$DRO (-0,36 %) 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 (-0,14 %)
$XPEV (+0,18 %)
$EH (+2,58 %)
$BOX (-1,3 %)
$ZM (-0,19 %)
$LI (-1,57 %)
$JKS (+0,07 %)
$KSS (-0,87 %)
$NVDA (+0,44 %)
$OKTA (+0,97 %)
$CRM (-1,78 %)
$SNPS (+3,2 %)
$CRWD (+1,1 %)
$HPQ (-0,86 %)
$DRO (-0,36 %)
$PNG (-0,39 %)
$WDAY (-1,31 %)
$ULTA (-0,07 %)
$MRVL (+1,72 %)
$ADSK (-2,41 %)
$AFRM (+1,8 %)
$S (-0,44 %)
$IREN (+5,78 %)

$DRO (-0,36 %)

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 (+0,71 %)
$DRO (-0,36 %)
$AMD (+3,68 %)

$META (-0,73 %)
$ADBE (-2,18 %)
$NOW (-1,55 %)

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 (-0,36 %) 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 (+1,61 %) !

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 (-0,36 %)
$HIMS (+0,85 %)
$KTOS (+0,48 %)
$DOCN (+3,85 %)
$FME (-0,48 %)
$KDP (-0,79 %)
$AMT (-0,68 %)
$HD (-0,12 %)
$WDAY (-1,31 %)
$FSLR (+2,92 %)
$TEM (+1,97 %)
$O (+0,1 %)
$MELI (+2,39 %)
$HPQ (-0,86 %)
$LCID (+1,15 %)
$DRO (-0,36 %)
$HSBA (-5,91 %)
$FRE (-0,52 %)
$AG1 (+0,11 %)
$CRCL (-0,98 %)
$UTHR (-1,26 %)
$LDO (+1,58 %)
$IDR (+1,16 %)
$NTNX (+0,84 %)
$PARA (+3,04 %)
$NVDA (+0,44 %)
$TTD (-1,14 %)
$AI (-0,85 %)
$CRM (-1,78 %)
$SNPS (+3,2 %)
$SNOW (+0,5 %)
$PSTG (+1,81 %)
$ZIP (-1,96 %)
$ZM (-0,19 %)
$NU (-0,96 %)
$RR. (+1,77 %)
$MUV2 (-0,63 %)
$BIDU (-0,29 %)
$CELH
$DTE (-0,2 %)
$STLAM (+2,14 %)
$WBD
$HAG (+0,52 %)
$QBTS (+1,71 %)
$LKNCY (+0,35 %)
$BABA (+0,06 %)
$G24 (-0,8 %)
$HTZ (+3,33 %)
$PUM (-2,09 %)
$AIXA (+1,5 %)
$RUN (+2,84 %)
$INTU (-1,97 %)
$WULF (+4,44 %)
$MNST (-1,14 %)
$SQ (-0,41 %)
$ADSK (-2,41 %)
$MP (+4,75 %)
$RKLB (+2,95 %)
$SOUN (+2,96 %)
$SMR
$CRWV (+2,68 %)
$CPNG (+0,8 %)
$DUOL

The following shares are history:

$PANW (+1,37 %)
$TEAM (+0,57 %)
$175 (-2,2 %)
$PYPL (+0,87 %)
$RDC (+2,05 %)

New:

$HIMS (+0,85 %)
$NFLX (-1,01 %)

Increased:

$DRO (-0,36 %)

Let's see if this change is worth it!