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Lockheed Martin's $230 billion backlog and Intuitive Machines' quadrupled revenue signal Golden Dome and lunar contracts are rapidly repricing space defense stocks.
Musk's SpaceX targets moon landings by 2028 while Redwire's revenue surged 90%, backed by a $981 million Space Systems Command contract win.
Watch NASA's CLPS task-order awards, Rocket Lab's Neutron static fire, and Golden Dome follow-on tranches to gauge if lunar rhetoric becomes real contract obligations.
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