Intuitive Machines (LUNR) on The Desk

Every Tuesday Target write-up on Intuitive Machines (LUNR), newest first: 2 so far. Each page carries the thesis, why it mattered and what to watch, and where the trade has closed, what came of it from the Track Record.

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  Intuitive Machines (LUNR): The Yuan Leak Behind Bitcoin's Next Run

  19 February 2025 · Tuesday Target 8/52

  China's leaking yuan as the hidden engine behind Bitcoin's next run, plus why LUNR's returning noise suits a short premium play.

  What came of it: I closed this trade on 12 March 2025, after 22 days, at -73% on the capital at risk.
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  Intuitive Machines (LUNR): A Rocket While the Fed Chews Paper

  17 September 2024 · Tuesday Target 38/52

  Why an oversized Fed cut on shaky data says more about option premium than about inflation, and where a lunar lander stock fits into the picture.