Tesla ( TSLA -0.72%) has been a monster stock for many investors, with shares more than doubling the S&P 500 's gains over the past five years. Those gains have come even as Tesla's stock has been very volatile and as investors have weighed whether CEO Elon Musk has fully committed his attention to his company.

Shares of Rocket Lab USA have soared more than 50% year to date. The rise of space infrastructure is a long-term trend now unfolding. After the first six months of 2025, many investors might be tempted to do so.