Creator sentiment
3 creators · 3 views · past 7 days
Updated November 11, 2026 (UTC)
The bull case
- +Consistent 30%+ revenue growth for four consecutive years, with strong recurring revenue and net revenue retention of 126%.
- +Bundling hardware (tasers, body cameras, drones) with software creates a sticky operating system for law enforcement.
- +Stock is down 64% from highs, trading at the cheapest valuation since 2022, presenting a buying opportunity.
- +Optionality to sell new products to existing customers and expand into new customer bases like federal corrections.
- +High-quality business with software up 43% and record NRR of 126%.
- +Reaffirmed 30%+ 5-year revenue CAGR and 600bps margin expansion; delays are one-time.
- +Would like to own a bit more of Axon.
- +Host says he likes the name and owns a small position, despite the double miss and after-hours drop.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 The Market Hates These 5 Stocks—Here is Why You Should Buy
Consistent 30%+ revenue growth for four consecutive years, with strong recurring revenue and net revenue retention of 126%. · Bundling hardware (tasers, body cameras, drones) with software creates a sticky operating system for law enforcement. · Stock is down 64% from highs, trading at the cheapest valuation since 2022, presenting a buying opportunity. · Optionality to sell new products to existing customers and expand into new customer bases like federal corrections.
📹 The Market Is Crashing and I Just Bought $8,000 of These 4 Stocks
High-quality business with software up 43% and record NRR of 126%. · Reaffirmed 30%+ 5-year revenue CAGR and 600bps margin expansion; delays are one-time. · Would like to own a bit more of Axon.
📹 IREN, SOUNDHOUND, IONQ, MP, NET, ABNB, AAOI, SMR EARNINGS | MARKET CLOSE
Host says he likes the name and owns a small position, despite the double miss and after-hours drop. · The $1.2B minority investment in drone maker Skyio and exclusive distribution deal adds an interesting growth angle.