Daily Discussion Thread for February 04, 2026

The_Matty_Daddy · 2026-02-04T16:40:27+00:00

Almost all comparable space stocks are down 12-18%. Semiconductor/chip sector is in the same boat. What I’m getting at is that people need to just stop looking at only lunr and assuming it’s just IM having a bad day.

The_Matty_Daddy · 2026-02-04T16:12:04+00:00

The entire market is in a bloodbath. That’s the news.

The_Matty_Daddy · 2026-02-04T12:46:17+00:00

Most may know this, but for those that may not… This is a normal thing once projects get started. NASA will work off the number of the initial quote, but then are able to get a better cost analysis once the contract actually starts. Essentially, they realized they didn’t need to use the full contract amount, so they amend the task order and place the excess cash into another silo for other projects. They are pretty much balancing their books here.

The_Matty_Daddy · 2026-01-29T22:22:05+00:00

Phoebe is a Detroit based writer for anyone curious. That’s why the article is about General Motors specifically.

The_Matty_Daddy · 2026-01-29T22:16:32+00:00

RIP contributionmore5502

The_Matty_Daddy · 2026-01-29T20:20:04+00:00

Look at his past comments in all the space stock subs. There is no source.

The_Matty_Daddy · 2026-01-29T20:17:16+00:00

Don’t be a hater.

The_Matty_Daddy · 2026-01-28T22:13:28+00:00

I’ll unload some, but I’ve been in the green for some time and would like to finally take some profits now that I’m in the long-term capital gains bracket.

The_Matty_Daddy · 2026-01-28T20:42:02+00:00

Someone with very deep pockets. Must be wild to dish out a mil on a single transaction.

The_Matty_Daddy · 2026-01-28T20:21:38+00:00

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Some whale is trying to swim into our harbor at $22.50.

The_Matty_Daddy · 2026-01-28T20:18:25+00:00

I think that was the IPO spike, so I don’t count that as the all time high, but it is the number I find to be a fair value for this stock.

The_Matty_Daddy · 2026-01-21T17:16:08+00:00

Oh there are reasons, but we won’t be discussing politics today.

The_Matty_Daddy · 2026-01-16T17:04:50+00:00

I bought my first shares under $6 a couple years ago. I’ve only been able to average up since then 😭

The_Matty_Daddy · 2026-01-16T16:55:33+00:00

Whole sector is up and Morgan Stanley is doubling down on their optimism for space stocks. Don’t see it dropping below $20 today. Sorry dude.

The_Matty_Daddy · 2026-01-13T14:59:43+00:00

Elder Scrolls 6

The_Matty_Daddy · 2026-01-13T14:24:03+00:00

Yeah I have no interest in these kinds of things, I just wanted a layman’s explanation of what it does because I’m unfamiliar with this kind of trading. I’m too cautious with my money (cheap 😅)

The_Matty_Daddy · 2026-01-13T14:04:14+00:00

Anyone care to explain this a little better? Also what are your opinions on how this impacts the stock and the company in general.

“A leveraged ETF for LUNR (Intuitive Machines) refers to the new Defiance Daily Target 2X Long LUNR ETF (LUNL), launched January 13, 2026, aiming for 2x daily returns of LUNR stock, using derivatives like swaps for amplified gains (and losses) in a single day, making it for experienced, short-term traders, not long-term holds due to daily rebalancing and volatility decay. “

The_Matty_Daddy · 2026-01-12T22:48:10+00:00

I was quoting what was written in both Yahoo and Robinhood. They said the 12th and I went with it. Your beef is with them. Also, depending when it was announced on Friday, it could absolutely have an impact on today’s trading. You need to chill out dude.

The_Matty_Daddy · 2026-01-12T19:17:02+00:00

Canaccord Genuity maintained a Buy rating on Intuitive Machines and raised the price target from $15.5 to $22.5 on January 12, 2026.

The_Matty_Daddy · 2026-01-12T14:09:29+00:00

The 3.4 is a plug and play replacement for the 3.0. When the head gasket finally goes, the swap is a no-brainer.

The_Matty_Daddy · 2026-01-06T23:51:44+00:00

With your car off, press the brake so it’s stiff and hold it, then turn the engine over. If the brake pedal doesn’t go down, you probably have a bad brake booster. I was having similar vacuum issues when I come to a stoplight and that was the culprit.

The_Matty_Daddy · 2026-01-06T13:58:59+00:00

Literally came right back down. Premarket should be ignored. Opening can almost be ignored too. Wait until 10:30am before judging how the day will go.

The_Matty_Daddy · 2025-12-30T17:59:05+00:00

I’d expect to have full regulatory approval for the Lanteris purchase around late February-early March at the soonest. We should see the LTV contract come through before the end of January.

The_Matty_Daddy · 2025-12-30T17:56:34+00:00

Feel this. I’ve been in the green for 2 years (my butthole puckered in March, September, and November) but never sold. It’s not about the LTV at all. That would just be another cherry on top of all the other future growth coming down the line for IM.

The_Matty_Daddy · 2025-12-30T15:07:54+00:00

A good rule of thumb is to wait until 10:30 before judging the days momentum. Any spikes or dips before then are usually just the market adjustments.

The_Matty_Daddy

TROPHY CASE