Hims & Hers (Monday) $HIMS (+0,95%)

Axon Enterprise (Tuesday) $AXON (+0,69%)

Cava Group (Tuesday) $CAVA

Nvidia (Wednesday) $NVDA (-0,22%)

Salesforce (Wednesday) $CRM (-0,85%)

Zoetis (Thursday) $ZTS (-0,98%)

TransMedics (Thursday) $TMDX (+1,84%)

Monster Beverage (Thursday) $MNST (+0,85%)

Rocket Lab (Thursday) $RKLB (+1,69%)

Duolingo (Thursday) $DUOL

What do you expect from these companies?

Let's continue with the quarterly figures😬

among others

$NVDA (-0,22%)
$HIMS (+0,95%)
$HD (-0,93%)
$LOW (-2,18%)
$CRM (-0,85%)
$SNOW (-0,18%)
$VST (-0,89%)
$TMDX (+1,84%)
$O (+0,38%)
$STLAM (-2,31%)
$AXON (+0,69%)
$KDP (+0,57%)
$DOM (-2,28%)
$INTU (+1%)
$ZETA (+2,72%)

$TMDX (+1,84%)

I have decided to re-enter the market with one position and $NU (+2,73%) and reduce it slightly ✌️

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

$TMDX (+1,84%)

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

$TMDX (+1,84%)

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 (+1,84%)

After careful consideration, I have decided to sell the small share $TMDX (+1,84%) until there is more clarity here. Above all, I also wanted to free up capital for possible additional purchases at $AMD (-1,88%) / $NU (+2,73%) / $IREN (+3,42%) 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.