$DRO (+0,25%) What do you think of this company?

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 (+3,89%)
$XPEV (+1,76%)
$EH (-2,72%)
$BOX (+3,31%)
$ZM (+1,47%)
$LI (+2%)
$JKS (+1,04%)
$KSS (+4,54%)
$NVDA (+2,68%)
$OKTA (+3,31%)
$CRM (-1,84%)
$SNPS (-0,06%)
$CRWD (+1,22%)
$HPQ (-2,49%)
$DRO (+0,25%)
$PNG (+9,27%)
$WDAY (+2,46%)
$ULTA (+0,51%)
$MRVL (-0,01%)
$ADSK (+5,54%)
$AFRM (+5,65%)
$S (+1,03%)
$IREN (-3,02%)

$DRO (+0,25%)

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 (+1,94%)
$DRO (+0,25%)
$AMD (+0,08%)

$META (+2,23%)
$ADBE (+0,65%)
$NOW (+1,3%)

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 (+0,25%) 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 (+1,95%) !

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%)
$HIMS (+2,95%)
$KTOS (-2,17%)
$DOCN (-2,3%)
$FME (+1,87%)
$KDP (+1,44%)
$AMT (+0,14%)
$HD (-0,44%)
$WDAY (+2,46%)
$FSLR (+1,09%)
$TEM (+9,1%)
$O (-0,25%)
$MELI (+10,07%)
$HPQ (-2,49%)
$LCID (+1,09%)
$DRO (+0,25%)
$HSBA (+1,04%)
$FRE (+1%)
$AG1 (-3,72%)
$CRCL (+2,62%)
$UTHR (-0,13%)
$LDO (+1,73%)
$IDR (+0,65%)
$NTNX (+2,29%)
$PARA (+4,01%)
$NVDA (+2,68%)
$TTD (+0,85%)
$AI (+1,81%)
$CRM (-1,84%)
$SNPS (-0,06%)
$SNOW (+0%)
$PSTG (+3,16%)
$ZIP (+1,59%)
$ZM (+1,47%)
$NU (+13,78%)
$RR. (-0,24%)
$MUV2 (+0,35%)
$BIDU (+3,47%)
$CELH
$DTE (+1%)
$STLAM (+3,05%)
$WBD (+0,37%)
$HAG (+5,9%)
$QBTS (-1,45%)
$LKNCY (+0,51%)
$BABA (+4,94%)
$G24 (-1,95%)
$HTZ (+1,91%)
$PUM (-1,04%)
$AIXA (-0,24%)
$RUN (-1,09%)
$INTU (+1,79%)
$WULF (-4,23%)
$MNST (+1,3%)
$SQ (+2,76%)
$ADSK (+5,54%)
$MP (+0,6%)
$RKLB (-0,99%)
$SOUN (+1,56%)
$SMR
$CRWV (-2,04%)
$CPNG (+3,3%)
$DUOL

The following shares are history:

$PANW (+1,5%)
$TEAM (+2,04%)
$175 (+3,24%)
$PYPL (+2,82%)
$RDC (-5,28%)

New:

$HIMS (+2,95%)
$NFLX (+0,8%)

Increased:

$DRO (+0,25%)

Let's see if this change is worth it!