As Wall Street earnings expectations for SpaceX (SPCX), Rocket Lab (RKLB), and AST Spacemobile (ASTS) shoot beyond the stratosphere, Stephen Sopko of HyperFRAME Research turns to his outlook for space stocks. The AI compute race is a key component to what Stephen sees getting the long-term outlook for these companies off the launch pad. He sees SpaceX setting the pace for the rest of the industry as it ramps Starship capabilities. Stephen looks to smaller competitors like Rocket Lab and AST Spacemobile as both report earnings after Monday's closing bell.