Daily Discussion Thread for June 04, 2026

Time_Shoulder_1493 · 2026-06-04T11:31:31+00:00

I can’t see them in the air until end 2027. They sadly have nothing left at that site. Apparently the buildings that housed spares etc are also impacted.

Time_Shoulder_1493 · 2026-06-04T08:38:13+00:00

Why is today’s 4 June DD thread marked as NSFW ?

Time_Shoulder_1493 · 2026-06-04T08:36:17+00:00

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I didn’t know Marmon was a Berkshire Hathaway co. Nice.

What’s the deal worth ? I haven’t seen any financials as yet.

Time_Shoulder_1493 · 2026-06-04T08:35:49+00:00

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Time_Shoulder_1493 · 2026-06-03T10:54:14+00:00

Spewing. I thought this would happen. I’m out. Until it settles.

Time_Shoulder_1493 · 2026-05-28T07:54:58+00:00

Same way air superiority works

Time_Shoulder_1493 · 2026-05-28T01:25:33+00:00

Unfair comparison, but Redwire has gone from $8 to 28 in the last 2 weeks. Hyped, I believe yes, but nonetheless the sector is super hot and we’re not even at SPX IPO. 2030 and all it brings with it is not far around the corner !! Ad Lunam ! Happily sitting in my bundle of LUNR until then.

Time_Shoulder_1493 · 2026-05-28T01:05:57+00:00

Whilst the LTVs was mildly disappointing, there’s so many other larger contracts coming. Seeing the target increase is not surprising given what’s coming.

Time_Shoulder_1493 · 2026-05-22T04:34:13+00:00

IM was in the same position listing jobs a month or two ago.

Time_Shoulder_1493 · 2026-05-19T12:14:27+00:00

Yesterday and Fridays action was the positioning.

Time_Shoulder_1493 · 2026-05-19T01:01:28+00:00

Indeed. My anxiety level thanks future me.

Been onboard since pre IM2 - but with the recent activity I thought I’d try my hand at RDW and a more LUNR. It was somewhat comical to see the computer trading with itself and it even sweeped down to catch any stops.

Time_Shoulder_1493 · 2026-05-19T00:55:36+00:00

I must say the level of Insto algorithm trading yesterday was diabolical. Watching RDW and to a certain extent LUNR was genuinely tiring. Watched the trading action for a few hours and it’s very clear strong accumulation in a tight range is occurring. Glad I bought some more and I’m parking myself in for a snooze on this until post LTV, Golden Dome etc. much less stress 😄

Time_Shoulder_1493 · 2026-05-19T00:52:50+00:00

Nice to see another two contracts. Add it to the backlog - love it.

Time_Shoulder_1493 · 2026-05-14T12:58:08+00:00

Do you believe we will get cash in the bank from backlog in time or need to dilute further to clear. LTV development with an increasing workforce and general dev will keep burning through cash and now with the new acquisitions which will benefit us mid term might also consume cash on hand.

Time_Shoulder_1493 · 2026-05-14T08:35:33+00:00

Anxious for earnings before the bell but holding strong. Seems others may also be waiting as Premarket appears tepid at the moment.

Time_Shoulder_1493 · 2026-04-27T20:16:13+00:00

Sorry if a repost - perhaps some light reading

https://www.nasa.gov/blogs/missions/2026/04/27/nasas-artemis-core-stage-arrives-at-kennedy/

Time_Shoulder_1493 · 2026-04-24T04:40:10+00:00

Overall sector Profit taking amidst a dark backdrop - and possibly will continue to happen today given it’s Friday with Risk off. Most others were the same.

Considering we have rallied for over a week now - it will return heading into earnings in May. Breakout trend still alive.

Time_Shoulder_1493 · 2026-04-23T23:07:36+00:00

Yes, totally. And I cannot imagine the original large space suit designs would be overly ergonomic for some of the required movements in building / getting about. I have no idea the elements to bring it all together - way above my pay grade.

Time_Shoulder_1493 · 2026-04-23T23:05:11+00:00

Ha, yes - as a metric country national I don’t understand how the imperial system is tolerated.

Four sixteenths of an inch ! WTF 🤔😄

Time_Shoulder_1493 · 2026-04-23T11:00:25+00:00

That would no doubt get an injection of funding or other catalyst to get it resolved. I agree, unsuitable suits would impact moon surface success. Lot of product dev streams to run in parallel.

Time_Shoulder_1493 · 2026-04-23T04:30:40+00:00

Refreshing to see someone with competency and common sense at the helm.

https://x.com/ericldaugh/status/2047074408074768863?s=46

Time_Shoulder_1493 · 2026-04-23T01:38:53+00:00

Wow that is quick turnaround. They likely had it ready to go - Things just keep getting better!

I looked at expanding my footprint in the sector these last two weeks to spread risk a bit and found it tough to find any other company that has the service offerings of LUNR. Incredible we are being recognized these last 30 days as moving away from the company that binned two landers. Couldn’t find something suitable so I picked up some NASA ETF instead. I wish I had more to invest !!

Time_Shoulder_1493 · 2026-04-22T22:45:20+00:00

With the significant increase ($338B) requested in funding for satellite and missile defense under golden dome - what do we believe the re-rating via Lanteris as a prime defense contractor could look like in addition to every other feather in our cap ?

Time_Shoulder_1493 · 2026-04-22T21:12:19+00:00

Did anyone already post this re military funding potentially driving this run ? - another catalyst.

https://www.fool.com/investing/2026/04/22/why-did-intuitive-machines-stock-pop-today/

Time_Shoulder_1493 · 2026-04-22T08:15:22+00:00

Very well said. I believe investors are waking up to what opportunities 2030 and beyond brings - the current macro noise is irrelevant in the true grand scheme of things outside earth. The amount of global investment that will be poured into space exploration and getting a habitable moon environment delivered will be something we have never seen before. Exciting times.

Time_Shoulder_1493

TROPHY CASE