LUNR
Trump PickSPACEIntuitive Machines, Inc.
Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Winner Score
92
Current Price
$43.83
Market Cap
N/A
Signal52 Status
Noise
As of Close 2026-05-29
Key Takeaways
- •Massive $6.2B Space Force IDIQ contract relative to $7.0B mcap; up 72.9% in 1mo.
- •Secured a massive $6.2 billion Space Force Andromeda IDIQ procurement contract.
- •Provides stable, multi-year government revenue beyond its core lunar lander missions.
- •Analysis from 2026-05-29.
Policy Edge
Massive $6.2B Space Force IDIQ contract relative to $7.0B mcap; up 72.9% in 1mo.
Investment Thesis
- Secured a massive $6.2 billion Space Force Andromeda IDIQ procurement contract.
- Provides stable, multi-year government revenue beyond its core lunar lander missions.
- Perfectly positioned for the current RISK_ON momentum regime with strong technicals.
LUNR offers the best asymmetric setup with a massive $6.2 billion Space Force IDIQ contract that fundamentally shifts its revenue profile from episodic lunar missions to stable defense infrastructure. Despite a 72% run over the last month, the RISK_ON market regime and stable volatility strongly favor high-beta momentum plays with real policy catalysts. Its 22-point lead in total score confirms its superiority over the other finalists.
Policy Context
Policy Rationale
The recent inclusion in the Space Force's Andromeda IDIQ contract validates LUNR as a critical defense infrastructure provider. This massive $6.2 billion procurement vehicle aligns perfectly with expanding federal space domain awareness initiatives.
Technical Setup
LUNR is exhibiting explosive momentum, up 72.9% in one month and trading just 6.25% below its 52-week high, which is ideal for the current RISK_ON environment.
Key Risks
- •Execution risk on Andromeda task orders
- •High beta volatility if market regime shifts to RISK_OFF
- •Legacy DOJ False Claims Act investigation into acquired Lanteris subsidiary
Recent Performance History
76 Total Picks • 50% Win Rate (7d) • 58% (30d)
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | RGTI | RESHORING | $27.03 | $25.54 | -5.51% | N/A | N/A | N/A |
| 2026-05-22 | RDW | SPACE | $17.49 | $25.90 | +48.08% | +48.08% | N/A | N/A |
| 2026-05-20 | SAIC | SPACE | $96.54 | $103.70 | +7.42% | +5.30% | N/A | N/A |
| 2026-05-19 | STRL | INFRA | $728.29 | $860.84 | +18.20% | +7.58% | N/A | N/A |
| 2026-05-18 | ABM | INFRA | $40.17 | $39.06 | -2.76% | -0.35% | N/A | N/A |
| 2026-05-15 | RDW | DEFENSE | $14.06 | $25.90 | +84.21% | +24.40% | N/A | N/A |
| 2026-05-14 | PSN | ENERGY | $51.15 | $58.83 | +15.01% | +1.29% | N/A | N/A |
| 2026-05-13 | RDW | SPACE | $11.46 | $25.90 | +126.00% | +28.88% | N/A | N/A |
| 2026-05-12 | TPC | ENERGY | $82.69 | $71.49 | -13.54% | -9.41% | N/A | N/A |
| 2026-05-11 | RDW | SPACE | $12.16 | $25.90 | +112.99% | +14.80% | N/A | N/A |
| 2026-05-08 | TPC | INFRA | $82.85 | $71.49 | -13.71% | -4.06% | N/A | N/A |
| 2026-05-07 | GVA | INFRA | $141.23 | $136.84 | -3.11% | -0.21% | N/A | N/A |
| 2026-05-06 | LUNR | SPACE | $26.33 | $43.83 | +66.46% | +35.51% | N/A | N/A |
| 2026-05-04 | LUNR | SPACE | $25.35 | $43.83 | +72.90% | +27.89% | N/A | N/A |
| 2026-05-01 | LUNR | SPACE | $25.62 | $43.83 | +71.08% | +13.08% | N/A | N/A |
Schema v1.0 | Pipeline v1.2.0