Today I sold another 5-8% of my position at the ATH and $RKLB (-2,95%) position and invested in other promising stocks. Rocket Lab is catapulting my portfolio to new heights, but the leverage is slowly decreasing. I still see 5-10x potential, but I also see that in other stocks and as the cluster risk is increasing, I want to gradually diversify. I also want to try to find "the next Rocket Lab", even if that won't be easy with such high valuations as we currently have.

Today I invested in PKSHA $3993 (+0%) (AI algorithms), Envipco $ENVI (-0,77%) (recycling), SEALSQ $LAES (+0,29%) (PQC semiconductors and satellites), BTQ Technologies $BTQ (-2,09%) (PQC semiconductors and IP), Fujifilm $4901 (+2,24%) (++Bio-CDMO), Furukawa Electric $5801 (-0,34%) (HTS and lasers) and 01 Quantum $ONE (+2,02%) (PQC software).

I wish you all a successful 2026 :)