Some aerospace companies are trading way off their IPO highs—like one that's down 60% from its debut price. Makes you wonder: is the market sleeping on the space-based data center opportunity?

Think about it. Traditional data centers are chained to Earth—literally. They need massive land footprints, guzzle water for cooling, and face energy constraints. Space flips all that.

Zero real estate costs up there. No cooling infrastructure when the vacuum of space does it naturally. Solar panels? They work 24/7 without weather interruptions or atmospheric filtering. And here's the kicker: orbital facilities could deliver truly global coverage with minimal latency for users anywhere on the planet.

The tech isn't fantasy anymore. Launch costs keep dropping. Satellite constellations prove we can operate complex systems in orbit. If compute power follows, terrestrial server farms might face their first real existential challenge. Whether stock prices reflect this potential yet? That's the billion-dollar question.