As part of my small community project, I would like to briefly introduce you to the five individual stocks that have made it into the portfolio. Not a deep dive, but a concise overview of why the stocks could be exciting could be exciting - and where the risks lie. (As always: no investment advice. 😉)

_________________________

🐙 Kraken Robotics (Canada, marine technology)

What does the company do?

$PNG (+2,32%) is a Canadian specialist in underwater technology. The company develops high-resolution sonar and sensor systems, underwater robots and battery systems for maritime applications - including marine, offshore energy and seabed surveying.

Why exciting?

• Potentially benefits from increasing defense and security spending (mine hunting, submarine surveillance, reconnaissance).
• Niche player with technological specialization in 3D acoustics and underwater data.

Risks:

• Small market capitalization, correspondingly volatile.
• Strong dependence on individual large public sector contracts.

_________________________

💊 Hims & Hers Health (USA, telemedicine & online pharmacy)

What does the company do?

$HIMS (-2,58%) is a direct-to-consumer telehealth platform from the USA. The company offers online medical advice and prescription as well as OTC products - including for sexual health, hair loss, skin, mental health and (temporary) weight loss via GLP-1 therapies.

Why exciting?

• Strong brand presence, strong growth in the online health segment.
• Scalable platform model: once the infrastructure has been set up, it can be rolled out to many indications.

Risks:

• High regulatory risk (telemedicine, prescription drugs, advertising, GLP-1 area, etc.).
• Competition from traditional healthcare providers, other telehealth platforms and pharmaceutical partners who may terminate collaborations.

_________________________

💳 SoFi Technologies (USA, Neo-Bank & Fintech)

What does the company do?

$SOFI (+0,59%) is a US fintech platform with a banking license that started with student loans and now bundles a wide range of banking, lending, brokerage, crypto and personal finance services in one app.

Why is it exciting?

• Positions itself as a "one-stop financial platform" for a younger, digitally savvy clientele.
• Earns interest (lending business) and on fees/services (brokerage, cards, technology platform for other banks).

Risks:

• Interest rate environment, credit default risks and regulation (banking supervision) can strongly influence profitability.
• Fintech sector generally highly dependent on market sentiment.

_________________________

⚡ Iris Energy / IREN Limited (Australia, data centers & Bitcoin mining)

What does the company do?

$IREN (-4,89%) Operates its own data centers that run on 100% renewable energy. The infrastructure is optimized for highly energy-intensive applications such as bitcoin mining, high-performance computing and, increasingly, AI/HPC workloads.

Why is it exciting?

• Leverages two major themes: renewable energy and computing power (Bitcoin, AI, HPC).
• Vertically integrated model: own sites, power contracts and hardware, potentially bringing cost benefits.

Risks:

• Highly dependent on the price of Bitcoin and the profitability of mining.
• High capital requirements for expansion and hardware upgrades; also regulatory uncertainty around crypto.

_________________________

🛰️ Rocket Lab USA (USA/NZ, space travel & launcher)

What does the company do?

$RKLB (-1,89%) is an "end-to-end space company": The company offers launches with the small Electron rocket, builds satellites and components and is developing "Neutron", a larger, partially reusable rocket for larger payloads.

Why is it exciting?

• Electron is one of the most widely used rockets for small satellites and has already flown dozens of missions, making Rocket Lab one of the most important private launch providers after SpaceX.
• Additional value creation through satellite construction, components and on-orbit services - so not just "pure rocket".

Risks:

• High capital intensity, technological and regulatory risks (launch failures, approvals, competition in the "new space" sector).
• Strong competition from SpaceX, Blue Origin and other launch providers, among others.

_________________________

Sources:

🐙 Kraken Robotics

• Kraken Robotics – Investors Overview
• Kraken Robotics – Newsroom / Pressemitteilungen

💊 Hims & Hers Health

• Hims & Hers – Investor Relations
• Hims & Hers – Q3 2025 Financial Results
• Hims & Hers – Share Repurchase Program 2025

💳 SoFi Technologies

• SoFi Technologies – Investor Relations Overview
• SoFi – Events & Presentations
• SoFi – Investor FAQs

⚡ Iris Energy

• IREN – Investor Hub
• IREN – Investor Relations (GCS-Web)
• IREN – Financial Reports & Updates
• IREN – Investor News

🛰️ Rocket Lab

• Rocket Lab – Official Website
• Rocket Lab – Investor Relations
• Electron – Small Launch Vehicle
• Neutron – Medium-Lift Launch Vehicle

I think that was the norm in September, but not so much in November 😅🙈 Well, at least the direction is right again...

What do you think? Is the dip over, or will we see lower prices again?

$IREN (-4,89%)
$SOFI (+0,59%)
$PNG (+2,32%)
$RKLB (-1,89%)
$HIMS (-2,58%)
$BTC (-1,57%)

• Sales: CAD 31.3 million, growth of +60% compared to Q3 2024 (≈ CAD 19.6 million).

• Product sales: CAD 18.3 million, growth of +46% compared to the previous year.

• Service sales: CAD 13.0 million, growth of +85%.

• Gross margin: 59% (previous year: 52%) → improvement of +7 percentage points.

Adjusted EBITDA: CAD 8.0 million, growth of +92%, EBITDA margin 25.5% (previous year: 21.2%) → improvement of +4.3 percentage points.

The forecast has not been raised, but the rapid growth is intact, which is why I remain invested with a large position! My equity has risen to €2.77 due to some (expensive) additional purchases, but I like the growth and am quite relaxed about it!

Presumably some investors were expecting a forecast increase and that's why the share price is falling? $PNG (+2,32%)

The first week is over - and we take a look at the current state of affairs together. 😌

As a reminder: After the community voted on the "Tenbagger of the future", the five values were drawn on November 12, 2025. $IREN (-4,89%) ,$HIMS (-2,58%) , $SOFI (+0,59%) ,$RKLB (-1,89%) and $PNG (+2,32%) were added to the community portfolio.

Since then, the values have developed as follows:

• $PNG (+2,32%)
  -4,83% 📉
• $HIMS (-2,58%)
  -10,10% 📉
• $IREN (-4,89%)
  - 10,39% 📉
• $RKLB (-1,89%)
  -17,40% 📉
• $SOFI (+0,59%)
  -18,45% 📉

The return on the portfolio is therefore currently negative and stands at -12,26% 📉

The return reached its lowest point on 14.11. at -18,21% 📉

Please share your thoughts on this! 👌🏼

$PNG (+2,32%)

In case anyone is wondering why $PNG (+2,32%) is already almost -10% today... I started to build up a position at the day's high.

I'm really sorry 🤦‍♀️

Dear Community,

Over 800 members have decided on the five individual stocks to be included in the portfolio "Community Tenbagger of the Future" portfolio - many thanks at this point.

After some consideration, I have decided to make a change. More specifically $GOOGL (-0,44%) - in my eyes a value whose tenbagger probability is hardly given. I hope that you will go along with me here and understand my decision. After all, the portfolio should consist of stocks that are likely to become tenbaggers in the next few years. 🚀📈 Tenbagger 🚀📈and I simply don't see Alphabet here. Instead, another stock has now been added to the portfolio, which in my view is somewhat more exciting than a stock from the Magnificent Seven 😁

The individual stocks were added to the portfolio at around 500 euros each. I initially had a higher amount in mind, but I would like to expand the community project - but I won't have more details on this until next year 🤫

As only whole shares can be purchased from Scalable, it was only possible to invest roughly EUR 500 per security. However, as these are future 🚀📈 Tenbagger 🚀📈 this will probably only play a minor role in the long term 😉

The following stocks have made it closer to the portfolio:

Iris Energy $IREN (-4,89%) with just under 35% - the buy-in here is €48.29 per share. The shares held amount to 10.

_____

Kraken Robotics $PNG (+2,32%) with just under 12% - the buy-in here is € 3.47 per share. The shares held amount to 144.

_____

Rocket Lab Corp $RKLB (-1,89%) with just under 12% - the buy-in here is €45.40 per share. The shares held amount to 11.

_____

Hims & Hers $HIMS (-2,58%) with just under 10% - the buy-in here is € 34.52 per share. The shares held amount to 14.

_____

SoFi Tech $SOFI (+0,59%) with just under 9% - the buy-in here is €27.94 per share. The shares held amount to 18.

I am curious to see how the shares will develop and look forward to keeping you up to date!

Thanks again to: @Tenbagger2024
@Multibagger
@EpsEra
@Klein-Anleger1
@Nemesis1990
@Aktienfox
@Demas
@Iwamoto
@7Trader
@gqx
@Shiya
@ETF-DIY
@RenaTess
@Koenigmidas
@Dovydas

Tomorrow,

What would be your values/prices for the following stocks where you would buy in or buy more?

Capital available is 2000 Euro

$IREN (-4,89%)

$RKLB (-1,89%)

$HIMS (-2,58%)

$SOFI (+0,59%)

$PNG (+2,32%)

$ONDS (-6,12%)

You are also welcome to rank the stocks you would prefer and in which order.

Thank you!

After extensive research, Hims & Hers has made it into my risk-averse portfolio with a focus on growth. The current correction suits me just fine.

I placed the first tranche today...

My target return of 25% p A seems to me to be well within reach. The portfolio now contains:

$IREN (-4,89%)

$SOFI (+0,59%)

$PNG (+2,32%)

$RKLB (-1,89%)

$HIMS (-2,58%)

and $BTC (-1,57%)

What do you think of Hims and Hers? Which of you are all invested?

The targets for this year have already been exceeded, I'm curious to see what 2026 will be like...

What a lovely dip 📉📈

The main drivers were positions such as Rocket Lab $RKLB (-1,89%) , SoftBank Group $9984 (-13,57%) , Tokyo Electron $8035 (-1,25%) and Kraken Robotics $PNG (+2,32%) .

A few small positions performed less well, such as Intellego Technologies $INT (+0%) and Envipco Holding $ENVI (+1,07%) but these will also pick up again in the medium term.