Reddit Posts
Fast Growers portfolio: rddt, figr, onon, app
Fast Growers Portfolio: RDDT, FIGR, ONON, APP
Here Is My Long Term Growth Stock Portfolio (Higher Risk / Higher Reward), I Would Love Some Additions
$AISP - Airship AI: Why I Believe the Market is Mispricing this Microcap Defense Play at $2.95
$AISP - Airship AI: Why I Believe the Market is Mispricing this Microcap Defense Play at $2.95
Bill Ackman was right. We just experienced the best “quality boost” period of the era
Something doesn't sit right with me.
Appurbin real user testimonies
AppLovin (APP): A Giant on a Mirage, or a Sophisticated Scheme?
AppLovin (APP) Analysis Report
AppLovin (APP): Suspicion and status summary
JOYY's AdTech pivot and the algorithm "threshold", the case for a massive re-rating
IGV $7.7M Contrarian Call: Gamma Floor at 84, Vanna Target 95-100
ICE Has 4,400 Body Cams for 22,000 Agents as Nationwide DHS Rollout Could Be a Quiet Tailwind for AXON
Almost made it back twice and now im fucked, took a year of my life
Peter Lynch is famous for saying "The best stock to buy is the one you already own"
$APP AppLovin's business risks, Developer account Suspensions & Withheld earnings
$APP AppLovin's core business risks, Developer account Suspensions & Withheld earnings
Axon stock nose dives today. Value buy or hold off?
Federal immigration officers in Chicago area will be required to wear body cameras, judge says
I'm a full time trader and this is my lesson on one way to buy the strongest growth companies for the long term at a fair price.
AXON - MONSTER in the making. Has monopolised law enforcement and expanding into defence
🚀 $APP: The Next Mega Cap Slayer Ready to Print Tendies 📈🔥
AXON is priced to perfection because it is perfection
$AXON shows a fantastic year, here's a quick DD on what to expect in 2023.
Roe v Wade Overturned - Buy Birth Control / Contraception stocks?
Roe v Wade Overturned - Buy Birth Control / Contraception stocks?
Roe v Wade Overturned - Buy Birth Control / Contraception stocks?
After Hours Gainers $AXON +5.9% $CELH +4.3% $ELY +4.3% $ABCL +4.1% $BOOT +2.7% $SOFI +2.3% $FSR +1.5% $GTLB +1.4% $SQM +1.2% $Z +1.2%
November gainers - top 5 tickers with the highest insiders *buying* activity
November gainers - top tickers with the highest insiders *buying* activity
#premarket #watchlist 11/16 $BIMI -Q3 2021 Results , $KZR -Interim Results from the MISSION Phase 2 Trial in Patients with Lupus Nephritis, $AXON -Q3 2021 Result, $CRTD - Q3 Results... Any trading ideas? Welcome in comments! Also check my app!
AXON -makers of TASER and police body camera.systems crushes earnings and soars 20% after hours.
Opportunities in Options Around Earnings This Week
Who’s ready to go all in on AXON? Our world needs more tasers.
Mentions
…I should really sell my AXON🚔📸 position now that it’s positive again I didn’t average down in the $400s because their p/e is 🍉 levels of regarded However, the narrative, for whatever reason, has shifted in recent weeks My flimsy werking thesis 🐸📝: Everyone hates Flock now instead, & they don’t care about old Big Brother AXON🚔📸 anymoar…for now Finna try to 💎🤲 to $700
Thanks for the free scalps, AXON
ICE is seriously getting stun gloves. bullish for AXON
Surveilled by >!Flock!< 🫲😮🫱 Surveilled by >!AXON!<
Best idea I found through 🅰️👁️ is people prefer to be surveilled by AXON over Flock 🤣
Is there a reason for AXON🖨️📈 to be this high today❓ They cratered after ER & wiped out all Yung Leopold’s
Lack of moat? They have an enormous trove of proprietary data garnered from their near mediation monopoly for mobile games. They have an AI engine that has been refined by years of engineering upgrades by some of the top data scientist in the world. And I don't think you fully understand that the AI ad placement capabilities of AXON2 is a successful AI implementation. They are *not* sinking enormous amounts of capex into building data centers, rather they lease a GPU farm from GPC. Generically, LLMs may be volatile. That does not describe AXON2. AXON2 is a dedicated platform that is designed to do exactly one thing, place advertisements in such a way that advertisers experience an exceptional ROAS. It's not "volatile." In fact, just the opposite it is smart enough to improve itself as more data accumulates. On top of that, it also receives periodic engineering upgrades that result in a step increase in performance. And please, identify the "high embedded costs." There are few companies on the planet with a market cap over $100B and an EBITDA margin in the 80% range. You said, "they have high EBITDA and embedded costs." How's that even possible as EBITDA margin and cost of business always move in opposite directions. The higher the cost of doing business (embedded or otherwise - BTW, please explain an "embedded cost," I'm not familiar with the term). the lower EBITDA, and hence the lower the EBITDA margin. That's not deep financial analysis, it's simple arithmetic.
AXON should be much, much lower than this.
AXON ARR grew 39% y/y, NRR hit a record 126%, and future contracted bookings grew 41%. This was their 10th consecutive quarter of 30%+ growth. They landed 2 nine-figure city contracts, and international and enterprise revenue each tripled.
I have AXON, BROS, EZPW, and MELI reporting after the bell. Quite the eclectic mix.
AXON looks good for a 10% gap up on earnings
whats the earnings play to full port into this evening , from ELF /MELI/ AXON/ APP
don't forget AXON is having earnings on Wednesday. literally just a bigger Palantir
APP's a fair answer to your actual question, the AI genuinely shows up in the P&L now. AXON is the product itself, not capex waiting on a payoff, and 52-59% growth at 84-85% EBITDA margins with real FCF is hard to argue with. What I'd push on is "allegations, no wrongdoing established." That undersells it. The SEC has an open investigation into their data-collection practices (Bloomberg broke it, the stock dropped \~14% that day). The fraud and laundering claims are short-seller stuff, unproven, and APP denies them. But Morningstar's read is the probe lends the data angle some legitimacy, and the credible piece is whether AXON's edge came from breaking Apple/Google/Meta's terms. Which is why "reliant on Apple & Google" is the real thing to underwrite. The margins run on those platforms, so an adverse finding hits the input, not just earnings. The current numbers aren't the debate. Whether the data engine stays clean and the June e-commerce launch scales, is.
Puts on SPCX and calls on AXON, WEN, and SHOP
My bags are up 5,500%. This stock is a monster. Great summary post here. I encourage you to watch the Boldly Go podcast that has their CEO and other executives continuously explaining the future of policing. They are literally creating the future. AXON is the future
I think its a sign of the peak. The entire idea of these sales they are making only matter if Data Centers are being built. The pushback against them and FLOCK/AXON has been crazy. Meaning you either DONT take possession of inventory or you do, which then begs the question of the issue of sitting on loads of hardware going unused. Then the issue of them doing janky book keeping to keep said assets off the books while also claiming them as assets to gain valuation. So if they dont build these data centers, at some point, that debt is going to cause issues for the entire circle jerk they have going. I think people are finally starting to see the blatant fraud, market manipulation, and get rich quick BS we have going on in this market. I think we come out the other side of this administration and this bubble with massive massive regulations.
Well my AXON and PLTR are crushing so that's cool.
I love companies that just consistently grow their revenue like crazy. AXON and MELI are some of my biggest holdings
What are your other 7? I do something similar. RDDT, LYV, PM, COST, BROS, AMZN, GOOGL, AXON.
AXON been crushing lately. Even though I wanted to fill up in the $300's. Dropped 50K in at $500 cuz I have excellent timing.
Who else caught that AXON +50% movement in last 2-3 weeks.....
Man I sold AXON thinking that was done to buy the dip on CRWV and NBIS. That was not a good trade lol
Bruh AXON is up 45% in a week
Glad to see AXON finally starting to recover. It got caught up in the SaaS sell off but it's mostly a cloud and hardware player. Total monopoly on law enforcement.
AXON is acquiring a lot of assets and making international deals left and right. You can insinuate that he is inside trading but with how much politicians abuse loop holes it won’t amount to anything more than accusations. If you genuinely care about pursuing politicians for inside trading take a look at the history of investments for other high profile figures. Bush, Clinton, Pelosi, Bernie, Giuliani, and so on and so on. Hell look at congress and the senate. A L L C O R R U P T.
Why have people been ignoring AXON stock for so long? It was at nearly 50% discount from it's high of 900 this year. My 2nd biggest position and plan to hold until retirement
After hours is popping in my port. Got some AVAV and heck even AXON going up more now.
AXON my beloved, finally coming back to life
There is an app called Dub (I believe it was formerly Dub Advisor) which tracks investements of "famous people" including politicians and fund managers. It not only tracks, but allows you to buy/invest in tracking "funds". But note that rules allow for a gap in time from trade date to reporting date, so if something were to rocket up quickly you aren't getting in at same price. With that said, most of the stocks that Pelosi buys are very well known names - they aren't secrets and stocks that only a person with inside knowledge would buy out of the blue. I don't know as much about what Trump has bought, but AXON is also a very well known name - it has been a popular growth stock for past 10 years.
AXON up 20% in one week, going to 800
AXON… you all bought before the government contract, right? I got the phone call.. I am assuming you all did as well. 🥭 called me directly. I didn’t share it here because I thought he called all the regards on this sub with insider info.. 🤷♂️
I'll be a $PRPL bag holder forever. But my only regrets are the ones I sold... like $AXON.
Lost patience with AXON, sold it at huge loss loss. The next day it started going up and up.
I picked up UBER, AXON, SOFI, MSFT, and NFLX today. See you squares in 8 months where I'll be at either a huge loss, huge gain, or totally neutral. Good luck on the memory play today! Could really go either way at this point.
Had planned on buying AXON and SOFI later today - son of a btch
12 red days in a row for AXON. Absolute garbage stock dunno why I picked it.
Did some nibbling. Added shares to existing positions in AXON (35% more shares), PRCT (13%), TYL (10%), ISRG (6%), QXO (6%), NOW (7%), VEEV (8%), and GWRE (8%). Cash as a percent of total cost basis is 8% so plenty of room to keep buying, which I will be doing.
AXON not taking part in today's rally is very concerning.
Always confusing to me how AXON has these big wild swings along with the speculative plays despite being so much better established.
Long term play. The market will stay stupid on this for months. When software turns around, this will recover nicely. Also check out AXON. I think it will dip again. Their Dedrone product is going to be popular.
AXON up 30% in one month
Finally profitable on AXON again. Man that took a minute. alright now for some tendies, let's go to new highs
Wow I sold the AXON rip way too early.
Short MSTR and BMNR. Long NOW, FIG, and AXON.
Axon to 1000. !banbet AXON +1% 1d
Look at TYL and AXON. Much more impenetrable moat due to data sensitivity. I personally like AXON more cause of the “trendy” headlines of AI surveillance & efficiency.
AXON is low right now. The consensus is that it has been over valaued but nearly every brokerage labels it a buy. I "made" a ton of $$ on it when the stock hovered around $600 and higher. It'll get up there again so I'm definitely holding. CAT also seems like a solid play.
With AXON up 13% today, I'm now only down 16% overall. God is good 🤩
Had my entire retirement account in AXON waiting for the move after consolidation and went cash this morning 😂
Bought AXON in premarket. For some reason didnt see it mentioned in that drone thread on this sub. Focus was on other stocks.
Starting to feel like all of them but RDDT and AXON are two my bigger holdings being absolutely ded money. What do I change? Go heavier into AI? It goes against my whole trading strategy to just jump into unproven fundamentals and stocks at current ATH's.
I think I'm clever but META, NFLX MSFT and AXON... Good companies that have pulled way back. And three out of four of these are red today 🫠
Everyone posting things that have already launched massively recently... I'm thinking about buying some that have been lagging CMG/CAVA - basically no growth in the last year, but the ones by me are always crowded NTDOY - beat up in the last year but has strong IPs COLD/LINE - temperature controlled warehousing (food preservation) AXON - down 50% in the last year but everyone loves bodycams
I know the feeling. I liquidated my AXON (FKA TASR) position to avoid taking on student loan debt—I should’ve taken on the debt.
AXON makes me so sad every day
I’d go MELI, RKLB, GOOGL, AXON, APP, AMD, MU, NOW
> If you're not holding the right 5-7 names, you're probably watching the index print new highs while your portfolio does nothing. I lucked out and bought INTC a year ago, so gaining from the trend, but otherwise happy to buy other stocks at a discount like Nintendo, AXON, and mining/rare earth stocks at a discount. Not trying to have my whole portfolio wrapped up in AI
Lol AXON is just such a piece of shit.
My port is all AXON and NFLX right now and I am having a different day
Im buying the dip on MELI, APH, AXON, and COF. Might not get semis/memory like gains. But great to buy some stuff well off their highs.
AXON and APP tanking again after both popping off last week on great earnings. Such a ridiculous market.
HOOD has historically great may performance AXON has great income and monopoly over their market SOFI will be a good 1 month hold it’s so cheap AIRJ I already own some and after this earnings call I’ll buy more PLTR is a great company and trade at these levels and get out within 1-5 days
HOOD AXON SOFI AIRJ PLTR tmr
Loaded on more AXON today....
Basically, I fed the post from earnings-edge (the link above) into Claude asking to sort the tickers along two axis (valuation fragility / thematic fit (in other words, what market loves now). Earnings-edge regularly posts setups listing bull and bear thesis, price action around earnings, etc. Not bad, huh? (Contrarian) DIS: +7% (Sweet spot) UBER: +8% (Stretched, off-theme) BROS: -9% (Danger zone) <- all over the place, which is why it's better to avoid this quadrant DASH: -0.51% APP: +7% AXON: +9% COHR: -7% ARM: -10%
Fking UBER … ChatGPT told me to buy it instead of AXON
AXON pump back on the menu boys
Sold AXON calls for loss at open and proceeds to moon 10%
YOU HAVE GOT TO BE FUCKING KIDDING ME. I sold my AXON flat ass calls this morning and now it skyrocketed.
makes no sense what happened here with AXON
The market just really hates AXON right now for some reason. I'm so tired.
Ahhh fuck there goes AXON. Rip me.
Who had AXON calls looking for another 60 point pop? I almost pulled the trigger, happy I didn't.
AXON, what a company you are🥀
May AXON shrek me to the moon tomorrow. Lord hear my prayer.
Lord hear our prayer. (I have no idea what AXON is)
May AXON shrek me to the moon tomorrow. Lord hear our prayer.