Hello my dears,

As promised, I'll start the new year with a look back and a brief analysis of the year 2025.

I am always happy to receive suggestions for improvement and ideas.

In the 5-year chart you can see an outperformance against popular and strong ETFs.

You can see the resulting higher volatility

Apart from 1% Bitcoin ETP, my portfolio consists exclusively of individual stocks.

I do not trade in certificates.

In the 2025 chartwe see a synchronization with the ETFs until the April crash.

In April, I was lucky enough to receive cash from my former employer. And so I was also able to take advantage of the price reduction 🍊.

Perhaps as a result of clever additional purchases and new purchases, there was a good outperformance compared to the ETFs.

In August, there were good figures for some companies (apart from Elf and Chipotle).

In addition, however, I spent a little more time with momentum stocks in the summer @Krush82 . In the end, I filtered out momentum stocks with good fundamental figures.

Something like

-Gilat $GILT (+1,36 %)

-AeroViroment $AVAV (+0,92 %)

When 🍊had once again pushed down the pharma sector, there was an additional purchase at

• Krystel $KRYS (+0,58 %)

Good figures for

• Micron $MU (+0,4 %) and SK Hynix $HY9H (+1,06 %)

and a new entry due to good momentum at

• Frequency $FEIM (+2,42 %)

then gave me a small year-end rally.

Flops 2025

But of course not everything is positive on the stock market.

And there are also rotten potatoes in a broadly diversified portfolio.

In contrast to an ETF, I have the option of sorting out the rotten potatoes in my portfolio. Which should ultimately lead to outperformance.

But sorting them out is not that easy.

Because some of the underperformers in 2026, such as

• Chipotle $CMG (-0,08 %)
• Constel Software $CSU (+1,44 %)
• Copart $CPRT (+0,09 %)
• Tetra Tech $TTEK (-0,34 %)
• UFP Tech $UFPT (+1,26 %)
• FICO $FICO (-0,35 %)
• Apollo Global $APO (+0,02 %)
• Ferrari $RACE (+0,38 %)

are less speculative quality stocks, which should actually hedge my portfolio.

My dears, I need your help here. help.

Which values would you stick to and where do you see a comeback?

My analysis would be:

• Eleven Beauty as a growth stock still has potential, and has been quite impacted by the China tariffs
• Chipotle continues to expand and grow.
• Constel. Software is a long term compounder which has suffered from CEO resignation and AI uncertainty. See a recovery here.
• FICO the monopoly has been partially broken. But still sees a moat.
• Copart, has been a steady performer so far. But difficult to assess how autonomous mobility will affect the business model. (eternal Selling)
• Ferrarisimilar to Copart. Is facing a major transformation with challenges (eternal sale). Sell)
• Tetra Tech, profiteer of AI and expansion of data centers. Tainted by the Trump administration. Because some public contracts in developing countries. But should benefit from climate change and may even be an insider tip in the election year.
• UFP Technology Growth sector with a moat. Fundamental figures are right, expect comeback (eternal). Buy later)
• Defi Technology the child has fallen into the well 😭. Eternal comeback due to rising Bitcoin.

Tops 2026

I continue to hold on to almost all stocks here.

I am particularly positive about the biotech sector.

• Krystel Biotech

• Applovin is now performing very well for the second year in a row. And some analysts also count the share among the favorites for 2026. @Semos25

• micron and sk Hynix were completely ignored by investors for a very long time despite their favorable valuations. I bought more shares several times during this period. Both shares are also among the favorites and AI profiteers in 2026

• Frequency moat in the niche. Profiteers from rising interest in quantum technology. Could benefit from the Spaxe X IPO and NASA's plan to travel to the moon.

• Kraken Robotichas been written about a lot in the last few days (thanks @Klein-Anleger ). I remain invested.

• Sofi, IES Holding, I remain invested.

• Palfingersurprise of the year, fundamentals fit, good dividend yield, profiteer from expansion in renewable energy, increase in defense spending. Chart-technically in a very exciting situation, hanging on to the old high. Watch and help @TomTurboInvest (Watch / Sell).

My dears, as we look ahead to the new year, I'm already taking a look around.

With the question of which values could be the winners in 2026.

Last year, I read comments from time to time. Which said that the top performers of 2024 will not perform next year or will even lose.

If I had listened to them, I wouldn't have stayed invested in AppLovin. And I would have missed out on the Tenbagger 2025.

Dear ones, how are you dealing with your TOP performers from this year?

When looking at the TOPs from the indices, I keep noticing which pearls in the NASDAQ Composite are hidden.

My TOPs from this index are in the upper midfield.

It takes a lot of courage and risk to be among the best stocks here. Because as you can see, almost all of these stocks have no P/E ratio. That means they are not profitable.

But there are also these gems in the S and M DAX, and perhaps it is worth taking a closer look here. Even if we like to talk Germany down.

There are also a few surprises, so I wouldn't have bet a flower pot on SMA Solar and Nordex. Even a Tenbagger is off the mark 😂🙈. Or who of you would have expected these stocks to be at the top?

Which value is a surprise for you, and which values do you still see at the top?

After all, a turn of the year shouldn't put an end to momentum.

@Epi
@Krush82

I am at least pleased to be among the winners in some indices. 😘

My TOPs from the stock market indices:

NASDAQ $MU (+0,4 %) Micron 205.34 %

$APP (+0,43 %) AppLovin 126.32 %

$GOOGL (+0,05 %) Alphabet 62.94 %

DAX$SIE (+0,52 %) Siemens 24.58 %

$ENR (-0,6 %) Siemens Energy 140.30 %

Dow Jones$NVDA (+0,35 %) NVIDIA 38.50 %

$MSFT (+0,09 %) Microsoft 11.19 %

M DAX - - - - -

NIKKEI$6857 (-0,08 %) Advantest 98.45 %

TecDAX$AIXA (+0,7 %) Aixtron 17.87 %

SDAX -------

NASDAQ Composite

$FEIM (+2,42 %) Frequency Electronics 159 %

$GILT (+1,36 %)
Gilat Satellite Networks 102 %

$IESC (+1,33 %)
IES Holdings 92,5 %

NASDAQ

DAX

Dow Jones

M DAX

NIKKEI

TecDAX

SDAX

NASDAQ Composite

@Tenbagger2024 Here are my winners and losers for November. As always, I am concentrating on the equity positions, even though the 6 biggest winners and the 2 biggest losers were derivative trades.

Let's start with the losers for a change.

1st place goes to

$INOD (+0,52 %) with - 27%

2nd place

$IPX (-0,95 %) with - 25%

3rd place

$GILT (+1,36 %) with - 24%

Among the winners

1st place

$ONDS (+0,49 %) with + 31% after the re-entry, so I have hit the momentum quite well there

2nd place

$LMND (+0,2 %) with + 29%

3rd place

$TTR1 (+2,69 %) with + 23%, who are appearing in this list for the first time and who I still have high hopes for in the long term.

High-performance SSPAs deliver robust uplink performance for LEO gateways

November 20, 2025, 07:05 ET | Source: Gilat Satellite Networks Ltd.

$GILT (+1,36 %)

My dears, I simply remain invested in this growth stock.

PETAH TIKVA, Israel, Nov. 20, 2025 (GLOBE NEWSWIRE) - Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT), a global leader in satellite networking technology, solutions and services, announced that its commercial division has received orders valued at over $6 million for Gilat Wavestream's gateway solid-state power amplifiers (SSPAs) to support low earth orbit (LEO) constellations. Delivery is expected in the next 12 months

Gilat Wavestream's highly efficient and reliable SSPAs are designed to meet the demanding requirements of next-generation satellite networks. The SSPAs provide high-performance connectivity and ensure seamless communication even in remote or challenging areas.

"These orders reflect the strong demand for Gilat's innovative technology and our customers' confidence in the quality and performance of our products," said Edgar Khachatryan, President of Gilat Wavestream . "Our SSPAs are designed to power next-generation architectures with the robustness and reliability that service operators expect."

https://www.globenewswire.com/news-release/2025/11/20/3191778/11105/en/Gilat-Receives-More-Than-6-Million-in-Orders-to-Support-Low-Earth-Orbit-Constellations.html

$GILT (+1,36 %)

Here, too, I remain invested.

Adjusted earnings per share (non-GAAP) in the third quarter were USD 0.19, USD 0.09 above expectations.

Sales of USD 117.7 million (+57.8 % compared to the previous year) exceeded expectations by USD 4.53 million.

"Gilat delivered another strong quarter with significant growth and continued successful execution of strategy while generating robust operating cash flow," said Adi Sfadia, CEO of Gilat. "Our competitive advantage in satellite communications and success in next generation programs is clearly reflected in strong order intake and growing demand."

Based on the impressive results, Gilat has raised its guidance for the full year 2025. The company now expects revenue to be in the range of USD 445 million to USD 455 million, up from its previous forecast of USD 435 million to USD 455 million.

Based on the mean value of the forecast range, this corresponds to growth of around 47% compared to the previous year. Adjusted EBITDA is now forecast to be between USD 51 million and USD 53 million, which corresponds to growth of around 23% at the mid-point of the range.

$GILT (+1,36 %)

Ladies and gentlemen, I remain invested here too and look forward to the figures in November.

Gilat announced that its Commercial Division has received orders worth USD 42 million from a leading satellite operator, mainly for its SkyEdge IV multi-orbit platform. Delivery of the systems is scheduled for the next twelve months.

These orders will significantly expand the global deployment of Gilat's SkyEdge IV platform. This platform is the first choice of satellite operators looking to enable next-generation connectivity in a multi-orbit environment.

SkyEdge IV is widely deployed to support a variety of critical applications, including in-flight connectivity (IFC), maritime mobility, enterprise broadband and cellular backhaul. The increasing use of IFC and the rapid rollout of free Wi-Fi on commercial flights are driving global investment in satellite infrastructure. Thanks to its scalability, flexibility and efficiency, the SkyEdge IV platform enables operators to meet the growing demand from passengers and businesses for seamless high-speed broadband anywhere in the world.

https://www.thefastmode.com/technology-solutions/45323-gilat-expands-multi-orbit-connectivity-with-42-million-skyedge-iv-orders

I was already ready yesterday, when $GILT (+1,36 %) reached the 100 % mark for me. A big thank you for the introduction to @Tenbagger2024

So we can all use the swarm intelligence. In my case, one or the other at $ONDS (+0,49 %) benefited from the introduction. So let's continue to find the future pearls and rockets together.😉🚀

I wish you all a successful October and that you achieve your goals, however they look.

My goal is to crack the 100% mark YTD. 😎😂

Hello my dears,

September is over.

That's why I'd like to give you a little overview of the month.

Tops: 📉

$INOD (+0,52 %)
$APP (+0,43 %)
$MU (+0,4 %)
$GILT (+1,36 %)
$PNG (+1,27 %)
$AVAV (+0,92 %)
$ASML (+1,84 %)

Flops: 📈

$UFPT (+1,26 %)
$CAMX (-0,22 %)
$TDG (+0,56 %)
$CMG (-0,08 %)
$TTEK (-0,34 %)
$CPRT (+0,09 %)
$CSU (+1,44 %)

It was noticeable in September that there were a lot of long runners and compounders among the flops. For this reason, I am relaxed for the time being and will stick to the values.

📉

My overall portfolio closed the month up 8.64 %.

$EQQQ (+0,02 %) NASDAQ 100. +4.81 %

$IWDA (+0,12 %) MSCI World. +2,62 %

$GILT (+1,36 %)

Ladies and gentlemen, I am invested myself and continue to see potential.

I found the share through my momentum strategy.

I have seen that some people are also invested.

I wish us continued success and will continue to report on Gilat.

PETAH TIKVA, Israel - Gilat Satellite Networks Ltd (NASDAQ:GILT, TASE: GILT), whose share price has risen nearly 98% year-to-date, according to data from InvestingPro , has secured over $7 million worth of contracts through a prime contractor to supply additional transportable SATCOM terminals to the U.S. Army, the company announced Tuesday.

The orders include multiple units of the DKET 3421 transportable terminal and associated support services. Delivery is expected to be completed before the end of 2025.

The DKET 3421 is a WGS-certified, combat-proven terminal for demanding mission requirements. The system is multi-carrier capable and supports up to 32 modems. It therefore offers high data throughput performance for armed forces stationed in the field.

"This latest award reflects the U.S. Army's continued confidence in our DKET technology as an indispensable enabler of a secure and relocatable SATCOM infrastructure for our men and women in uniform," said Nicole Robinson, president of Gilat DataPath, according to the company's press release.

Gilat's DKET platform has been adopted as military organizations increasingly seek flexible and rapidly deployable communications solutions for dynamic environments.

Headquartered in Israel, Gilat Satellite Networks provides satellite-based broadband communications with over 35 years of industry experience. The company develops technology solutions for satellite, ground and new space connectivity for commercial and military applications.

This article was created with AI support and reviewed by an editor

https://www.investing.com/news/company-news/gilat-receives-7-million-in-orders-for-satellite-terminals-from-us-army-93CH-4263049#google_vignette

$GILT (+1,36 %) . @Multibagger

Ladies and gentlemen, I remain invested in the sector of the future. And I continue to see potential in Gilat.

Gilat Satellite Networks Ltd, a leading global provider of satellite network technology, solutions and services, announced the AI transformation of its Network Management System (NMS) through the integration of Model Context Protocol (MCP). The new AI capabilities are available immediately.

This integration introduces a new NMS MCP that acts as a gateway between NMS and AI agents. The NMS MCP supports authentication, licensing and secure communication, ensuring compliance and operational integrity.

AI models of the GPT series 4, 5 and 5 mini as well as o3, o4, o4 mini and Claude Sonnet 4 are available for connection to the Total NMS.

Examples of activated AI use cases:

NOC AI agent: an AI-controlled agent of the Network Operations Center (NOC) can continuously monitor the system status, detect anomalies and take proactive measures. For example, the agent can automatically initiate corrective measures in the event of performance degradation or resource bottlenecks, such as restarting services, reallocating resources or escalating problems to human operators.

SDS AI agent: In Software-Defined Satellite (SDS) environments, an AI agent can dynamically adapt network configurations to business priorities, traffic patterns and service level agreements. This ensures optimal resource utilization and improved quality of service (QoS) for end users.

Aharon Mullokandov, Head of Research and Development

We see AI as a key business multiplier for our customers. It enables our customers to innovate faster and manage their networks more easily. This milestone underlines our clear leadership in Deep SATCOM technology and our commitment to our customers' business needs. This is just the first step in our AI transformation. Stay tuned, we are planning further developments.

https://www.thefastmode.com/technology-solutions/44594-gilat-unveils-ai-enhanced-network-management-system-with-mcp-integration