This is not a hype cycle. It is the physical infrastructure on a scale normally associated with national governments.
This is the largest spaceport ever built. It is a geopolitcal asset, definitely not a bubble.
Hard power infrastructure tends to justify premium valuation because it becomes irreplaceable.
While SpaceX is like a rocket to the moon, the Louisiana base reminds us that rockets are only half the equation. The other half is infrastructure that compounds for decades. That is why some investors ride the volatility directly while others prefer diversified exposure through broad tech index like $Invesco QQQ(QQQ)$ which has SpaceX in its holdings. Different mission, different tools.
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Elon Musk is someone who knows what technical and technology needs for a space center, he is the right leader who is able to lead.