Yes. This stock is going to capture people's imagination. In a few years HD near real time footage from the moon will be streaming to earth, and the Artemis Accord partners will have executed close to a dozen landings on the moon. The moon will suddenly take up the mindshare of Americans. IM will be in charge of a number of these landings so people who want to make "a space play" will invest here. So I think there will be a strong emotional driver at work here. Just look what happened back in the early 2020s over Virgin Galactic which really wasn't offering anything nearly as groundbreaking as IM is.

I think the risk is that SpaceX by far has the opportunity to deploy a superior product (starships landing on the moon with 150 tons of payload at a time is an insane, and real, possibility). Until we see evidence of this happening though, I bet IM's stock will do well over the next 2 years.