$DRO (+0,94 %) 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 (-2,06 %)
$XPEV (-4,37 %)
$EH (-0,64 %)
$BOX (-0,38 %)
$ZM (+3,31 %)
$LI (-2,59 %)
$JKS (+1,66 %)
$KSS (-0,12 %)
$NVDA (+0,1 %)
$OKTA (+0,56 %)
$CRM (-0,26 %)
$SNPS (+0,88 %)
$CRWD (+0,69 %)
$HPQ (-0,22 %)
$DRO (+0,94 %)
$PNG (-1,63 %)
$WDAY (-0,28 %)
$ULTA (+0,17 %)
$MRVL (+0,4 %)
$ADSK (-0,33 %)
$AFRM (+0,62 %)
$S (-0,11 %)
$IREN (+0,57 %)

$DRO (+0,94 %)

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 (-0,05 %)
$DRO (+0,94 %)
$AMD (+0,4 %)

$META (-0,01 %)
$ADBE (-0,33 %)
$NOW (-0,11 %)

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 (+0,94 %) 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 (-0,85 %) !

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 (+0,18 %)
$HIMS (-0,08 %)
$KTOS (+0,41 %)
$DOCN (+5,13 %)
$FME (+0,6 %)
$KDP (-0,67 %)
$AMT (-0,11 %)
$HD (-0,24 %)
$WDAY (-0,28 %)
$FSLR (+1,09 %)
$TEM (-0,52 %)
$O (-0,1 %)
$MELI (-0,43 %)
$HPQ (-0,22 %)
$LCID (-0,68 %)
$DRO (+0,94 %)
$HSBA (+1,27 %)
$FRE (+1,96 %)
$AG1 (-1,1 %)
$CRCL (+1,11 %)
$UTHR (+0,96 %)
$LDO (-0,72 %)
$IDR (+1,08 %)
$NTNX (+1,47 %)
$PARA (-0,21 %)
$NVDA (+0,1 %)
$TTD (-0,36 %)
$AI (-0,72 %)
$CRM (-0,26 %)
$SNPS (+0,88 %)
$SNOW (+0,44 %)
$PSTG (+1,37 %)
$ZIP (+0,42 %)
$ZM (+3,31 %)
$NU (+0,35 %)
$RR. (-1,12 %)
$MUV2 (+0,18 %)
$BIDU (-0,91 %)
$CELH
$DTE (-0,5 %)
$STLAM (-0,35 %)
$WBD
$HAG (-1,37 %)
$QBTS (+1,11 %)
$LKNCY (-0,66 %)
$BABA (-2,58 %)
$G24 (+1,11 %)
$HTZ (+0,76 %)
$PUM (+1,99 %)
$AIXA (+1,27 %)
$RUN (+1,11 %)
$INTU (-0,35 %)
$WULF (+1,47 %)
$MNST (-0,32 %)
$SQ (+0,11 %)
$ADSK (-0,33 %)
$MP (+0,93 %)
$RKLB (+0,32 %)
$SOUN (+0,6 %)
$SMR
$CRWV (-0,56 %)
$CPNG (+0,49 %)
$DUOL

The following shares are history:

$PANW (+0,01 %)
$TEAM (-0,28 %)
$175 (-2,55 %)
$PYPL (+0,12 %)
$RDC (+2,1 %)

New:

$HIMS (-0,08 %)
$NFLX (-0,58 %)

Increased:

$DRO (+0,94 %)

Let's see if this change is worth it!