Investor Adds to $AXON Near Its Cheapest Valuation Since 2019 and Continues Building $CBRS Position on Black...

Here's what I ended up buying this morning in my family portfolio on the anniversary of Black Monday.
I added to $AXON as it trades below 30x EV/EBITDA, near its cheapest valuation since 2019, while continuing to build my $CBRS position.
Both are ways I'm gaining exposure to the next phase of AI, but for very different reasons. Axon is becoming the control center of public safety and turning cheaper AI into higher-value software, while Cerebras benefits as AI agents make inference speed super valuable.