$DRO (+1.81%) 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 (+0%)
$XPEV (-2.28%)
$EH (+2.08%)
$BOX (-0.2%)
$ZM (+0.36%)
$LI (-2.18%)
$JKS (+0.25%)
$KSS (+0.06%)
$NVDA (+1.03%)
$OKTA (+0.2%)
$CRM (-0.28%)
$SNPS (-1.43%)
$CRWD (-0.35%)
$HPQ (+0.42%)
$DRO (+1.81%)
$PNG (+0.93%)
$WDAY (-0.87%)
$ULTA (+0.3%)
$MRVL (+2.46%)
$ADSK (-0.98%)
$AFRM (+1.43%)
$S (+0.14%)
$IREN (+2.02%)

$DRO (+1.81%)

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 (+0.27%)
$DRO (+1.81%)
$AMD (+1.44%)

$META (+1.45%)
$ADBE (-0.37%)
$NOW (-0.07%)

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 (+1.81%) 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 (+0.47%) !

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 (+0.19%)
$HIMS (+1.46%)
$KTOS (+0.7%)
$DOCN (+1%)
$FME (-1.57%)
$KDP (+0.56%)
$AMT (+0.69%)
$HD (+0.57%)
$WDAY (-0.87%)
$FSLR (+1.18%)
$TEM (+1.05%)
$O (+0.37%)
$MELI (-0.15%)
$HPQ (+0.42%)
$LCID (+0.29%)
$DRO (+1.81%)
$HSBA (-0.62%)
$FRE (-1.26%)
$AG1 (-1.41%)
$CRCL (+2.43%)
$UTHR (+0.46%)
$LDO (+0.65%)
$IDR (-1.57%)
$NTNX (+0.68%)
$PARA (+1.84%)
$NVDA (+1.03%)
$TTD (+0.46%)
$AI (+0.08%)
$CRM (-0.28%)
$SNPS (-1.43%)
$SNOW (+0.87%)
$PSTG (+0.81%)
$ZIP (+0.59%)
$ZM (+0.36%)
$NU (+0.25%)
$RR. (+0.77%)
$MUV2 (-0.84%)
$BIDU (-0.13%)
$CELH
$DTE (-1.4%)
$STLAM (+0.43%)
$WBD (+0.27%)
$HAG (+0.33%)
$QBTS (+0.66%)
$LKNCY (+0.68%)
$BABA (-0.37%)
$G24 (+0.89%)
$HTZ (+0.6%)
$PUM (-0.13%)
$AIXA (+5.24%)
$RUN (+0.89%)
$INTU (+0.01%)
$WULF (+1.9%)
$MNST (+0.27%)
$SQ (+0.04%)
$ADSK (-0.98%)
$MP (+0.67%)
$RKLB (+1.74%)
$SOUN (-0.97%)
$SMR
$CRWV (+1.74%)
$CPNG (+0.64%)
$DUOL

The following shares are history:

$PANW (+0.02%)
$TEAM (+0%)
$175 (-6.36%)
$PYPL (+0.18%)
$RDC (+5.75%)

New:

$HIMS (+1.46%)
$NFLX (+1.27%)

Increased:

$DRO (+1.81%)

Let's see if this change is worth it!