Day 1/5: Follow the Axon money. @axon_enterprise executives directed more than $620,000 into Arizona political vehicles in 2026: • Rick Smith (CEO & Founder): $500,000 • Josh Isner (President): $100,000 • Isaiah Fields (Chief Legal Officer): $20,000 These funds flowed to Arizonans for a Better Future PAC, which shares leadership with Better Together PAC - the local dark-money group now active in Scottsdale City Council races. The target? Candidates Graham, Littlefield and Ugenti-Rita who oppose Axon’s 1,200-unit high-density housing plan in north Scottsdale. We can't allow corporate money influencing local zoning decisions: Vote Graham, Littlefield and Ugenti-Rita.

Here's another unusual Trump stock market trade. Trump bought up to $5 million of Axon, $AXON, stock in February. Weeks later, ICE sought a $220 million deal with the company, according to CNBC. Unusual.

Note that non-military markets are also booming. Dual-purpose models will be winners. Insights from Axon via JPM and ZH worth noting...

President Trump bought up to $5 million in shares of Axon Enterprise two weeks before ICE sought a $220 million contract that appeared tailored to the company’s weapons. Axon shares rose more than 22% in the month after Trump’s purchase. cnbc.com/2026/06/29/trump-ax…

Trump bought as much as $5M in Axon stock. 2 weeks later, ICE sought a five-year, $220M contract that experts say appeared tailored to Axon’s weapons. If the Trump admin expands immigration enforcement, Axon could grow—and that raises ethics red flags. cnbc.com/2026/06/29/trump-ax…

$AXON - Looks strong

Growth Stock Portfolio 3Jul'26 Allocations $APP 24.7% $NVDA 19.1% $MELI 14.5% $RDDT 12.0% $AXON 9.5% $HNGE 6.9% $IREN 6.5% $ALAB 3.4% $BLLN 1.2% cash -0.6% YTD 8.21% YTD hi 13.5% (1Jun) YTD lo -34.2% (30Mar) CAGR 34.4% (9.50 yrs; since 1/1/17) changes this week 👇 1/3

Liking AXON with inside day and an analyst upgrade

Watching today. Eye on $GLW and $AXON TODAY

Trump bought $1M-$5M in Axon stock Feb 10 14 days later, ICE posts a $220M contract written to match ONLY Axon's TASER 10 specs; 45-ft range, 10 probes. Axon holds 90% of the market. Stock jumped 34% Presidents are exempt from conflict laws Legal? Maybe. Corrupt? Absolutely!

Axon execs damage the Axon brand. Follow the out-of-state dark $$$ flooding the zone to essentially buy Axon-sponsored city council seats. Just as Scottsdale residents protect their neighborhoods, @BarrySGraham @BobLittlefield @MichelleUgenti are protecting Scottsdale residents.

🚨 $SPCX: One of the Most Unique Nasdaq-100 Additions Ever for Today? Here’s what the market is watching: 🔹 Public Float: 3.7% (281M shares out of 7.57B outstanding) 🔒 Most insiders, employees & pre-IPO investors remain under lock-up until at least Aug. 11, limiting additional supply. 💰 Nasdaq-100 index funds are expected to buy ~$4.3B worth of shares. 📉 The stock has already retraced from $225 to around $165, just ahead of one of the largest scheduled passive buying events. Compare the public float of recent Nasdaq-100 additions: • SPCX: 3.7% • ARM: ~10% • PLTR: ~55–60% • ABNB: ~75–80% • MSTR: ~85% • APP: ~90% • AXON: ~90% • MDB: ~95% ⚠️ No recent Nasdaq-100 addition entered the index with a public float anywhere close to SPCX’s 3.7%. 👀 Watch the closing auction on July 6. That’s when many index funds typically execute their rebalance trades. Whether you’re an institution or a retail investor, this is one of the most unusual supply vs. demand setups seen in a mega-cap stock. Volatility could be elevated. Manage your risk accordingly. $SPCX $QQQ $NDX #Nasdaq100 #SpaceX #IndexRebalance #Stocks #Investing

Stage Analysis Screener – Stage 2 Breakouts & Continuation Breakouts MA, HD, AXP, RDDT, SHW, ADP, NVO, TTWO, AON, AXON, MCO, AJG, AIG, KHC, PAYX, YUM, AMP, IQV, GPN, ABVX, ACGL, RACE, RJF, COO, FWONK, GPC, LH, AHR, IFF, RH, SARO, ELS, HRB, CRSP, HQY, JBTM, SON, TRNO, RLI, RDNT, CXT, NSRGY, DLO, PLMR, HNI, EADSY, MGEE, GO, SLDE, ALRM, GRND, MNKD, SGRY Filters: Stage: 2A, 2, 2B Stage Change: Stage Changed Market Cap: Mini (over $300mln) WCR: Close in Upper Quarter of Bar Avg $ Volume: Over 100M Breakout: 13W Breakout – Cross Above 13W High Sort order: Avg $ Vol (10W) The purpose of this scan is to find stocks attempting to breakout into Stage 2 and continuation breakouts already in Stage 2

Axon execs damage the Axon brand. Follow the out-of-state dark $$$ flooding the zone to essentially buy Axon-sponsored city council seats. Just as Scottsdale residents protect their neighborhoods, @BarrySGraham @BobLittlefield @MichelleUgenti are protecting Scottsdale residents.