Strong Buy RDW by Jan 15, 2027.

# Thesis There has been a lot of debate about how realistic orbital data centers are due to issues with thermal management and launch costs. However, as terrestrial data centers continue to experience delays due to construction complexity and growing political backlash, the money has to flow somewhere. My stance is that is doesn't matter how realistic orbital data centers are. This market is consistently pricing in narratives before they ever materialize, and AI data centers in space is very …