Reddit Posts
We made money on Palantir, now we have even worse company
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
my strongest thesis after the election was that dems would stop requiring police cameras, and that AXON would plummet as a result, but I'm hearing multiple people say they're more likely to add cameras to ICE enforcement, so it appears to be a buy at going 25 or 30% down in just the last week.
I am single handedly bullying AXON stock in the AH session. kiss the ring.
bought AXON at close. 3 day rule and what not.
Full porting AXON on my ROTH IRA was a historically bad decision
AXON. Down ~20%. Tasers, body cams, drones and a system that connects it all together with AI. Very sticky with police services. Crime is only increasing and automation will be desired even more as we move along. Very comfortable holding for the long term.
AXON long is probably an okay choice today & next couple days
Watched it drop from 630 to 230 and thought surely they're oversold now, their AXON engine was showing good numbers
I added a ton of $AXON this morning. Digging deep for the long haul, avg now $340. It will take some patience.
Jesus Christ AXON. There goes my roth ira
I have been watching AXON. The price action over the last year has been frustrating. They are doing a lot of investing, building, and buying. Their SBC is too high too. Then they have the stupid drama about their new HQ. Finally the Flock drama hurts them to some extent, but probably helps more than anything. Their Dedrone is a big deal and I think that will become very profitable. The new acquisition today is pretty smart but the market doesn't like it because they are spending money. Now I just need to figure out where the bottom is. I bet this rebounds before the rest of the market/indexes do because it's already so beat-up.
AXON wasy roth ira full port and my absolute last stock that hadn't been decimated yet
Buy good companies like TSM or AXON and you won't have this problem.
I have a hunch the newly candidates will remove police cameras & such technologies, which will be very bad for AXON.
AXON, do an APP tomorrow. I just wanna break even. Pretty fucking please. 🙏
well management in Q2 said they are "already off to a great start" for Q3, a seasonally string Quarter and imporvements to AXON happened just after the Q2 ended
APP up 10% before earnings lmao. Google getting fucked on ads while APP steals their customers. But what if AXON starts shitting the bed too? I’m short
APP up 10% before earnings lmao. Google getting fucked on ads while APP steals their customers. But what if AXON starts shitting the bed too? We shorting this overpriced ai shitbox or are we sending it to the moon tonight?
For fucking once AXON is differentiating itself
It is never not a bad idea to buy AXON stock
Extended my 10 stock port with CRWD MDB CAT AXON and BE
The answers in this post are really good; not the normal WSB shitposting. Macro risks right now are a problem. Risk off until rates settle. As someone mentioned, anti-drone could be bigger than drones. AXON is currently being punished because of Flock, but their Dedrone business could end up being big.
With all these Police Departments switching from Flock to AXON, gotta imagine AXON might be a buy down here :copium:
Lol down 16% on APLD after getting it at what I figured was a pretty good price. AXON killing me too
Recently sold a bunch of AXON to buy APLD, thinking that would do better in the nearterm. This kind of thing works out like 5% of the time at best. Kind of crazy
Not looking promising so far. I sold AXON for it, so AXON will have a great day
Can anyone provide any real insight into why AXON is absolutely dying other than multiple compression?
Can anybody offer any insight into why AXON is absolutely dying other than just multiple compression?
I don't know what possessed me to fullport AXON a few weeks ago
RDDT will move eventually. I'd still buy around $145 area. AXON isn't a stock I'd touch
Broz. Give it to me straight. My biggest holdings are RDDT and AXON. Is there any hope?
Jesus Christ AXON... Did not expect to ever be down 7k on this bought at 450.
So is AXON a buy at this Price?
AXON such a piece of shit every day.
Why the fuck did I trap myself in AXON
Keep holding AXON and hope the recovery from 434 means beginning of recovery
AI advised me to sell RKLB and buy AXON for today
Do I have the balls to hold 65k in AXON while it goes under 400 again 😭
Knew I should have taken profits on AXON right away. Just going to be dead money as it gets dragged down even further now by the index
AXON you are well supported and loved at $450, now fly
Keep an eye on AXON. I would expect to see institutional buyers come in to start buying on this one at some point. The bottom may have been 440 yesterday. I have a hard time thinking this is going to fall from here given their stupid Scottsdale HQ issue is finally going to get resolved this November when the referendum is done.
AXON is a good buy at this price........
Wtf does AXON even do
That AXON dip yesterday was sweet......
These 25k share block purchases of AXON are $11 million
all I'm saying is that tasers are going to be needed after the outrage at the rate hike, so calls on AXON
isn't the sell off of AXON totally overdone? 10% drop seems crazy
AXON diluting this morning. I don't know when it will stop selling off, but I am skeptical this will hit the 400 hard floor again. Many of those Flock cameras are being replaced with Axon cameras. Dedrone is where the money is at. "Axon launches $1.0 bln 0% convertible senior notes offering due 2031" "Axon may redeem the notes starting Sept. 20, 2029 under certain stock-price conditions; holders also have a repurchase option on March 20, 2031"
AXON is a volatility farm
Who's catching the AXON falling knife
Probably get another chance to buy AXON <400
Fucking AXON diluting this morning. This is probably a good place to buy though. Many of those Flock cameras are being replaced with Axon cameras. Dedrone is where the money is at. "Axon launches $1.0 bln 0% convertible senior notes offering due 2031" "Axon may redeem the notes starting Sept. 20, 2029 under certain stock-price conditions; holders also have a repurchase option on March 20, 2031"
I want to believe a fading AI trade will benefit my AXON but it will just get dragged down along with it
I'm about to be an AXON bagholder for a good bit
Killing is profitable.. my energy stocks are up, AXON is sky high from my entry, defense stocks doing great. I'm primed to have my best year ever..
Well that makes about 10 opportunities I had to get out of AXON at break even
Hope AXON doesn't keep tanking but it definitely will if the market does overall
Had so many opportunities to get out of AXON green today and didn't take them. Shits about to collapse and turn me into a bagholder.
Why did I buy AXON on a day like today, a stock that always doubles what the overall market does
AXON. lost around 30% on earnings week even though the earnings weren't bad at all. just goes to show quickly narratives can change around a company even when it may look okay on paper
Don’t forget AXON along with defense and security products.
AXON at 500 was an obvious buy. Hopefully it holds. Still a good buy here but could dip to 500 again. Buy it for the DeDrone, not the cameras and tasers.
Oh couldn't post about AXON being Flock Cam's twin Brother because of my "Reddit Karma" honestly, pathetic nonsense here on Reddit
I posted yesterday AXON (Flock's Twin Brother) went from 600$ close Friday to 560$ Monday, now Tues it's at 520$
AXON has bottomed. Load up.
ALLE, AXON, MSI, and NSSC. Anything that sells measures against school shootings
AXON forming a bottom here just over 517. I don't think it's going to hit that 515 support base but it might. I don't think that bill from Sanders will pass, and even if it does, the cameras are not where the money is. Dedrone is going to be huge in the next 2 years. Also their dumb HQ issues finally get resolved by the voters in 60 days.
AXON looking like a decent buy here. It's getting panic-dumped due that bill Sanders introduced, which almost certainly won't pass. Also their HQ issues get resolved after the election in November and they have multiple contracts that should show up in the next 2 Q earnings. It's Dedrone that is going to explode in value over the next 3 years.
Flock Cams Twin Brother Surviellance Company (AXON): previous close 600$ today 566$
AXON (Flock Cam's Twin Brother) Dumped 6% just today, After multiple Flock Contracts cancelled across America including Entire States, I assume AXON if Flock is Cancelled, Will Probably BANKRUPT!
Nobody betted against AXON (Flock Camera's TWIN BOTHER) dumped 6% just Today?
Just trying to decide how far to let AXON pull back
APP is crazy undervalued after the recent drop. In short, solid proprietary advertising platform (AXON 2.0) which has helped them to build a moat with mobile gaming, crazy profit margins, and now they are getting into retail advertising. I’m a long term holder with $160k+ in it so I’m biased but do your own research!
I don’t pick sides. I think that’s what’s destroying our society and our country. I would say we’re aligned enough overall that I wouldn’t fight over the finer details. And no, I’m not a conservative. But I don’t that’s what’s important. Either way, duck mass surveillance whether it’s Flock, AXON, Amazon, or Disney. No one should desire making it easy for the government to incarcerate. Even before mass surveillance and AI it was prone to error. With it, we’re seeing laziness in investigations and a very low bar for evidence/probably cause to make an arrest. It’s a big problem and it will only get worse over time.
Should never have been anti-Flock. Should’ve been anti-mass AI surveillance. Makes one wonder if AXON is helping to popularize the anti-Flock movement.
AXON looked at China's surveillance state and thought "I bet we can improve on that!".
just buy AXON or get expose to some robotics stocks early
…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