AXON

Deep Dive

Axon Deep Dive

Table of Contents * Section 1 – Story, Mission, Basics & Team * 1a. Story * 1b. Culture * 1c. Team * 1d. Basic Business Model & Opportunity * Section 2  – Connected

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News of the Week
Free Access

News of the Week (January 26 - 30, 2026)

Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions

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Portfolio Update
Nerd Max Access

Portfolio & Performance Updates

a. Updated Performance Overall: Year-to-date: b. Portfolio Changes

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Earnings Review

News of the Week (November 3-7, 2025)

Table of Contents * 1. Brief Earnings Snapshots – Spotify, AppLovin, Datadog & Axon * a. Spotify * b. App Lovin * c. Datadog * d. Axon (AXON)  * 2. Detailed Robinhood

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Earnings Review
Nerd Plus Access Nerd Max Access

News of the Week (August 4 - 8, 2025)

Almost everything was sent during the week. In case you missed it: * Trade Desk, Duolingo & DraftKings earnings reviews * Uber & Shopify earnings reviews * Lemonade,

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