Q: Would you add at these levels or wait for any dust to settle?

A reason please. Also, can you provide a management rating/growth rating/risk rating, 10 being the highest for each ?

Thank you

Q: I am down enuff here to find the tax loss enticing. Which would you prefer: buy VRT or ROAD

Q: These 2 stocks have been really beat up lately it seems because of the higher valuations vs results and AI fears.

But if you listen to the most recent earnings calls AI is actually a driving force behind their results, their ability to drive efficiencies / scale and is exactly the kind of 'benefit' that AI can provide (eg. combing through large amounts of data - many of which most humans don't even want to see, writing reports and synthesizing interactions etc) And they operate in industries where switching costs are huge and the barriers to entry and data privacy issues / cybersecurity is paramont.

I really think the market is wrong on these names - when do you think the shareholders will be rewarded? I realise long term that AXON has well out performed but over the past year or so it is below standards.