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Quality over Cheap: What CompoundingAlpha sees in Axon, Palantir, Toast, and FTAI Aviation
$PLTR $AXON $TOST $FTAI
Bluesky ยท Hashtag
#$AXON
10
posts ยท 30d
5
users
0
posts / day
2.0
posts / user
#$AXON is an active hashtag on Bluesky. In the last 30 days, 5 people shared 10 posts with it โ around 0 a day. The busiest day was Aug 2 with 4 posts.
#$AXON posts per day (last 30 days)
Related tags
Tags most often used together with #$AXON.
Posts with #$AXON
#earnings this week
$SNDK $PLTR $AMD $SPCX $LLY $COP $ANET $QBTS $WDC $APP $OKLO $SHOP $PFE $ALAB $CAT $DDOG $UBER $ELF $CELH $STRL $RDW $ZETA $AXON $MELI $DIS $DKNG $OPEN $UUUU $VST $BKNG $TXG $ABNB $FSLY $RIOT $AAOI $RGTI $HIMX $CENX $ALB $MCD $HUT $W $INOD $CLX $BROS $KTOS
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Key Events This Week: - Markets React to Cancelling #US Strikes on #Iran -Today, 6 PM ET - #ISM Mfg #PMI data -Mon -June JOLTS Job Openings-Tue - #AMD $AMD, #SpaceX $SPCX, #Earnings -Tue -ADP Nonfarm Empl Change - Wed - #SanDisk $SNDK Earnings - Wed -July Jobs Report - Fri
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8 Key Items Shaping the Stock Market Wednesday
Earnings from $NVDA $CRM $WDAY
$AXON more than delivers,
M&A prospects, including $PYPL
and other headlines are moving stocks this morning.
pro.thestreet.com/portfolโฆ.
pro.thestreet.com
8 Key Items Shaping the Stock Market Wednesday
Earnings from Nvidia and Salesforce, Axon more than delivers, M&A prospects and other headlines are moving stocks this morning.
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Stocks related to defense and security and law enforcement have rather decoupled since Trump was elected.
Some issues look undervalued now
And #$AXON looks like a tempting short, because this multiple does not betoken a secular shift at all but mere sound and fury signifying nothing
Not advice
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ใ็ฑณๅฝๆ ชๆฑบ็ฎใ
4(ๆ) $NCLH $BRK.B $PLTR $ON $PINS
5(็ซ) $SHOP $PYPL $AMD $LITE $ANET $ALAB $MSTR $TEM
6(ๆฐด) $DIS $NOV $UBER $AMCR $COHR $IONQ $AXON $ARM $APP $SNAP
7(ๆจ) $DDOG $MCD $IREN $CRWV $AAOI $COIN $AFRM $MELI
ไบบๆฐใฎๅ
ใคใณใใฉ้ๆใใซใกใณใฟใ ๏ฝฅใณใใฌใณใ๏ฝฅใชใใใจใฌใ็บ่กจ
1 0 1
. @thestreetpro.bsky.social's Stocks & Markets Podcast: #Silver , #Gold, Oil, King Dollar, and Small-Caps
Bob Lang joins me to discuss big tech earnings, whatโs weighing on $AXON and why $QRVO's guidance reaffirms a recent Portfolio exit.
pro.thestreet.com/portfolโฆ.
pro.thestreet.com
Stocks & Markets Podcast: Silver, Gold, Oil, King Dollar, and Small-Caps
Bob Lang joins Chris Versace to discuss big tech earnings, whatโs weighing on Axon, and why Qorvoโs guidance reaffirms a recent Portfolio exit.
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$AXON was operationally weak last year. It was holding on to large amounts of finished products but not enough raw materials and work in progress. Stuff not moving. That problem has moderated. Negative Operating margins. CFO is all SBC. Revenue recognition issues. Reports May 6.
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new post and podcast is out with special guest. $PLTR $AXON $TOST $FTAI $QQQ $SMH $DRAM open.substack.com/pub/rigโฆ.
open.substack.com
Quality over Cheap: What CompoundingAlpha sees in Axon, Palantir, Toast, and FTAI Aviation
$PLTR $AXON $TOST $FTAI
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#earnings this week
$SNDK $PLTR $AMD $SPCX $LLY $COP $ANET $QBTS $WDC $APP $OKLO $SHOP $PFE $ALAB $CAT $DDOG $UBER $ELF $CELH $STRL $RDW $ZETA $AXON $MELI $DIS $DKNG $OPEN $UUUU $VST $BKNG $TXG $ABNB $FSLY $RIOT $AAOI $RGTI $HIMX $CENX $ALB $MCD $HUT $W $INOD $CLX $BROS $KTOS
v1s1on_3ndl3ss_ @v1s1on-3ndl3ss.bsky.social
Key Events This Week: - Markets React to Cancelling #US Strikes on #Iran -Today, 6 PM ET - #ISM Mfg #PMI data -Mon -June JOLTS Job Openings-Tue - #AMD $AMD, #SpaceX $SPCX, #Earnings -Tue -ADP Nonfarm Empl Change - Wed - #SanDisk $SNDK Earnings - Wed -July Jobs Report - Fri
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Buzz Patterson
This needs to be paid attention to.
The first weaponized drones to patrol American neighborhoods won't be military. They'll be
$Axon
1
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$BLIS / $AXON News: NAPC Defense to Unveil Revolutionary Taser 10 CornerShot at NASRO Reno Conference
www.globenewswire.com/newโฆ.
www.globenewswire.com
NAPC Defense to Unveil Revolutionary Taser 10 CornerShot at NASRO Reno Conference
NAPC Defense (OTCID: BLIS) to debut its newly developed Taser 10 CornerShot configuration at the 2026 NASRO in Reno, Nevada, taking place June 28-30,...
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๐ Insider Cluster Sell
4 insiders at AXON ENTERPRISE, INC. ($AXON) sold $17.7M in shares over 7 days.
earningsfeed.com/companieโฆ
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๐ Insider Cluster Sell
3 insiders at AXON ENTERPRISE, INC. ($AXON) sold $3.5M in shares over 7 days.
earningsfeed.com/companieโฆ
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