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BD Investing · May 26, 2026

Why Intuitive Machines’ 30% Intraday Drop Is a Total Overreaction

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NASA has revealed first plan and first awards for a moon base.

(Credit: Intuitive Machines)

Intuitive Machines (, IM) saw its stock crash intraday today, May 26, after NASA awarded the long-awaited Phase 1 of the Lunar Terrain Vehicle (LTV) contracts to competitors Astrolab and Lunar Outpost during its Moon Base plans press conference.

The dollar figures came in far smaller than expected, with $220M per LTV award and…

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Read on bdinvesting.substack.com

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