@inflectionecon · Long AXON

$AXON up 60% from entry. PT $735 base case. PT over $900 in upside scenario at roughly 16x FY27E Rev

I recently had the pleasure of presenting my investment thesis on $AXON at the @manualofideas Wide Moat Investing Summit 2026. Appreciate @mihaljevic for inviting me and really enjoyed our discussion after my presentation.

Read asLong AXON

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

23% of the basket · day 19fades out by Nov 11

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