An entrepreneurial executive now leading NASA—that's a game changer nobody's pricing in yet. When Jared Isaacman stepped into the administrator role, most investors didn't catch what this really means for the space sector. This isn't your typical bureaucrat running the show; it's someone who actually built things, who gets capital efficiency and aggressive timelines. That mindset shifts everything. Space exploration budgets are about to accelerate. Defense contracts will flow differently. The entire ecosystem—satellite operators, launch providers, defense contractors—stands to benefit hard from leadership that actually understands innovation velocity. Space stocks and exploration-linked equities haven't fully priced this in yet. The rally we're seeing? It's just getting started.