AXON

News of the Week

News of the Week (March 9-13, 2026)

Other Recent Earnings Reviews: * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea Limited & On Holding * Nvidia * CrowdStrike & Broadcom * Axon & Mercado

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AXON

Axon & Mercado Libre Earnings Reviews

Table of Contents * 1. Axon (AXON) – Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.

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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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