$CIFR (+12,99%)

Overnight, slightly up.

Cipher Mining is attracting attention with strong institutional inflows in the last few hours. Let's see. I expect a quick multiplication. 😜

The analysts are also bullish 🥸

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Compute:

$NBIS (+9,5%)
$CIFR (+12,99%)
$IREN (+11,88%)
$APLD (+10,82%)

Energy:

$OKLO

$VST (+2,86%)

$CEG (+4,62%)
$SMR

Grid:

$PWR (+3,61%)

$EOSE

$FLNC (+5,7%)

$NEE (+0,5%)

Cooling:

$VRT (+7,06%)

$CARR (+0,88%)
$TT (+2,17%)

$NVTS

Automation:

$RR

$PATH (+2,39%)

$SERV (+9,93%)

$SYM (-0%)

Data:

$PLTR (+2,84%)

$SNOW (+4,86%) 🆘

$AI

$DDOG (+2%)

Connectivity:

$RKLB (+5,26%)
$ASTS (+0,81%)
$IRDM (-7,55%)
$VSAT (+8,15%)

Interface:

$AAPL (+0,3%)

$META (+0,13%)
$GOOGL (+1,25%)
$SOUN

Security:

$ZS (+3,15%)
$PANW (+0,76%)

$CRWD (+4,14%) 😎

$OKTA (+1,27%)

Hello everyone,

Since a lot has happened in the last few days and weeks, I would like to give you an insight into how far my portfolio has changed in terms of growth and returns. First of all, the FTSE All World has been thrown out completely, as have the stable value stocks such as Airbus and Telekom. My "new" portfolio has so far included the following:

Position (weighting in the portfolio in %) Return to date in %

$BTC (+0,83%) (13%)

Return to date +-0

$IREN (+11,88%) (11,2%)

Return so far approx. +30

$RKLB (+5,26%) (9,46%)

Yield yesterday still at +15% today at just under +4% 🤪

$PNG (-7,45%) (9,4%)

Yield so far +15%

$TTR1 (+4,8%) (8,67%)

Yield to date +-0

$IOS (+0,7%) (8,55%)

Return so far approx +5%

$ASTS (+0,81%) (8,54%)

Return to date approx +5%

$ZAL (+0,53%) (7,35%)

Return so far approx +11%

$IPX (-3,73%) (7,27%)

Return so far -5%

Warrants (only for those who are interested)

(sorted by weighting)

Long on Hensoldt MM2TXJ (+16%)

Long on silver MK81Z6 (+84%)

Short on Puma DU1SAE (+6%)

Inline OS on Zalando UG71Z8 (+93%)

Inline OS on Thyssenkrupp UG81HF (+80%)

Inline OS on Telekom (since today) PJ711H (-1%)

Discount Tut on Palantir VK38YE (-34%)

In addition, I now have a savings plan with 200 euros per month on Bitcoin $SOFI (+3,68%) Tech, as well as 100 euros each on $VSAT (+8,15%) and $BNTX (-1,48%) (for the next pandemic, cancer therapy, and because of the thick cash cushion).

I think I've covered the areas of data centers and digitalization, as well as space and outer space. What I'm still missing is a convincing stock in the critical commodities sector (I have Iperionx, but I'm still looking for a candidate that convinces me)...

I'm up about 8% for the week and see this as a very small confirmation of the transformation in the portfolio, even though I know that these stocks are naturally more susceptible to a bear market xD

I'm not sure whether I'll be able to keep up the savings rates because I have to take my driver's license exams soon and I'm still doing my A-levels. And as I only work on a part-time basis, I don't have that much money available yet. My deposit is currently around 9900 euros and my short-term goal is to have enough money by the end of 2026 or early 2027 to buy my dream car, a Golf 7. 🙈

Please let me know what you think and whether you would do the same as me...

And if anyone else has a stock that would fit into my portfolio strategy, I would of course also be delighted...

HG Small investors ✌️🤝

Good morning to all Getquiners,

Today I would like to share with you my train of thought and the associated changes in my portfolio...

What my portfolio looked like:

Predominance of quality stocks like Siemens, Airbus, Telekom etc.

Small part in the FTSE World

With a small weighting in warrants and Bitcoin

Now that I have studied the stock market in depth, I have decided at my age (not 20) to invest more in faster-growing and smaller companies and more in Bitcoin in order to increase the return to 20%+...

My portfolio in the future, partly already today (currently in the process xD):

Predominantly riskier stocks with higher growth rates such as $RKLB (+5,26%) , $IOS (+0,7%) ...

Increase of the $BTC (+0,83%) Bitcoin position to approx. 30% of the portfolio...

Approx. 15% of the portfolio in warrants...

If you have a few more stocks that fit into my new investment strategy, I would appreciate your suggestions freuen✌️:

I currently have on the WL

$TTR1 (+4,8%) , $VSAT (+8,15%) , $ENR (+2,9%) , $VWS (+1,57%) , $GEN (+0%) , ($GOOGL (+1,25%) )

Target:

20%+ p.a. & save for a future house purchase

Anyone who enjoys it can also see my portfolio with the current weightings and realize that I have already implemented some things 😁 The OS are not always up to date because I always have to enter them manually...

Could you let me know what you think of this approach?

HG Kleinanleger 😊

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 (+5,26%)

📈 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 (+0,81%)

📱 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 (+8,15%)

🧩 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 (+4,92%)

🔋 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 (+2,4%)

🚀 SPDR S&P Aerospace & Defense ETF $XAR (+3,61%)

📡 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

Goes on my "read me in sometime" list