$DRO (-2,04 %) 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 (+0,65 %)
$EH (+0,55 %)
$BOX (-0,24 %)
$ZM (-0,02 %)
$LI (+2,38 %)
$JKS (+1,3 %)
$KSS (+0,78 %)
$NVDA (-0,15 %)
$OKTA (+0,06 %)
$CRM (+0,73 %)
$SNPS (+0,33 %)
$CRWD (+0,11 %)
$HPQ (-0,25 %)
$DRO (-2,04 %)
$PNG (+1,93 %)
$WDAY (+0,88 %)
$ULTA (+0,41 %)
$MRVL (-0,46 %)
$ADSK (+0,93 %)
$AFRM (-0,76 %)
$S (-0,61 %)
$IREN (-2,36 %)

$DRO (-2,04 %)

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 (+0,45 %)
$DRO (-2,04 %)
$AMD (-1,68 %)

$META (+0,25 %)
$ADBE (+1,02 %)
$NOW (+0,8 %)

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 (-2,04 %) 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 (+0,14 %) !

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 (+1,11 %)
$HIMS (-0,88 %)
$KTOS (-0,55 %)
$DOCN (-0,26 %)
$FME (+1,31 %)
$KDP (+1,62 %)
$AMT (+0,34 %)
$HD (-0,01 %)
$WDAY (+0,88 %)
$FSLR (-0,44 %)
$TEM (-1,15 %)
$O (+0,46 %)
$MELI (-0,35 %)
$HPQ (-0,25 %)
$LCID (-0,27 %)
$DRO (-2,04 %)
$HSBA (-3,12 %)
$FRE (+0,44 %)
$AG1 (+0,47 %)
$CRCL (-3,63 %)
$UTHR (-0,02 %)
$LDO (-0,59 %)
$IDR (-0,69 %)
$NTNX (+0,05 %)
$PARA (-0,21 %)
$NVDA (-0,15 %)
$TTD (+0,43 %)
$AI (-0,66 %)
$CRM (+0,73 %)
$SNPS (+0,33 %)
$SNOW (+0 %)
$PSTG (-0,8 %)
$ZIP (+0,28 %)
$ZM (-0,02 %)
$NU (-1,24 %)
$RR. (-0,71 %)
$MUV2 (+0,86 %)
$BIDU (-0,52 %)
$CELH
$DTE (+1,46 %)
$STLAM (+0,61 %)
$WBD (+0 %)
$HAG (-3,36 %)
$QBTS (-1,76 %)
$LKNCY (+0,17 %)
$BABA (-1,44 %)
$G24 (+1,66 %)
$HTZ (-2,76 %)
$PUM (+2,11 %)
$AIXA (-2,08 %)
$RUN (-0,79 %)
$INTU (+1,71 %)
$WULF (-1,72 %)
$MNST (+0,83 %)
$SQ (-0,33 %)
$ADSK (+0,93 %)
$MP (-1,04 %)
$RKLB (-1,5 %)
$SOUN (-1,76 %)
$SMR
$CRWV (-2,05 %)
$CPNG (-0,31 %)
$DUOL

The following shares are history:

$PANW (+0,46 %)
$TEAM (+0,87 %)
$175 (-0,01 %)
$PYPL (+0,24 %)
$RDC (+4,93 %)

New:

$HIMS (-0,88 %)
$NFLX (+0,99 %)

Increased:

$DRO (-2,04 %)

Let's see if this change is worth it!