# ![@drowsyinvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1350506884479012870.png) @drowsyinvestor Drowsy Investor (Shooting the Bull Pod)

Drowsy Investor (Shooting the Bull Pod) posts on X about $axon, $nvda, $meli, $crwd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1350506884479012870/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350506884479012870/c:line/m:interactions.svg)

- [--] Week [------] -16%
- [--] Month [-------] +87%
- [--] Months [-------] -10%
- [--] Year [---------] -28%

### Mentions: [--] [#](/creator/twitter::1350506884479012870/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350506884479012870/c:line/m:posts_active.svg)

- [--] Week [--] -12%
- [--] Month [--] +2.10%
- [--] Months [---] +14%
- [--] Year [---] -23%

### Followers: [-----] [#](/creator/twitter::1350506884479012870/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350506884479012870/c:line/m:followers.svg)

- [--] Week [-----] +0.15%
- [--] Month [-----] +0.71%
- [--] Months [-----] +4.20%
- [--] Year [-----] +11%

### CreatorRank: [---------] [#](/creator/twitter::1350506884479012870/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1350506884479012870/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  99.12% [stocks](/list/stocks)  76.99% [technology brands](/list/technology-brands)  30.97% [automotive brands](/list/automotive-brands)  5.31% [cryptocurrencies](/list/cryptocurrencies)  4.42% [social networks](/list/social-networks)  3.54% [fashion brands](/list/fashion-brands)  1.77%

**Social topic influence**
[$axon](/topic/$axon) #8, [$nvda](/topic/$nvda) #1558, [$meli](/topic/$meli) 20.35%, [$crwd](/topic/$crwd) 16.81%, [$ttd](/topic/$ttd) 14.16%, [$amzn](/topic/$amzn) 13.27%, [nvda](/topic/nvda) 7.96%, [$aapl](/topic/$aapl) 7.96%, [$msft](/topic/$msft) 7.08%, [$celh](/topic/$celh) 5.31%

**Top accounts mentioned or mentioned by**
[@investingbear](/creator/undefined) [@graybeard96](/creator/undefined) [@convictionhold](/creator/undefined) [@calistoker123](/creator/undefined) [@307fool](/creator/undefined) [@popcorntrade](/creator/undefined) [@firstadopter](/creator/undefined) [@evadou](/creator/undefined) [@jerrycap](/creator/undefined) [@qcapital2020](/creator/undefined) [@daveyjuice](/creator/undefined) [@chowzam](/creator/undefined) [@andreasjames](/creator/undefined) [@liebermanaustin](/creator/undefined) [@sedsgoblue](/creator/undefined) [@ballerdk22](/creator/undefined) [@chrisutah](/creator/undefined) [@throwabull](/creator/undefined) [@7lukehallard](/creator/undefined) [@signastrategies](/creator/undefined)

**Top assets mentioned**
[Axon Enterprise, Inc. (AXON)](/topic/$axon) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MercadoLibre Inc (MELI)](/topic/$meli) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Mastercard, Inc. (MA)](/topic/$ma) [Zscaler Inc (ZS)](/topic/$zs) [Tesla, Inc. (TSLA)](/topic/$tsla) [monday.com Ltd. (MNDY)](/topic/$mndy) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [AppLovin Corporation (APP)](/topic/$app) [Sea Limited (SE)](/topic/$se) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Okta Inc (OKTA)](/topic/$okta) [4 (FOUR)](/topic/$four) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Home Depot, Inc. (HD)](/topic/$hd) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Appian Corporation Class A Common Stock (APPN)](/topic/$appn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Motorola Solutions Inc (MSI)](/topic/$msi) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Roblox Corp. (RBLX)](/topic/$rblx) [Iris Energy Limited (IREN)](/topic/$iren) [Helium IOT (IOT)](/topic/$iot) [Advanced Micro Devices (AMD)](/topic/$amd) [Aspen Aerogels, Inc. (ASPN)](/topic/$aspn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"JUST RELEASED: "Episode 13: Jason Moser On Surviving and Thriving During Market Downturns" on Shooting the Bull with Drowsy and Bear @investing_bear and I chat with @convictionhold on investing in tech stocks during downturns and $AXON. A must listen https://open.spotify.com/episode/3UDiubUWYQYgTY5583u1Ijsi=YFD5A9oCS_WMxM0BsrKI7g https://open.spotify.com/episode/3UDiubUWYQYgTY5583u1Ijsi=YFD5A9oCS_WMxM0BsrKI7g"  
[X Link](https://x.com/drowsyinvestor/status/2019158182418108755)  2026-02-04T21:16Z [----] followers, [----] engagements


"$AXON Syracuse NY Planning to pivot from Axon competitor (frenemy) Flock to Axon LPR. Allegedly Flock misled the city and the city concerned about data. (In [----] pursued drone contract with Axon Air) https://centralcurrent.org/syracuse-police-to-pitch-lawmakers-on-switching-license-plate-reader-provider/ https://centralcurrent.org/syracuse-police-to-pitch-lawmakers-on-switching-license-plate-reader-provider/"  
[X Link](https://x.com/drowsyinvestor/status/2019749296262824025)  2026-02-06T12:25Z [----] followers, [----] engagements


"I have added a bit of $AXON for the first time in months. Yes Im a broken record and the self proclaimed Roaring Kitty of Axon. Before you @ me: [--]. Small add [--]. Yes I know still not cheap on whatever metric you are tweeting me at. Heres the Axon news of the week 👇"  
[X Link](https://x.com/drowsyinvestor/status/2019749294287331464)  2026-02-06T12:25Z [----] followers, [----] engagements


"$AXON Santa Ana CA Approved $683K for Drone as First Responder. Been researching for [--] years. Want to go with Axon because already using much of the axon-ecosystem. https://www.govtech.com/public-safety/santa-ana-calif-police-seek-approval-for-drone-program https://www.govtech.com/public-safety/santa-ana-calif-police-seek-approval-for-drone-program"  
[X Link](https://x.com/drowsyinvestor/status/2019749301983879455)  2026-02-06T12:25Z [----] followers, [---] engagements


"$AXON Rialto CA Increased $14.3 million contract by adding another $1 million to build out real-time crime center. I am so proud that I secured over $1 million to develop a Real-Time Crime Center and Dispatch Center. 💪🚓 https://iecn.com/rialto-pds-real-time-crime-center-drone-first-responder/ https://iecn.com/rialto-pds-real-time-crime-center-drone-first-responder/"  
[X Link](https://x.com/drowsyinvestor/status/2019749304487882829)  2026-02-06T12:25Z [----] followers, [---] engagements


"Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall"  
[X Link](https://x.com/drowsyinvestor/status/2021181200170156138)  2026-02-10T11:15Z [----] followers, 12.3K engagements


"My biggest strength as a parent Being able to tell which Despicable Me is on within the first [--] seconds. My biggest weakness See above"  
[X Link](https://x.com/drowsyinvestor/status/2019555405777760582)  2026-02-05T23:35Z [----] followers, [----] engagements


"So far due to Super Bowl commercials Ive had multiple awkward conversations with my kids about golden encounters manscaping and sports betting. Shoveling nachos as fast as I can. Cant answer anymore questions if Im barely able to breathe through nachos"  
[X Link](https://x.com/drowsyinvestor/status/2020640447639499049)  2026-02-08T23:26Z [----] followers, [----] engagements


"$AXON Well Syracuse NY did it. 💪 Syracuse lawmakers plan to ground Flock Safety readers about a year and a half after introducing them to city streets. Lawmakers voted to replace them with Axon readers https://centralcurrent.org/syracuse-lawmakers-approve-contract-for-axon-license-plate-readers-plan-to-block-flock-safety-from-city-streets/ $AXON Syracuse NY Planning to pivot from Axon competitor (frenemy) Flock to Axon LPR. Allegedly Flock misled the city and the city concerned about data. (In [----] pursued drone contract with Axon Air) https://t.co/gEbjGhkq4q"  
[X Link](https://x.com/drowsyinvestor/status/2021052145160814704)  2026-02-10T02:42Z [----] followers, [----] engagements


"Dont marry your stocks. But maybe make it a live in partner that youre ready to dump them the if the narrative shifts or they miss guidance. They should constantly be "looking around" for the hot things to acquire. So one you might kick out. The analogy is breaking down"  
[X Link](https://x.com/drowsyinvestor/status/2021555359828291632)  2026-02-11T12:02Z [----] followers, [----] engagements


"Me as my $NVDA position crosses 40% of my portfolio $AXON 12% $CRWD 10% $MELI 8% $AMZN 8%"  
[X Link](https://x.com/drowsyinvestor/status/2021919740239737065)  2026-02-12T12:10Z [----] followers, [----] engagements


"So far in [----] if youre looking for a book to get your mind off the market: Project Hail Mary by Andy Weir was a fantastic journey. Strong recommend ahead of the movie next month. So far. Read @firstadopter Nvidia Way - was excellent. Just finished @evadou House of Huawei - super informative and great read. What other new business or investing books are must reads So far. Read @firstadopter Nvidia Way - was excellent. Just finished @evadou House of Huawei - super informative and great read. What other new business or investing books are must reads"  
[X Link](https://x.com/drowsyinvestor/status/2021754601741988153)  2026-02-12T01:13Z [----] followers, [----] engagements


"Wife: Are you going to wear red tomorrow on Valentines Day Me: Honey Ive been wearing red since the opening bell February 1st. Im finally color coordinated"  
[X Link](https://x.com/drowsyinvestor/status/2022463763451121859)  2026-02-14T00:11Z [----] followers, [----] engagements


"$MNDY a good example of narrative tsunami exploiting the hole in MNDY armor (FCF and rev guide) it leads to destruction. Got out a few month back. But held on for [--] years and was in red"  
[X Link](https://x.com/drowsyinvestor/status/2020833583477481536)  2026-02-09T12:14Z [----] followers, [----] engagements


"$AXON announces earning AH on Feb [--]. This is a big earnings Hopefully consistently great numbers and a bit more on integrating new acquisitions. And a guy can hope for a major enterprise announcement. 💪🚨👊 https://investor.axon.com/2026-02-10-Axon-to-Release-Fourth-Quarter-2025-Earnings-on-February-24-2026 https://investor.axon.com/2026-02-10-Axon-to-Release-Fourth-Quarter-2025-Earnings-on-February-24-2026"  
[X Link](https://x.com/drowsyinvestor/status/2021347277835731200)  2026-02-10T22:15Z [----] followers, [----] engagements


"Me when my wife says there were left over cupcakes from an ill-attended office party"  
[X Link](https://x.com/drowsyinvestor/status/2021372760908272061)  2026-02-10T23:56Z [----] followers, [----] engagements


"$AXON Rolling out nicely throughout the UK. 💪🚨 Axon said it works with eight UK fire services on body-worn cameras in daily operations adding that 55% of UK police forces use the technology. https://internationalfireandsafetyjournal.com/norfolk-body-worn-cameras/ https://internationalfireandsafetyjournal.com/norfolk-body-worn-cameras/"  
[X Link](https://x.com/drowsyinvestor/status/2022770163955740741)  2026-02-14T20:29Z [----] followers, [----] engagements


"Me nailing 63% of a grocery shopping list my wife wrote for me"  
[X Link](https://x.com/drowsyinvestor/status/2023018243527758296)  2026-02-15T12:55Z [----] followers, [----] engagements


"$AXON Director buying $4 million worth of shares on the open market. Uhhh yes please. 👀 Dozens of reasons to sell pretty much only one reason for an insider to buy (especially one who has bought $14 million in last [--] months). Im likely to add soon too"  
[X Link](https://x.com/drowsyinvestor/status/1673432129617768448)  2023-06-26T20:44Z [----] followers, 12.9K engagements


"October Review Oct return: -2.5% S&P: -2.2% YTD: +48.2% S&P: +9.7% Top 10: $NVDA $AXON $CRWD $AMZN $TTD $MELI $AAPL $CELH $MSFT $MA Adds: $VTI $CELH $AMZN $TSLA $AEHR (oof) Sales: $INMD $OKTA $CARM $APPN Comments: Lot of cleaning. Focus on earnings most else is noise September Review (day early) Sept return: -7.1% S&P: -4.6% YTD: +51.6% S&P: +12.4% Top 10: $NVDA $AXON $CRWD $TTD $MELI $AMZN $AAPL $CELH $MSFT $MA Adds: $SMCI $VTI $CELH Sales: $RBLX $S Commentary: A September to forget Sold low conviction to build higher. Hang tough https://t.co/yxkfJOM01g September Review (day early) Sept"  
[X Link](https://x.com/drowsyinvestor/status/1719430041279320313)  2023-10-31T19:04Z [----] followers, 23.5K engagements


"My top three holdings: $NVDA $CRWD and $AXON now make up approaching 40% of my portfolio. Im not losing sleep yet. Individually I have high conviction in each of these companies. These are market leaders. Im likely to hold through and let winners run although may trim"  
[X Link](https://x.com/drowsyinvestor/status/1733485577649946997)  2023-12-09T13:55Z [----] followers, [----] engagements


"$AXON Lennox SD Small potato deal for $124K but you LOVE to see commentary like our [--] year old $MSI provided cams and radios kept failing and their customer service was no help so we switched to Axon https://www.siouxfallslive.com/news/sioux-falls/lennox-police-buying-axon-body-cams-after-equipment-failures-warranty-discrepancy https://www.siouxfallslive.com/news/sioux-falls/lennox-police-buying-axon-body-cams-after-equipment-failures-warranty-discrepancy"  
[X Link](https://x.com/drowsyinvestor/status/2008692860447527302)  2026-01-07T00:11Z [----] followers, [----] engagements


"Some moves: sold out of $AAPL. First time not owning Apple in [--] years. Yes its a behemoth and is integral to modern life. Yes it has growth drivers. But also it isnt growing quickly its already [--] Trillion MC. Mostly took the money out for life stuff; minor add to $FOUR"  
[X Link](https://x.com/drowsyinvestor/status/2014475641035301300)  2026-01-22T23:09Z [----] followers, [----] engagements


"Ooof on $AXON move yesterday. No news. Probably meanders higher heading into earnings. Top [--] $NVDA - 36.5% $AXON - 14.5% $CRWD - 10.5% $AMZN - 9% $MELI - 8%"  
[X Link](https://x.com/drowsyinvestor/status/2016843122072793088)  2026-01-29T11:57Z [----] followers, [----] engagements


"$AXON is down over 14% in [----]. What happened Nothing substantive. Several analysts lowered pts. One downgrade to neutral. A horrible looking chart. For the 100s of people Ive spoken to on Axon who said love the company but too expensive well its less expensive now. 👊"  
[X Link](https://x.com/drowsyinvestor/status/2017358944079909023)  2026-01-30T22:07Z [----] followers, [----] engagements


"Port. review Jan [--] YTD: -3.54% S&P: +1.1 Top ten $NVDA $AXON $CRWD $AMZN $MELI $MSFT $MA $GOOG $FOUR (leaps 28) $ZS Buys: $FOUR (leaps) $ALAB Sales: $TTD $AAPL Commentary: Rough end to the month SaaS destruction continues. Focused on top plays. Hope you fared better"  
[X Link](https://x.com/drowsyinvestor/status/2017401737942909381)  2026-01-31T00:57Z [----] followers, [----] engagements


"This was one of the best and most in-depth $AXON analysis Ive seen in my [--] years of obsessing about the company. Think the world of Brad and he nailed it. Highly HIGHLY recommend. 👊🚓🚨 My detailed $AXON deep dive: [--]. Team & story [--]. Connected Devices Category [--]. Software Category [--]. New Market Opportunities [--]. Risks [--]. Financials [--]. Conclusion A [--] minute read to become an expert on this fascinating companys platform. Enjoy 🙂🤓 https://t.co/SlkYgYZ06D My detailed $AXON deep dive: [--]. Team & story [--]. Connected Devices Category [--]. Software Category [--]. New Market Opportunities [--]. Risks 6."  
[X Link](https://x.com/drowsyinvestor/status/2017985252359037136)  2026-02-01T15:35Z [----] followers, 19.7K engagements


"$AXON Another potential upside sitch ahead of earnings. Also good for transparency across the board. the DHS bill has money for body cameras. dems want to put it in statute the DHS bill has money for body cameras. dems want to put it in statute"  
[X Link](https://x.com/drowsyinvestor/status/2018438465440932142)  2026-02-02T21:36Z [----] followers, [----] engagements


"$AXON up 4% AH on federal body cam news (only down 86% YTD or about)"  
[X Link](https://x.com/drowsyinvestor/status/2018466610156298576)  2026-02-02T23:28Z [----] followers, [----] engagements


"@JerryCap Pin action to $FOUR mid 50s"  
[X Link](https://x.com/drowsyinvestor/status/2018660257170694463)  2026-02-03T12:18Z [----] followers, [---] engagements


"Good gosh huge position $APP huge position $IREN big position in $RDDT and not to mention $AXON . The only correct position is fetal at this point @investing_bear"  
[X Link](https://x.com/drowsyinvestor/status/2019534678617645366)  2026-02-05T22:12Z [----] followers, [----] engagements


"$AXON Lincoln RI Using recently received federal grant to purchase $300k of Axon tasers and VR training. https://www.valleybreeze.com/news/lincoln-pd-to-use-grant-funding-for-new-tasers-vr-training/article_fddfe5ef-dc35-49a9-b5d6-bf2e9dbc6048.html https://www.valleybreeze.com/news/lincoln-pd-to-use-grant-funding-for-new-tasers-vr-training/article_fddfe5ef-dc35-49a9-b5d6-bf2e9dbc6048.html"  
[X Link](https://x.com/drowsyinvestor/status/2019749298020192589)  2026-02-06T12:25Z [----] followers, [---] engagements


"$AXON DHS announces plan to expand body cam to all officers nationwide. Currently $AXON allegedly provides body cameras for about 20% of Custom and Border Patrol. Analysts response: Willis Blair reiterates outperform TD Cowen reiterates buy ($925 pt) RBC initiated ($860 pt)"  
[X Link](https://x.com/drowsyinvestor/status/2019749299882484223)  2026-02-06T12:25Z [----] followers, [---] engagements


"@qcapital2020 $AXON"  
[X Link](https://x.com/drowsyinvestor/status/2019920449329590736)  2026-02-06T23:45Z [----] followers, [---] engagements


"@davey_juice Just a bit of an odd one and at a weird saaspocolype time in the market. I own a small RBRK spot"  
[X Link](https://x.com/drowsyinvestor/status/2021194372306362465)  2026-02-10T12:07Z [----] followers, [---] engagements


"@Graybeard96 Get it totally. Have to say this is probably the toughest market in last year or two. Massive narrative shifts stalwarts getting slaughtered no clear signs"  
[X Link](https://x.com/drowsyinvestor/status/2021702025839288680)  2026-02-11T21:44Z [----] followers, [--] engagements


"Kids about to start WW3 against each other Mom: *yells something aggressive but inaudible* Me: The only rule is there is no touching of the hair or face and thats it Mom: (Shifts focus)What the Oldest launches attack"  
[X Link](https://x.com/drowsyinvestor/status/2023202369354309674)  2026-02-16T01:06Z [----] followers, [---] engagements


"A little over a year later $MELI then $745 today $1330 $AXON then $92 today $211 $TTD then $48 today $74 Great companies tend to stay in motion. Especially with founders at the helm. Give them some leash actively monitor and stick with em. My top conviction plays (outside of FAANG and $CRWD): $MELI $AXON $TTD What do they have in common - Led by excellent founder 🫡 - Leader in their space 💪 - Heavily investing to expand their dominance 💰 - Riding secular 🌊 and barely scratching surface of their TAM My top conviction plays (outside of FAANG and $CRWD): $MELI $AXON $TTD What do they have in"  
[X Link](https://x.com/anyuser/status/1690701869537165312)  2023-08-13T12:28Z [----] followers, 55.4K engagements


"Opened up a new acct for my little one. Going with $VTI and a few stocks. Thinking $GOOG $LULU and $CELH. What would you add Holding for 15+ years"  
[X Link](https://x.com/drowsyinvestor/status/1724101781582389265)  2023-11-13T16:27Z [----] followers, 40.5K engagements


"November Review Nov return: +16.6% S&P: +7.8% YTD: +69.6% S&P: +19.5% Top ten: $NVDA $CRWD $AXON $MELI $AMZN $TTD $AAPL $MSFT $CELH $ZS Adds: None Sales: None Comments: What a month. Am the same investor down 40% last yr. Some amazing companies continue to excel. Hang tough October Review Oct return: -2.5% S&P: -2.2% YTD: +48.2% S&P: +9.7% Top 10: $NVDA $AXON $CRWD $AMZN $TTD $MELI $AAPL $CELH $MSFT $MA Adds: $VTI $CELH $AMZN $TSLA $AEHR (oof) Sales: $INMD $OKTA $CARM $APPN Comments: Lot of cleaning. Focus on earnings most else is noise https://t.co/9ycxlN7rST October Review Oct return: -2.5%"  
[X Link](https://x.com/drowsyinvestor/status/1730340408893243578)  2023-11-30T21:37Z [----] followers, 39.5K engagements


"Looking back on [----] Company I was most excited for: $NVDA and $AXON Company I was most disappointed in: $OKTA (not even close) Company I dont own but top of watch list: $IOT (bonus: company I want more of: $ZS) Company I was most confused by: $AEHR What about you all"  
[X Link](https://x.com/drowsyinvestor/status/1732723854785606103)  2023-12-07T11:28Z [----] followers, 15.2K engagements


"2023 Review My returns: +79.3% S&P: +24.7% Top ten: $NVDA $CRWD $AXON $MELI $AMZN $TTD $AAPL $MSFT $CELH $MA Final commentary: What a bounce. The same investor who was up big was down 40% last yr. This is just a snapshot in a long obsessive investing career. Cheers to all. November Review Nov return: +16.6% S&P: +7.8% YTD: +69.6% S&P: +19.5% Top ten: $NVDA $CRWD $AXON $MELI $AMZN $TTD $AAPL $MSFT $CELH $ZS Adds: None Sales: None Comments: What a month. Am the same investor down 40% last yr. Some amazing companies continue to excel. Hang tough https://t.co/9tUUVH8ZSi November Review Nov"  
[X Link](https://x.com/drowsyinvestor/status/1740883300477198716)  2023-12-29T23:51Z [----] followers, 25.3K engagements


"Speaking of portfolio concentration $NVDA surpasses 20% of my portfolio for the first time. [--]. $CRWD at 13% [--]. $AXON at 10% [--]. $MELI at 9% [--]. $AMZN at 7% (Smallest [--] all sub 1%) [--]. $SE [--]. $SMCI [--]. $AEHR [--]. $HD [--]. $TSLA"  
[X Link](https://x.com/drowsyinvestor/status/1744686467895456182)  2024-01-09T11:44Z [----] followers, 14.1K engagements


"$CRWD hitting $300 (1 year ago $104 and change) $NVDA hitting $600 (1 year ago $192) Yes they got absolutely destroyed in [----] but still just mind blowing"  
[X Link](https://x.com/drowsyinvestor/status/1750145250608259361)  2024-01-24T13:15Z [----] followers, [----] engagements


"$NVDA probably going to hit $700 today. I remember when I started it was in the $400s. Crazy man - Taylor [--] started investing 1/1/24"  
[X Link](https://x.com/drowsyinvestor/status/1754836438598742064)  2024-02-06T11:56Z [----] followers, [----] engagements


"To all who followed me along this $AXON journey for the past [--] years here and many more years in real life Heres to you Cloud and Services revenue grows 52% to $561 million Annual recurring revenue grows 47% to $697 million Annual rev guidance 20% to 24%"  
[X Link](https://x.com/drowsyinvestor/status/1762586110033580105)  2024-02-27T21:10Z [----] followers, [----] engagements


"Bought more $MELI. I love buying companies that had the worst best earnings report"  
[X Link](https://x.com/drowsyinvestor/status/1763215854030782733)  2024-02-29T14:53Z [----] followers, [----] engagements


"Total portfolio (first purchases): $NVDA (2016) $CRWD (2020) $AXON (2017) $AMZN (2014) $CELH (2021) $MELI (2017) $TTD (2019) $AAPL (2015) $MSFT (2013) $ZS (2018) $MNDY (2021) $GOOG (2022) $AMD (2022) $SE (2020) $LULU (2022) $HD (2022*) $TSLA (2023) *previously owned rebought"  
[X Link](https://x.com/drowsyinvestor/status/1766586728024817750)  2024-03-09T22:07Z [----] followers, 21.8K engagements


"Still excited for $TMDX. A company saving lives and literally buying planes so they can save more. (Plus raising guidance by the most it ever had aint bad)"  
[X Link](https://x.com/drowsyinvestor/status/1785623666157408305)  2024-05-01T10:53Z [----] followers, [----] engagements


"Let that $AXON greatness wash over - Axon Cloud & Services revenue grows 52% - Annual recurring revenue grows 50% - Raises full year revenue - Acquires Dedrone"  
[X Link](https://x.com/drowsyinvestor/status/1787575430951612881)  2024-05-06T20:09Z [----] followers, [----] engagements


"Ive been saying for years that my three headed growth monster would be $AXON $MELI and $TTD. Pretty sure the monster will continue for years to come AXON- crazy new products and cloud growing 50%+ MELI- beats on all metrics TTD - taking share from walled gardens @calistoker123 I certainly love my three headed monster right now $TTD $MELI $AXON @calistoker123 I certainly love my three headed monster right now $TTD $MELI $AXON"  
[X Link](https://x.com/anyuser/status/1788925587513393429)  2024-05-10T13:34Z [----] followers, 23.6K engagements


"Portfolio vs. US stock market total returns: Port. Total US market [----] 38% 31% [----] 91% 21% [----] -6% 26% [----] -48% -20% [----] 79% 26% [----] 33% 11% YTD Annualized: 15.8% Vs. 12.3%"  
[X Link](https://x.com/drowsyinvestor/status/1791929186216468846)  2024-05-18T20:29Z [----] followers, 18.3K engagements


"With $NVDA crossing $1000 a share it has become a [---] bagger for me. Ive waited a long time to tweet that. Heres how I did it: [--]. I didnt do anything [--]. Jensen did. He created a generational company [--]. While he was doing that I tweeted about his apparel and Dennys"  
[X Link](https://x.com/drowsyinvestor/status/1793403260126048283)  2024-05-22T22:07Z [----] followers, 39.3K engagements


"Added $AXON at the open. Still digging out after its last earnings. Still the fastest growing portion of the company is growing at 50%+. Still not a big cap. Still founder led"  
[X Link](https://x.com/drowsyinvestor/status/1812852461633208764)  2024-07-15T14:11Z [----] followers, [----] engagements


"$AXON 💪 Axon Cloud & Services revenue grows 47% to $195 million Annual recurring revenue grows 44% to $850 million Raises full year revenue outlook to a range of $2.00 billion to $2.05 billion up from $1.94 billion to $1.99 billion"  
[X Link](https://x.com/drowsyinvestor/status/1820913559913525302)  2024-08-06T20:03Z [----] followers, [----] engagements


"Once again confirmed the combo of $AXON $MELI and $TTD is a pretty darn good growth strategy"  
[X Link](https://x.com/drowsyinvestor/status/1821642092785115384)  2024-08-08T20:18Z [----] followers, [----] engagements


"Small adds/new positions: $ASPN- those growth numbers are crazy. Fun to learn about a new to me company/industry $PLTR - owned at $4. My mistake. Intrigued by AI strategy and commercial growth $CLPT - added. Owned since [----] and growth and cash burn heading in opp directions"  
[X Link](https://x.com/drowsyinvestor/status/1823495442132303962)  2024-08-13T23:02Z [----] followers, [----] engagements


"First shares of $AXON have now become [--] baggers. Winners keep winning. (Unless they dont)"  
[X Link](https://x.com/drowsyinvestor/status/1824082997223780588)  2024-08-15T13:57Z [----] followers, [----] engagements


"$CRWD shut down the world for a week. No air travel. No small business activity. Nothing. Up 6% YTD. I love investing"  
[X Link](https://x.com/drowsyinvestor/status/1824162430588686595)  2024-08-15T19:13Z [----] followers, [----] engagements


"Portfolio: $NVDA - 29.9% $AXON - 11.2% $MELI - 8.3% $CRWD - 8.1% $TTD - 7.3% $AMZN - 7.1% Cash - 4.7% $MSFT - 4.3% $AAPL - 3.7% $ZS - 2.4% 2%: $VTI $GOOG $MNDY $CELH $PLTR $HD $TSLA [----] YTD: 46% CAGR since 2014: 17.1% Lots of learning dumb mistakes and growth there"  
[X Link](https://x.com/drowsyinvestor/status/1827311833281155103)  2024-08-24T11:47Z [----] followers, [----] engagements


"$AXON Midland TX - renews $4.2 million contract Harker Heights TX - Approves $1.2 million contract Muskogee Phoenix OK - Approves $400k contract Mobile AL - On verge of $8.7 million Taser contract 33% of hospitals in US have Axon tech"  
[X Link](https://x.com/drowsyinvestor/status/1839250585863782504)  2024-09-26T10:28Z [----] followers, [----] engagements


"Top five positions in last month: $NVDA +25% $AXON +18% $CRWD + 21% $MELI +2% $TTD +15% Feels good. But easily can remember in [----] [--] of [--] months I was down double digits. Nearly every month was down incredible amounts. Things swing both ways. Just hang in there"  
[X Link](https://x.com/drowsyinvestor/status/1844351985757323405)  2024-10-10T12:19Z [----] followers, [----] engagements


"At least that was 40+ minutes of not hearing political ads. $TMDX (Holding my shares)"  
[X Link](https://x.com/drowsyinvestor/status/1851008064268411094)  2024-10-28T21:08Z [----] followers, [----] engagements


"Four times a year I get to tell my wife yes add the guac to your Chipotle bowl $AXON Congrats longs 🍻"  
[X Link](https://x.com/drowsyinvestor/status/1854642761410150434)  2024-11-07T21:51Z [----] followers, [----] engagements


"We are not the same: You sold $SE on the way down at $300 and put it all towards $NVDA and are up [--] gajillion percent. I held $SE since [----] and now with the recent AH move Im only down 40%. Just we arent the same:"  
[X Link](https://x.com/drowsyinvestor/status/1856323392682484220)  2024-11-12T13:09Z [----] followers, 10.6K engagements


"Concentration makes you rich diversification keeps you rich. $NVDA and $AXON=45% of portfolio Im in the trying to run up the score phase of investing. Best way is to let the few great calls Ive made run. At some point that will change"  
[X Link](https://x.com/anyuser/status/1857801195999404075)  2024-11-16T15:01Z [----] followers, [----] engagements


"Portfolio vs. US stock market total returns: Port. Total US market [----] 38% 31% [----] 91% 21% [----] -6% 26% [----] -48% -20% [----] 79% 26% [----] 73% 25.8% YTD Annualized: 17.4% Vs. 13% (10+ yrs) Portfolio vs. US stock market total returns: Port. Total US market [----] 38% 31% [----] 91% 21% [----] -6% 26% [----] -48% -20% [----] 79% 26% [----] 33% 11% YTD Annualized: 15.8% Vs. 12.3% Portfolio vs. US stock market total returns: Port. Total US market [----] 38% 31% [----] 91% 21% [----] -6% 26% [----] -48% -20% [----] 79% 26% [----] 33% 11% YTD Annualized: 15.8% Vs. 12.3%"  
[X Link](https://x.com/drowsyinvestor/status/1860319621238120610)  2024-11-23T13:48Z [----] followers, 12.6K engagements


"Nov [--] - Port. Review Port: +15.5% S&P: +5.1% YTD: +71.2% S&P: +27.2% Top ten $NVDA $AXON $CRWD $TTD $AMZN $MELI $MSFT $MA $AAPL Cash Buys: N/A Sales: N/A Commentary: The rally goes on. Staying the course and hope you are too (Thoughts below new format) Oct [--] - Port. Review Port: +8.4% S&P: -1% YTD: +55.7% S&P: +20.3% Top ten $NVDA $AXON $CRWD $MELI $TTD $AMZN $MSFT $MA $AAPL Cash Buys: N/a Sales: N/a Commentary: All eyes towards earnings. Weve seen quite a run recently keeping my head but not apt to add. Happy Nov https://t.co/nC31bpAo8b Oct [--] - Port. Review Port: +8.4% S&P: -1% YTD:"  
[X Link](https://x.com/drowsyinvestor/status/1862561741172871615)  2024-11-29T18:18Z [----] followers, 26.8K engagements


"A little over a year later $MELI then $1330 today $1947 $AXON then $211 today $687 $TTD then $74 today $139 Buy winners give them some leash monitor closely and hold on. A little over a year later $MELI then $745 today $1330 $AXON then $92 today $211 $TTD then $48 today $74 Great companies tend to stay in motion. Especially with founders at the helm. Give them some leash actively monitor and stick with em. A little over a year later $MELI then $745 today $1330 $AXON then $92 today $211 $TTD then $48 today $74 Great companies tend to stay in motion. Especially with founders at the helm. Give"  
[X Link](https://x.com/drowsyinvestor/status/1865505601595273374)  2024-12-07T21:16Z [----] followers, 37.2K engagements


"Dec [--] - Port. Review [----] Returns: +65.4% S&P Returns: +24% [--] Yr CAGR +17.6% Top ten: $NVDA $AXON $CRWD $AMZN $TTD $MELI $MSFT $AAPL $MA Cash Buys: $MELI Sales: $PLTR Commentary: Another solid year after that abysmal [----]. Wishing you and yours a happy & healthy [----]. Nov [--] - Port. Review Port: +15.5% S&P: +5.1% YTD: +71.2% S&P: +27.2% Top ten $NVDA $AXON $CRWD $TTD $AMZN $MELI $MSFT $MA $AAPL Cash Buys: N/A Sales: N/A Commentary: The rally goes on. Staying the course and hope you are too (Thoughts below new format) https://t.co/fXIqIM5ndY Nov [--] - Port. Review Port: +15.5% S&P: +5.1% YTD:"  
[X Link](https://x.com/drowsyinvestor/status/1874227856995475531)  2024-12-31T22:55Z [----] followers, 26.5K engagements


"Top five holdings: $NVDA - 29.1% $AXON - 15% $CRWD - 9.6% $AMZN - 8% $TTD - 7.5% Have held since: NVDA - [----] AXON - [----] CRWD - [----] AMZN - [----] TTD - 2019"  
[X Link](https://x.com/drowsyinvestor/status/1876695050291442158)  2025-01-07T18:19Z [----] followers, 10.1K engagements


"Ok ok ok.hear me out yes missed its guidance (sucks) but maybe the reasons you loved $TTD Jeff Green for years are the reason you should trust him now. Dude just put forth a transparent long term vision on display. Betting on him has been a good call historically. Snapshot of a surprisingly poor $TTD quarter: https://t.co/UgF5sQmBJW Snapshot of a surprisingly poor $TTD quarter: https://t.co/UgF5sQmBJW"  
[X Link](https://x.com/drowsyinvestor/status/1889800647345922466)  2025-02-12T22:15Z [----] followers, [----] engagements


"Man todays full of investing emotions: $TTD getting murdered (top [--] play; own since $10) $RDDT slaughtered (own since $100) $HOOD having NVDA moment (watchlist) $APP up a bizzilion percent (on sidelines) $UPST making comeback maybe (sold long ago) Tomorrows a new day"  
[X Link](https://x.com/drowsyinvestor/status/1889833570086351297)  2025-02-13T00:26Z [----] followers, [----] engagements


"Could be the start of the unforeseen wave $AXON. Weve been pounding the table on this for [--] years now - Loblaws (200k employees) see violence against employees decrease. Pilot program worked Expanding to stores throughout Western and Ontario. 🙌 https://www.timescolonist.com/local-news/workers-at-shopper-drug-mart-on-douglas-street-will-soon-wear-body-cameras-loblaws-10247601 https://www.timescolonist.com/local-news/workers-at-shopper-drug-mart-on-douglas-street-will-soon-wear-body-cameras-loblaws-10247601"  
[X Link](https://x.com/drowsyinvestor/status/1891972038165762252)  2025-02-18T22:04Z [----] followers, 17.3K engagements


"Guys Im telling you. This is a big big deal. $AXON Straight from the presser: Awarded largest deal in company history coming from an enterprise customer Enterprise is the unforeseen wave. This leads to TAM expansion and re-ratings. (Whether deal below or diff). 🍻 Could be the start of the unforeseen wave $AXON. Weve been pounding the table on this for [--] years now - Loblaws (200k employees) see violence against employees decrease. Pilot program worked Expanding to stores throughout Western and Ontario. 🙌 https://t.co/6ceJzkLwhN Could be the start of the unforeseen wave $AXON. Weve been"  
[X Link](https://x.com/drowsyinvestor/status/1894504678890610902)  2025-02-25T21:48Z [----] followers, 12.3K engagements


"Oh my $AXON International growth grew 50% SEQUENTIALLY Commercial enterprise 3x year over year booked largest deal with global logistics company and now accounts for one of the largest opportunity for AXON (Im out of breath. I cant breath)"  
[X Link](https://x.com/drowsyinvestor/status/1894512102875812261)  2025-02-25T22:17Z [----] followers, 10.4K engagements


"Just saying what I think many investors are thinking: Looking for underappreciated ex US: $MELI Looking for secular gem thats holding up: $AXON Looking for safest move you can make in a stock: $AMZN Looking for fallen winners that will always be expensive $CRWD $PLTR"  
[X Link](https://x.com/drowsyinvestor/status/1903808916942729643)  2025-03-23T13:59Z [----] followers, 11.2K engagements


"YTD: -20% Portfolio is below where it was on [--] April [----] and 35% off where it was in Feb. I know most people are in similar boat (though I hope better than me) Im: - Keeping my head - Slowly buying some ( $AMZN & $MELI) - Im being transparent. All in this cluster together"  
[X Link](https://x.com/drowsyinvestor/status/1908525787965272279)  2025-04-05T14:23Z [----] followers, 10.5K engagements


"Bear and I are thinking of restarting our podcast Faces For Spaces and hopefully get it on a regular schedule. Would you all tune in @investing_bear"  
[X Link](https://x.com/drowsyinvestor/status/1916492199807664340)  2025-04-27T13:58Z [----] followers, [----] engagements


"$AXON ER + $MELI ER = Guac for the Drowsy household"  
[X Link](https://x.com/drowsyinvestor/status/1920216353551597594)  2025-05-07T20:37Z [----] followers, [----] engagements


"$AXON earnings were good (maybe almost great) But the whole enchilada was Josh Isners comment: I would say virtually no headwinds in terms of anything macro with US state and local enterprise or internationalthere are little challenges but I think our team is prepared. 💪"  
[X Link](https://x.com/drowsyinvestor/status/1920431578427072933)  2025-05-08T10:52Z [----] followers, [----] engagements


"Today $AXON was spiffy [---] pop for me. Axon is now my largest combined holding. Im planning on selling off tiny LEAPs exposure and sitting tight. Congrats to all longs. We have been pounding table on axon for [--] years now. Hopefully many good years ahead 🍻"  
[X Link](https://x.com/drowsyinvestor/status/1920616899856965930)  2025-05-08T23:08Z [----] followers, [----] engagements


"Bear and I are excited to announce our new podcast Shooting the Bull with Drowsy and Bear. Portfolio reviews stocks investing strategies old man banter what can be better First episode to drop later this month. 😴🧸 @investing_bear https://open.spotify.com/episode/5zkrYZ6UU24oFkNdoxvGdxsi=eRgmhJnxQMyU9lGAMhNoVg https://open.spotify.com/episode/5zkrYZ6UU24oFkNdoxvGdxsi=eRgmhJnxQMyU9lGAMhNoVg"  
[X Link](https://x.com/drowsyinvestor/status/1923807850071015708)  2025-05-17T18:28Z [----] followers, 18.6K engagements


"JUST RELEASED: "Episode 1: Origin Stories Monthly Portfolio Updates and Saltine Crackers" by Shooting the Bull With Drowsy and Bear. We chat the genesis of the pod monthly updates and investing strategy. $APP $RBRK $RDDT $NVDA $AXON and more. https://creators.spotify.com/pod/show/drowsy-investor/episodes/Episode-1-Origin-Stories--Monthly-Portfolio-Updates--and-Saltine-Crackers-e33jes9 https://creators.spotify.com/pod/show/drowsy-investor/episodes/Episode-1-Origin-Stories--Monthly-Portfolio-Updates--and-Saltine-Crackers-e33jes9"  
[X Link](https://x.com/drowsyinvestor/status/1928559560396075111)  2025-05-30T21:10Z [----] followers, 50K engagements


"JUST RELEASED: "Episode 2: Investing Strategies Monthly Portfolio Updates and Rolling the Dice on SPY" of Shooting the Bull With Drowsy and Bear. We chat high-flying valuations how to hold multi-baggers and monthly updates. $NET $HIMS and more. https://creators.spotify.com/pod/show/drowsy-investor/episodes/Episode-2-Investing-Strategies--Monthly-Portfolio-Updates--and-Rolling-the-Dice-on-SPY-e34lubd https://creators.spotify.com/pod/show/drowsy-investor/episodes/Episode-2-Investing-Strategies--Monthly-Portfolio-Updates--and-Rolling-the-Dice-on-SPY-e34lubd"  
[X Link](https://x.com/drowsyinvestor/status/1937532781330153599)  2025-06-24T15:26Z [----] followers, 29.4K engagements


"Fintwit is one of the few places that can make you feel unsatisfied with only beating the market. If you are consistently beating the market especially over many years you are already a rockstar from outer space. Dont forget that"  
[X Link](https://x.com/drowsyinvestor/status/1947034317646946405)  2025-07-20T20:42Z [----] followers, [----] engagements


"$AXON Wheat Ridge CO begins using Axon AI products: With the department's Aug. [--] adoption of Axon Enterprise's Draft One program the time taken to scribe out reports has fallen by 40% to 60% for the department. Add $100K to contract per year 💪 https://denvergazette.com/news/crime/wheat-ridge-ai-police-reports/article_6cdf4234-36d2-4bac-921c-63ca5f76d1f4.amp.html https://denvergazette.com/news/crime/wheat-ridge-ai-police-reports/article_6cdf4234-36d2-4bac-921c-63ca5f76d1f4.amp.html"  
[X Link](https://x.com/drowsyinvestor/status/1953931050310160622)  2025-08-08T21:27Z [----] followers, [----] engagements


"JUST RELEASED: "Episode 4: John Rotonti on Long Term Winners and AI Infrastructure Playbook" on Shooting the Bull With Drowsy and Bear. A must listen to special episode. We chat investing in a high-valuation market and AI infrastructure investing. https://creators.spotify.com/pod/profile/drowsy-investor/episodes/Episode-4-John-Rotonti-on-Long-Term-Winners-and-AI-Infrastructure-Playbook-e36tc4u https://creators.spotify.com/pod/profile/drowsy-investor/episodes/Episode-4-John-Rotonti-on-Long-Term-Winners-and-AI-Infrastructure-Playbook-e36tc4u"  
[X Link](https://x.com/drowsyinvestor/status/1956439914469621821)  2025-08-15T19:36Z [----] followers, 35.6K engagements


"$AXON A million reasons an insider may sell a stock; pretty much only one reason they buy. Axon Director Hadi Partovi has had some stellar inside buys. Says Axon crushed quarterly earnings yet again. Buys a million bucks of Axon last week"  
[X Link](https://x.com/drowsyinvestor/status/1956779161562865875)  2025-08-16T18:04Z [----] followers, [----] engagements


"If this healthy pullback continues Im eyeing: [--]. Likely do nothing. If we fall a bit add a bit. If we tumble add more. [--]. Adding to top conviction $AXON $MELI $AMZN $CRWD [--]. Building out a some more AI trade exposure/small positions $ALAB $APP [--]. New position possibly"  
[X Link](https://x.com/drowsyinvestor/status/1958120859261878509)  2025-08-20T10:56Z [----] followers, [----] engagements


"@chowzam @307Fool Im mean I think its great investing and great parenting at the same time"  
[X Link](https://x.com/drowsyinvestor/status/1967718393781555587)  2025-09-15T22:33Z [----] followers, [--] engagements


"Axon Enterprise in Talks for $800$900 Million Buyout of AI [---] Startup Prepared Prepareds software uses to turn [---] call transcripts into short notes for dispatchers. It can also translate. $AXON has pulse on industry. Keep expanding AI offerings https://www.tipranks.com/news/axon-enterprise-in-talks-for-800-900-million-buyout-of-ai-911-startup-prepared https://www.tipranks.com/news/axon-enterprise-in-talks-for-800-900-million-buyout-of-ai-911-startup-prepared"  
[X Link](https://x.com/drowsyinvestor/status/1968619064198140378)  2025-09-18T10:12Z [----] followers, [----] engagements


"JUST RELEASED: "Episode 7: Andrea James on $IMDX's Bright Future Democratizing Molecular Diagnostics and Investing Thoughts" of Shooting the Bull With Drowsy and Bear. We chat with $IMDX CFO @AndreaSJames on IMDX molecular testing $AXON and more. https://open.spotify.com/episode/0hQ4GDqM952XUBaY69fgk4si=m8Q_8j0WR3mejCmEuupFuQ https://open.spotify.com/episode/0hQ4GDqM952XUBaY69fgk4si=m8Q_8j0WR3mejCmEuupFuQ"  
[X Link](https://x.com/drowsyinvestor/status/1975508900666331247)  2025-10-07T10:29Z [----] followers, [----] engagements


"Getting a lot of Qs on what happened to $AXON today. Nothing/dont know. A few things to understand about Axon stock: [--]. One of the greatest stock stories in history. Up 123000% in [--] years. [--]. It often pulls back hard for no reason. [--]. It tends to rip on earnings and fade"  
[X Link](https://x.com/drowsyinvestor/status/1978582382383948201)  2025-10-15T22:02Z [----] followers, 10.2K engagements


"Umm this could be HUGE for $AXON Bundestag passed a legislative amendment that explicitly allows federal law enforcement officers to use Tasers Federal Interior Minister announced plans to purchase [-----] such devices in the coming years." 💪🔥💵 https://www.spiegel.de/panorama/bundestag-elektroschockpistolen-fuer-bundespolizei-genehmigt-a-40b1943b-97d7-46af-9f86-0383c17d58a5sara_ref=re-so-app-sh https://www.spiegel.de/panorama/bundestag-elektroschockpistolen-fuer-bundespolizei-genehmigt-a-40b1943b-97d7-46af-9f86-0383c17d58a5sara_ref=re-so-app-sh"  
[X Link](https://x.com/drowsyinvestor/status/1978982133814251572)  2025-10-17T00:31Z [----] followers, [----] engagements


"Built out a sizable starter spot in $IMDX. Risky new company pending FDA approval but asymmetric upside. Will keep this small. For those interested. Heres @investing_bear and my conversation with IMDX CFO Andrea James. https://open.spotify.com/episode/0hQ4GDqM952XUBaY69fgk4si=m8Q_8j0WR3mejCmEuupFuQ https://open.spotify.com/episode/0hQ4GDqM952XUBaY69fgk4si=m8Q_8j0WR3mejCmEuupFuQ"  
[X Link](https://x.com/drowsyinvestor/status/1979262334003552559)  2025-10-17T19:04Z [----] followers, [----] engagements


"200 bagger achieved with $NVDA crossing the $200 mark. Yes probably a toppy sort of statement. But there is true power in longterm compounding and holding on for dear life"  
[X Link](https://x.com/drowsyinvestor/status/1983251550610092217)  2025-10-28T19:16Z [----] followers, 14.2K engagements


"Ahead of $AXON earnings tomorrow. Im expecting BIG things. In addition to beat beat raise. I wouldnt be surprised if: - $WMT (or other big box) ends up signing deal with Axon - New huge international customer for drones and/or tasers - Additional synergy from Prepared"  
[X Link](https://x.com/drowsyinvestor/status/1985336095043920055)  2025-11-03T13:19Z [----] followers, [----] engagements


"My thoughts on $AXON ER: [--]. Theres no crying in hyper-growth investing. It giveth and taketh. [--]. This was not a good Q. [--]. Spending is vital for next wave up and to tie ecosystems and growth strategies together. [--]. Proven management. [--]. Im holding. LT thesis intact"  
[X Link](https://x.com/drowsyinvestor/status/1985845384737116299)  2025-11-04T23:03Z [----] followers, 11.3K engagements


"Sold out of unfortunately now smaller $MNDY position. Added to $SE - good numbers nice drop post earnings. Added to $MELI - good numbers longterm compounder that hasnt run as much in [----] as others"  
[X Link](https://x.com/drowsyinvestor/status/1988617656237170722)  2025-11-12T14:39Z [----] followers, [----] engagements


"Some quick thoughts on $AXON (many have asked): - Axon as a company is 💪 as ever - Last Q did introduce some questions over call center acquisitions (to compete with lesser $MSI; wouldve preferred drone/C-UAV investments) and margins - Against previous [--] to 4Qs of perfection"  
[X Link](https://x.com/drowsyinvestor/status/1995831696852423091)  2025-12-02T12:25Z [----] followers, [----] engagements


"@LiebermanAustin Easy question. [--]. $NVD3 [--]. $NVDL [--]. $NVDA And if grandma is a bad ass then up that leverage"  
[X Link](https://x.com/drowsyinvestor/status/2004559672360198308)  2025-12-26T14:27Z [----] followers, [----] engagements


"$AXON Knoxville Tennessee I love it when a plan comes together - $27.5 million contract for cameras across the city. - Links new 9-1-1 call center capabilities with responders and ultimately cloud services. - This is the ecosystem at work 💪 https://www.knoxnews.com/story/news/local/2026/01/13/knoxville-police-department-installs-cameras-at-intersections/87993640007/ https://www.knoxnews.com/story/news/local/2026/01/13/knoxville-police-department-installs-cameras-at-intersections/87993640007/"  
[X Link](https://x.com/drowsyinvestor/status/2011406342699798859)  2026-01-14T11:53Z [----] followers, [----] engagements


"At the grocery store my kid just majorly put a guy next to me on blast (As loudly as possible) Daddy that guy next to us is making a bad choice. Hes buying red delicious apples. He turns to me and gives me a dirty look I swelled with pride. Maybe Im doing something right"  
[X Link](https://x.com/drowsyinvestor/status/2013372359378370886)  2026-01-19T22:05Z [----] followers, [----] engagements


"$AXON Raleigh-Durham NC New $1.6 million deal for evidence management and upgraded tasers 💪 https://hoodline.com/2026/01/raleigh-police-department-to-enhance-safety-and-efficiency-with-new-technology-upgrades/ https://hoodline.com/2026/01/raleigh-police-department-to-enhance-safety-and-efficiency-with-new-technology-upgrades/"  
[X Link](https://x.com/drowsyinvestor/status/2014477582616469853)  2026-01-22T23:17Z [----] followers, [----] engagements


"Me posting on Fintwit after a stock I own pops 1.3% after earnings"  
[X Link](https://x.com/drowsyinvestor/status/2015506441461719488)  2026-01-25T19:25Z [----] followers, [----] engagements


"$AXON Just textbook of mostly set it and forget. Love the look Brad. $AXON is what pretty compounding looks like: https://t.co/zwSj9sQLCT $AXON is what pretty compounding looks like: https://t.co/zwSj9sQLCT"  
[X Link](https://x.com/drowsyinvestor/status/2015939838164271209)  2026-01-27T00:08Z [----] followers, [----] engagements


"$MELI up 16% to start the year. Coiled spring"  
[X Link](https://x.com/drowsyinvestor/status/2016474807580205479)  2026-01-28T11:33Z [----] followers, [----] engagements


"@SedsGoBlue I need to look at this more deeply to have an articulate answer. But I wonder if this is the same song and dance of small company announces a product that is adjacent to axon or goes after a small niche that axon controls market sells axon continues to do its thing"  
[X Link](https://x.com/drowsyinvestor/status/2017361660386697375)  2026-01-30T22:17Z [----] followers, [---] engagements


"@ballerdk22 Hope so too. Rough"  
[X Link](https://x.com/drowsyinvestor/status/2017403520618492294)  2026-01-31T01:04Z [----] followers, [---] engagements


"@chris_utah @convictionhold @investing_bear JMo is the best. Perfect hand at the helm in these rocky seas"  
[X Link](https://x.com/drowsyinvestor/status/2019172481182101941)  2026-02-04T22:13Z [----] followers, [--] engagements


"@throwabull I cant wait to see a random $NEWR employee and ambush em"  
[X Link](https://x.com/drowsyinvestor/status/1824922347998216454)  2024-08-17T21:32Z [----] followers, [---] engagements

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