It might be a tough week, what, with yet another war started over the weekend. There are some real rockets going off in the world, but we are going to focus on stock market rockets only. They are more fun.
Netflix Inc. NFLX 
Hey dude! Want $2.8 billion cash? Netflix settled for the consolation prize of nearly $3 billion cash when Warner Brothers decided to accept a superior buyout proposal from Paramount Skydance. Yep, that was the amount of the "break fee" Netflix negotiated when it made its original offer. NFLX shares rose 25% last week on this news. We really hope some of it goes towards making better original Netflix movies. They have been pretty sad lately.
Hey dude! Want $2.8 billion cash? Netflix settled for the consolation prize of nearly $3 billion cash when Warner Brothers decided to accept a superior buyout proposal from Paramount Skydance. Yep, that was the amount of the "break fee" Netflix negotiated when it made its original offer. NFLX shares rose 25% last week on this news. We really hope some of it goes towards making better original Netflix movies. They have been pretty sad lately. 
Axon Enterprise AXON SHOCKING! Axon, the maker of Tasers, reported strong results last week and pretty much dismissed all the AI fears swirling around the company. Shares had been beaten up pretty badly, and are still down 5% for the year. But investors were reminded that, so far, at least, it is humans and not the robots that are committing crimes. Humans can be still be stopped by Tasers. Robots, probably not. Shares rose 25% for the week.
SHOCKING! Axon, the maker of Tasers, reported strong results last week and pretty much dismissed all the AI fears swirling around the company. Shares had been beaten up pretty badly, and are still down 5% for the year. But investors were reminded that, so far, at least, it is humans and not the robots that are committing crimes. Humans can be still be stopped by Tasers. Robots, probably not. Shares rose 25% for the week. 
Hydrograph Clean Power HG Shares in HG are being heavily promoted by some Bay Street folks. The company, developing applications for graphene, has no reported revenue and has never made money. Cash flow is negative. Yet, the company is now valued at $2.2 billion, rising 46% last week. It is now up 151% for the year to date, and up 1,798% in one year. It may have potential, and there is a big FOMO trade here. We have to hand it to the promoters, though. The company has no analysts yet and no major institutional shareholders. Promoted stocks are not always bad. But investors need to be careful.
Shares in HG are being heavily promoted by some Bay Street folks. The company, developing applications for graphene, has no reported revenue and has never made money. Cash flow is negative. Yet, the company is now valued at $2.2 billion, rising 46% last week. It is now up 151% for the year to date, and up 1,798% in one year. It may have potential, and there is a big FOMO trade here. We have to hand it to the promoters, though. The company has no analysts yet and no major institutional shareholders. Promoted stocks are not always bad. But investors need to be careful.
Sunrun Inc. RUN 
Poor Sunrun. Sales in the fourth quarter rose 124%. That sounds pretty good to us. But subscriber additions fell 17% and its 2026 outlook was very cautious. The company, a maker of rooftop solar panels, fell 36% on the week. Dark times for Sun shareholders.
Poor Sunrun. Sales in the fourth quarter rose 124%. That sounds pretty good to us. But subscriber additions fell 17% and its 2026 outlook was very cautious. The company, a maker of rooftop solar panels, fell 36% on the week. Dark times for Sun shareholders.
Xometry Inc. XMTR Xometry runs an AI-enabled marketplace for on-demand manufacturing. Some nice buzzwords there, but they didn't stop a 28% decine in the stock last week. The company guided for 21% growth in 2026 and beat estimates in the fourth quarter, but investors were more concerned with a CEO transition. Shares are down 31% for the year, but they are still very expensive on valuation at 58 times earnings. We looked up what 'Xometry' means but it is a made up word. Maybe the company can make up some better news later this year.
Xometry runs an AI-enabled marketplace for on-demand manufacturing. Some nice buzzwords there, but they didn't stop a 28% decine in the stock last week. The company guided for 21% growth in 2026 and beat estimates in the fourth quarter, but investors were more concerned with a CEO transition. Shares are down 31% for the year, but they are still very expensive on valuation at 58 times earnings. We looked up what 'Xometry' means but it is a made up word. Maybe the company can make up some better news later this year. 
Take Care,
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Analysts of 5i Research responsible for this report have a financial or other interest in AXON. The i2i Fund has a financial or other interest in AXON. Clients of i2i Capital Managements Private Investment Counsel service (i2i PIC) may hold a financial interest in any companies discussed and the views of i2i PIC may differ from the views of 5i Research.
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