$DRO (-2.52%) What do you think of this company?

Good morning! Here's my latest earnings calendar from my vacation in Sardinia—my last two are coming up. Have a great Sunday, everyone!

$PDD (-2.68%)
$XPEV (-2.02%)
$EH (+2.26%)
$BOX (-0.61%)
$ZM (+0%)
$LI (-2.67%)
$JKS (-4.84%)
$KSS (+6.13%)
$NVDA (-7.49%)
$OKTA (+0.92%)
$CRM (-0.07%)
$SNPS (+1.49%)
$CRWD (-0.68%)
$HPQ (+0.18%)
$DRO (-2.52%)
$PNG (+2.09%)
$WDAY (+0.47%)
$ULTA (+1.75%)
$MRVL (+2.77%)
$ADSK (+0.35%)
$AFRM (-0.26%)
$S (+0.51%)
$IREN (-7.89%)

$DRO (-2.52%)

Strong Growth: H1/2026 revenue of AUD 125.8 million (+74%)

Full order book: Over AUD 206 million in secured orders for 2026

Mega-trend: Enormous, unrelenting demand for counter-UAS systems in the military sector.

Following the recent pullback in the stock price, now is the perfect time to get into this growth sector! 📈🛡️

$UNH (-0.03%)
$DRO (-2.52%)
$AMD (+5.84%)

$META (+4.39%)
$ADBE (-0.83%)
$NOW (-0.35%)

Today I realized UNH (-13%) and DRO (-20%) at a loss to offset most of my AMD gains (+183%) for tax purposes. AMD position reduced by ~31%.

I rotated the freed up capital into (mmn) high quality software: META (+200% increased), NOW (+124% increased) and ADBE (+38% increased).

Thesis: The AI infrastructure is built - now the software layers should monetize. Let's hope that I didn't catch the worst time.

What's still to come:

Sell Grab

Trim Micron

find a cybersecurity play that is not exorbitantly overvalued and profitable.

$DRO (-2.52%) was in my portfolio with an effective return of 168% in the meantime.

I have now decided to take profits in the short term.

In the long term, however, I think that DroneShield is building a strong business model.

I have reinvested the profits.

Judge me. But $GME (+0.04%) !

I have been invested in GameStop for a long time and want to increase my holding in the current financial year.

I am deeply convinced that the management there will achieve a turnaround.

I am curious to see how the business model will transform this year, especially with the merger rumors.

I currently hold 4,000 shares at an average entry price of around USD 22.

With this in mind: Power to the players!

I would be interested in your opinion on the "play".

Where are my fellow Apes?

$DPZ (+0%)
$HIMS (-5.1%)
$KTOS (+1.53%)
$DOCN (-0.56%)
$FME (-1.95%)
$KDP (+0.54%)
$AMT (+0.35%)
$HD (+1.91%)
$WDAY (+0.47%)
$FSLR (-5.02%)
$TEM (+3.82%)
$O (-0.05%)
$MELI (+0.4%)
$HPQ (+0.18%)
$LCID (+1.86%)
$DRO (-2.52%)
$HSBA (+1.77%)
$FRE (+1.32%)
$AG1 (-1.36%)
$CRCL (-2.51%)
$UTHR (-0.85%)
$LDO (+3.2%)
$IDR (+2.59%)
$NTNX (+0.27%)
$PARA (+2.48%)
$NVDA (-7.49%)
$TTD (+10.06%)
$AI (+1.16%)
$CRM (-0.07%)
$SNPS (+1.49%)
$SNOW (+1.61%)
$PSTG (+1.87%)
$ZIP (+3.74%)
$ZM (+0%)
$NU (-0.6%)
$RR. (+3.57%)
$MUV2 (-0.72%)
$BIDU (-2.86%)
$CELH
$DTE (-0.75%)
$STLAM (+0.98%)
$WBD
$HAG (+4.27%)
$QBTS (-2.03%)
$LKNCY (-1.64%)
$BABA (-3.66%)
$G24 (+0.17%)
$HTZ (-2.01%)
$PUM (+0.71%)
$AIXA (+3.62%)
$RUN (-0.17%)
$INTU (-0.19%)
$WULF (+0.38%)
$MNST (-0.46%)
$SQ (+2.55%)
$ADSK (+0.35%)
$MP (+0.08%)
$RKLB (+0.99%)
$SOUN (-0.82%)
$SMR
$CRWV (-1.57%)
$CPNG (-1.59%)
$DUOL

The following shares are history:

$PANW (-0.34%)
$TEAM (+0.57%)
$175 (-1.61%)
$PYPL (+1.5%)
$RDC (+2.43%)

New:

$HIMS (-5.1%)
$NFLX (-0.36%)

Increased:

$DRO (-2.52%)

Let's see if this change is worth it!