Intuitive Machines: To The Moon (Literally)

Leo Nelissen
09-20

Summary

  • Intuitive Machines (LUNR) landed a $4.82 billion NASA contract, highlighting its growth potential in the burgeoning lunar infrastructure market.
  • This significant deal positions LUNR as a key player in space exploration, with the potential to drive future revenue and market expansion.
  • However, LUNR remains unprofitable and speculative, making it a high-risk investment despite its promising space growth prospects and undervaluation.

David Trood

Introduction

I get flashbacks to 2021 whenever I hear someone say "To the moon!"

The market environment back then was truly crazy. Interest rates were at 0.25%, inflation was low, the Fed was doing QE, and people were getting stimulus checks.

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