Politics & Megatrend
🧠 Trump administration massively pushes ahead with space commercialization
🔋 NASA (under Sean Duffy) accelerates lunar reactor project
🌌 Space Race 2.0 with China & Russia sparks new momentum
📈 S&P Aerospace & Defense Index +33% YTD - clearly outperforms S&P 500
📊 UBS sees space sector at $800 billion (2030) - Morgan Stanley even $1 trillion (2040)
Top stocks in the space boom 2025
🔥 Firefly Aerospace $FLY
🚀 IPO in August 2025: $45 per share | $868 million raised
🛰️ Successful moon landing with Blue Ghost probe in first attempt
💼 Order backlog: $1.1 billion | NASA deal worth $176.7 million until 2029
🔧 Partnership with Northrop Grumman strengthens technology confidence
🛰️ Rocket Lab $RKLB (-0.98%)
📈 Share price from $5.55 → $44 - thanks to event-driven rallies
🛰️ Electron launch #69 on August 5: QPS-SAR-12 precisely in orbit
🔁 Contract with iQPS: 9 launches - 4 more by the end of 2026
🛠️ Neutron rocket in development for medium-lift market
📶 AST SpaceMobile $ASTS (-1.67%)
📱 First direct-to-phone satellites active - no device adaptation necessary
📡 Cooperation with AT&T, Verizon - against dead spots & for global coverage
📃 3,650+ patents secure technological leadership
🌍 Acquisition of S-band rights (ITU): global frequency network massively strengthened
📊 Target: 120 Mbit/s broadband via satellite for every smartphone
💰 Viasat $VSAT (-1.05%)
🧩 Value play with turnaround character | Activist calls for split-up
🔬 DAT division with ~$50 value per share as hidden gem
📡 ViaSat 3 satellites launch global internet offensive
📈 William Blair sees "Outperform" with doubling potential
📉 Forward sales multiple: only 0.43 (!) - cheapest pick in the universe
⚛️ BWX Technologies $BWXT (-2.47%)
🔋 Leading in nuclear propulsion for the moon & deep space
📜 Favorite for NASA lunar reactor tender (100 kW fission power)
🔧 Order backlog: $6 billion | +70% YoY
🧠 Partnership with Lockheed Martin strengthens position
🎯 Focus on nuclear solutions for security, energy & medicine
📊 ETFs for all-in-one exposure
🛰️ ARKX - ARK Space Exploration ETF $ARKX
🛡️ iShares Aerospace & Defense ETF $ITA (-0.88%)
🚀 SPDR S&P Aerospace & Defense ETF $XAR (-1.39%)
📡 Global X Defense Tech ETF $SHLD
🛠️ U.S. Global Aerospace & Defense ETF $WAR
⚠️ Risks in the orbit
🛰️ Rocket launches remain risky & costly
💥 SpaceX pushes down prices → Margins under pressure
📉 Regulatory hurdles & high capital requirements
🌌 Complex technology = high susceptibility to failure
🧭 Conclusion: The new investment galaxy
💡 Space is no longer science fiction, but a real growth market
📈 Early investments could generate exponential upside
🎯 Best strategy: combination of selective moonshots & ETF diversification
🛸 The new space race has begun - and the winners have not yet been determined
