Been digging through some project portfolios lately, and honestly, there's a lot of noise out there. But here's the thing—when you filter out the hype and short-term traders, there's actually a solid core. I'd say there's maybe a dozen projects that actually deserve long-term portfolio allocation. These aren't rotation plays; they're the ones you can genuinely hold through market cycles without losing sleep. The rest? Mostly noise waiting to get shaken out in the next rotation.