If the inclusion-driven rally is primarily driven by passive inflows, much of that catalyst may already be reflected in prices. History shows index additions often create strong momentum before and around inclusion, followed by more mixed returns once forced buying subsides.
For a fresh position, I'd avoid chasing after a 20%+ sector surge. If you want exposure:
SPCX offers diversified exposure and lower company-specific risk.
RKLB has a stronger operating business and is a reasonable choice for investors with higher risk tolerance.
ASTS has the greatest upside potential, but also the highest execution and valuation risk.
My preference would be to wait for a pullback or consolidate before adding. If the long-term space investment theme remains intact, missing the first leg is usually less costly than buying into peak short-term enthusiasm.
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