LUNR
Intuitive Machines, Inc. Class A Common Stock
stock NASDAQ

# Section I: The "Space & Speculative" Frontier
**Tickers:** ASTS, RKLB, LUNR, NBIS, RR, IREN
**Theme:** High Cash Burn, Massive Backlog Potential, Extreme Volatility.
|**Ticker**|**Price Target (Consensus)**|**Wall St. Sentiment**|**Green Flags**|**Red Flags**|**Backlog / Cash Burn**|
|:-|:-|:-|:-|:-|:-|
|**ASTS**|**$90 - $115**|**Bullish**|First material revenue ($14.7M); 63% gross margin; FirstNet partnership; "Moat" is distinct tech.|**Cash Burn:** \~$120M/qtr. Dilution risk if execution delays occur.|**Burn:** \~4 qtrs cash remaining. Need flawless execution on BlueBird deployment.|
|**RKLB**|**$85 - $100**|**Strong Buy**|Proven launch cadence (Electron); Neutron development on track; Diversified revenue (Space Systems).|Valuation is rich ($40B+ cap); Neutron delays could crush premium.|**Backlog:** Record highs. **Cash:** \~$800M. Closer to FCF+ than ASTS.|
|**LUNR**|**$18 - $25**|**Speculative Buy**|NASA CLPS wins; IM-1 success legacy; Positioned for Artemis infrastructure.|Lumpy revenue; heavily dependent on government contracts; high failure rate risk.|**Burn:** High. Dependent on milestone payments.|
|**NBIS**|**$126 - $164**|**Volatile Buy**|Huge cash pile ($2B+); GPU-as-a-Service demand; NVIDIA partner status.|**Halt History:** Former Yandex roots complicate sentiment. Mixed option flow (bearish ETFs launched).|**Capex Heavy:** Burning cash to build GPU clusters.|
|**RR**|**$0.30 - $1.00**|**Strong Sell**|None significant. "Sympathy play" on robotics hype.|**Dilution Trap:** Penny stock status; poor liquidity; negative margins; selling pressure.|**Burn:** Critical. High risk of insolvency or reverse split.|
|**IREN**|**$15 - $22**|**Buy**|Bitcoin mining efficiency + HPC/AI pivot; Renewable power access.|Bitcoin price volatility; regulatory risks on crypto mining.|**Capacity:** expanding exahash aggressively.Section I: The "Space & Speculative" FrontierTickers: ASTS, RKLB, LUNR, NBIS, RR, IRENTheme: High Cash Burn, Massive Backlog Potential, Extreme Volatility.Ticker Price Target (Consensus) Wall St. Sentiment Green Flags Red Flags Backlog / Cash BurnASTS $90 - $115 Bullish First material revenue ($14.7M); 63% gross margin; FirstNet partnership; "Moat" is distinct tech. Cash Burn: \~$120M/qtr. Dilution risk if execution delays occur. Burn: \~4 qtrs cash remaining. Need flawless execution on BlueBird deployment.RKLB $85 - $100 Strong Buy Proven launch cadence (Electron); Neutron development on track; Diversified revenue (Space Systems). Valuation is rich ($40B+ cap); Neutron delays could crush premium. Backlog: Record highs. Cash: \~$800M. Closer to FCF+ than ASTS.LUNR $18 - $25 Speculative Buy NASA CLPS wins; IM-1 success legacy; Positioned for Artemis infrastructure. Lumpy revenue; heavily dependent on government contracts; high failure rate risk. Burn: High. Dependent on milestone payments.NBIS $126 - $164 Volatile Buy Huge cash pile ($2B+); GPU-as-a-Service demand; NVIDIA partner status. Halt History: Former Yandex roots complicate sentiment. Mixed option flow (bearish ETFs launched). Capex Heavy: Burning cash to build GPU clusters.RR $0.30 - $1.00 Strong Sell None significant. "Sympathy play" on robotics hype. Dilution Trap: Penny stock status; poor liquidity; negative margins; selling pressure. Burn: Critical. High risk of insolvency or reverse split.IREN $15 - $22 Buy Bitcoin mining efficiency + HPC/AI pivot; Renewable power access. Bitcoin price volatility; regulatory risks on crypto mining. Capacity: expanding exahash aggressively.|

LUNR about to pamp

LUNR is more stable then GME? good one dude

That’s okay LUNR. You go up when you want.

I am still invested in a limited number of US stocks (e.g. LUNR & RDDT) but about 80% of my capital is now invested in European firms. Firms such as EnSilica, Invinity, Legal & General, Phoenix Holdings and SES A.S. Satellites and the Euro Stoxx 50 index for example.
The US political volatility and apparent corruption in my opinion as well as weakening USD are too great a risk for the majority of my capital.

ASTS literally hit ATH yesterday, LUNR hit a 12-month high, RDW 6-month high. They're volatile stocks lol, dunno what else you want.

I've been busy plowing snow for 4 days. I'm up big on ASTS and LUNR. Should I sell?

$$$LUNR 🚀🚀🚀

LUNR 30%, RDW 63%, PL 42%, MRNA 47%, PLTT -10% 
And guess where I put most of my new free cash in January? I bought PLTR near the top 🫣 ASTS is saving my portfolio. 

Too late for LUNR?

If LUNR gets me to 100K I’ll do something idk

LUNR to 25 tomorrow

Only dump on my port is SLDP and a tightly coiling LUNR thats about to go ballistic.

Goog, LUNR all the time. Then I switch around different thirds.

LUNR finally breaking out- Lambo here I come

LUNR woke me up w sensual head

Asts LUNR headed to the moon today

LUNR is on a Moon mission rn no Kap

LUNR market cap is like 3.5bn, that would be huge

SHORT SQUEEZE POSSIBLE! 25.14% short with 2.1 days to cover!
[https://www.marketbeat.com/stocks/NASDAQ/LUNR/short-interest/](https://www.marketbeat.com/stocks/NASDAQ/LUNR/short-interest/)