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[@SpaceInvestor_D](/creator/twitter/SpaceInvestor_D)
"$ASTS I like it when a solid company gets cheaper for no good reason. Opportunity"  
[X Link](https://x.com/SpaceInvestor_D/status/1980647950989815864) [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) 2025-10-21T14:50Z 39.9K followers, 13.4K engagements


"Sitting on a pile of cash has its perks. When the macro winds shift patience becomes opportunity"  
[X Link](https://x.com/SpaceInvestor_D/status/1979204892532121661) [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) 2025-10-17T15:16Z 39.9K followers, 6438 engagements


"Bullish Space"  
[X Link](https://x.com/SpaceInvestor_D/status/1980042316871348325) [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) 2025-10-19T22:44Z 39.9K followers, 23K engagements


"$LUNR NASA just added $9M to Intuitive Machines Near Space Network contract on Aug X 2025 bringing current obligations to $27M. This is part of a potential $4.82B effort to build out lunar comms infrastructure a high-bandwidth relay navigation & positioning from GEO to the Moon. IM's constellation will support Artemis & commercial missions. Long game but its starting to fund"  
[X Link](https://x.com/SpaceInvestor_D/status/1953069561630105796) [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) 2025-08-06T12:24Z 39.9K followers, 7734 engagements


"$LUNR Intuitive Machines prices $300M in XXX% convertible notes due 2030 plus a $45M upsize option. Convertible at $13.1125/share. Net proceeds $291.8M with $32M for capped calls to limit dilution. Remainder to be used for ops R&D and acquisitions"  
[X Link](https://x.com/SpaceInvestor_D/status/1955958558769471960) [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) 2025-08-14T11:43Z 39.9K followers, 7938 engagements


"After trimming a bit of my big winners this week Im turning my eyes back to a few beaten down names with solid catalysts ahead and Redwire $RDW is one of them. Since Bain Capital finally exited and AE Industrial Partners took over the board a lot of the downside pressure seems behind us. I think they used Q2 to rip the bandaid clean and start fresh with a new perspective. At todays valuation youre basically getting half of their legacy business for free. Were also seeing encouraging milestones from their VLEO program in Europe which bodes well for the DARPA-backed program in the U.S. On top"  
[X Link](https://x.com/SpaceInvestor_D/status/1978863297181970521) [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) 2025-10-16T16:39Z 39.9K followers, 18.1K engagements


"@AceCrouton With AE backing both $RDW and $FLY I can also see some solid synergies ahead moon-wise. Hard to get behind $LUNR with two back to back failed missions but U agree that the LTV and NSN awards could be massive for the company"  
[X Link](https://x.com/SpaceInvestor_D/status/1978865149348818999) [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) 2025-10-16T16:46Z 39.9K followers, 1895 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@SpaceInvestor_D "$ASTS I like it when a solid company gets cheaper for no good reason. Opportunity"
X Link @SpaceInvestor_D 2025-10-21T14:50Z 39.9K followers, 13.4K engagements

"Sitting on a pile of cash has its perks. When the macro winds shift patience becomes opportunity"
X Link @SpaceInvestor_D 2025-10-17T15:16Z 39.9K followers, 6438 engagements

"Bullish Space"
X Link @SpaceInvestor_D 2025-10-19T22:44Z 39.9K followers, 23K engagements

"$LUNR NASA just added $9M to Intuitive Machines Near Space Network contract on Aug X 2025 bringing current obligations to $27M. This is part of a potential $4.82B effort to build out lunar comms infrastructure a high-bandwidth relay navigation & positioning from GEO to the Moon. IM's constellation will support Artemis & commercial missions. Long game but its starting to fund"
X Link @SpaceInvestor_D 2025-08-06T12:24Z 39.9K followers, 7734 engagements

"$LUNR Intuitive Machines prices $300M in XXX% convertible notes due 2030 plus a $45M upsize option. Convertible at $13.1125/share. Net proceeds $291.8M with $32M for capped calls to limit dilution. Remainder to be used for ops R&D and acquisitions"
X Link @SpaceInvestor_D 2025-08-14T11:43Z 39.9K followers, 7938 engagements

"After trimming a bit of my big winners this week Im turning my eyes back to a few beaten down names with solid catalysts ahead and Redwire $RDW is one of them. Since Bain Capital finally exited and AE Industrial Partners took over the board a lot of the downside pressure seems behind us. I think they used Q2 to rip the bandaid clean and start fresh with a new perspective. At todays valuation youre basically getting half of their legacy business for free. Were also seeing encouraging milestones from their VLEO program in Europe which bodes well for the DARPA-backed program in the U.S. On top"
X Link @SpaceInvestor_D 2025-10-16T16:39Z 39.9K followers, 18.1K engagements

"@AceCrouton With AE backing both $RDW and $FLY I can also see some solid synergies ahead moon-wise. Hard to get behind $LUNR with two back to back failed missions but U agree that the LTV and NSN awards could be massive for the company"
X Link @SpaceInvestor_D 2025-10-16T16:46Z 39.9K followers, 1895 engagements

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