Sound on! You do not want to miss this. Listen to the whole thing. 👏👏👏👏👏👏👏👏👏👏
Posts by Ck
Love this guy💞 This one of many of my favorite clips of McGovern
...he just so good😂
Scott Bessent’s let slip a new rule about how everyone will have to prove their citizenship to banks to open new accounts or to keep an existing account (Nazi- show me your papers)
+
Vance’s attack on the Pope about not being Christian enough
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NSPM-7
www.youtube.com/live/taL7Y6K...
Keep Walking The Walk,Mayor Mamdani.......
Gil Duran tweet: TLDR: Fascism in response to Palantir's long fascists screed on X.
"Your Account is Suspended" Message on X
The CEO of Palantir posted a fascist manifesto on X.
I pointed out that it was fascist—which resulted in a permanent suspension from X (my second time!).
So, when you hear the tweeters complaining that BlueSky is intolerant, remember why many of us came here in the first place.
Find out more about who is behind Trump's strategy to transform the country to match Christian nationalists’ fantasies and try to take over our elections so we can’t fight back.
Y’all ready to join us? 🫡
#purgepalantir
Court To Bondi: Demanding Platforms Censor Speech And Bragging About It On Fox News Is, In Fact, A First Amendment Violation
For the better part of five years, we've been treated to an elaborate performance about the unprecedented constitutional horror of "jawboning." Jim Jordan held hearings.…
A tweet from Jason Bassler (@JasonBassler1) Life Hacks, 2025 edition: - If Peter Theil's involved, avoid it - If it's "opt-in", it'll be mandatory - If AI is involved, it's profiling you - If Big Tech says it's for safety, it's not - If it demands a facial scan, walk away - If it's "for your safety," it's for their control
Senator Slotkin says new NSPM-7 Joint Mission Center likely includes CIA and NSA, for "looking at...people who may just take a very different view on the world than the president."
ZOHRAN MAMDANI: "It is sad that for too many Americans when they want to look for ambition in the Democratic Party, they have to turn to a history book."
After years of sifting through thousands of tax documents, hundreds of news stories, and countless other sources in an effort to help Coloradans understand Advance Colorado and its conservative network, we've put all our reporting in one place:
I agree!
-This is a time of right vs wrong.
-It’s the Epstein class vs the rest of us.
-It’s those whom the law protects but doesn’t bind vs those the law binds but doesn’t protect.
90% of mass media is controlled by 6 billionaires. Locally, sponsored content is so common, we often have to explain Yellow Scene is free of quid pro quo.
Become a Sustaining Supporter at $8/month and keep your local Free Press-free.
fundrazr.com/YSMagazine
“It feels like it's codifying bullying,” she said, adding she fears it could embolden people to question a child’s identity or whether they belong.”
bsky.app/profile/kenk...
NSPM-7 being invoked here is worth unpacking. That directive was built for foreign threats. Using it against a warehouse arsonist means domestic dissent is being reframed as national security risk. How far does the reporting go on the charging language?
3/ "Any expert of national security surveillance law following the government’s escalating actions on 'antifa' can connect the dots to FISA electronic surveillance and other counterterrorism and intelligence authorities."
www.justsecurity.org/136232/antif...
Axon says the Fusus platform does not have cloud processing and runs on Evanston hardware.
Kelly makes the good point that Fusus does not seem to help *prevent* crime.
Kelly, my NIMBY queen, pop off.
Police rep says it's necessary, and been necessary for a while, because of mass casualty events where you are "on the hunt for a suspect who is at large"
Note this is uh. Not the same as preventing the mass casualty event lmao.
Computers don't really do any math you can't do by hand but they just do it WAY WAY WAY FASTER.
kelly says she wants to see a more itemized cost breakdown.
Kelly says Aurora is paying roughly half per head what Axon is charging Evanston.
Police are trying hard to downplay the FUSUS system saying it just lets them more easily access video they already have access to
But like.
Gain of function is still significant and matters.
The main thing council seems to be stressed about is this "FUSUS" tool that drastically expands the real time surveillance and outside camera integration. Geracaris asks if they can remove FUSUS from the package of services www.axon.com/products/axo...
Police say they can theoretically integrate ETHS or NU cameras into the axon system
I'm sure that'd be good and not creepy.
Nieuwsma asks about if they have an ordinance banning Ring/similar cameras being integrated. Anyways amazon partnered with flock for that.
www.cnet.com/home/securit...
Bottom Line: Why MS Remains Bullish on $AXON
AI & software adoption = durable 25-30% topline growth
TASER 10 & AB4 rollouts still early
Enterprise expansion = TAM growth beyond law enforcement
Flock = short-term disruption, not a thesis breaker
(13/n)
Key Risks to Watch for $AXON
1) Regulatory & Tax Risks: Changes in public safety budgets could impact contracts.
2) Hardware Rollout Delays: TASER & body cam adoption is still in early innings.
3) Sentiment Shifts: Public safety investment sentiment can be cyclical.
(12/n)
Bear Case ($400 PT):
* 10-11x EV/2026E Sales, assuming ~22% CAGR.
* More gradual adoption of new product rollouts + weaker end-market expansion.
$AXON remains high-growth, high-margin, with upside potential if AI & enterprise expansion play out well.
(11/n)
Bull Case ($1,150 PT):
* 22x EV/2026E Sales, assuming ~35% CAGR.
* Scenario where agencies rapidly consolidate onto Axon’s platform, accelerating software adoption & margin expansion.
(10/n)
Morgan Stanley’s $AXON Valuation & Price Target ($700)
Base Case ($700 PT):
* 16x EV/2026E Sales, assuming ~28% CAGR (2024-2026).
* Premium to software peers (~20% growth), but justified by Axon’s strong execution.
(9/n)
Expanding Total Addressable Market (TAM):
Fusus' TAM expanded from $50B → $63B after acquiring Dedrone:
* $7B Enterprise opportunity.
* $3B U.S. State & Local Government.
* $3B International Government.
Axon is diversifying law enforcement that will offset weakness from Flock’s data loss.
(8/n)