Emily Flippen

Bamboo is cheap, accessible, and way more prevalent today than it was a decade ago.

Well, let's round it out.

I'm also a buy on Axon.

Similarly to Jason, I think this business can't be misunderstood.

It's easy to look at the pullback from earnings and say, oh, it's fallen.

Of course, it's a buy.

The reality is Axon is still very expensive.

Let's be very clear about that.

Even

after the pullback in earnings.

This is an expensive company.

But I think that this is the tax that you pay when you own what is basically a quasi-monopoly that has been growing at a breakneck speed for decades with no signs that that growth is expected to slow down.

So I think the runway here is just too long to ignore.

Well, a partnership with United, oh my gosh, that has to make it a breaker.

No, actually, my least favorite airline out of all the airlines available.

No, in my mind, this is a faker for now.

And I don't want to downplay the technical milestones that they have achieved.

And there is certainly an opportunity here if you expand out far enough.

But I think that their timeline for

FAA certification in the next few years is hilariously too aggressive.