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Patrick Schäfer@Hotte1909

1Semana

$ASTS is very interesting, I also had it in my portfolio in the short term. However, due to $RKLB (yes, I know it's mainly about rockets etc., but they also have a satellite division), I already have a big clump risk in this sector.

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Chandra@Chandra

1Semana

@Hotte1909 I see greater potential in $ASTS than in $RKLB, which is why I am not invested in the latter.

However, due to the rise in recent weeks, $ASTS has already grown to more than 1/3 of my portfolio. $ASTS is now larger than my $VWRL core 😅

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Patrick Schäfer@Hotte1909

1Semana

@Chandra I see enormous potential in both. $ASTS I see Starlink as direct competition, which is a high risk. I see a better market for $RKLB thanks to the Neutron

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Chandra@Chandra

1Semana

@Hotte1909 What particularly convinces me about ASTS is the large number of MNOs that have contracts with them and some of them have already announced the service for the end of 2026. I don't think Vodafone's CEO would make promo videos if they weren't 100% convinced of ASTS.

I don't know enough about rockets, but aren't BlueOrigin and Starlink direct competitors of $RKLB?

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Patrick Schäfer@Hotte1909

1Semana

@Chandra Indirectly, yes. However, the neutron rocket is something that the others don't have and that's where the future of Rocket Lab lies. Or not Starlink but Space X. Overall, both companies are extremely interesting. So $ASTS and $RKLB you can also add $AERO and $MTX

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Tobias...123@Tobias1982

1Semana

@Hotte1909 I switched to the VanEck Space Innovators UCITS ETF 😊. Your shares in the segment have done great, congratulations 💪😃.

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Patrick Schäfer@Hotte1909

1Semana

@Tobias1982 I also had my eye on it, but I'm not a fan of themed ETFs and prefer stock picking. Which stocks do you mean exactly? 😀

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