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 

Space stocks look extremely oversold against a strengthening policy narrative, leaving the rubber band very stretched. The median space stock is 52.5% below its all-time high and 51.5% below its 52-week high. Meanwhile, the White House spent the weekend promoting the Space Force and set a policy target of 1,000 launches a year by 2030. The gap between narrative and price has rarely been this wide. x.com 

Space demand remains strong, but setups are uneven. Commercial and government demand is accelerating, making space strategic for decades. Voyager and Redwire have very strong setups, though a Redwire retest is worth waiting for; Rocket Lab reclaimed its two-year trendline after great earnings but must still confirm. AST SpaceMobile failed to reclaim its weekly 50-period average despite great earnings and now faces it as resistance, a poor risk/reward; Firefly and Intuitive Machines look bad. … Show more

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 could very likely reach a $10B market cap within three to five years if its Near Space Network succeeds. Much depends on the Near Space Network and its lunar build. x.com 

Rocket Lab, AST SpaceMobile and Intuitive Machines are priced as if they had already colonized the solar system, so they look headed one way once the hype rally ends. Together they carry an $82 billion market cap on $883 million of revenue and no profits, while burning cash heavily. Reusable rockets are a cost-reduction story rather than a giant leap. Their long-term potential may be real, but that future is 20-30 years out and does not justify today's valuations. x.com  x.com  x.com  x.com  x.com  … Show more

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 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

Space stocks remain a long as the trend holds, with another day of strong gains across the sector. Lesser-known smaller names have powerful backers as shareholders; Alphabet, for example, stands behind Planet Labs and AST SpaceMobile. x.com  x.com 

Ten listed companies span every layer of a space economy projected to nearly triple to $1.8 trillion by 2035. Rocket Lab has a $2.2B backlog, with Neutron its next catalyst and biggest execution bet. Firefly guides to $420-450M and won Golden Dome work. Iridium is the steady cash-flow name. Redwire, Intuitive Machines, Voyager and Planet Labs carry large backlogs, Satellogic hit positive operating cash flow, and Spire's defense pivot is the catalyst to watch. AST SpaceMobile is FCC-approved. … Show more