Jun. 7 at 9:10 PM
$LUNR IS the ultimate asymmetric bet in space. Let’s break down the math.
Look at SpaceX: valued at hundreds of billions. If you strip away Elon’s personal brand and the massive AI hype whr plays in xAI lose billions—and isolate Starlink (the current cash cow), SpaceX’s core rockets business alone is easily worth $
$200B-
$250B, SPACEX trades at a massive ~131x Forward P/S. Meanwhile, Intuitive Machines (
$LUNR) is currently sitting at just
$29 with a Forward P/S of ~21x. This is a massive valuation disconnect.If
$LUNR was priced with even a fraction of SpaceX's rocket vertical multiples, the stock shouldn't be at
$29—it should easily be in the
$140–
$150 range today, targeting
$200–
$250 as infrastructure scales.If the market wakes up to the pure rocket/payload value, a
$35B–
$40B market cap is entirely justified. At these levels,
$LUNR is practically free. The cislunar economy is happening nw and
$LUNR is leading the charge. Bullish is an understatement. 🚀🌕 #LUNR #SpaceX #Stocks
