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Zaid

๐Ÿ‘ค Speaker
1564 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Next up, let's talk about Intuitive Machines.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Intuitive Machines became a household name in the space community after it successfully became the first commercial company to land and operate a spacecraft on the moon back in 2024.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

They followed that up by landing on the Lunar South Pole, which is the southernmost moon landing in history.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

See, Intuitive's focus is on lunar exploration and infrastructure, which is obviously on everyone's mind right now with the Artemis mission.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

In fact, they're going after NASA's contracts for lunar deployment.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Beyond that, they also acquired a satellite manufacturing company that aims to deploy communication satellites around the moon.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

So they're trying to like build the internet and communication platform for the moon.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

The stock has gone up 30% this year and it's up nearly 17% since the Artemis 2 mission launched on April 1st.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Finally, let's talk about Firefly Aerospace.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Firefly is a direct competitor to Intuitive Machines.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

They have their own lunar lander called Blue Ghost, and they've already won a NASA contract for moon missions.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Now, what sets Firefly apart is that they also build their own rockets.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

They have a small launch vehicle called Alpha and a medium-class rocket called Eclipse in development.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

The biggest space event this year might not be this Artemis 2 mission.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

It might actually be the SpaceX IPO.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Elon Musk's space company, SpaceX, confidentially filed for an IPO on April 1st, which was the same day as the Artemis 2 launch, which is kind of poetic.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Now, SpaceX is looking to raise $75 billion in the IPO and targeting a valuation north of $1.75 trillion.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

this would make spacex the largest ipo in history i mean a 1.75 trillion dollar valuation would instantly make spacex one of the most valuable publicly traded companies in the world it'd be even more valuable than elon's other company tesla now personally i'm really curious to see what spacex's financials look like since they confidentially filed for an ipo we won't see the numbers until closer to the ipo date which is rumored to be sometime in june

The Rundown
Deep Dive: Why Artemis II Matters for Investors

There's a lot of hype around the IPO, and it's helping push up other space stocks in the process.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

What I do find interesting, though, is that SpaceX was not involved in the Artemis II mission at all.