A lot of commentary is about how this is all about the rare earth metals. I don't actually think that's right. I mean, yes, it has a value, but let's remember that there are rare earth metals all over the place.It's the refining that's the issue. And Greenland is not going to be excited about having the toxic refining process happen here. So, what are the bigger issues.I say number one, a space race. And we have to remember to do the space race you need ground station links to satellites. The most effective ...

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 ...