May. 12 at 8:30 PM
$AXON
Some of you need to stop tying your girdles in knots over
$AXON.
Stock price correcting? Yep.
Valuation overheated? Absolutely.
But the BUSINESS?
Revenue +34%
Software +35%
ARR
$1.5B
AI revenue exploding
Bookings +44%
Raised guidance AGAIN
That’s not a collapsing company. That’s a market resetting expectations after a monster run.
There’s a difference between “overpriced stock” and “broken business.” Learn it.