$DRO (-3,34%) 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 (-0,42%)
$XPEV (-1,28%)
$EH (+0,63%)
$BOX (+0,52%)
$ZM (-1,64%)
$LI (-0,1%)
$JKS (+6,59%)
$KSS (+0,18%)
$NVDA (-2,63%)
$OKTA (-3,83%)
$CRM (+0,17%)
$SNPS (-2,9%)
$CRWD (-2,48%)
$HPQ (-3,63%)
$DRO (-3,34%)
$PNG (-0,91%)
$WDAY (+1,38%)
$ULTA (-1,03%)
$MRVL (-5,75%)
$ADSK (+3,45%)
$AFRM (+0,18%)
$S (+1,85%)
$IREN (-4,1%)

$DRO (-3,34%)

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 (-1,54%)
$DRO (-3,34%)
$AMD (-5,15%)

$META (-0,98%)
$ADBE (+1,11%)
$NOW (-2,64%)

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 (-3,34%) 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 (+1,31%) !

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 (+1,44%)
$HIMS (-4,33%)
$KTOS (-3,37%)
$DOCN (-5,9%)
$FME (-2,29%)
$KDP (+1,68%)
$AMT (+1,17%)
$HD (+0,28%)
$WDAY (+1,38%)
$FSLR (+0,45%)
$TEM (-5,74%)
$O (-0,34%)
$MELI (-1,4%)
$HPQ (-3,63%)
$LCID (-4,9%)
$DRO (-3,34%)
$HSBA (-2,53%)
$FRE (+1,22%)
$AG1 (+0,16%)
$CRCL (-5,38%)
$UTHR (+1,05%)
$LDO (+0%)
$IDR (-1,67%)
$NTNX (-4,79%)
$PARA (+0,71%)
$NVDA (-2,63%)
$TTD (-4,43%)
$AI (-2,43%)
$CRM (+0,17%)
$SNPS (-2,9%)
$SNOW (-4,03%)
$PSTG (-2,81%)
$ZIP (-5,03%)
$ZM (-1,64%)
$NU (-1,88%)
$RR. (-3,55%)
$MUV2 (+1,83%)
$BIDU (-1,86%)
$CELH
$DTE (+1,82%)
$STLAM (-1,32%)
$WBD
$HAG (-2,81%)
$QBTS (-6,65%)
$LKNCY (-1,77%)
$BABA (-0,51%)
$G24 (+2,08%)
$HTZ (-0,64%)
$PUM (+4,91%)
$AIXA (-4,06%)
$RUN (-0,89%)
$INTU (+2,84%)
$WULF (-4,36%)
$MNST (+0,52%)
$SQ (-0,47%)
$ADSK (+3,45%)
$MP (-2,75%)
$RKLB (-3,91%)
$SOUN (-2,76%)
$SMR
$CRWV (-4,87%)
$CPNG (-0,37%)
$DUOL

The following shares are history:

$PANW (-2,91%)
$TEAM (+0%)
$175 (+3,99%)
$PYPL (-0,8%)
$RDC (-6,24%)

New:

$HIMS (-4,33%)
$NFLX (-0,33%)

Increased:

$DRO (-3,34%)

Let's see if this change is worth it!