Intuitive Machines is very cheap for its growth prospects, with 2027 revenue set to exceed $1 billion, closer to $1.1 billion. It should start breaking even in 2026 and be slightly profitable in 2027, a massive improvement from 2025. Investors now see an unprofitable, cash-hungry company, but once that changes, the window to buy it this cheaply will start to close. x.com 

Intuitive Machines is a home-run pick backed by in-depth research shared with subscribers just over a week earlier. x.com 

Intuitive Machines is mispriced, back at about 2x sales while EBITDA positive. The stock went from $15 to $45 and back to $15 in six months, though the only real developments were an equity raise and one missed NASA opportunity. x.com 

Intuitive Machines looks like a good opportunity after a 73% drop in two months brought its valuation within reach. The selloff looks like space stocks broadly being sold to make room for the big June IPO rather than anything company-specific. Since its IPO, the stock has twice run up and then fallen about 76%, each time finding support at the prior run's base, and it has now found support at that level again. Anything can happen. x.com 

Intuitive Machines is becoming the FedEx of the Moon, a lunar infrastructure company quietly turning into a defense contractor. NASA awarded it $180.4 million to deliver seven payloads to the lunar South Pole by 2030, and its $800 million Lanteris deal shifts the mix to about 40% commercial, 40% civil and 20% national security. It guides to $900 million-$1 billion of 2026 revenue, nearly 5x 2025, two-thirds already contracted. At over $5 billion, it will be volatile as the SpaceX IPO looms. … Show more

Artemis should be a huge driver of Intuitive Machines' growth over the next five years, and at a $2B market cap it feels like early Rocket Lab at $2B. Per Stifel, which upgraded it to Buy, backlog jumped $707M to $1.76B on a 4.5x book-to-bill, led by a $600M+ commercial GEO satellite award. Q2 revenue rose 310% to $206M, and FY26 guidance of $900M-$1B with positive EBITDA was reaffirmed. x.com 

Spire Global is a pure data-as-a-service business built on radio-frequency data that cannot be captured from the ground, yet still trades at an attractive forward P/S of about 8.5x. Selling its maritime unit to Kpler for $233.5M let it retire all debt. Soil-moisture data and feeds for Nvidia's Earth-2 weather models add recurring revenue. FY2026 guidance implies 41-61% organic growth, with adjusted EBITDA breakeven targeted for Q4 2026. The $70M placement that cut the stock 20% de-risks it. … Show more

Voyager Technologies is a space company in the right sector at the right time, with a growing, mostly government backlog of $275M. Revenue is very small against its $2B market cap and the company burns cash, but $429M of cash against a $67M quarterly burn implies 2-3 years of runway before it would urgently need to raise capital. It was not a favorite in earlier space research, but the stock is breaking out of a wedge that looks good to the mid-$40s as a swing trade. x.com