Hims & Hers (Monday) $HIMS (+1,96%)

Axon Enterprise (Tuesday) $AXON (+1,27%)

Cava Group (Tuesday) $CAVA

Nvidia (Wednesday) $NVDA (+2,11%)

Salesforce (Wednesday) $CRM (+2,78%)

Zoetis (Thursday) $ZTS (+0,04%)

TransMedics (Thursday) $TMDX (+3,93%)

Monster Beverage (Thursday) $MNST (+1,3%)

Rocket Lab (Thursday) $RKLB (+0,53%)

Duolingo (Thursday) $DUOL

What do you expect from these companies?

Let's continue with the quarterly figures😬

among others

$NVDA (+2,11%)
$HIMS (+1,96%)
$HD (+0,8%)
$LOW (+0,3%)
$CRM (+2,78%)
$SNOW (+4,28%)
$VST (-0,34%)
$TMDX (+3,93%)
$O (-0,81%)
$STLAM (+2,15%)
$AXON (+1,27%)
$KDP (+0,21%)
$DOM (-0,33%)
$INTU (+0,24%)
$ZETA (-6,39%)

$TMDX (+3,93%)

I have decided to re-enter the market with one position and $NU (+7,89%) and reduce it slightly ✌️

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

$TMDX (+3,93%)

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

$TMDX (+3,93%)

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 (+3,93%)

After careful consideration, I have decided to sell the small share $TMDX (+3,93%) until there is more clarity here. Above all, I also wanted to free up capital for possible additional purchases at $AMD (+6,39%) / $NU (+7,89%) / $IREN (+6,97%) 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.