Updated portfolio with new positions in $NBIS (+4,43 %)
$ASTS (-2,15 %)
$HIMS (+8,82 %) and $NOVO B (+3,18 %) . Closed $AAPL (+2,14 %) for good as I believe they have been left behind in innovation for a long time now and its prospects are less attractice than the other Mag7 I hold ($NVDA (+3,19 %) , $AMZN (+3,59 %) , $GOOG (+3,76 %)
$MSFT (+0,93 %) and $TSLA (+6,14 %) , ordered in decreasing % of overall portfolio). Also i doubled my position in $LLY (+1,37 %) as currently experienced a healty but significant pullback.

Big part of portfolio is now in nuclear stocks, as I have increased my position in $OKLO and opened a position in $SMR

What do you think would be the most compelling 10-15y holds missing here? Please argument as I am very interested in learning macrotrends I may have overlooked.

Everything is starting at the end of July for $ASTS (-2,15 %) . Satellites going up and if everything is going well (fingers crossed) I can’t imagine that the price doesn’t go up by then. Added a little more to the position so I’m ready for when it’s all happening… 🚀

What is everyones opinion on $ASTS (-2,15 %) I don't hear much about it and see it as a big chance to create connectivity everywhere in the world. We are a bit before the launch of a lot of satellites until the end of 2026 and I believe the share price will be much higher with every succesful launch. Besides this they have partnerships with major telecom companies and enough funding to execute their plans so far. Of course it comes with risks but I was wondering if I was the only one enthousiastic about it.

$ASTS (-2,15 %) has several major partnerships in 2025, accelerating its mission to provide space-based cellular broadband directly to standard smartphones.

Mentioned companies and countries:

• Rakuten Mobile – Japan $4755 (+1,12 %)

• Vodafone – Europe $VOD (+1,05 %)

• 2degrees – New Zealand

• U.S. National Science Foundation – United States

In Japan, AST SpaceMobile and Rakuten Mobile achieved the first-ever video call using a low Earth orbit satellite and unmodified smartphones, paving the way for nationwide satellite-to-mobile service from 2026. In Europe, a joint venture with Vodafone will deliver satellite connectivity to mobile operators across all European markets, with a new research and validation hub opening in Málaga, Spain. Additionally, AST SpaceMobile has partnered with 2degrees in New Zealand and signed a coordination agreement with the U.S. National Science Foundation.

AST SpaceMobile $ASTS (-2,15 %) and AT&T $T (+1,57 %) have received FCC approval l to test direct-to-cell satellite connectivity using Band 14 spectrum for public safety. This enables trials with first responders later this year, aiming to provide reliable satellite-based connectivity in remote or disaster-affected areas. AST’s BlueBird satellites will use AT&T’s spectrum to deliver public safety-grade voice, data, and video services directly to standard smartphones. This milestone marks a significant step in enhancing emergency communications and bridging the digital divide

$ASTS (-2,15 %)

A lot of ups and downs and I continue increasing my exposure. After reading their business plan and seeing how they grow in number of satellites and partners I truly believe they will succeed.

Mid to long term but this company I believe will grow significantly.

After almost +50% in one week, I decided to sell half of my stocks.

Bought on 31.01 for 21.97$