Intuitive Machines ($LUNR) podcast mentions
Per Ticker.id: 2 Intuitive Machines ($LUNR) mentions across 1 podcast (30 days) — timestamped, verifiable quotes, updated 2026-09-24.
And I just noticed that quantum had very similar directions of movement. And then I've broken down also space stocks, some of them, for example, Intuitive Machines, Lunar. It's a company that I'm following for a couple of years now, and turns out they enjoy or, or not the same defense momentum. So basically these three categories together, of course, with huge players like Lockheed Martin and all of, all of the defense players basically. They see the same price movements and right now all of them are down. Also, the space stocks are down and the quantum stocks are down, drone stocks are down, and overall defense is down, which is odd, right? Because we are like in the middle of the war. And of course why everything is down is because, uh, the market is interested in AI and what's going on there.
Julia Ostian · Investing Experts · Being picky with stocks more important than ever · 2026-09-24So institutions, investors had been rotating their money heavily and these are just the sectors that been left without attention. And by the way, one of the sectors like this had been in February, cyber. And I've been buying cyber and talking about cyber and writing about cyber. And right now when everyone notice cyber, it's too expensive already. So whenever I get asked about cyber, I tell like, listen, the momentum is gone. So it's just something I noticed and it's just something I bought actually myself. I added both Lunar, both intuitive machines. And I also added, um, Rigetti and Quantinuum of the quantum stocks just recently. And yeah, basically I hold, if someone is interested, uh, Avav and Katos, AVAV and KATOS, uh, as of for drones, all of them are cheap.
Julia Ostian · Investing Experts · Being picky with stocks more important than ever · 2026-09-24No, you, you are, you know, you are totally right. And not that they going to win, they, they have already won. SpaceX had already won long term. And I don't, I also, I don't think that there is a reason investing in, uh, peers of SpaceX. So that's not what I was doing. I invested in Intuitive Machines, and that's actually the company that would rather be part, and they are partners. So basically they're working with Lunar Lander and with some NASA projects, but they're not related to the line of business of the SpaceX. And they actually order their services. So yeah, I definitely, in terms of space, I definitely think that all of the competitors of SpaceX, this is a no-go. For me, for sure. Yeah.
Julia Ostian · Investing Experts · Being picky with stocks more important than ever · 2026-09-24Well, now let's take a look at the rekindled American space race and one of the players, that's Intuitive Machines, a space technology infrastructure and services company with the following slogan, quote, we're creating a blueprint to commercialize our solar system The moon is our North Star. Market cap, $2.5 billion, and the company having been founded in 2013, went public via SPAC about 10 years later. So that was in February of 2023. We're gonna get into Intuitive Machines' numbers in a moment, but first, Jon, give us a little bit of context around what's happening in space.
Speaker B · Brew Markets · Activist Bites into Invisalign & LUNR Commercializing our Solar System · 2026-03-19Yeah, absolutely. And there is so much going on in space. But with the goal of sustained human lunar presence, NASA is awarding contracts to build out infrastructure on the moon for the moment when we finally get there a little bit more en masse. So it's sending payloads, securing resources, and installing communications up there. And that's where Intuitive Machines comes in. So just to look a little bit at recent history at the company in February 2024. So this is a year after it's gone public by SPAC. Um, the company, as part of the contract for NASA's Payload Services Initiative, launched its Odysseus lander to the moon. So that's Intuitive Machines' Odysseus lander. And it, it did land. It had a soft landing, but it was wonky. It was unstable. It got there on the lunar surface and ultimately it sort of tipped over and entirely lost communications back to Earth. So it didn't meet many of its mission objectives, but it did hit a milestone. It was the first American spacecraft to land on the surface of the moon since the Apollo program. So that was a real moment. Moment for the company.
Speaker B · Brew Markets · Activist Bites into Invisalign & LUNR Commercializing our Solar System · 2026-03-19So that's in terms of payload. That's one category. Now for communications, in September 2024, Intuitive Machines received an award from NASA for the Near Space Network Services, the NSNS contract. And I'm keeping track of all these little acronyms.
Speaker A · Brew Markets · Activist Bites into Invisalign & LUNR Commercializing our Solar System · 2026-03-19Exactly. And so Intuitive Machines also won other NASA contracts, like one to develop this lunar terrain vehicle that may one day be on the moon.
Speaker A · Brew Markets · Activist Bites into Invisalign & LUNR Commercializing our Solar System · 2026-03-19