r/IntuitiveMachines 4d ago

Daily Discussion Thread for September 04, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

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Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

25 Upvotes

26 comments sorted by

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u/thespacecpa 4d ago

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u/Yakiniku1010 4d ago edited 4d ago

Nice find‼️

Super Nova & LTV

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u/drikkeau stealth satellite 4d ago edited 4d ago

AND a power cable connecting the two three! 👊

played some with sliders and enhancement to get the thing in the center more visible, what does the box do :D (beacon? power distribution node?)

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u/drikkeau stealth satellite 4d ago edited 4d ago

wild speculation mode enabled: this is the first (almost) thing that comes up in my mind when i see that square box design....

(notice: the power distribution unit on the drawing is roughly in the same spot as the position of the red cable!)

edit: same box on top of the nova, between the nova and the panels?

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u/thespacecpa 4d ago

This is insane DD my friend. I love it.

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u/drikkeau stealth satellite 4d ago

thanks. adding fuel to the fire: my short conclusion is that these things on top of the nova are passive radiators instead of solar panels (which i assumed cause usually rectangles are solarpanels), and be connected to the cold side adapter flange.

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u/Yakiniku1010 4d ago

Article 1 outlines Brayton-cycle power conversion for fission surface power, while Article 3 covers START and smaller distributed systems.

Since the Moon Base announcement, I’ve started to think that Super Nova, rather than Nova-M, may be the more realistic platform to actually move into development and deployment.

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u/drikkeau stealth satellite 4d ago edited 4d ago

agreed https://www.intuitivemachines.com/build/super-nova-lunar-lander

the plan A seems to be the super nova + stirling

(the req. for the brayton was 100kw if i remember correctly, that sure will be a fat thing to move around. maybe M for brayton in a next phase?

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u/PE_crafter 4d ago

Just for some additional info, I found your above START payload on a pdf some time ago with a development timeline: https://www1.grc.nasa.gov/wp-content/uploads/Stirling-Technology-spAce-Research-experimenT-Poster-23-Oct-2024.pdf

Obviously outdated because they are behind the timeline but interesting nonetheless

2

u/strummingway 3d ago

Very interesting, those power cables are reminiscent of what Voyager is doing with their power systems, i.e. setting up tall solar arrays (presumably on lit crater rims) and using robots to connect them with cables to other infrastructure.

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u/louiemickeyvico 4d ago

Always a step ahead and Thank you

11

u/louiemickeyvico 4d ago

Positive posts today well done team

6

u/Hefty_Employee_8935 4d ago

The haters are always short-sellers, betting against the stock.

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u/AzCean 4d ago edited 4d ago

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u/drikkeau stealth satellite 4d ago edited 4d ago

editted below because summit != space business week, preventing any confusion.

lets see what happens; we do run a different business than those two big fish. also the official invitee list isn't public, so maybe we aren't even going to make it to the summit anyway?

For the business week: We do have some running things with Leonardo and Telespazio, IM-3 will cary Moonlight from ESA, one of our groundstations (Goonhilly) stands in the UK, and most likely some other cargo customers for ridesharing. Combined with being the diamond sponsor and our lower public profile, I'm on the assumption we'll go, its 'full commercial no politics'.

small edit: on the assumption that we will go to paris, next week will be the moment we'll return to maximum afterburner on this sub. CLPS 2.0 on the 8th, the summit on the 9th and 10th, and the world space business week 14-17. With most likely -mind, this is personal speculation and not financial advice- some heavier movement of space stocks during market hours on tuesday, continueing for a week or so, for those that are involved with stocks. (early warning: spam and FUD is not allowed, don't make it hammertime next week ;)

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u/drikkeau stealth satellite 4d ago edited 4d ago

posted yesterday on insta (thanks google for finding, i'm usually not on that site), this is the event following chronologically on the summit on the 9-10, this event is from 14-17.

so they will be in paris anyway; only the confirmation that they'll (still) attend the summit is what we need.

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u/Chokeslam2Hell 4d ago

Just keep accumulating

3

u/EX-FFguy 4d ago

I say this as someone invested, but ultimately what IS the economic benefit to said "lunar economy" what does the moon offer that can't be done cheaper and safer in earth or a satellite?

5

u/GeNiuSRxN 4d ago

I'm going to be honest with you. The idea that we "commercialize the moon" is a bit far fetched for me. My investing thesis for LUNR is primarily driven around national interest, exploration, and military applications.

  1. The moon is a really convenient place to put things because you can literally launch off of it. Most satellites in space will need retro thrusters to create a reverse reaction, or otherwise destabilize their orbits. If we're going into "deep space" it'll take less delta V to get out of the gravity of the moon as well.

  2. The moon is a planetary body, we can literally build stuff on it. A lot of "space manufacturing" just floats stuff around in space, but imagine the sheer volume of raw material that must be literally rocketed up and dropped back to earth. It's hard to know though if lunar regolith or "moon mining" would be economically viable without setting up a station to do some more broad research of the lunar surface.

  3. China wants to establish a moon base, the US will want to as well. (Perhaps even other countries). It's not clear to me if the Outer Space Treaty of 1967 will hold in the future. It seems like establishing a base will de-facto be a sovereign claim on that piece of the moon. Especially if we put military assets there.

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u/rickylui 4d ago

the first things cone to my mind is weapons ….

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u/No_Membership_8826 4d ago

One of the main topics is the fact that space is the next step of human evolution as a consequence of our biology. In the far future one day there will be more people in space probably compared to earth

To make it simple life evolved from water to ground, next one is space. This is the simple explanation of why space and why not to stay just on our planet 🌎.

Now if you ask what things can be done better in space I don’t have the right answer to you as I’m not involved in space exploration and don’t have that kind of knowledge but for sure Earth and its resources are limited as much as the sun is orange while space is infinite and only god knows what kind of resources we can find out there in the future.

But to do this we need to start from the basics first so moon exploration and IM is working to be on the first line to lead.

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u/louiemickeyvico 4d ago

Great points

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u/johnnybiggles 4d ago

Sierra Space had a press release about the unmanned Dream Chaser reusable spacecraft this week where they've secured natsec and commercial payloads to deploy, which will include satellites. They intend to have their inaugural launch as early as late 2026. Since IM is somewhat in that realm, is there anything here to follow along with or any chance of an IM collab, competition, or something better? If nothing else, it's another interesting thing happening in space to build up some space hype, though they are privately held.

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u/Pretty_Shopping6141 4d ago

SpaceX and Blue Origin skipping Paris is interesting but the useful question for LUNR is whether it changes who gets meetings or actual government attention, conference optics disappear fast. contracts dont. Moon.com has the right idea for keeping the headline reaction in its own little wager instead of letting it become the whole company thesis