The space narrative is shifting, and the market is starting to price in some wild long-term bets. Let's break down the signal from the noise. Starting with ASTS, RKLB, and FLY. SpaceX is getting revalued, which lifts the whole sector. But the fundamentals for these names? They might take years to fully crystallize. Data centers in space sounds like science fiction, but the hype is real. It's a long game. On the hype side, you have real products with global market leverage. That's the sweet spot for speculative capital right now. Moving to privacy and AI hybrids: ZEC, NEAR, VVV. ZEC is riding the quantum BTC narrative, which is a compelling story for the privacy set. NEAR sits at the intersection of shielded privacy and AI agents. VVV has actual users but the liquidity is brutally thin. Be careful with size there. Finally, the pure AI picks: ARM, INTC, APLD, SNDK, and ten others. These are your classic AI infrastructure plays. And don't sleep on LLY. It's the best biotech/peptide stock in the game right now. The market is rotating into narratives that require patience. Pick your timeline and your conviction.