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 (-0,84%)
$XPEV (+0,44%)
$EH (+0%)
$BOX (+2,76%)
$ZM (-0,16%)
$LI (+1,82%)
$JKS (-7,94%)
$KSS (+1,04%)
$NVDA (-5,05%)
$OKTA (+0,23%)
$CRM (-0,4%)
$SNPS (-0,54%)
$CRWD (-0,32%)
$HPQ (+0,16%)
$DRO (+0,19%)
$PNG (-2,92%)
$WDAY (-0,17%)
$ULTA (-0,17%)
$MRVL (-0,79%)
$ADSK (-0,7%)
$AFRM (-2,6%)
$S (+1,01%)
$IREN (-7,41%)

$DRO (+0,19%)

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 (+2,49%)
$DRO (+0,19%)
$AMD (+1,46%)

$META (+0,42%)
$ADBE (+0,08%)
$NOW (-2,58%)

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 (+0,19%) 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 (-0,22%) !

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 (+0,17%)
$HIMS (-14,81%)
$KTOS (-2,35%)
$DOCN (+2,33%)
$FME (-0,75%)
$KDP (+2,54%)
$AMT (+1,25%)
$HD (-0,33%)
$WDAY (-0,17%)
$FSLR (-5,2%)
$TEM (-3,85%)
$O (+0,66%)
$MELI (-2,19%)
$HPQ (+0,16%)
$LCID (+9,39%)
$DRO (+0,19%)
$HSBA (+0,3%)
$FRE (+1,62%)
$AG1 (-5,2%)
$CRCL (-4,09%)
$UTHR (+1,58%)
$LDO (+2,75%)
$IDR (+2,17%)
$NTNX (+0,19%)
$PARA (-5,02%)
$NVDA (-5,05%)
$TTD (-14,24%)
$AI (-0,28%)
$CRM (-0,4%)
$SNPS (-0,54%)
$SNOW (+1,73%)
$PSTG (-0,29%)
$ZIP (+46,87%)
$ZM (-0,16%)
$NU (-1,45%)
$RR. (+1,64%)
$MUV2 (+2,33%)
$BIDU (-1,11%)
$CELH
$DTE (-0,53%)
$STLAM (-3,22%)
$WBD
$HAG (+1,64%)
$QBTS (-9,98%)
$LKNCY (+6,45%)
$BABA (-2,29%)
$G24 (+1,79%)
$HTZ (-6,27%)
$PUM (+0,39%)
$AIXA (-1,07%)
$RUN (-10,01%)
$INTU (+1,14%)
$WULF (+2,72%)
$MNST (+0,27%)
$SQ (-2,83%)
$ADSK (-0,7%)
$MP (-3,47%)
$RKLB (+7,39%)
$SOUN (-4,03%)
$SMR
$CRWV (-0,81%)
$CPNG (-0,26%)
$DUOL

The following shares are history:

$PANW (-0,51%)
$TEAM (-3,07%)
$175 (-0,19%)
$PYPL (-1,59%)
$RDC (+2,04%)

New:

$HIMS (-14,81%)
$NFLX (-0,51%)

Increased:

$DRO (+0,19%)

Let's see if this change is worth it!