I bought 50k in Axon in 2019, sold last year at 800, made about 16x what I paid. I followed very closely. They have some issues. Their law enforcement stranglehold isn’t really. Many jurisdictions just don’t like the software. Their AI report writing system could have been great, but isn’t yet. The diving to drones and surveillance seemed like the start of the downturn. Rick Smith seems to have changed as the company grew and his fights in AZ are a huge distraction. Body Cams after George Floyd got to be huge, but in today’s world they don’t release the footage and people don’t trust it. Axon trying to move to have retail workers where the cameras signaled desperation. But below $400’is a good buy. Might take a couple of years but I think they can hit $700 again.

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