LUNR

Intuitive Machines, Inc.SPACE

Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.

Current Price

$24.41

Market Cap

N/A

Scanner Status

Noisepolicy-driven, not technical

Status

VerifiedTIER_1_14DCONTRACT

Winner Score

88 /100

Policy-catalyst strength, 0–100

Investment Thesis

Space Force awarded a massive $1.8B object tracking contract to fourteen vendors.

This signals a successful pivot from lunar exploration to high-demand defense infrastructure.

Despite recent momentum, the defense revenue stream fundamentally re-rates the company's valuation.

LUNR offers the best asymmetric setup due to a massive $1.8B Space Force contract that fundamentally shifts its revenue profile from speculative lunar exploration to sticky DoD space domain awareness. While the stock has run up recently, the sheer size of the catalyst and the strategic pivot justify the momentum in a Risk-On regime.

Policy Rationale

The $1.8B Andromeda program contract demonstrates a clear DoD policy shift toward decentralized, maneuverable space domain awareness, directly benefiting LUNR.

Technical Setup

Trading just 4.4% below its 52-week high, LUNR exhibits strong momentum perfectly suited for the current Risk-On market regime.

Key Risks

–Execution risk on new defense contracts

–High momentum leaves it vulnerable to broader market pullbacks

Competitive Field — considered, not selected

FLR

The energy contract lacks a specific dollar value and the overall score is significantly lower.

WBS

The evidence points to Lane Construction, indicating a likely data mismatch or overly indirect angle.

Recent Performance History

47 total picks · 38% win (7d) · 30% win (30d) · Full history →

Date	Ticker	Theme	Entry	Last	Gain/Loss	7d	30d	60d
2026-04-10	HUBB	ENERGY	$536.01	$539.79	+0.71%	N/A	N/A	N/A
2026-04-09	MP	RESHORING	$53.90	$56.80	+5.38%	N/A	N/A	N/A
2026-04-08	USAU	RESHORING	$14.75	$15.42	+4.54%	N/A	N/A	N/A
2026-04-07	GEO	BORDER	$17.59	$17.71	+0.68%	N/A	N/A	N/A
2026-04-06	GEO	BORDER	$17.77	$17.71	-0.34%	-0.34%	N/A	N/A
2026-04-02	J	INFRA	$128.02	$125.31	-2.12%	-0.70%	N/A	N/A
2026-04-01	BKSY	SPACE	$27.62	$34.79	+25.96%	+20.96%	N/A	N/A
2026-03-31	BKSY	DEFENSE	$25.16	$34.79	+38.28%	+35.33%	N/A	N/A
2026-03-30	GVA	INFRA	$116.49	$127.23	+9.22%	+4.06%	N/A	N/A
2026-03-27	DRS	DEFENSE	$44.84	$47.43	+5.78%	+4.21%	N/A	N/A
2026-03-26	LUNR	SPACE	$19.23	$24.41	+26.94%	+24.75%	N/A	N/A
2026-03-25	LUNR	SPACE	$20.55	$24.41	+18.78%	-1.51%	N/A	N/A
2026-03-24	CXW	BORDER	$19.94	$19.93	-0.05%	-5.17%	N/A	N/A
2026-03-23	ACM	INFRA	$90.06	$85.30	-5.29%	-7.61%	N/A	N/A
2026-03-20	ORN	INFRA	$10.39	$11.86	+14.15%	+4.72%	N/A	N/A

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