Does anyone know why $RKLB (+3,82 %) is rising like this today? Unfortunately I couldn't find anything on the net.

...after everything here is full of Novo and I really hit the jackpot at the ATH (buy price around 115€...), I have a new entry in the pharma / medical sector :)

My investment strategy is generally "long" and the savings plans have also been adjusted:

• $VWRL (+0,29 %) 300€ p.M.
• $BTC (+0,96 %) 100€ p.m.
• $1810 (-1,3 %) 150€ p.m.
• $489 (-1,27 %) 50€ p.m.
• $DFEN (+2,78 %) 150€ p.m.
• $1211 (+0,13 %) 150€ p.m.
• $175 (+1,26 %) 50€ p.m.
• $RTX (+3,55 %) 50€ p.m.
• $RKLB (+3,82 %) 50€ p.m.
• $ASML (-1,01 %) 100€ p.m.
• $SHL (+1,55 %) 480€ p.m.
• Gold 50€ p.m.

So total investment per month is 1680€ / savings rate per month.

Apart from that, I still hold around 5k in cash at the moment (watchlist is filled with Google and various other stocks).

I would be happy to receive feedback and wish you a nice weekend :)

LG

Hello Community,

I thought it was time to post my portfolio again and what adjustments and plans are still taking place for the year 2025.

My portfolio currently consists of the classic $IWDA (+0,52 %) , $EIMI (+0,26 %) and the $CSNDX (-0,05 %) .

Further additions are $WGLD (+2,03 %) and $BTC (+0,96 %) only.

My remaining satellites are targeted additions in order to expand the focus to Europe and Japan on the one hand and to provide a yield boost in the portfolio on the other.

I currently continue to invest in all ETFs, gold and Bitcoin on a monthly basis.

Upcoming changes:

I will move a portion from the call money account to the $XEON (+0 %) into the

It may be planned to make another additional purchase at $NOVO B (+1,73 %) is planned.

expected new additions this year:

$PANW (+0,95 %)

$ISRG (-0,64 %)

$RKLB (+3,82 %)

These are also joining the ranks as targeted satellites and, for me, represent three further interesting, fast-growing and sustainable sectors.

Have a nice weekend :)

LG

Paul

Rocket Lab USA $RKLB (+3,82 %) has taken a significant step in the international defense and aerospace industry. The company has the honor of being selected by both the US Air Force and the UK Ministry of Defense. Rocket Lab will be a partner in multi-billion dollar programs to develop hypersonic technologies. In particular, Rocket Lab will play a key role in the US Enterprise-Wide Agile Acquisition Contract (EWAAC) program, which is worth up to USD 46 billion and runs until 2031. This collaboration is not only a vote of confidence, but could also help the company to secure numerous orders in the coming years and significantly expand its portfolio. With innovative hypersonic solutions, Rocket Lab aims to set new standards and consolidate its position in the industry.

In the USA, Eastman Chemical $EMN (+2,73 %) is one of the leading companies in the chemical sector, offering a broadly diversified portfolio. The company supplies specialty and commodity chemicals for various industries, including paints, coatings, plastics and additives. However, in view of the current economic uncertainties, Eastman Chemical has announced that it will introduce further cost-cutting measures. The aim is to achieve positive effects of USD 75 to 100 million by 2025 through these measures. These strategic steps are necessary to improve margins and strengthen the company's competitiveness in a challenging market environment. While the industry is in transition, Eastman is showing that it is ready to face the challenges and proactively seek solutions.

Sources:

https://www.finanzen.net/nachricht/aktien/rocket-lab-fuer-milliardenschwere-hyperschallprogramme-in-den-usa-und-grossbritannien-ausgewaehlt-14395075

https://www.finanzen.net/nachricht/aktien/eastman-chemical-chemiekonzern-will-margen-dank-sparmassnahmen-weiter-verbessern-14394895

$RKLB (+3,82 %) Rocket Lab has secured major defense contracts with the US and UK to further develop its hypersonic technology with the Hypersonic Accelerator Suborbital Test Electron (HASTE) program. The company has been selected for the US Air Force's $46 billion EWAAC program and the UK MoD's £1 billion HTCDF program, both of which are aimed at the rapid development of innovative technologies.

HASTE is a sub-orbital variant of the Electron rocket with a payload capacity of up to 700 kg and speeds above 7.5 km/s, designed to test hypersonic technologies such as scramjets and re-entry systems. To date, three successful HASTE missions have been carried out for the US Department of Defense, including two within just 21 days.

These contracts have had a positive impact on Rocket Lab's financial guidance: Revenue is expected to increase from $436 million in 2024 to $580 million in 2025, and profitability is expected from 2026.

(translated from English)

Technological advances and global challenges are opening up new opportunities in various sectors. In addition to well-known areas such as artificial intelligence and renewable energies, there are less recognized sectors with significant growth potential. Here are some areas where I see a lot of potential.

For each area, I have listed a few stocks that are considered pioneers or already established...

1. 💧 Water management - the blue gold of the future

Why is it exciting?

- Water scarcity is becoming a pressing problem worldwide.

- Investments in water treatment, desalination and efficient use are increasing.

Example company:

- Xylem Inc. $X1YL34 - Specialized in water technologies and solutions.

- Veolia Environnement $VIE (+1,95 %) - Leader in water and waste management.

2. 💻 Data processing & data centers - backbone of the digital era

Why is it exciting?

- Increasing data volumes require powerful infrastructures.

- Cloud computing, edge computing and quantum computing are revolutionizing the industry.

Example companies:

- Equinix $EQIX (+0,25 %) - The world's leading provider of data center services.

- Digital Realty $DLR (+0,88 %) - Specializes in data center solutions for companies.

3. 🚀 Space industry - The new economic space

Why is it exciting?

- Private companies are driving innovation and reducing costs.

- Applications range from satellite communication to space tourism.

Example companies:

- Virgin Galactic Holdings Inc. $SPCE (+16,46 %) (SPCE) - pioneer in the field of space tourism.

- Rocket Lab USA Inc. $RKLB (+3,82 %) (RKLB) - provider of low-cost rocket launches for small satellites.

- Airbus $AIR (+0,32 %) (AIR) - Leader in aerospace technologies.

- Boeing Co. $BA (+0,44 %) (BA) - Involved in manned space programs and satellite technology.

- Northrop Grumman Corp. $NOC (+2,32 %) (NOC) - Specializes in defense and space systems.

4. 🌍 Rare earths & raw materials - foundation of modern technologies

Why are they exciting?

- Electromobility, renewable energies and electronics rely on rare metals.

- Recycling and sustainable mining are becoming increasingly important.

Example company:

- MP Materials $MP (+1,33 %) - Largest producer of rare earths in the USA.

- Lynas Rare Earths $LYSDY (+0,95 %) - Leading supplier outside China.

5. 🌱 Vertical farming - the future of urban food production

Why is it exciting?

- Population growth and urbanization require new farming methods.

- Indoor farming enables year-round production with reduced water consumption.

Example company:

- AeroFarms (not found on getquin) - pioneer in vertical farming with innovative cultivation techniques.

- AppHarvest $APPHQ - Operates high-tech greenhouses for sustainable cultivation.

💡 Conclusion: These emerging sectors offer significant opportunities for investors and innovators. Early involvement could be advantageous in the long term.

🔥 Which of these future industries do you think are particularly promising? Share your opinion in the comments!

✅ I'll list the companies mentioned in the comments here:

$LRV (-2,98 %) (rare earths)

$TTEK (+1,29 %) (water management)

$BMI (+0,92 %) (water management)

$TSLA (-1,6 %) (Robotics)

🔍 Disclaimer: No investment advice - only my personal assessment. Everyone should do their own research!

last week and only kept my all-world and the dividend portfolio.

Today, with attractive prices, I re-entered with small positions in:

$NU (-5,13 %)

$UBER (-0,24 %)

$RKLB (+3,82 %)

$HIMS (-4,03 %)

$MSTR (-4,49 %)

They say that's the way to go 🙌 😅