Intuitive Machines (LUNR) is a key space infrastructure pick, showing record revenue, positive EBITDA, a $1.1B backlog, and strategic acquisitions that expand its data relay and PNT capabilities, aligning with AI and defense needs.
Source Post
This Hidden SpaceX Stock Could DOUBLE… Nobody Is Talking About It
Sam Putnam - Stocks CommunityMay 14, 2026
The creator discusses a sector rotation driven by AI infrastructure needs and geopolitical shifts, highlighting space infrastructure as a key beneficiary. The video focuses on Intuitive Machines (LUNR) as a prime example, citing its recent performance, strategic acquisitions, and strong backlog, positioning it as a significant opportunity amidst broader market trends like the potential SpaceX IPO and a shift away from EVs.
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Honda reported its first annual loss since 1957, nearly $3 billion, due to restructuring charges after pulling back its EV strategy.
Intel stock has nearly quadrupled under its current CEO, priced in for its potential as a foundry alternative to TSMC, despite reporting a net loss.
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Alibaba is accelerating adoption of Chinese-designed AI chips as a hedge against geopolitical tensions.
Nvidia's valuation has surged to roughly $6 trillion, with recent US approvals for Chinese firms to purchase its AI chips, though deliveries are stalled.