Hims & Hers (Monday) $HIMS (-0,13 %)

Axon Enterprise (Tuesday) $AXON (+1,38 %)

Cava Group (Tuesday) $CAVA

Nvidia (Wednesday) $NVDA (+0,69 %)

Salesforce (Wednesday) $CRM (+0,16 %)

Zoetis (Thursday) $ZTS (-0,16 %)

TransMedics (Thursday) $TMDX (+0,64 %)

Monster Beverage (Thursday) $MNST (+0,37 %)

Rocket Lab (Thursday) $RKLB (-0,65 %)

Duolingo (Thursday) $DUOL

What do you expect from these companies?

Let's continue with the quarterly figures😬

among others

$NVDA (+0,69 %)
$HIMS (-0,13 %)
$HD (-0,3 %)
$LOW (-0,19 %)
$CRM (+0,16 %)
$SNOW (+0,18 %)
$VST (+0,71 %)
$TMDX (+0,64 %)
$O (-0,23 %)
$STLAM (+1,07 %)
$AXON (+1,38 %)
$KDP (+0,33 %)
$DOM (-1,01 %)
$INTU (-0,21 %)
$ZETA (+0 %)

$TMDX (+0,64 %)

I have decided to re-enter the market with one position and $NU (+0,23 %) and reduce it slightly ✌️

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

$TMDX (+0,64 %)

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

$TMDX (+0,64 %)

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 (+0,64 %)

After careful consideration, I have decided to sell the small share $TMDX (+0,64 %) until there is more clarity here. Above all, I also wanted to free up capital for possible additional purchases at $AMD (+1,23 %) / $NU (+0,23 %) / $IREN (+1,65 %) 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.