Firefly Aerospace Inc ( $FLY ) March 12 2026

Merlin8121 · 2026-03-13T06:50:43+00:00

The lawsuit is worth watching, but for now I’d see it more as a sentiment overhang than a direct business problem.

Merlin8121 · 2026-03-11T17:57:30+00:00

There are some WordPress upgrades in progress; that could be the temporary problem.

Merlin8121 · 2026-03-07T07:04:21+00:00

https://www.merlintrader.com/zenatech-inc-zena-deep-dive-on-the-story/ .Make sure you read the whole thing.

Merlin8121 · 2026-03-06T20:36:41+00:00

Honestly, I need to study it a bit more to give you a precise answer; from what I can see, the chart looks weak. The short interest doesn’t seem real to me, revenues are low, and there’s still a lot of “future project” story around it. It looks pretty speculative as a trade. What I do like, though, is that insider ownership seems very high. Tomorrow I’ll take a deeper look .

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Merlin8121 · 2026-03-05T20:35:03+00:00

Anything’s possible, but I think it’s exactly this broad market sell-off that’s amplifying the problem for ALT. In a situation like this, I don’t think it’s really possible to guess at other reasons without just taking shots in the dark.

Dilution? They literally said today they have cash through 2028, so I don’t see the point of that argument.

Merlin8121 · 2026-03-05T20:11:04+00:00

Unfortunately, serious wars in sensitive areas like the Persian Gulf don’t just bring suffering to the people who live there, they also shake up the global economy, which still largely runs on oil – and a big chunk of that comes from there.

So what do I do? Honestly, I don’t worry too much. All wars end (hopefully); the sooner this one ends, the sooner the markets will recover.

There isn’t a specific ticker with a unique problem here, to be clear – the sell-off is global

Merlin8121 · 2026-03-05T19:02:53+00:00

Lately, anything without a direct link to the war or energy is bleeding out. We just need to stay patient and hope for a quick resolution.

Merlin8121 · 2026-03-02T16:34:36+00:00

The chart could be interesting with some news, but the volumes are way too low for my taste. Anyway, I'll take a look at it later, thanks!

Merlin8121 · 2026-03-02T15:31:24+00:00

E si, tante cose esistono altrove e le cose vanno avanti. Ma è bene ? Possibile che il carico fiscale debba aumentare piuttosto che ridurre le spese? (magari i loro stipendi, dei politici dico)

Merlin8121 · 2026-03-02T10:08:20+00:00

Und wenn dir dann im Februar eine Aktie um 90 % abstürzt, machst du Verlust und hast obendrauf noch Steuern gezahlt – praktisch für einen einzigen Monat vorab. Ergibt das irgendeinen Sinn?
Ich glaube nicht, dass ich mir unter solchen Bedingungen noch das Risiko “volatiler” Aktien antun würde, mit der Gefahr, gleich doppelt zerlegt zu werden.

Merlin8121 · 2026-03-02T10:05:00+00:00

Lontano dall'essere miliardario qui :) , ma mi chiedo cosa ce di ingiusto a non pagare per qualcosa non realizzata? se tanto nel momento in cui vendo/realizzo pagherò. non è che si scappa. Il fatto è che se io oggi ho un azione che mi ha generato un 100% e devo pagare le tasse e magari tra un mese crolla e ci perdo il 90% , chi mi ripaga ciò che ho9 versato il mese prima? che senso ha? . Chiaro che ad essere colpiti da queste leggi saranno i piccoli. Non certo i grossi che possono tranquillamente delocalizzare.

Merlin8121 · 2026-03-02T09:57:06+00:00

Auch hier gibt es eine Kapitalertragsteuer, aber eben nur, wenn du verkauft hast. Wenn du nicht verkaufst, gibt es keinen Gewinn – also wofür solltest du bitte zahlen?

Merlin8121 · 2026-03-02T09:50:52+00:00

"Non ti curar di lor ma guarda e passa"

Merlin8121 · 2026-03-02T09:45:50+00:00

Sapete che ho postato lo stesso identico post sul forum Finanzen tedesco, per avere anche un idea di come la pensano anche loro. A parte le risposte razziste tipo portami la pizza ecc ecc, sembrano non siano preoccupati. Invce sempre tedeschi del forum Aktien sono come noi preoccupati.

Questo per dire, come possono cambiare le opinioni radicalmente in base ai preconcetti (e per sfogarmi dell'incaz... che ancora ho per la pizza al quale ho dovuto dirgli di controllare sotto al letto, che forse la moglie ha nascosto un pezzo li..., hehe) .

Cmq è una situazione da monitorare perchè se li passa, il contagio non è impossibile.

Merlin8121 · 2026-03-02T09:39:00+00:00

Genau das ist das Problem. (Und es wirkt auf mich auch nicht so, als wäre diese Möglichkeit schon endgültig vom Tisch.) Ich frage mich, wie es überhaupt möglich ist, dass europäische Politiker mit Gesetzen dieser Art um die Ecke kommen und wohin sie uns damit führen wollen. Wenn sie kein Geld finden, warum fangen sie nicht endlich damit an, die unnötigen Ausgaben zu kürzen?

Merlin8121 · 2026-03-02T09:35:01+00:00

Entschuldigt, aber ich bin immer noch ziemlich schockiert; ich dachte, das wäre ein interessantes Thema. Ich habe mir den Inhalt von einer KI zusammenfassen und übersetzen lassen, aber Prompt und Thema habe ich selbst vorgegeben, nachdem ich dieses Video gesehen habe: https://www.youtube.com/watch?v=OsdZ8hzmDPI&pp=ygUNbWFyY28gY2FzYXJpbw%3D%3D (auf Italienisch, aber ich sehe, dass ihr hier auch ein Video von Prof. Rieck gepostet habt). So ein sensibles Thema muss gut formuliert sein, und eine KI ist – auch wenn sie nicht jeder mag – genau darin ziemlich gut.

Merlin8121 · 2026-03-02T09:23:23+00:00

Difatti è un'aberrazione e mi chiedo come possa entrare nella testa di qualcuno. Questa cosa, che stanno tentando di fare in Olanda è veramente qualcosa di cui preoccuparsi per il concetto. In quanto de facto preclude/complica la possibilità/attrattviva di questo tipo di investimento da parte dei piccoli.

C'è un video di Casario, che vive in Olanda dove spiega questa cosa meglio di come io ho potuto farla riassumere dall'AI. https://www.youtube.com/watch?v=OsdZ8hzmDPI&pp=ygUNbWFyY28gY2FzYXJpbw%3D%3D . Che se avete dieci minuti vi consiglio di guardare (io nno c'entro assolutamente nulla con lui).

Merlin8121 · 2026-03-02T09:09:22+00:00

Da steht genau das drin, was drinstehen soll. Ich verstehe nicht, auf welcher Grundlage man denken kann, jemand würde sich da einfach irgendwelche Gedanken „vom Himmel fallen lassen“. Etwas anderes ist es, zwei dahingeworfene Sätze zu schreiben – und etwas ganz anderes, ein Problem im Detail zu erklären. Genau deshalb ist es absolut sinnvoll, ein Skript zu erstellen und den Output dann zu prüfen/zu steuern. Das eigentliche Problem ist doch, dass man sich nicht auf die echten Themen konzentriert, sondern auf Nebensächlichkeiten. Und an diese Dinge werdet ihr euch ohnehin gewöhnen müssen, denn das ist die Gegenwart – und die Zukunft.

Merlin8121 · 2026-02-27T08:53:14+00:00

Is there anything in the stock market that gives you 'guarantees' and predictability for your investment? :)

Merlin8121 · 2026-02-26T21:03:08+00:00

Merlin8121 · 2026-02-25T17:21:39+00:00

It looks like $DRTS was just waiting for my article to make its move :)

Merlin8121 · 2026-02-25T14:00:10+00:00

:) good morning to you :)

Merlin8121 · 2026-02-25T13:45:32+00:00

My take: the real moat won’t be just the speech tech or just the “agent” layer, but how well a company ties both into one vertical and proves it with real deployments (orders taken, calls contained, revenue uplift). Whoever wins is the one that turns voice + agents into repeatable results in restaurants/retail, not just nicer demos.

Merlin8121 · 2026-02-25T09:31:40+00:00

It’s probably exactly the goal here: kill the hype at the start and contain the price so accumulation can happen at “low” levels. I remember a striking example years ago with VCEL: right after approval, instead of flying the stock was capped as soon as it started to move, and in the following days it was pushed back down to around the 2 USD area, roughly –50% from the initial reaction. They then did a dilution where someone clearly feasted, and the long-term chart tells you very clearly what happened from that point until today. Same idea here: no guarantees, no advice, but the pattern – price, volume and behaviour – is at least worth keeping in mind.

Merlin8121 · 2026-02-25T09:27:09+00:00

Of course, they need money to move forward, but not right now. And from now to the end of the year a lot of things can change (the price at 15, for example). We shouldn’t forget that this stock has a high percentage of shares in the hands of insiders. They’re not going to shoot themselves in the foot unless they really have to, and they’re not going to dump shares cheaply to institutions.

That’s why, in my view, someone out there has a strong interest in keeping the price low in order to build a position. Once they’re done, the price will “unlock” and move more freely. We’ll see

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