AXON

"With regard to Axon, I also added five extra shares. That's a 25% increase at $49."

"As for Axon seems like Axon I should have maybe added more shares at around $413 $415 right now $423."

"when we look at these types of positions here, a Reddit or a Axon Axon, I started buying and then the stock suddenly decided to go up a lot."

"grow the new position, grow the Netflix one, the Axon, the Reddit, the Uber one as well, right?"

"Axon I'm still building up."

"Let's talk about Rocket Lab, Axon, SoFi, Marcado, Libé, Meta, Uber, New Holdings, and Netflix."

"Netflix, Reddit, Shift 4, Axon, and then these two positions here."

"And the same for Reddit and Axon."

"And this is why great companies like a service now like a data dog like a Shopify for example, even an Axon, right? Why these great businesses have also seen a big decline despite the execution being there, despite the business doing what it should be doing. It's just trading at a high premium."

"And I'm still building up Reddit and Axon."

"Reddit, Axon, couple of shares of Nvidia and that one share of Palanteer."

"I did go with Axon first. I wish the stock didn't move that much on the upside, but hey, if we do go back closer to $400 per share, I will continue to accumulate more and more shares there."

"We talked about Reddit, Shopify, and Axon. already own Axon by now."

"It did allow me to open a position in Axon. Axon did go up quite significantly as well over the past couple of days, but I do intend to grow that position"

"Now, you can clearly clearly see that Axon is not a cheap company by by any metrics here."

"So I did talk about Axon, Shopify, and Reddit last week. And so I decided to open a position in Axon"

"In the very first year, Axon's high tier AI era plan achieved massive scale representing 10% of total bookings."

"Axon is aggressively expanding beyond traditional local government law enforcement."

"the Axon stock will come crashing down."

"Through the acquisition of Done, Axon has moved past local law enforcement boundaries."

"So, the new one should be uploaded there. So, if you did download it, copy it, whatever, make sure you switch it. So, Axon is a $ 36 billion company."

"which of course could boost Axon's business."

"But Axon gives me exposure to drones, physical AI, defense, and anything but chips, ads, and rockets. It's an amazing company with a huge TAM total addressable market. It's growing rapidly and is expected to become more profitable in the future."

"Axon is immune because they couple software with proprietary hardware sensors and highly restrictive government information security clearances like FedRAM and the criminal justice information services."

"Partnering with market leader SkyO, Axon is eliminating dangerous high-speed body chases and preventing officer ambushes by sending drones ahead."

"That's why Axon gets that premium."

"If you look at Axon, [492s] that's down 31.5%."

"So, numero [657s] uno is Axon. Axon basically almost [661s] doubled over the past 3 years, but over [663s] the past year it's down 48.1% and year [666s] to date 31.3%."

"we've been talking about some [56s] other companies out there, likes of [58s] Shopify, Axon, Reddit, some other [62s] companies out there that I don't own."

"And so me personally, [1277s] I am trending towards Axon purely [1280s] because well, I don't have exposure to [1283s] that sector, right?"

"In my case, [619s] yes, it is looking at an Axon, a Reddit, [623s] and a Shopify."

"As for the other names on the watch list, Shopify, Lemonade, and Axon are probably the ones that are high up there."

"I did add Lemonade and Axon to the watch list."

"Last two things here, one [1512s] is Axon. As you can see Axon is trading [1514s] right above the 200-day moving average [1516s] right here."

"Axon,"

"By the way, I did add now Lemonade and Axon to the watch list because things are getting quite interesting at those prices."