Quick ranking by risk for the space basket: RKLB safest β actual revenue, growing launch backlog, real pick-and-shovel play. DXYZ middle ground β indirect SpaceX via VC fund, NAV premium narrows post-IPO. UFO/NASA more diversified and lower vol. ASTS highest risk β pre-revenue satellite broadband, binary outcome. RDW and VCX small cap, high volatility. All green today though π
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