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%)
$XPEV (+7,04%)
$EH (+0%)
$BOX (+2,47%)
$ZM (+0,64%)
$LI (+5,68%)
$JKS (+0,91%)
$KSS (+1,46%)
$NVDA (+1,51%)
$OKTA (+1,98%)
$CRM (-0,28%)
$SNPS (-1,91%)
$CRWD (+0,1%)
$HPQ (+2,43%)
$DRO (-0,96%)
$PNG (+3,06%)
$WDAY (+4%)
$ULTA (+1,67%)
$MRVL (+2,68%)
$ADSK (+2,09%)
$AFRM (+1,16%)
$S (+1,85%)
$IREN (-1,54%)

$DRO (-0,96%)

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 (+2,53%)
$DRO (-0,96%)
$AMD (+0,59%)

$META (-2,33%)
$ADBE (+3,18%)
$NOW (+2,49%)

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 (-0,96%) 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 (+0,13%) !

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 (+2,19%)
$HIMS (+4,06%)
$KTOS (-0,69%)
$DOCN (-1,09%)
$FME (-2,34%)
$KDP (+0,26%)
$AMT (+0,05%)
$HD (+1,5%)
$WDAY (+4%)
$FSLR (+1,63%)
$TEM (+4,27%)
$O (+1,21%)
$MELI (+1,87%)
$HPQ (+2,43%)
$LCID (+5,78%)
$DRO (-0,96%)
$HSBA (-1,08%)
$FRE (-0,74%)
$AG1 (+3,47%)
$CRCL (+5,22%)
$UTHR (+1,74%)
$LDO (+0,82%)
$IDR (+2,5%)
$NTNX (+0,75%)
$PARA (+3,97%)
$NVDA (+1,51%)
$TTD (+3,12%)
$AI (+3,17%)
$CRM (-0,28%)
$SNPS (-1,91%)
$SNOW (+1,42%)
$PSTG (+0,09%)
$ZIP (+1,76%)
$ZM (+0,64%)
$NU (+4,41%)
$RR. (+1,06%)
$MUV2 (+0,83%)
$BIDU (+0,91%)
$CELH
$DTE (+0,88%)
$STLAM (+0,26%)
$WBD
$HAG (-1,14%)
$QBTS (-0,09%)
$LKNCY (+0,33%)
$BABA (+0,21%)
$G24 (+1,72%)
$HTZ (+3,03%)
$PUM (+1,7%)
$AIXA (-3,11%)
$RUN (+9,24%)
$INTU (+2,36%)
$WULF (+2,31%)
$MNST (+0,5%)
$SQ (+0,54%)
$ADSK (+2,09%)
$MP (+0,36%)
$RKLB (+1,14%)
$SOUN (+0,85%)
$SMR
$CRWV (+4,68%)
$CPNG (-0,82%)
$DUOL

The following shares are history:

$PANW (-2,2%)
$TEAM (+1,43%)
$175 (-0,16%)
$PYPL (+0,86%)
$RDC (-2,12%)

New:

$HIMS (+4,06%)
$NFLX (-7,64%)

Increased:

$DRO (-0,96%)

Let's see if this change is worth it!