Hims & Hers (Monday) $HIMS (+2,01 %)

Axon Enterprise (Tuesday) $AXON (+0,18 %)

Cava Group (Tuesday) $CAVA

Nvidia (Wednesday) $NVDA (+1,13 %)

Salesforce (Wednesday) $CRM (-2 %)

Zoetis (Thursday) $ZTS (-1,4 %)

TransMedics (Thursday) $TMDX (-2,37 %)

Monster Beverage (Thursday) $MNST (-1,31 %)

Rocket Lab (Thursday) $RKLB (-5,69 %)

Duolingo (Thursday) $DUOL

What do you expect from these companies?

Let's continue with the quarterly figures😬

among others

$NVDA (+1,13 %)
$HIMS (+2,01 %)
$HD (-1,66 %)
$LOW (-2,19 %)
$CRM (-2 %)
$SNOW (+0,66 %)
$VST (+4,21 %)
$TMDX (-2,37 %)
$O (-1,27 %)
$STLAM (-4,47 %)
$AXON (+0,18 %)
$KDP (-1,88 %)
$DOM (-1,28 %)
$INTU (+0,29 %)
$ZETA (-3,02 %)

$TMDX (-2,37 %)

I have decided to re-enter the market with one position and $NU (-1,79 %) and reduce it slightly ✌️

Too many transplants on The Good Doctor (Netflix), that must be a signal 😁.

$TMDX (-2,37 %)

TransMedics fell 14% today and is now approaching its worst fall ever 🧐

$TMDX (-2,37 %)

TransMedics strongly rejects Scorpion Capital's short-seller report as unfounded and misleading. It emphasizes the role of the company's OCS technology in over 7,000 transplants and improved clinical outcomes - while focusing on next-generation product launches and strategic growth in 2025.

https://finance.yahoo.com/news/transmedics-responds-inaccurate-misleading-claims-120000397.html?guccounter=1&guce_referrer=aHR0cHM6Ly90LmNvLw&guce_referrer_sig=AQAAAH0wLD8u_IbrrDs2isGTqHmcRhh1Y4Iy6RTZPTVrLMpCzec4WyXOeEkWlXV8cQ7tZTfG3hyE8sH7C8CXl2umFqaMxh_XRfguA0BS8_BBuXl6HtnXpIrG-Sn9Ws2cwPF4t-pvefw7ewOHhAvc43ZYcS_LUvnE5rk0NgYdA4C6jBZu

$TMDX (-2,37 %)

After careful consideration, I have decided to sell the small share $TMDX (-2,37 %) until there is more clarity here. Above all, I also wanted to free up capital for possible additional purchases at $AMD (+2,06 %) / $NU (-1,79 %) / $IREN (+2,5 %) to be able to make additional purchases.

Not that I necessarily believe in the correctness of the short report, but this situation makes it the easiest decision to liquidate my position.