I am pretty new to the investment world and have been trying to understand the US markets for sometime being an Indian. I have a pretty strong thesis on why space will pick up trends just like AI. Just want to hear opinions from the seasoned investors of this sub. What y'all think about the future of space companies in next 10 years of horizon? My US portfolio is a very high risk bet on rare earth metals and space/semiconductor domains. I have invested in below etfs -
1) PPLT - I believe platinum is a super metal and is criminally underrated. Instead of going the standard gold/silver route I have invested a major chunk of my portfolio into this as a lumpsump
2) SMH - Semiconductor exposure cause why not.
3) UFO - A more balanced space exposure, am planning to start an sip on this one.
4) Nasa - Am well aware of cross exposure with UFO but got it for short term gains post spacex ipo release.
A few interesting companies -
1) Red wire corp (RDW) - They have an acquisition first kinda approach. Got some debt and negative profitability. But it's sorta common for space companies to not show profit as they are R&D heavy and rely on gov contracts. Am pretty uncertain about their acquisition first approach and not sure if they will be able to turn it into a positive cashflow company
2) FLTCF - Caters to spacex for space comm. Cash heavy and is profitable. YoY growth has been impressive as well.
Also I would appreciate comments on my portfolio and research about space companies. Feel free to drop your research as well!!!!