Rocket Lab / Intuitive: The Capex Of Gravity
It’s April 21st, 2026, and the future of space commerce is bleeding out. Join financial auditors Marcus and Katie as they dissect the Q1 metrics of a sector built on aspirational projections and government contracts. From LUNR's questionable $800 million acquisition to the soaring rhetoric around a nascent lunar economy, Marcus sees terminal negative ROI everywhere, describing it as "premium oil poured into a cracked engine block." Katie, ever the stoic analyst, attempts to frame these aggressive investments as "strategic imperatives" and "blitzscaling." But as the numbers scream, even her…
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