@waldbrandgefahr I am mainly bullish on $KTOS and $RKLB but I prefer to have exposition through this ETF to get more diversification. Today $DFEN is gaining because of $LDO but I think those US stocks will overperform the $DFEN ones
Interesting and good companies. Got it on my watchlist, but I'm not sure. Seems like too much of a mixed bag, on the other hand reduces single stock risk.
