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 (+0,58%)
$XPEV (+1,98%)
$EH (-1,57%)
$BOX (+3,28%)
$ZM (+3,3%)
$LI (+1,92%)
$JKS (+0,47%)
$KSS (+0,11%)
$NVDA (+1,08%)
$OKTA (+2,78%)
$CRM (+2,5%)
$SNPS (+1,5%)
$CRWD (+1,22%)
$HPQ (+2,77%)
$DRO (+6,06%)
$PNG (+4,14%)
$WDAY (+1,99%)
$ULTA (-0,62%)
$MRVL (-1,76%)
$ADSK (+2,49%)
$AFRM (+1,06%)
$S (+2,63%)
$IREN (-0,48%)

$DRO (+6,06%)

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 (-0,82%)
$DRO (+6,06%)
$AMD (-1,02%)

$META (-0,05%)
$ADBE (+2,35%)
$NOW (+3,7%)

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 (+6,06%) 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 (+4,25%) !

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 (+1,14%)
$HIMS (+6,2%)
$KTOS (+1,26%)
$DOCN (+0,56%)
$FME (+0,51%)
$KDP (+0,59%)
$AMT (-1,68%)
$HD (-0,82%)
$WDAY (+1,99%)
$FSLR (+0,38%)
$TEM (+1,96%)
$O (-0,9%)
$MELI (+0,24%)
$HPQ (+2,77%)
$LCID (+1,68%)
$DRO (+6,06%)
$HSBA (-1,02%)
$FRE (+1,41%)
$AG1 (-1,58%)
$CRCL (-0,3%)
$UTHR (+12,47%)
$LDO (-0,83%)
$IDR (-1,36%)
$NTNX (+1%)
$PARA (+0,71%)
$NVDA (+1,08%)
$TTD (+0,37%)
$AI (+5,98%)
$CRM (+2,5%)
$SNPS (+1,5%)
$SNOW (+4,28%)
$PSTG (+0,59%)
$ZIP (+6,35%)
$ZM (+3,3%)
$NU (+0,3%)
$RR. (-1,51%)
$MUV2 (-0,89%)
$BIDU (+0,78%)
$CELH
$DTE (-1,31%)
$STLAM (-0,8%)
$WBD (+0,03%)
$HAG (+1,01%)
$QBTS (+1,38%)
$LKNCY (-0,83%)
$BABA (+0,58%)
$G24 (-0,04%)
$HTZ (+0,95%)
$PUM (+0,93%)
$AIXA (+2,93%)
$RUN (+2,72%)
$INTU (+2,39%)
$WULF (-2,2%)
$MNST (+0,68%)
$SQ (-0,04%)
$ADSK (+2,49%)
$MP (+5,55%)
$RKLB (+2,92%)
$SOUN (+3,92%)
$SMR
$CRWV (+1,28%)
$CPNG (-0,21%)
$DUOL

The following shares are history:

$PANW (+3,58%)
$TEAM (+0,29%)
$175 (-2,04%)
$PYPL (-1,54%)
$RDC (+1,96%)

New:

$HIMS (+6,2%)
$NFLX (-0,23%)

Increased:

$DRO (+6,06%)

Let's see if this change is worth it!