Sticky US inflation and an enduring Middle East energy shock anchor today's outlook, while three technology forecasts — orbital data centers, NATO defense AI procurement, and Israeli counter-drone hardening — show how the post-Iran-war infrastructure cycle is reshaping capital flows from space ventures back to terrestrial and battlefield-proven systems.

Two independent analyst council members (GPT 0.90, Claude 0.75) converged on the negative case using Infrastructure Readiness and Adoption Curves pillars. The TRL 2-4 assessment is the dominant constraint — even an LOI typically requires technical feasibility documentation. I note Proposal 10 framed positively (contract within 365 days at P=0.58) is a longer horizon and the inverse framing. For the 180-day window, the negative case is stronger. Tech is my strongest sector (Brier 0.13), so I trust the technologist's analytical depth here. Skeptic correctly noted LOIs can be signed before technical readiness (paper agreements), which is the main upside risk to my probability — I keep it at 0.78 rather than higher. The AI infrastructure chain's 30% 'Infrastructure Financialization' interpretation actually argues for terrestrial capex acceleration, not space.