🛰️ Space Connectivity & Orbit Monetization

• The SpaceX IPO in two weeks could drag market attention away from launch hype and toward the real cash layer in space: recurring connectivity revenue from orbit. The cleaner watchlist is $ASTS, $AMZN, $SPCX, and $IRDM, because these names are positioned around actual monetization rather than narrative-only space exposure. 1

🤖 AI Infrastructure & Proprietary Data Moats

• $NBIS is being framed as an AI compute scale story, with revenue potentially growing more than 20x and generating nearly $35B over the next three years: 2026: $3.4B (+550% YoY), 2027: $10.9B (+219% YoY), 2028: $20.4B (+85% YoY). The bull case is tied to AI compute capacity linked to $MSFT $18B Azure AI inference demand. 2

• The next AI trade may rotate from public model hype into proprietary enterprise data. If Larry Ellison is right that the next AI phase combines public models with private enterprise data, the real moat sits with companies owning deep proprietary datasets. $PLTR screens as a key name because it is embedded inside sensitive enterprise and government workflows. 3

📊 Growth Stocks & Valuation Setups

• $RDDT may have one of the strongest earnings and growth profiles among companies below $35B market cap. The setup is being compared to early $PLTR and $HOOD, with the added logic that if AI models become commoditized because they train on similar data, differentiated data and community graphs become more valuable. 4

⚙️ Leveraged ETF Risk Management

• 2x leveraged ETFs are not ideal for long-term holds because volatility decay eats returns. If the long-term thesis is strong, LEAPS can be considered, but the cleaner and steadier route is holding the underlying stock. 5

• 2x and 3x leveraged ETFs are better treated as short-term trend tools, not core long-term positions. The decay is the main drag, especially when the underlying chops instead of trends cleanly. 6

🪙 Crypto Sentiment & Bottoming Signals

• $ETH sentiment is getting washed out enough that even Vitalik-style offbeat headlines are being read as bottom-adjacent signals. The takeaway is simple: when attention turns from price action to absurd side quests like writing a sci-fi novel, capitulation psychology may be close. 7