David G. (@DavidCG1111) header
David G. (@DavidCG1111) profile picture
Joined April 2013
Photo by David G. (@DavidCG1111)Photo by David G. (@DavidCG1111)Photo by David G. (@DavidCG1111)Photo by David G. (@DavidCG1111)Photo by David G. (@DavidCG1111)Photo by David G. (@DavidCG1111)Photo by David G. (@DavidCG1111)Photo by David G. (@DavidCG1111)Photo by David G. (@DavidCG1111)
Let the good times roll...to the Moon! Firefly was selected as a vendor for NASA's $10 billion Commercial Lunar Payload Services 2 initiative, enabling us to bid on larger, more complex lunar missions in support of the agency's Moon Base program. In this next phase, we’ll scale up our flight-proven Blue Ghost lander to deliver heavier cargo and science payloads to the Moon, a big step towards reaching the common goal of establishing a permanent presence on the lunar surface. We’re excited to continue working alongside @NASA for the next era of lunar exploration. fireflyspace.com/news/firefl…
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Let's win all these moon contracts Firefly Aerospace $FLY !
BREAKING: Trump’s administration is considering a plan to deploy five satellites around the Moon by 2029 to monitor activity in lunar space.
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BREAKING: Trump’s administration is considering a plan to deploy five satellites around the Moon by 2029 to monitor activity in lunar space.
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Has anyone considered for a moment that $ASTS looked at Firefly Aerospace $FLY med-lift engines and ALSO $RKLB med-lift engines, and went with $FLY? If true, shouldn't that worry $RKLB shareholders? That's a question I'd ask $ASTS CEO. Because he's going to want the most reliable
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David G. retweeted
🚨 WOW! DANA WHITE offered the role of WHITE HOUSE PRESS SECRETARY by President Trump 🔥🔥🔥 "I am pleased to announce that the Great Dana White, a violent Fighter and Warrior, has been offered the job of Press Secretary of the United States. I have requested that he bring with him assistants, even though some are not from our Country, of Islam Makhachev, Khabib Nurmagomedov, Justin Gaethje, Daniel Cormier, Amanda Nunes, and Kayla Harris." "We need these people to defend us against the Lunatic Left. Dana will be a Press Secretary like none other. Dana, please take the job! President DONALD J. TRUMP" Cue the meltdowns. The day after Stephen Miller is appointed COS! I did NOT see this coming!
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JUST IN: The U.S. Space Force is considering a new military role for satellites operating unusually close to Earth, including the ability to rapidly replace spacecraft following nuclear attacks or major orbital debris events. Space Force Deputy Chief Science Officer Gillian Bussey warned that China gaining this capability before the U.S. could create an unacceptable strategic imbalance. The military is also evaluating VLEO satellites for higher-resolution surveillance, faster communications and potential Golden Dome applications.
BREAKING: DARPA has awarded Redwire $RDW a $20 million contract to advance experimental military satellites designed to operate unusually close to Earth. The newly disclosed award will fund testing of a scaled version of Redwire’s SabreSat spacecraft ahead of a demonstration in very low Earth orbit, or VLEO. The Pentagon is exploring air-breathing electric propulsion, which would allow future satellites to collect atmospheric gases and use them as propellant to counter the drag encountered at extremely low orbital altitudes. The technology could enable military satellites to operate roughly 90–250 kilometers above Earth, potentially delivering sharper surveillance imagery and lower-latency communications. The new funding follows a separate $44 million DARPA contract awarded to Redwire in November 2025 for its Otter demonstration program.
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Texas Governor-elect Gina Hinojosa seeks to pause state land sales to Elon Musk.
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David G. retweeted
Interesting
BREAKING: Google’s parent Alphabet added another 3.85 million shares of SpaceX in Q3, its latest SEC filing shows. Alphabet held 555 million shares worth $83.7 billion as of Sept. 30. SpaceX alone made up nearly 95% of its reported stock portfolio. Google first put $900 million into SpaceX in January 2015. By the end of Q3, the stake was worth about 93 times Google’s original investment.
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Washington State MOUNT ST. HELENS Nov. 6, 2026 The video starts with an unseasonably clear view of Mount St. Helens with a fresh coat of snow, then pans to the east and zooms in on several mountain goats standing on the roof of the Johnston Ridge Observatory. Credit: H. Weiss-Racine USGS --- Note: I live 45 minutes by car due West from Mount St. Helens. Post by USGS Volcanoes + WATCH:
Come for the view, stay for the goats... Since the SR 504 bridge was destroyed by a landslide in May of 2023, the U.S. Forest Service Johnstone Ridge Observatory (JRO) at Mount St. Helens has been inaccessible to vehicles. Although people can access the area by hiking trail, no drive-up access has resulted in very low human visitation. But, mountain goats are another story. The 1980 eruption killed the few resident mountain goats around Mount St. Helens. However, 46 years later, the blasted rocky hillsides are full of shrubs and wildflowers, creating the perfect mountain goat habitat, and the population is thriving. Scientists were recently up at JRO and were startled to see five goats watching them from the roof of the building. Don't worry, mountain goats are very good at balancing on high ledges. Cascades Volcano Observatory Weekly Update for November 6, 2026: All Cascade volcanoes were at normal background levels of activity for the last week. Over the past week, small earthquakes were detected at Mount Rainier, Mount St. Helens, and Three Sisters. Field crews performed maintenance at Mount St. Helens. 📹: The video starts with an unseasonably clear view of Mount St. Helens with a fresh coat of snow, then pans to the east and zooms in on several mountain goats standing on the roof of the Johnston Ridge Observatory. Credit: H. Weiss-Racine USGS
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David G. retweeted
The Tesla Cybertruck order backlog is currently far more than we can make before dismantling the line for Cybercab expansion around June/July next year. We will add an extra shift to try to get all orders done in time.
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This Friday will be historic, the first @SpaceX Starship catch attempt! 🚀 I’ll be going to Starbase with some of the @Starcloud_ team. Come! This is a good one if you ever wanted to see a Starship launch (and catch!)
Starship is preparing for catch Flight 15 is targeting to launch as early as Friday, November 13, pending regulatory approval → spacex.com/launches/starship…
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David G. retweeted
Wallops Update for Nov 7 At LC-3 the thrust structure that was delivered last week with Neutrons’ second stage is on the launch pad for umbilical and fluid checkout. This is the first time a piece of flight hardware is sitting on the launch pad. The structure still has the covering that protected it during shipping on. But the umbilicals are definitely connected to the launch pad. The second stage test stand now has some shielding covering some of the sides. Once testing with the thrush structure is complete the stand and the second stage will be placed on the pad for a static firing. Over at Pad 0A two new and taller lighting towers have been installed. The taller towers were needed to accommodate Antares 300 and Eclipse’s taller height than the Antares 200. No visible work is being done at LC-2. 📸: me for @LaunchHeavenX $RKLB @NASAWallops
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David G. retweeted
I'm am sure most $ASTS shareholders are unaware that the engines they just bought from Firefly Aerospace $FLY will also be used on Northrop Grumman $NOC (PRIME Defense contractor) Antares 330 rockets at Wallops. northropgrumman.com/what-we-…
Wallops Update for Nov 7 At LC-3 the thrust structure that was delivered last week with Neutrons’ second stage is on the launch pad for umbilical and fluid checkout. This is the first time a piece of flight hardware is sitting on the launch pad. The structure still has the covering that protected it during shipping on. But the umbilicals are definitely connected to the launch pad. The second stage test stand now has some shielding covering some of the sides. Once testing with the thrush structure is complete the stand and the second stage will be placed on the pad for a static firing. Over at Pad 0A two new and taller lighting towers have been installed. The taller towers were needed to accommodate Antares 300 and Eclipse’s taller height than the Antares 200. No visible work is being done at LC-2. 📸: me for @LaunchHeavenX $RKLB @NASAWallops
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I'm am sure most $ASTS shareholders are unaware that the engines they just bought from Firefly Aerospace $FLY will also be used on Northrop Grumman $NOC (PRIME Defense contractor) Antares 330 rockets at Wallops. northropgrumman.com/what-we-…
Wallops Update for Nov 7 At LC-3 the thrust structure that was delivered last week with Neutrons’ second stage is on the launch pad for umbilical and fluid checkout. This is the first time a piece of flight hardware is sitting on the launch pad. The structure still has the covering that protected it during shipping on. But the umbilicals are definitely connected to the launch pad. The second stage test stand now has some shielding covering some of the sides. Once testing with the thrush structure is complete the stand and the second stage will be placed on the pad for a static firing. Over at Pad 0A two new and taller lighting towers have been installed. The taller towers were needed to accommodate Antares 300 and Eclipse’s taller height than the Antares 200. No visible work is being done at LC-2. 📸: me for @LaunchHeavenX $RKLB @NASAWallops
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David G. retweeted
Fate does love irony, so perhaps the unluckiest day will actually be the luckiest 🍀
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You know some form of "How many more licensee deals with other companies for your rocket engines can you see near term? What is the demand like for these types of deals?" All the CEO has to say is "we are talking to MULTIPLE companies about the same sort of licensing deals": $FLY
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🚨 LAKE POWELL IS UP ANOTHER FOOT! THIS IS GETTING INCREDIBLE! Lake Powell continues to make one of the most remarkable late-season recoveries we’ve seen in years. And the numbers keep getting more impressive. Here’s where things stand: 💧 Up 1 FOOT in just 24 hours! 💧 Up 21.5 FEET since its low in mid-September! 💧 Up 13 FEET in the past two weeks! 💧 Inflow: 40,740 cubic feet per second 💧 Outflow: 6,608 cubic feet per second That last comparison is especially important. Right now, water is entering Lake Powell at more than SIX TIMES the rate it’s leaving. That’s a net inflow of roughly 34,100 cubic feet per second, or approximately 2.2 BILLION gallons of water per day, based on those reported flow rates. And here’s what makes this so extraordinary. THIS IS HAPPENING IN NOVEMBER! Lake Powell typically experiences its biggest increases during spring and early summer as mountain snowpack melts across the Colorado River Basin. By fall, water levels are usually declining. But this year, historic October rainfall and flooding across southeastern Utah and the San Juan River watershed have completely changed that pattern. Massive amounts of runoff have been moving downstream into Lake Powell, producing an unusually sharp rise at a time of year when we’d normally expect the opposite. And while Flaming Gorge Reservoir has been releasing water downstream for months, those releases account for only about 7% of the recent rise, based on earlier estimates. The overwhelming majority is tied to the extraordinary rainfall and runoff. Now, some important perspective. Lake Powell is currently at 3,538.11 feet in elevation and just 27.15% full. It’s still nearly 162 feet below full pool and remains about 7 feet lower than this time last year. So no, this doesn’t mean the Colorado River’s long-term water challenges are over. Not even close. But a 21.5-foot recovery since September is significant, especially considering the timing. What’s happening right now is a powerful reminder of how quickly extreme precipitation can change the water balance of a major reservoir. And with river flows still running around 190% of average, this remarkable November rise may not be finished. I’ve been tracking Lake Powell closely, and this is one of the most fascinating late-season water-level surges I’ve followed.
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David G. retweeted
$FLY was better than $RKLB. I said it months ago. Nobody listened. Instead, the $RKLB bulls got drunk on their own arrogance. @Jason_Lil_Kim is about to let the scoreboard do the talking. 👊🏻 And this is only the beginning. Pride comes before the fall.🔥 Good luck, boys.😁
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$FLY may have just made the deal of a lifetime. The roughly $400M in $ASTS shares they’re set to receive could be worth well over $1B a year from now, and potentially $5B over the long term, if my ASTS thesis plays out. For perspective, Firefly’s entire market cap at yesterday’s close was around $3B. This market crash may end up being a blessing for them. -RM
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