AXON

"Moving on to another one that has been crushing it, and that's Axon. Axon is back above $612 per share. It is definitely an expensive name to own right now. The pullback unfortunately did not last that long, but yeah, it's in a good area right now. Let's try and see if it can hold $600 this time."

"We have Uber, Robin Hood, New Cash, Reddit, Axon, Netflix, couple of shares of Nvidia."

"Uber we already covered. Axon we covered. Reddit is almost back to pre-earnings prices."

"Last but not least, one of my newest positions, but one that I did want to own for a long, long time. It's also an expensive name, and that's Axon."

"We have some news with regards to Google Alphabet, Meta, Mercad, Libé, Axon, Uber, they all reported their quarterly figures."

"I've opened a position in Palanteer in Axon not that long ago. Those are doing quite well."

"Then we have Elf, Mercado Libre, and Axon."

"As for Axon, still holding support quite cleanly. Axon will report their quarterly figures also on Wednesday, so nothing to say right here."

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"Zeta is green. Axon is green."

"As for Axon, we had a pullback successful test and now we are back on track."

"I do have Axon that I want to increase as well. Keep some cash, maybe buy more Sofi if that one does come down."

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"I'll touch on one specific name here that I bought more recently, not today, not this week or so. An Axon, right? I bought Axon at around $400. It went all the way to $600, $640 or so in a matter of a couple of weeks. Guess what? We're back here at around $500. Makes sense."

"And now we're 732s experiencing a small pullback of around 735s 11-12% or so, and that's Axon."

"Oh, Axon is also in the 783s drone play."

"Google, Rocket Lab, Meta is number six, Oscar Health, DLO, Rubric, Micron, Robin Hood, Uber, New Axon, Shift 4 is still here and it's actually holding around $50."

"As for Axon, Axon, I mean, went from $390, $400 all the way to 600, over 600 in record time. So, right now, we are experiencing a small pullback, which is healthy because this thing really went up in a straight line. So, a small pullback here is healthy. Am I willing to add right now already? Honestly, it is quite expensive. Even when we looked at our DCF, 565 is quite expensive. So I'm willing to wait a little bit more in order for that name to cool off even more."

"with regards to Axon here as well. Sharp recovery. I bought this stock at $394. Then again in the low $400. We closed the week at $597. Why is that? There is a new report that re well new there's a article that resurfaced about Trump buying Axon stock earlier this year or something like that. And I guess the market didn't really care about the fact that this is old news. But hey, it pushed the stock even higher."

"Axon, unfortunately, unfortunately, it went up too quickly, right? Close to $600 per share. It's It's way less attractive right now. So, I hope we do have a pullback. And if not, then fine, then I'll have to live with a 2.5% position here."

"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."