Core Viewpoint - Intuitive Machines (LUNR) shares surged nearly 38% following President Trump's executive orders aimed at enhancing U.S. space exploration and defense, aligning with the company's business model focused on lunar missions and infrastructure [1][4]. Company Performance - Despite the recent surge, Intuitive Machines stock is down approximately 35% from its year-to-date high [2]. - KeyBanc initiated coverage on LUNR with an "Overweight" rating and a price target of $20, suggesting a potential upside of 34% from current levels, supported by a pro-forma backlog of nearly $1 billion [5]. Industry Context - The U.S. Senate's appointment of Jared Isaacman as NASA administrator indicates a commercial-first approach, which may benefit specialized contractors like Intuitive Machines [3]. - Government-backed missions are expected to create long-term demand for LUNR's services, enhancing revenue visibility and investor confidence [4]. Strategic Developments - Intuitive Machines announced plans to acquire Lanteris, which will provide satellite manufacturing capabilities and open new growth avenues in the data and defense market [6]. - The consensus rating for Intuitive Machines shares is currently "Strong Buy," indicating positive sentiment among analysts [7].

Geopolitical Implications - Losing the race back to the Moon against China will have massive geopolitical ramifications for America [1] - Apollo was America's greatest scientific and cultural achievement [1] Technological Advancement - The anti-tech radicals across the political spectrum will regret their anti-Elon stance when the current endeavor succeeds [1]

On “Checks and Balance” this week:🎧Which country has nuclear weapons and what threats do they pose, with @nktpnd🎧Looking back at the space race🎧A trip underground to a nuclear launch facility, with @AntonLaGuardia https://t.co/rvAbkBT5WF ...