$DRO (+5,71 %) 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 (+0,29 %)
$XPEV (+2,04 %)
$EH (+1,05 %)
$BOX (+0,94 %)
$ZM (+0,13 %)
$LI (+1,46 %)
$JKS (-0,18 %)
$KSS (-0,03 %)
$NVDA (+0,19 %)
$OKTA (+0,04 %)
$CRM (-0,35 %)
$SNPS (+0,07 %)
$CRWD (+0,39 %)
$HPQ (+0,72 %)
$DRO (+5,71 %)
$PNG (-1,25 %)
$WDAY (+0,79 %)
$ULTA (-0,01 %)
$MRVL (-0,74 %)
$ADSK (-0,38 %)
$AFRM (+0,34 %)
$S (+0,29 %)
$IREN (+0,26 %)

$DRO (+5,71 %)

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 (+0,27 %)
$DRO (+5,71 %)
$AMD (-0,06 %)

$META (-0,27 %)
$ADBE (+0,16 %)
$NOW (-0,44 %)

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 (+5,71 %) 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 (+1,29 %) !

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 (+0,95 %)
$HIMS (+0,12 %)
$KTOS (+0,09 %)
$DOCN (-0,83 %)
$FME (-0,13 %)
$KDP (+0,79 %)
$AMT (-0,69 %)
$HD (+0,36 %)
$WDAY (+0,79 %)
$FSLR (-0,06 %)
$TEM (+0,41 %)
$O (-0,23 %)
$MELI (-0,16 %)
$HPQ (+0,72 %)
$LCID (+0,84 %)
$DRO (+5,71 %)
$HSBA (-0,06 %)
$FRE (+1,73 %)
$AG1 (+0,17 %)
$CRCL (-0,24 %)
$UTHR (-0,04 %)
$LDO (+0,76 %)
$IDR (-0,14 %)
$NTNX (-0,51 %)
$PARA (+0,37 %)
$NVDA (+0,19 %)
$TTD (+0,37 %)
$AI (+0,3 %)
$CRM (-0,35 %)
$SNPS (+0,07 %)
$SNOW (-0,17 %)
$PSTG (+0,41 %)
$ZIP (+0,47 %)
$ZM (+0,13 %)
$NU (+0,44 %)
$RR. (+0,69 %)
$MUV2 (-0,41 %)
$BIDU (+0,65 %)
$CELH
$DTE (-0,4 %)
$STLAM (+0,74 %)
$WBD (-0,09 %)
$HAG (+2,71 %)
$QBTS (+0,28 %)
$LKNCY (+0 %)
$BABA (+0,63 %)
$G24 (-0,04 %)
$HTZ (-0,41 %)
$PUM (-0,8 %)
$AIXA (+2,9 %)
$RUN (+0,51 %)
$INTU (-0,26 %)
$WULF (+0,25 %)
$MNST (+0,19 %)
$SQ (+0,34 %)
$ADSK (-0,38 %)
$MP (+0,44 %)
$RKLB (+0,41 %)
$SOUN (+3,92 %)
$SMR
$CRWV (+0,3 %)
$CPNG (+0,29 %)
$DUOL

The following shares are history:

$PANW (-0,52 %)
$TEAM (+0,29 %)
$175 (-2,38 %)
$PYPL (+0,16 %)
$RDC (+2,91 %)

New:

$HIMS (+0,12 %)
$NFLX (+0,19 %)

Increased:

$DRO (+5,71 %)

Let's see if this change is worth it!