In my view, there are a few promising stocks among them. However, the valuations of the stocks you have chosen are very close to astronomical in my view.
Personally, I wouldn't touch stocks like Zalando with pliers. In the case of $ASTS, I honestly don't have the imagination to justify the valuation, they almost exclusively offer mobile satellites (most of which don't belong to AST itself) and it currently looks like they are steadily losing market share rather than gaining it. I don't have the research background for $VSAT. Edit: Why did you choose both AST and ViaSat? After brief research, both have the same focus, namely mobile communications on the move🤔.
In the area of mining/HPC/colocation, my choice no longer fell on $IREN after quite intensive research, as the valuation is currently too high for me in relation to a possible big deal.
In the area of critical raw materials, the question is what kind of exposure you are looking for suchst🤷🏼♂️. Titanium is currently in the portfolio, okay. Rare earths in general? Lithium in particular? Something completely different? In my view, you're being rather vague at the moment.
And the stocks you have chosen are not "more susceptible" to a bear market, but will then probably be completely slaughtered😅🫣. In my view, the valuations are far too inflated for that.
Personally, I wouldn't touch stocks like Zalando with pliers. In the case of $ASTS, I honestly don't have the imagination to justify the valuation, they almost exclusively offer mobile satellites (most of which don't belong to AST itself) and it currently looks like they are steadily losing market share rather than gaining it. I don't have the research background for $VSAT. Edit: Why did you choose both AST and ViaSat? After brief research, both have the same focus, namely mobile communications on the move🤔.
In the area of mining/HPC/colocation, my choice no longer fell on $IREN after quite intensive research, as the valuation is currently too high for me in relation to a possible big deal.
In the area of critical raw materials, the question is what kind of exposure you are looking for suchst🤷🏼♂️. Titanium is currently in the portfolio, okay. Rare earths in general? Lithium in particular? Something completely different? In my view, you're being rather vague at the moment.
And the stocks you have chosen are not "more susceptible" to a bear market, but will then probably be completely slaughtered😅🫣. In my view, the valuations are far too inflated for that.
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@All-in-or-nothing Hi, thank you very much for your feedback!!! I will definitely take a closer look. I will check the valuations in particular. I only have Zalando as a short-term trade until Zalando bounces back to around €32. May I ask what value you have found in the data center business?
My basic idea of a higher risk is simply that I think I can actually go all-in now, because even if I'm at -50%, nobody will kick me out of my apartment and I'll still get my food because I live with my parents...
When it comes to the question of Viasat vs Ast Spacemobile, I just don't want to put all my eggs in one basket and Viasat has simply run away from me, while Ast Spacemobile hasn't had such a big jump yet...
Whereby Ast Spacemobil is clearly the more speculative of the two, because unlike Spacemobil, Viasat already has a lot of real turnover...
My basic idea of a higher risk is simply that I think I can actually go all-in now, because even if I'm at -50%, nobody will kick me out of my apartment and I'll still get my food because I live with my parents...
When it comes to the question of Viasat vs Ast Spacemobile, I just don't want to put all my eggs in one basket and Viasat has simply run away from me, while Ast Spacemobile hasn't had such a big jump yet...
Whereby Ast Spacemobil is clearly the more speculative of the two, because unlike Spacemobil, Viasat already has a lot of real turnover...
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