$DRO (-0,77 %) 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 (-0,98 %)
$XPEV (-3,47 %)
$EH (-2,2 %)
$BOX (+3,2 %)
$ZM (+8,25 %)
$LI (-3,79 %)
$JKS (+3,1 %)
$KSS (-0,61 %)
$NVDA (+0,58 %)
$OKTA (+2,08 %)
$CRM (+2,8 %)
$SNPS (-0,97 %)
$CRWD (+1,29 %)
$HPQ (+2,57 %)
$DRO (-0,77 %)
$PNG (+2,43 %)
$WDAY (+1,45 %)
$ULTA (-0,54 %)
$MRVL (+10,48 %)
$ADSK (-0,38 %)
$AFRM (+2,25 %)
$S (+2,07 %)
$IREN (+5,04 %)

$DRO (-0,77 %)

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 (+0,3 %)
$DRO (-0,77 %)
$AMD (+10,28 %)

$META (-1,74 %)
$ADBE (+1,14 %)
$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 (-0,77 %) 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 (+0,35 %) !

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 (+1,35 %)
$HIMS (+7,36 %)
$KTOS (-0,6 %)
$DOCN (+7,29 %)
$FME (-2,5 %)
$KDP (+2,64 %)
$AMT (+0,7 %)
$HD (+1,42 %)
$WDAY (+1,45 %)
$FSLR (-1,42 %)
$TEM (-1,13 %)
$O (+0,94 %)
$MELI (+1,38 %)
$HPQ (+2,57 %)
$LCID (-3,11 %)
$DRO (-0,77 %)
$HSBA (+0,77 %)
$FRE (-1,81 %)
$AG1 (-5,54 %)
$CRCL (+1,72 %)
$UTHR (+0,83 %)
$LDO (-2,04 %)
$IDR (-0,98 %)
$NTNX (+1,25 %)
$PARA (-1,32 %)
$NVDA (+0,58 %)
$TTD (+3,97 %)
$AI (+2,77 %)
$CRM (+2,8 %)
$SNPS (-0,97 %)
$SNOW (+1,89 %)
$PSTG (+3,32 %)
$ZIP (-8,62 %)
$ZM (+8,25 %)
$NU (+1,45 %)
$RR. (-0,06 %)
$MUV2 (-0,74 %)
$BIDU (-0,84 %)
$CELH
$DTE (+0,9 %)
$STLAM (-3,04 %)
$WBD
$HAG (-1,45 %)
$QBTS (+1,37 %)
$LKNCY (+0,61 %)
$BABA (-4,96 %)
$G24 (+0,61 %)
$HTZ (+6,03 %)
$PUM (-1,82 %)
$AIXA (+5,87 %)
$RUN (+3,96 %)
$INTU (+1,36 %)
$WULF (+2,61 %)
$MNST (+0,85 %)
$SQ (-0,06 %)
$ADSK (-0,38 %)
$MP (+0,31 %)
$RKLB (+4,52 %)
$SOUN (+1,45 %)
$SMR
$CRWV (+24,29 %)
$CPNG (-1,81 %)
$DUOL

The following shares are history:

$PANW (+2,33 %)
$TEAM (+0,86 %)
$175 (-1,48 %)
$PYPL (+1,84 %)
$RDC (-2,37 %)

New:

$HIMS (+7,36 %)
$NFLX (+2,71 %)

Increased:

$DRO (-0,77 %)

Let's see if this change is worth it!