Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
He owns Axon (2.36% of portfolio) and wants to raise it above 3%. The quarter was dented by delayed federal Dedrone contracts, but the 30%+ 5-year revenue CAGR and 2028 model were reaffirmed, so a one-time delay doesn't change his thesis.
SourceConsensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
Axon rebounded and he likes that it keeps getting less expensive; holding $420 as support could set up a move back toward $482 resistance.
SourceThe host says the floor for AXON is basically where it is now and he accumulated about 15% more around these prices; $600 is the prior high turned resistance, and he is long-term bullish.
SourceThe host discloses he is looking to buy more Axon, even though Axon has nothing to do with the AI cloud theme.
SourceAxon is still around the same prices and in a buying area; if it gets closer to $400, the host may increase his position a bit more. It is a very good company and not really affected by the AI bubble, though not super cheap.
SourceAxon is still in a very good buying area in the low 400s; it remains expensive but less so than before, and is an amazing company benefiting from AI adoption.
Source0 YouTubers have mentioned AXON in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
