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 (+0,97%)
$XPEV (+0,58%)
$EH (-3,41%)
$BOX (+2,32%)
$ZM (-0,78%)
$LI (+2,69%)
$JKS (-0,78%)
$KSS (+0,11%)
$NVDA (+0,94%)
$OKTA (-0,42%)
$CRM (+1,66%)
$SNPS (-1,67%)
$CRWD (-1,21%)
$HPQ (+2,7%)
$DRO (-4,25%)
$PNG (+0,27%)
$WDAY (-1,87%)
$ULTA (+1,75%)
$MRVL (+1,23%)
$ADSK (-1,72%)
$AFRM (-2,75%)
$S (-7,29%)
$IREN (-1,08%)

$DRO (-4,25%)

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 (-0,85%)
$DRO (-4,25%)
$AMD (+1,98%)

$META (+2,39%)
$ADBE (-0,79%)
$NOW (-1,53%)

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 (-4,25%) 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 (+3,33%) !

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 (-5,37%)
$HIMS (-3,6%)
$KTOS (-3,67%)
$DOCN (-3,14%)
$FME (-0,4%)
$KDP (+0,34%)
$AMT (-2,67%)
$HD (+0,71%)
$WDAY (-1,87%)
$FSLR (+3,22%)
$TEM (+0,33%)
$O (+0,14%)
$MELI (-1,28%)
$HPQ (+2,7%)
$LCID (-3,54%)
$DRO (-4,25%)
$HSBA (+0,01%)
$FRE (-0,74%)
$AG1 (-3,53%)
$CRCL (+0,13%)
$UTHR (-1,6%)
$LDO (-1,04%)
$IDR (-0,31%)
$NTNX (-1,49%)
$PARA (+0,63%)
$NVDA (+0,94%)
$TTD (+1,87%)
$AI (+2,43%)
$CRM (+1,66%)
$SNPS (-1,67%)
$SNOW (-1,24%)
$PSTG (+0,61%)
$ZIP (+6,27%)
$ZM (-0,78%)
$NU (-3,05%)
$RR. (-2,8%)
$MUV2 (+0,78%)
$BIDU (-1,06%)
$CELH
$DTE (+1,21%)
$STLAM (+0,95%)
$WBD
$HAG (-1,6%)
$QBTS (-2,91%)
$LKNCY (-0,34%)
$BABA (-0,2%)
$G24 (+1,74%)
$HTZ (+3,05%)
$PUM (+1,19%)
$AIXA (-2,31%)
$RUN (+2,27%)
$INTU (-2,04%)
$WULF (-1,82%)
$MNST (-1,2%)
$SQ (+0,11%)
$ADSK (-1,72%)
$MP (-2,19%)
$RKLB (-2,71%)
$SOUN (-1,81%)
$SMR
$CRWV (-3,11%)
$CPNG (-1,71%)
$DUOL

The following shares are history:

$PANW (-1,97%)
$TEAM (+0,29%)
$175 (+1,68%)
$PYPL (-0,08%)
$RDC (-0,11%)

New:

$HIMS (-3,6%)
$NFLX (-0,6%)

Increased:

$DRO (-4,25%)

Let's see if this change is worth it!