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🚀 Space boom 2025: the space revolution takes off

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 (+0,26 %)


📈 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 (-2,18 %)


📱 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 (-2,85 %)


🧩 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 (+0,16 %)


🔋 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 (+0,79 %)

🚀 SPDR S&P Aerospace & Defense ETF $XAR (+0,82 %)

📡 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

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$RKLB is definitely at the forefront and will be one of the winners.
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