[William Allan @Z06William]

@staceyrue1 @AnthonyCumia Exactly!!!! He’s just an opportunist punk.

[Atlas International @zuoxiaoshun2025]

Spot on analysis. The market is still pricing $FLY as a risky launch startup, completely blind to the SciTec acquisition and its entry into the elite missile defense club. A software-margin engine wrapped in a rocket shell is the real mispricing here. Great write-up!

[William Allan @Z06William]

@TheRaven39 @AnthonyCumia Even worse. He knows they are non-violent people.

[William Allan @Z06William]

@EndWokeness I’m gonna go out on a limb and say this guy is a racist. Just maybe.

[Ben Gagnon @hashoveride]

So proud of this team. We went into this raise from a position of strength and came out with even more flexibility to invest in what is next for Keel.

Credit to the entire $KEEL Crew for the work behind it.

Had to push back media until we officially closed. Will get a quick interview scheduled over the next few days.

[QThestorm @17QStorm]

BREAKING: Marco Rubio just said the quiet part out loud.

Americans work 40+ years…

Pay taxes.
Follow the rules.
Build the country.

Then retire on $800, $900, maybe $1,000 a month.

Meanwhile, new arrivals can allegedly receive more support from the same system they never paid into.

Read that again.

The people who built America are being pushed to the back of the line.

This is not compassion.
This is a government priority problem.
America First was never just a slogan.
It was a warning.

Who comes first?

The taxpayer… or the system?

[Bryan Invests @Bryan_Investing]

🚨 BREAKING: $CIFR Announces $AMZN AWS is the official tenant for their Stingray data center project.

This 15-year deal locks in $2 billion of contracted revenue, with lease payments ranging from $2B to $5.7B

Key highlights:
• 70 MW critical IT load
• Triple net lease structure
• 100% NOI margins
• Targeted start date: April 2027 date

Loading up 📈??

[Firefly Aerospace @FireflySpace]

End-to-end communications testing is well underway for Blue Ghost Mission 2. This testing confirms our Elytra orbiter can link with Blue Ghost on the Moon’s far side and act as a backup communications relay for @NASA's LuSEE-Night - enabling up to two years of surface operations where there’s no direct line of sight to Earth. https://t.co/sslH27Q4e3

[William Allan @Z06William]

@CaesarCapitalz So true. So true.

[Space Investor @SpaceInvestor_D]

$FLY: MoonFall is one of the most fascinating lunar missions on the horizon.

On May 26, Firefly was awarded a $75 million subcontract from NASA’s Jet Propulsion Laboratory (JPL) to deliver four drones to the Moon’s south pole in support of the agency’s MoonFall mission, targeted to launch no earlier than 2028.

Built on the legacy of NASA's Ingenuity Mars Helicopter, a fleet of drones will be delivered to the Moon by Firefly's Elytra spacecraft, then deployed ~50 km above the lunar south pole.

The drones will perform multiple propulsive hops across the surface, exploring permanently shadowed regions, mapping terrain, identifying resources such as water ice, and scouting future landing sites for Artemis missions.

After their final flights, survive-the-night payloads will continue operating for months, helping establish a sustained U.S. presence at the lunar south pole.